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NICE (NICE)
NASDAQ:NICE
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.52Last Year’s EPS
2.87Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong execution and multiple concrete growth drivers — meeting full-year targets, accelerating cloud and AI ARR growth, meaningful international traction, a strengthened balance sheet (debt-free), and active capital returns. Management also laid out targeted investments in 2026 to accelerate AI integration and go-to-market capabilities, which will pressure near-term margins and EPS. While there are clear near-term headwinds (cash reduction from the Cognigy acquisition, planned investment-driven margin cadence, and slower growth in the Financial Crime & Compliance segment), the highlights (AI momentum, backlog growth, international acceleration, and balance sheet actions) materially outweigh the lowlights, supporting a positive outlook with execution risks to monitor.Company Guidance
Met Full-Year Targets with Strong Financial Results
Full year 2025 total revenue of $2.945B, up 8% year-over-year; full year cloud revenue up 13% YoY (12% excluding Cognigy); delivered non-GAAP EPS of $12.30 at the high end of guidance; free cash flow margin of 21% exceeded guidance.
Quarterly Revenue and Cloud Momentum
Q4 2025 total revenue $786M, up 9% YoY; cloud revenue $608M, up 14% YoY (12% excl Cognigy) and representing 77% of total revenue; cloud backlog grew 25% including Cognigy (22% excluding Cognigy); trailing 12-month cloud net revenue retention 109%.
Rapid AI Adoption and ARR Growth
AI ARR increased 66% YoY to $328M, representing 13% of cloud revenue; record growth in new AI logos (300% YoY) and record number of seven-figure ACV CXone deals (100% included AI); product momentum includes Cognigy integration roadmap and Cognigy Simulator launch.
Strategic Acquisition and Product Positioning
Completed acquisition of Cognigy (financed with cash on hand); positioned NiCE as a combined AI-native CX platform (market leadership claims and analyst recognition for Cognigy and CXone); Cognigy expected to be accretive within 18 months.
International Expansion Acceleration
International revenue grew 16% for 2025 with acceleration to 29% in Q4; EMEA grew 38% YoY (32% on a constant currency basis) and APAC grew 11% YoY; landed largest international deal and international revenue is now majority cloud.
Robust Profitability and Capital Returns
Q4 gross margin of 69.3% and operating margin of 31%; Q4 EPS $3.24, up 7% YoY; repurchased $489M of stock in 2025 (32% YoY), representing ~79% of free cash flow; fully repaid $460M of debt and are now debt-free.
Prudent Liquidity and Shareholder Actions
Ended 2025 with $417M cash and short-term investments, established a new $300M revolving credit facility, and Board authorized a new $600M share repurchase program (bringing remaining authorization to ~ $1B).
Forward Guidance Reflects Reacceleration
2026 guidance: total revenue $3.17B–$3.19B (≈8% growth at midpoint); cloud revenue growth expected 14.5%–15% (with Cognigy ~200 bps contribution); full-year 2026 fully diluted EPS guidance $10.85–$11.05; Q1 2026 revenue guidance $755M–$765M (≈8.5% YoY midpoint).
NICE 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
NICE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $98.50 | $111.55 | +13.25% |
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% |
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 (NICE) report earnings?
NICE (NICE) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is NICE (NICE) earnings time?
NICE (NICE) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NICE EPS forecast?
NICE EPS forecast for the fiscal quarter 2026 (Q1) is 2.52.
