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Five9’s Bright Future Is Not In Doubt, But Now Is Not The Time To Buy

February 24th, 2020 · Comments Off on Five9’s Bright Future Is Not In Doubt, But Now Is Not The Time To Buy

The company’s Q4 came in considerably better than expected, initially lifting the shares, which then succumbed to market turmoil. We are convinced the company has strong tailwinds and a significant market opportunity ahead of it, although we don’t see much room for further valuation multiple expansion. Despite the bright outlook, we don’t think now is […]

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Five9 Benefits From A Massive Shift To The Cloud

November 14th, 2019 · Comments Off on Five9 Benefits From A Massive Shift To The Cloud

The company is a leader in cloud contact centers and the shift to the cloud is still in the early innings, providing a long-term tailwind for the company. The company partners with system integrators which are an important catalyst in this transition to the cloud. The company can replicate much of its success internationally as […]

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Five9: The Leader In Cloud Contact Centers Still Has A Long Runway In Front Of It

October 11th, 2019 · Comments Off on Five9: The Leader In Cloud Contact Centers Still Has A Long Runway In Front Of It

The shift to cloud contact centers has only just begun, and the company is the recognized market leader. The shift will gather pace, as cloud contact centers have become of strategic importance, spouting multiple advantages. Shares have given back the gains after a stellar Q2, now offering investors a good entry point. Source: Five9: The […]

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Five9 Is Trading Sideways, But For How Long?

July 1st, 2019 · Comments Off on Five9 Is Trading Sideways, But For How Long?

The company is cementing its position with big customers, an increasing ecosystem of partners, and an ever more sophisticated product offering. While the shares have been trading sideways, we don’t see much room for valuation multiple expansion. Longer term, unless market sentiment deteriorates markedly, the breakout is almost certainly on the upside, for instance, in […]

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Five9: A Beautiful Growth Stock

March 7th, 2019 · Comments Off on Five9: A Beautiful Growth Stock

The company is a leader in the field of cloud contact centers and the shift to the cloud is still in the early innings. The company has multiple levers to keep the growth going for years to come, and it is enjoying strong operational leverage boosting cash flow and profitability. Unsurprisingly, the shares are fairly […]

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Re-Acceleration Of Growth At Five9

August 23rd, 2018 · Comments Off on Re-Acceleration Of Growth At Five9

The company produced Q2 figures which beat expectations and the shares jumped higher. Investors should be aware that the re-acceleration of growth might not last, at least not to the extent it did in Q2. While going all-in on quarterly results is always a little risky, we think that in the longer term, there are […]

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Five9’s Share Correction Is Becoming Interesting

July 4th, 2018 · Comments Off on Five9’s Share Correction Is Becoming Interesting

Shares of this cloud-based call center software have sharply corrected in the past week, and they’re off 15% of their recent all-time highs. There is little to suggest the company will not continue to grow at the rates it has while enjoying operational leverage and being cash flow positive and non-GAAP profitable. While the shares […]

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