Five9 Inc Q4 2021 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

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.

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.