Five9 vs Yellow.ai

Five9 Raises AI Growth Outlook to 60% After Strong Q2

Five9 reported Q2 2026 revenue of $312.4 million, up 10% year-over-year, and subscription revenue growth of 14%. AI revenue accelerated 78% to $39 million, now representing 15% of subscription revenue, prompting the company to raise its full-year AI growth outlook to at least 60%. CEO Amit Mathradas highlighted a five-year, roughly $100 million total-contract-value deal with a Fortune 100 financial services firm, closed via the Google Cloud Marketplace, and argued that Five9's voice and routing heritage differentiates it from AI point solutions. The company also made three executive hires to shift from product-selling to platform-and-outcomes selling, and emphasized a growing trend of on-premises customers migrating to cloud to support agentic voice AI.

• Five9 reported Q2 2026 revenue of $312.4 million, up 10% year-over-year.
• AI revenue reached $39 million in Q2, up 78% year-over-year, and now constitutes 15% of subscription revenue.
• Five9 raised its full-year 2026 AI growth outlook to at least 60%, up from the previous 'more than 40%' outlook.

Five9 named a Leader in the 2026 IDC MarketScape: Worldwide Agentic Contact Center-as-a-Service Platforms

Five9 named a Leader in the 2026 IDC MarketScape: Worldwide Agentic Contact Center-as-a-Service Platforms (August 26, 2026)

Five9 Named Leader in IDC MarketScape 2026

Five9 announced it was named a Leader in the IDC MarketScape: Worldwide Agentic Contact Center-as-a-Service (CCaaS) Platforms 2026 Vendor Assessment. IDC evaluated vendors on capabilities such as omnichannel routing, API-first integrations, orchestration, knowledge management, workforce engagement, and analytics. Five9 highlighted its Humantic CX vision and Intelligent CX Platform (powered by Genius AI), noting an LLM-agnostic architecture, enterprise-scale reliability (99.999% uptime), voice presence in 140+ countries, and 88+ certifications including SOC 2 Type II, HIPAA, and PCI-DSS. IDC recommended Five9 for midmarket and enterprise buyers across financial services, healthcare, retail, and BPO that prioritize cloud-native CCaaS with deep CRM integrations (notably Salesforce and ServiceNow). Quotes from Five9 CEO Amit Mathradas and IDC research manager Michelle Morgan appear in the release.

• Five9 was named a Leader in the IDC MarketScape: Worldwide Agentic Contact Center-as-a-Service (CCaaS) Platforms 2026 Vendor Assessment (#US54117326, August 2026).
• IDC evaluated CCaaS vendors on omnichannel routing, API-first integration, orchestration engines, knowledge management, workforce engagement, and analytics/reporting.
• IDC said Five9 is well suited to midmarket and enterprise organizations across financial services, healthcare, retail, and BPO and noted strong CRM integrations, particularly Salesforce and ServiceNow.

Meet Nexus EDGE: The Agentic Desktop Ally Built for Employee Experience Automation

Yellow.ai has launched Nexus EDGE, a new agentic desktop solution for employee experience automation, featuring human approval on every action, on-device privacy architecture, and immediate ecosystem integration.

Yellow.ai Launches Nexus EDGE: The Agentic Desktop Ally for Employee Experience Automation

Yellow.ai announces Nexus EDGE, a desktop-based agentic AI solution for employee experience automation, featuring human approval on every action, on-device privacy architecture, and immediate ecosystem integration.

Yellow.ai to Go Public via $550M SPAC Merger with Bluerock

Yellow.ai, an enterprise agentic AI company, announced on Aug. 3 a definitive Business Combination Agreement with SPAC Bluerock Acquisition Corp. to go public on Nasdaq under the ticker 'YAI'. The combined entity has a pro forma equity value of approximately $550 million, with Yellow.ai valued at a pre-money of $300 million. The transaction is expected to generate over $200 million in gross proceeds, including $175 million from Bluerock's trust and $30 million in PIPE financing. Yellow.ai reported revenue growth from $11.6 million in FY22 to $34.8 million in FY26, projecting EBITDA-positive results by FY27. The company plans to use proceeds to invest in its AI platform, expand sales in North America and Europe, and pursue M&A of BPO operators to convert them into AI-native operations. Key investors include Lightspeed, Salesforce Ventures, Sapphire Ventures, and WestBridge Capital.

• Yellow.ai and Bluerock Acquisition Corp. signed a definitive Business Combination Agreement on Aug. 3, 2026, to make Yellow.ai public at a pro forma equity value of ~$550 million.
• Yellow.ai's pre-money valuation is set at ~$300 million; deal includes $175 million from Bluerock's trust and $30 million PIPE financing.
• Yellow.ai revenue grew from $11.6M (FY22) to $34.8M (FY26); management forecasts $37.3M for FY27 with first EBITDA-positive year.