智通财经APP获悉,周五,Five9(FIVN.US)涨超4.7%,报43.67美元。此前公司公布的2024年第四季度财报超出市场预期,AI相关业务显著增长。公司四季度营收为2.787亿美元,分析师预期为2.679亿美元。
在周四晚间的财报电话会议上,Five9首席执行官Mike Burkland透露,公司AI业务的增长速度正在加快,其中企业级AI业务营收在第四季度同比增长46%,目前已占企业订阅收入的9%。他强调,公司AI业务的动能预计将持续增强,尤其是新企业客户的AI预订量同比增长近50%,且在年度经常性收入(ARR)超100万美元的交易中,AI业务的绑定率达到了100%。
此外,Five9还在现有企业客户群体中深化AI渗透,该部分的AI业务预订量在 第四季度同比增长50%,进一步巩固了其在AI领域的竞争优势。
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