The earnings call highlighted significant growth in cloud revenue, successful early integration of Cognigy, and strong international performance. However, there are concerns about operating margin contraction and a decline in services revenue as customers migrate to the cloud. Overall, the positive aspects appear to outweigh the negatives, with strong future growth potential indicated by the cloud backlog and successful strategic initiatives.

Company Guidance

During the third quarter of 2025, NICE reported strong financial performance and provided guidance for the full year. Total revenue for Q3 reached $732 million, with cloud revenue at $563 million, marking a 13% year-over-year increase. The company highlighted a 15% year-over-year increase in cloud backlog, driven by significant demand for their AI and self-service offerings, with CX AI and self-service ARR growing by 49%. NICE also expects full-year 2025 revenue to be between $2.932 billion and $2.946 billion, representing a 7% year-over-year increase. Cloud revenue growth is projected at 12% to 13% for the year. The acquisition of Cognigy is anticipated to contribute approximately 150 basis points to cloud revenue growth in Q4. NICE's non-GAAP EPS for the full year 2025 is projected to be between $12.18 and $12.32, a 10% increase at the midpoint. The company emphasized strong international growth, with EMEA and APAC revenues increasing by 7% and 19% year-over-year, respectively.

Strong Cloud Revenue Growth

Cloud revenue reached $563 million, up 13% year-over-year, driven by AI and self-service offerings with ARR accelerating to 49%.

Successful Integration of Cognigy

The acquisition of Cognigy was completed earlier than expected, contributing to cloud revenue growth and enhancing AI capabilities, which are expected to augment growth trajectory.

International Revenue Growth

Revenue from EMEA increased by 7% and APAC by 19% year-over-year, with international revenue increasing by 11% overall.

Financial Stability and Growth

Total revenue of $732 million, reflecting a 6% increase year-over-year. Operating income increased by 5% to $231 million, with a 10% increase in EPS to $3.18.

Positive Cloud Backlog Indications

Cloud backlog increased by 15% year-over-year, indicating strong future growth potential.

NICE (NICE) Earnings, Revenues Date & History

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NICE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2025 (Q4)	3.21 / -	3.02	―	―	―
Nov 13, 2025	2025 (Q3)	3.17 / 3.18	2.88	10.42% (+0.30)
Aug 14, 2025	2025 (Q2)	2.99 / 3.01	2.64	14.02% (+0.37)
May 15, 2025	2025 (Q1)	2.84 / 2.87	2.58	11.24% (+0.29)
Feb 20, 2025	2024 (Q4)	2.95 / 3.02	2.36	27.97% (+0.66)
Nov 14, 2024	2024 (Q3)	2.68 / 2.88	2.27	26.87% (+0.61)
Aug 15, 2024	2024 (Q2)	2.58 / 2.64	2.13	23.94% (+0.51)
May 16, 2024	2024 (Q1)	2.45 / 2.58	2.03	27.09% (+0.55)
Feb 22, 2024	2023 (Q4)	2.26 / 2.36	2.04	15.69% (+0.32)
Nov 16, 2023	2023 (Q3)	2.15 / 2.27	1.92	18.23% (+0.35)

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

NICE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 13, 2025	$124.26	$131.98	+6.21%
Aug 14, 2025	$147.99	$127.85	-13.61%
May 15, 2025	$169.46	$161.11	-4.93%
Feb 20, 2025	$178.50	$153.59	-13.96%

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.