Every material Form 8-K Five9 filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Five9 reported third-quarter 2026 results on November 5, 2026. Revenue rose 13% to $323.3 million, while GAAP net income fell to $14.5 million from $18.0 million, and non-GAAP net income per diluted share rose to $0.82 from $0.78. The company also signed a definitive agreement to acquire Level AI for $325.0 million in cash, expected to close in Q4 2026, and its guidance excludes that deal.
Revenue rose 13% to $323.3 million; GAAP net income was $14.5 million, or $0.19 per diluted share, versus $18.0 million, or $0.21, a year earlier.
Non-GAAP net income per diluted share was $0.82 versus $0.78; adjusted EBITDA was $81.2 million, or 25.1% of revenue.
Full-year 2026 revenue guidance is $1.269 to $1.275 billion; fourth-quarter revenue guidance is $328.0 to $334.0 million.
Level AI acquisition for $325.0 million in cash, expected to close in Q4 2026, subject to customary closing conditions.
Five9 entered into a merger agreement on November 5, 2026, to acquire Level AI, with Level AI becoming a wholly owned subsidiary. The cash price is $325.0 million, subject to customary adjustments, and the company says the deal adds AI capabilities and a new way to reach enterprises. Completion depends on customary closing conditions, and the deal is expected to close in 2026.
Aggregate consideration is $325.0 million in cash, subject to adjustments for Level AI's cash, indebtedness, transaction expenses and net working capital at closing.
Stockholders of Level AI holding enough voting power to approve the deal have signed support agreements, so no further Level AI stockholder approval is required.
Either party may terminate if closing has not occurred by February 5, 2027; neither party must pay a termination fee.
Five9 says the deal is expected to close in 2026, and Centerview Partners LLC is its financial advisor.
Five9 reported second quarter 2026 revenue of $312.4 million, up 10% from a year earlier, and GAAP net income of $3.4 million, up from $1.2 million. Non-GAAP net income fell to $53.5 million from $58.3 million, and adjusted EBITDA margin declined to 22.4% from 24.0%. The company also issued third quarter and full-year 2026 revenue guidance.
Q2 2026 revenue was $312.4 million, up from $283.3 million in Q2 2025.
GAAP net income was $3.4 million, or $0.04 per diluted share, versus $1.2 million, or $0.01, a year earlier.
Non-GAAP net income was $53.5 million, or $0.70 per diluted share, versus $58.3 million, or $0.76, a year earlier.
Guidance: Q3 2026 revenue of $316.0 to $322.0 million; full-year 2026 revenue of $1.260 to $1.272 billion.
Five9 and Executive Vice President of Product Engineering Panos Kozanian have mutually agreed to begin a transition of his responsibilities, effective June 29, 2026. He is expected to remain in his EVP role through at least September 4, 2026, reporting to a new Chief Technology Officer to be announced by the end of the second quarter of 2026. The filing reports no financial results, and the departure terms are limited to continued severance plan eligibility.
Transition of Panos Kozanian's responsibilities effective June 29, 2026
Kozanian expected to remain EVP of Product Engineering through at least September 4, 2026
He will report to a new Chief Technology Officer, to be announced by end of Q2 2026
Eligible for Key Employee Severance Plan benefits as a Tier 3 participant, unless terminated for cause, subject to a standard release
Five9 reported first quarter 2026 revenue of $305.3 million, up 9% from $279.7 million a year earlier, with GAAP net income of $18.4 million ($0.21 per diluted share) versus $0.6 million ($0.01) in the prior-year quarter. The company also announced a $90 million accelerated share repurchase to finish its $150 million program and authorized a new $200 million buyback, and it gave second-quarter and full-year 2026 guidance.
Q1 2026 revenue $305.3 million, up 9%; Q1 subscription revenue grew 13% year over year.
GAAP net income $18.4 million, or $0.21 per diluted share, versus $0.01 in Q1 2025; non-GAAP net income $58.6 million, or $0.76 per diluted share.
Q2 2026 revenue guidance $303.0 to $309.0 million; Q2 GAAP net loss per share guided at $(0.09) to $0.00.
Board authorized a new share repurchase program of up to $200 million of common stock.
Five9 amended its December 2024 cooperation agreement with activist investor Anson Funds on February 17, 2026. The company will nominate existing director Sagar Gupta for election at its 2026 annual meeting, and Anson's voting and standstill obligations will continue until a set date tied to the 2027 annual meeting timeline.
Amendment dated February 17, 2026, to the December 8, 2024 cooperation letter agreement with Anson Funds Management LP and Anson Advisors Inc.
Five9 will nominate Sagar Gupta, a current Board member, for election at the 2026 Annual Meeting of Stockholders.
Anson's voting, standstill and other obligations continue until the earlier of 20 days before the 2027 nomination deadline or 120 days before the first anniversary of the 2026 annual meeting.
Five9 reported fourth-quarter and full-year 2025 results on February 19, 2026, with full-year revenue of $1,149.1 million, up 10%, and GAAP net income of $39.4 million, compared with a net loss of $12.8 million in 2024. The company also guided to full-year 2026 revenue of $1.247 billion to $1.261 billion and first-quarter 2026 revenue of $296.5 million to $302.5 million, which gives shareholders a company-issued outlook for the year ahead.
Q4 2025 revenue rose 8% to $300.3 million; GAAP diluted EPS was $0.23 versus $0.13, and non-GAAP diluted EPS was $0.80 versus $0.79.
Full-year 2025 GAAP diluted EPS was $0.45, compared with a loss of $0.17 per share in 2024; non-GAAP diluted EPS was $2.96 versus $2.47.
2026 guidance: full-year revenue of $1.247 billion to $1.261 billion and non-GAAP EPS of $3.15 to $3.21; Q1 2026 revenue of $296.5 million to $302.5 million.
The 2026 Annual Meeting of Stockholders will be held virtually on May 20, 2026, with a record date of March 24, 2026.
Five9 said Amit Mathradas will become chief executive effective February 2, 2026. Current CEO Michael Burkland stays in the role until then, after which he will remain chairman and a director through the 2026 annual meeting, then provide consulting services for one year.
Amit Mathradas becomes CEO effective February 2, 2026.
Burkland keeps his $585,000 annual base salary, prorated for the time he remains CEO, and stays eligible for 2025 and 2026 bonus programs.
Burkland will not stand for re-election at the 2026 Annual Meeting; the board intends to appoint an independent chairman by that date.
Burkland will receive no new equity awards during his transition roles; existing RSUs and PRSUs continue to vest under their terms.
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