Five9, Inc. (FIVN) UBS Global Technology and AI Conference 2025 December 2, 2025 6:15 PM EST

Company Participants

Michael Burkland – CEO & Chairman
Bryan Lee – CFO & Treasurer

Conference Call Participants

Taylor McGinnis – UBS Investment Bank, Research Division

Presentation

Taylor McGinnis
UBS Investment Bank, Research Division

Okay. Perfect. Well, for everyone tuning in we’re ending the day with Five9. So I appreciate everyone for joining. And Mike and Bryan, thank you so much for being here.

Michael Burkland
CEO & Chairman

Thank you, Taylor. It’s great to be here.

Question-and-Answer Session

Taylor McGinnis
UBS Investment Bank, Research Division

Perfect. And for everyone listening and we have Mike who’s the CEO of Five9. And we also have Bryan, who’s the CFO. So maybe to start, and just to dive it in, Mike it would be great if you could just give a state of the union in terms of what’s going on with AI and what’s the latest trends that you’re having with your customers? Are we at the point where this is a transition? Are you seeing any disruption right from AI, as people just evaluate what the future of contact centers look like? Maybe you could just give an overall update on what you’re hearing in conversations.

Michael Burkland
CEO & Chairman

Yes, happy to, Taylor. Look, what we’re seeing is our platform advantage come through. A lot of customers are making their decisions around AI, knowing that they want an end-to-end platform that can orchestrate interactions, whether they’re handled by an AI agent on the back end or a human agent on the back end. And that’s what Five9 does. That’s what we’ve been doing for quite a while. And I think there’s been a lot of hype around AI point solutions. But if they’re not connected, if they’re not part of an end-to-end platform like Five9 they

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