NICE Ltd (NCSYF)
OTHER OTC:NCSYF
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.53Last Year’s EPS
3.28Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong execution narrative: NiCE met guidance, delivered solid revenue and AI ARR growth, accelerated international traction, expanded backlog and bookings, completed a strategic acquisition (Cognigy) and strengthened the balance sheet while continuing buybacks. Management signaled deliberate near-term investments to capture the AI opportunity and integrate Cognigy, which will pressure margins and EPS in the short term but are expected to be accretive within the next 18 months and support reaccelerating cloud growth. Overall, positive operational and strategic momentum outweighs the near-term financial trade-offs tied to investments and acquisition-related cash use.Company Guidance
Met or Exceeded Guidance; Full Year Revenue Growth
Full year 2025 total revenue of $2.945 billion, up 8% year-over-year and delivered at the high end of guidance for the year.
Strong Cloud Revenue Performance
Cloud revenue grew 13% for the full year 2025 (14% in Q4) and represented 77% of Q4 revenue; excluding Cognigy, cloud growth was 12% for the year and 12% in Q4.
Rapid AI ARR Expansion
AI annual recurring revenue (AI ARR) increased 66% year-over-year to $328 million in 2025 and represented ~13% of cloud revenue, with AI-related new logos up 300% YoY.
Record Cloud ACV Bookings and Backlog Growth
Q4 was a record quarter for new cloud ACV bookings; cloud backlog grew 25% including Cognigy and 22% excluding Cognigy, with management noting the majority of backlog should convert to revenue within 24 months.
Profitability and Cash Generation
Q4 operating income was $301 million with a 31% operating margin; Q4 EPS was $3.24 (+7% YoY) and full year non-GAAP EPS was $12.30. Q4 cash flow from operations was $180 million and free cash flow was $156 million, with full year free cash flow margin of 21% (above guidance).
International Acceleration
International revenue grew 16% in 2025 overall and accelerated to 29% growth in Q4. EMEA grew 38% YoY (32% constant currency) and APAC grew 11% YoY, highlighting breakthrough traction outside the Americas.
Strategic Acquisition and Integration Progress (Cognigy)
Completed acquisition of Cognigy (enterprise leader in agentic AI), strengthening AI-native CX capabilities; Cognigy contributed meaningfully in Q4 and management expects it to be accretive within 18 months and fully integrated into a native CXone platform later in 2026.
Balance Sheet Strength and Capital Returns
Fully repaid $460 million of outstanding debt to become debt-free, ended the year with $417 million cash and short-term investments, repurchased $489 million of shares in 2025 (32% YoY increase), and announced a new $600 million share repurchase authorization (total remaining ~ $1 billion). Also established a $300 million revolving credit facility.
2026 Guidance Reflects Reacceleration
Full year 2026 total revenue guidance of $3.170–3.190 billion (about +8% at midpoint) and cloud revenue growth guidance of 14.5%–15% (with Cognigy contributing ~200 bps). FY26 non-GAAP EPS guidance of $10.85–$11.05 and Q1 revenue guidance of $755–765 million (≈+8.5% YoY midpoint).
Platform Differentiation and GTM Momentum
Management emphasized a unified, AI-native CX platform (CXone + Cognigy) with 20 billion interactions annually, a growing partner ecosystem (ServiceNow, AWS, Snowflake, Salesforce, Deloitte, PwC, RingCentral, and SI partners), and improved delivery times (20% faster in 2025).
NCSYF Earnings History
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
NCSYF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $95.00 | $95.00 | 0.00% |
Nov 13, 2025 | $125.98 | $130.53 | +3.61% |
Aug 14, 2025 | $148.14 | $128.76 | -13.08% |
May 15, 2025 | $169.78 | $155.87 | -8.19% |
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.
FAQ
When does NICE Ltd (NCSYF) report earnings?
NICE Ltd (NCSYF) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is NICE Ltd (NCSYF) earnings time?
NICE Ltd (NCSYF) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NCSYF EPS forecast?
NCSYF EPS forecast for the fiscal quarter 2026 (Q1) is 2.53.