FIVN 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-06

• On April 27, 2026, we initiated a plan to consolidate our corporate headquarters in San Ramon, California by reducing the facility space we occupy from two floors to a single floor in May 2026, or the HQ Plan. The HQ Plan resulted in excess facility space that we intend to sublease. During each of t…

• Our revenue increased to $312.4 million and $617.8 million for the three and six months ended June 30, 2026 from $283.3 million and $563.0 million for the three and six months ended June 30, 2025. Revenue growth was primarily attributable to our larger customers, driven by an increase in our sales a…

• The year-over-year decrease for annual dollar-based retention rate for both subscription plus telecom revenue as well as subscription revenue reflects year-over-year challenges related to a single large new customer ramping

• significantly throughout 2024 and seasonal increases being stronger in the second half of 2024, offset in part by ongoing momentum in AI and expansion of larger existing customers throughout 2025 and the first half of 2026.

• We monitor adjusted EBITDA, a non-GAAP financial measure, to analyze our financial results and believe that it is useful to investors, as a supplement to U.S. GAAP measures, in evaluating our ongoing operational performance and enhancing an overall understanding of our past financial performance. We…

相对上期删除的文字 · 来源:10-Q · 2026-04-30

• Our revenue increased to $305.3 million for the three months ended March 31, 2026 from $279.7 million for the three months ended March 31, 2025. Revenue growth was primarily attributable to our larger customers, driven by an increase in our sales and marketing activities and our improved brand aware…

• The year-over-year decrease for annual dollar-based retention rate for both subscription plus telecom revenue as well as subscription revenue reflects year-over-year challenges related to a single large new customer ramping significantly throughout 2024 and seasonal increases being stronger in the s…

• We monitor adjusted EBITDA, a non-GAAP financial measure, to analyze our financial results and believe that it is useful to investors, as a supplement to U.S. GAAP measures, in evaluating our ongoing operational performance and enhancing an overall understanding of our past financial performance. We…

• EBITDA provides an additional tool for investors to use in comparing our recurring core business operating results over multiple periods with other companies in our industry.

• One-time expenses related to advisory services for long-term strategy and growth1,175 —

相对上期新增的文字 · 来源:10-Q · 2026-08-06

• NameTitleAdoption DateExpiration DateAggregate # of securities to be soldAggregate # of securities to be purchased

• Panos KozanianEVP, Product EngineeringMay 6, 2026June 30, 2027

• Leena MansharamaniChief Accounting OfficerJune 2, 2026March 31, 2027

• Tiffany MeriweatherChief Administrative and Legal OfficerMay 21, 2026August 31, 2027

• (1) Does not include an additional indeterminable number of shares permitted to be sold pursuant to the Rule 10b5-1 trading arrangement in order to satisfy tax obligations upon the vesting of restricted stock units.

相对上期删除的文字 · 来源:10-Q · 2026-04-30

• We are reporting the following information for the purpose of providing the disclosure required under Form 8-K Item 2.05 “Costs Associated with Exit or Disposal Activities.”

• On April 27, 2026, management initiated a plan to consolidate our corporate headquarters in San Ramon, California by reducing the facility space we occupy from two floors to a single floor by May 2026 (the “Plan”). The Plan will result in excess facility space that we intend to sublease. Consequentl…