Five9 and Google Cloud announced a new joint Enterprise Customer Experience (CX) AI solution that blends Five9’s AI‑Infused Intelligent CX Platform with Google Cloud’s Gemini Enterprise for Customer Experience (GECX) and Vertex AI services. The integrated offering delivers a single, end‑to‑end workflow that connects customer data, AI models, and human agents, enabling personalized, AI‑driven interactions across every channel.
The partnership positions Five9 to compete more directly with bundled offerings from Microsoft and Amazon. By leveraging Gemini’s advanced generative‑AI models, the platform can provide real‑time agent assistance, predictive routing, and deeper customer insights, giving large enterprises a unified solution that reduces the need for multiple vendor stacks. Five9’s CEO Mike Burkland said the collaboration will help brands scale AI capabilities while maintaining control over data and governance, a key differentiator in the contact‑center market.
Analysts noted that the announcement was tempered by a recent price‑target cut from Barclays, which lowered Five9’s target to $25 from $29. The cut reflects concerns about near‑term valuation, even as the partnership signals a strategic push into high‑margin AI services. The market reaction underscores the importance of balancing growth initiatives with investor expectations for profitability.
Five9 is also in the midst of a CEO transition, with Amit Mathradas set to take the helm on February 2, 2026. The change follows a period of strong earnings growth and positions the company to accelerate its AI strategy under new leadership. Mathradas’ experience in scaling technology platforms is expected to reinforce Five9’s focus on AI‑powered contact‑center solutions.
Five9’s Q3 2025 earnings, released on November 6, 2025, showed revenue of $285.83 million and an EPS of $0.78, beating the consensus estimate of $0.73. The beat was driven by disciplined cost management and a favorable mix of high‑margin AI platform contracts, offsetting modest headwinds in legacy contact‑center services. The partnership with Google Cloud is expected to further accelerate revenue growth by expanding the addressable market for AI‑infused CX solutions.
The company’s strategy to deepen its use of Google Cloud’s AI stack—running internal workloads on Gemini for sales, legal, and customer‑success teams—demonstrates a commitment to embedding generative AI across operations. By selling the solution through the Google Cloud Marketplace, Five9 simplifies procurement for existing Google Cloud customers and consolidates billing, which should improve customer retention and upsell opportunities.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.