The earnings call for Q2 2025 demonstrated strong financial performance, driven by significant growth in AI and international markets. Strategic partnerships and major AI-driven deals further highlight positive momentum. However, challenges with LiveVox performance and cloud gross margins present areas for improvement.

Company Guidance -

Q3 2025

During the second quarter of 2025, NICE reported strong financial results, with total revenue reaching $727 million, exceeding the high end of their guidance range. The cloud business showed a robust 12% year-over-year growth, contributing $541 million, or 74% of total revenue. AI and self-service ARR experienced exceptional growth, increasing 42% to $238 million, now representing 11% of cloud revenue. The company achieved an NRR of 111%, indicating strong customer retention and cross-sell momentum. Operating income rose by 9% to $220 million, with an operating margin of 30.2%. Earnings per share increased by 14% to $3.01. For the third quarter, NICE expects total revenue between $722 million and $732 million and EPS between $3.12 and $3.22. Full-year revenue guidance remains in the range of $2.918 billion to $2.938 billion, with a projected 12% growth in cloud revenue and a 50 basis point increase in non-GAAP operating margin.

Strong Overall Financial Performance

Total revenue for Q2 2025 reached $727 million, exceeding the high end of the guidance range. Earnings per share were also at the high end of the range.

Significant Growth in AI and Self-Service

AI and self-service ARR grew 42% year-over-year to $238 million, reflecting strong demand for AI automation solutions.

International Market Expansion

International revenue increased 13% year-over-year, with strong traction in EMEA and APAC regions.

Successful Strategic Partnerships

New alliances with ServiceNow, AWS, Snowflake, and a renewed partnership with Salesforce highlight strategic growth efforts.

Major Wins in AI-Driven Deals

Secured multiple seven-figure ACV AI-driven deals with major companies, including a leading global medical device company and a financial services provider.

Record Cloud Revenue

Cloud revenue increased 12% year-over-year, contributing $541 million and representing 74% of total revenue.

NICE (DE:NSY) Earnings, Revenues Date & History

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DE:NSY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	2.71 / -	2.461	―	―	―
Aug 14, 2025	2025 (Q2)	2.55 / 2.57	2.256	14.02% (+0.32)
May 15, 2025	2025 (Q1)	2.42 / 2.45	2.204	11.24% (+0.25)
Feb 20, 2025	2024 (Q4)	2.52 / 2.58	2.016	27.97% (+0.56)
Nov 14, 2024	2024 (Q3)	2.29 / 2.46	1.939	26.87% (+0.52)
Aug 15, 2024	2024 (Q2)	2.20 / 2.26	1.82	23.94% (+0.44)
May 16, 2024	2024 (Q1)	2.09 / 2.20	1.734	27.09% (+0.47)
Feb 22, 2024	2023 (Q4)	1.93 / 2.02	1.743	15.69% (+0.27)
Nov 16, 2023	2023 (Q3)	1.83 / 1.94	1.64	18.23% (+0.30)
Aug 17, 2023	2023 (Q2)	1.76 / 1.82	1.589	14.52% (+0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:NSY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	€122.00	€118.00	-3.28%
May 15, 2025	€147.00	€143.00	-2.72%
Feb 20, 2025	€167.00	€143.00	-14.37%
Nov 14, 2024	€194.00	€199.00	+2.58%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.