Professional
Added to YB: 2025-11-28
Pitch date: 2025-11-25
FIVN [neutral]
Five9, Inc.
+9.03%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Five9, Inc., together with its subsidiaries, provides intelligent cloud software for contact centers in the United States and internationally.
Market Cap
$1.5B
Pitch Price
$19.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.97
P/E
53.17
EV/Sales
1.46
Sector
Software
Category
value
Voss Capital Portfolio Holding: Long FIVN
FIVN (holding update): AI-enabled CCaaS leader w/ Enterprise AI revenue +40%, bookings +80% YOY despite subscription growth slowing 16%→10%. Trades 1x 2027 revenue, 5x adj EBITDA vs peers at 13x. Activist Anson doubled position. $150M buyback + M&A potential in consolidating sector.
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