The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: I'm going to give Barry a break. Rowan, one for you. So you spent a lot of time talking about IVAs in the prepared remarks. For the
customers that have adopted your IVAs, does the data suggest that the number of requests that could be handled by the bots just
continues to increase as the algorithms get better or are there signals that like at some point IVA productivity just kind of starts to
plateau? I'm trying to think about how that might impact kind of the economics that you can demand from customers long term.
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Got it. Super helpful. Maybe just sneak one, very quick one in. I'm breaking the rules here, I know. But just given how the stock's
reacting, maybe it's some of the guidance stuff. But Barry, just you kind of laid out how you typically guide conservatively. I think we
all get that. But when was the last time you actually reported a sequentially down Q1 revenue period? I mean, I look back at my
model, I can't find one.
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FEBRUARY 23, 2022 / 9:30PM, FIVN.OQ - Q4 2021 Five9 Inc Earnings Call
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Maybe one in terms of the buyer that you're addressing. Obviously, historically, you've been a line of business buyer. But as you
move upmarket and you see this digital transformation spending turning into kind of enterprise-wide rationalization or broader
projects in terms of rationalizing contact center implementations or full communication stacks, are you still seeing that entry point
being the line of business buyer? Is that, I guess, drifting more towards centralized procurement decisions? And if so, how do you
get visibility there? Is it internal advocates? Is that where like the SI partners come in? I would love to get some more color there.
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