Five9, Inc. · NASDAQ:FIVN

Five9 — Merger or Acquisition (July 2021)

17 slides from Five9's merger presentation, Jul 19, 2021

  1. Slide 1: Zoom & Five9 Announcement of Definitive Agreement to Acquire Five9

    Zoom & Five9 Announcement of Definitive Agreement to Acquire Five9 © 2021 Zoom Video Communications, Inc. CONFIDENTIAL

  2. Slide 2: Today's Call Participants

    Today’s Call Participants Eric Yuan Rowan Trollope Kelly Steckelberg Founder and CEO of Zoom CEO of Five9 CFO of Zoom © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 2

  3. Slide 3: Forward-Looking Statements

    Forward-Looking Statements This communication contains forward-looking information related to Zoom, Five9 and the acquisition of Five9 by Zoom that involves substantial risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied by such s

  4. Slide 4: Additional Information and Where to Find It

    Additional Information and Where to Find It In connection with the proposed merger, Zoom intends to file with the SEC a registration statement on Form S-4, which will include a document that serves as a prospectus of Zoom and a proxy statement of Five9 (the “proxy statement/prospectus”). After the r

  5. Slide 5: Zoom Has Become a Leading Communications Platform

    Zoom Has Become a Leading Communications Platform Meetings Rooms Phone Apps Contact Center Contact Center Apps Phone Rooms Meetings © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 5

  6. Slide 6: Contact Center is the Front Door for Businesses to Engage with Their Customers

    Contact Center is the Front Door for Businesses to Engage with Their Customers Contact Center • Customer experience as a differentiator • Accelerated transition to the cloud Customer Business • Increased demand for AI-driven automation © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 6

  7. Slide 7: Five9's Seamless Engagement Enables Customer Happiness

    Five9’s Seamless Engagement Enables Customer Happiness Voice Digital Video Self Service Powered By Real Time Omnichannel Artificial Intelligence Integrated Workflows Communications © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 7

  8. Slide 8: Five9 is a Leader in Customer Engagement

    Five9 is a Leader in Customer Engagement Strong Blue-chip Enterprise Traction Enterprise Customers 45% LTM Enterprise Subscription Growth 83% Enterprise as % of LTM Total Revenue 91 $1M+ ARR Customers 6:1 LTV:CAC for Enterprise Note: All financial metrics based on LTM as of Q1’21 with the exception

  9. Slide 9: Five9 Wins in Ways Similar to Zoom

    Five9 Wins in Ways Similar to Zoom Enterprise Quality & Scale Security Customer Simplicity & Focused Culture Ease of Use © 2021 ©Zoom 2021Video ZoomCommunications, Video Communications, Inc. Inc. CONFIDENTIAL 9

  10. Slide 10: Combining Leaders in Communication and Customer Engagement

    Combining Leaders in Communication and Customer Engagement CHAT MEETINGS PHONE DEVELOPER PLATFORM APIs & SDKs ZOOM APPS ZOOM EVENTS ZOOM APP MARKET PLACE WEBINARS ZOOM ROOMS WORKFLOW AUTOMATION AGENT ASSIST INTELLIGENT DIALING & ROUTING INTELLIGENT VIRTUAL AGENT (IVA) INTEGRATIONS (UC, CRM, MARKETIN

  11. Slide 11: Creating Omnichannel Engagement Platform Offering

    Creating Omnichannel Engagement Platform Offering Omnichannel Intelligence • Voice • Context • Video • Insights • SMS/Chat • Automation • Social Omnichannel Engagement • Self Service Seamlessly Integrated Communication Workflows Marketing Customer E-Commerce CRM Help Desk Automation Success Customer

  12. Slide 12: With World Class Metrics

    With World Class Metrics $3.3B $478M LTM Revenue LTM Revenue 296% 37% LTM Revenue Growth Rate LTM Revenue Growth Rate >130% 121% Net Dollar Expansion Rate Net Dollar Expansion Rate 1,999 796 Upmarket/Enterprise Upmarket/Enterprise Customers1 Customers2 1 Enterprise customers defined as customers gen

  13. Slide 13: Contact Center Significantly Increases Zoom's TAM—$86B

    Contact Center Significantly Increases Zoom’s TAM—$86B Combined $62B Zoom TAM $24B Five9 TAM ...Plus $34B TAM f rom Automation Source: Zoom TAM as per IDC Research; Five9 TAM based on Five9 estimates, Statista, McKinsey, Gartner and MZA. © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 13

  14. Slide 14: Accelerating Growth Through Highly Synergistic Combination

    Accelerating Growth Through Highly Synergistic Combination • Industry first complete best of breed cloud communications portfolio • Highly synergistic go-to-market; enabling the sale of the combined best in class offers to customers and partners • Significant cross sell opportunity for existing prod

  15. Slide 15: Transaction Summary

    Transaction Summary • Five9 shareholders will receive 0.5533 shares of Zoom common stock for each Five9 Transaction share Consideration • Enterprise value of $14.7 billion, based on the closing price of Zoom common stock on July 16, 2021 Organizational • Five9 will become an operating unit of Zoom a

  16. Slide 16: Q&A

    Q A © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 16

  17. Slide 17: Thank You

    Thank You © 2021 Zoom Video Communications, Inc. CONFIDENTIAL 17 Forward-Looking Statements This communication contains forward-looking information related to Zoom, Five9 and the acquisition of Five9 by Zoom that involves substantial risks, uncertainties and assumptions that could cause actual resul

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