Added to YB: 2024-06-21
Pitch date: 2024-06-21
FIVN [neutral]
Five9, Inc.
-48.96%
current return
Author Info
@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.
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
$41.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.97
P/E
53.17
EV/Sales
1.46
Sector
Software
Category
turnaround
Passing on $FIVN
FIVN: Bearish view from ex-employee. Old, poorly integrated tech 3 yrs behind. AI just a plug-in. GOOGL voice AI unrivaled. Big deals may only use outbound dialing, not full software. 3 yrs of tech debt. No new sales hires to drive growth. Risk GOOGL takes superior AI direct. Customers building in-house vs complex FIVN setup.
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