Five9 Gears Up to Report Q2 Earnings: What's in Store for the Stock?

Five9 FIVN is set to report its second-quarter 2025 results on July 31.The company expects revenues in the band of $274.5-$275.5 million for the second quarter. The Zacks Consensus Estimate for revenues is pegged at $275.1 million for the quarter, suggesting a 9.1% rise from the year-ago quarter’s reported figure.Non-GAAP earnings are expected in the range of 64-66 cents per share for the second quarter. The Zacks Consensus Estimate for earnings stands at 65 cents, indicating a 25% year-over-year increase. The figure has remained unchanged over the past 60 days.FIVN’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 19.3%.Five9, Inc. Price and EPS Surprise Five9, Inc. price-eps-surprise | Five9, Inc. QuoteLet us see how things have shaped up for the upcoming announcement.Factors Likely to Influence FIVN’s Q2 ResultsFive9’s second-quarter 2025 performance is expected to have benefited from sustained momentum in its enterprise AI revenues. In the last reported financial results for the first quarter, enterprise AI revenues jumped 32% year over year and accounted for 9% of its enterprise subscription sales. This trend is likely to have carried into the second quarter as the company continues to push toward AI-based solutions — an area that not only attracts higher-value contracts but also supports long-term profitability.Five9 has entered 2025 on a solid financial footing. It posted a strong 18.8% adjusted EBITDA margin and $35 million in free cash flow in the first quarter. This operational efficiency gives Five9 a cushion to invest further in product innovation and customer acquisition — two key drivers that are likely to have contributed to the second-quarter strength as well.Strategic partnerships also seem to have contributed significantly to Five9’s second-quarter growth. Ties with big names like Salesforce, Microsoft, ServiceNow, Verint and Google help the company build more tailored AI tools and improve its integration across platforms. This is anticipated to have helped FIVN win new clients and hold on to existing ones in the to-be-reported quarter.However, macroeconomic headwinds, such as persistent inflation, still-high interest rates and currency fluctuations, are expected to have affected Five9’s performance in the quarter under review.What Our Model Says About FIVN’s Q2 EarningsAccording to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case here.Though Five9 carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:Meta Platforms META has an Earnings ESP of +2.91% and presently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.Meta Platforms is set to report second-quarter 2025 results on July 30. The Zacks Consensus Estimate for the second-quarter earnings is pegged at $5.83 per share, revised upward by 5 cents over the past seven days. Estimates for Meta Platforms’ EPS for the second quarter indicate year-over-year growth of 13%.Lam Research LRCX is set to report fourth-quarter fiscal 2025 results on July 30. The stock has an Earnings ESP of +2.71% and presently carries a Zacks Rank #2.The Zacks Consensus Estimate for Lam Research’s fourth-quarter earnings is pegged at $1.20 per share, which has remained unchanged over the past 60 days. Estimates for Lam Research’s fourth-quarter EPS imply year-over-year growth of 48.2%.QUALCOMM QCOM is set to report third-quarter fiscal 2025 results on July 30. The stock has an Earnings ESP of +0.60% and presently carries a Zacks Rank #3.The Zacks Consensus Estimate for QUALCOMM’s third-quarter earnings is pegged at $2.68 per share, which has remained unchanged over the past 60 days. The consensus estimate for QUALCOMM’s EPS for the third quarter calls for a year-over-year increase of 15%.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM): Free Stock Analysis Report Lam Research Corporation (LRCX): Free Stock Analysis Report Five9, Inc. (FIVN): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks