Five9 raised its AI revenue growth forecast to at least 60 percent and maintained its full-year 2026 revenue target of $1.266 billion, according to the company's Q2 earnings announcement released Wednesday.
The cloud contact center software maker had previously guided for AI revenue growth of 40 percent or higher. The upward revision comes as customers adopt AI-powered features at faster rates. The company kept its 2026 revenue midpoint unchanged at $1.266 billion, within its prior range of $1.254 billion to $1.266 billion.
Five9's AI growth acceleration arrives as enterprises across industries race to deploy generative AI tools in customer-facing workflows. Contact center operators have made AI a priority for automating routine inquiries, reducing handle times, and scaling support capacity without proportional headcount increases. Five9 competes with platforms including Amazon Connect, NICE Systems, and Genesys in a market where AI adoption has become a primary purchasing driver.
The 60 percent AI growth rate, if achieved, would represent meaningful expansion within the company's overall revenue base. Five9 derived roughly 30 percent of its revenue from AI products in the prior year, according to investor disclosures. A 60 percent year-over-year gain in that segment would imply AI revenue approaching $410 million of the $1.266 billion total, assuming the non-AI base remains stable.
Five9's guidance raise comes as contact center automation vendors report strong demand from enterprises. The company's ability to sustain such AI growth through year-end depends on enterprise spending decisions in the fourth quarter, a period that often sees budget allocation shifts. Competitive pressure from larger cloud providers offering integrated AI features could constrain Five9's growth if enterprise customers consolidate spending with existing vendors.
The metric to track is whether Five9 reports AI revenue growth at or above 60 percent when it releases full-year 2026 results in February 2027.
