Jun. 16 at 1:41 PM
$FIVN Management authorized buybacks worth ~16% of the market cap-huge confidence signal here.
The thesis is a dead SaaS valuation getting an AI re-rating story.
They are eyeing a
$210B contact center market via AI automation.
Capturing just 2% of that adds
$4B+ in revenue, over 3x current numbers.
Still risky here, but massive long-term upside asymmetry if this turnaround plays out.
