The earnings call showcased strong financial performance and growth in cloud revenue, underlined by leadership in AI with the CXone Mpower platform. However, challenges such as delayed revenue recognition, seasonality concerns, and flat cloud gross margins due to strategic investments present potential headwinds. The highlights of the call outweigh the lowlights, reflecting a positive outlook with some caution on operational challenges.

Company Guidance

During the conference call discussing NICE's fourth quarter 2024 results, the company provided guidance for the first quarter and full year 2025. NICE expects total revenue for Q1 2025 to range between $693 million and $703 million, reflecting a year-over-year growth of 6% at the midpoint. The company also anticipates fully diluted EPS for the first quarter to be between $2.78 and $2.88, representing a 10% year-over-year growth at the midpoint. For the full year 2025, NICE projects total revenue to be between $2.918 billion and $2.938 billion, which corresponds to a 7% increase at the midpoint. Additionally, cloud revenue is expected to grow by 12% year-over-year, with the full year 2025 EPS anticipated to be in the range of $12.13 to $12.33, reflecting a 10% increase at the midpoint. The guidance considers factors such as anticipated moderate operating margin expansion and a tax rate ranging from 19% to 20% for 2025.

Record Cloud Revenue Growth

For Q4, cloud revenue grew 24% to $534 million, marking the highest cloud growth on the largest cloud revenue base in the industry. The cloud segment also saw a quarter-to-quarter growth acceleration of 6.8% from Q3 to Q4.

Strong Financial Performance

Operating income increased by 22% to $227 million, with an expansion in operating margin by 150 basis points to 31.5%. EPS surged by 28% compared to the same quarter last year, reaching $3.02 for Q4.

Exceptional Cash Flow

The company generated $250 million in operating cash flow in Q4, bringing the total to $833 million for 2024, a nearly 50% increase over the prior year.

AI Leadership with CXone Mpower

CXone Mpower platform is being rapidly adopted, with AI solutions included in 97% of large enterprise deals over $1 million ARR. It managed over 3.5 billion AI interactions annually.

Geographic Revenue Growth

The Americas region, representing 85% of total revenue in Q4, grew 17% year-over-year, while the EMEA and APAC regions also showed significant growth in cloud revenue.

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NICE (NICE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NICE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 08, 2025	2025 (Q1)	2.87 / -	2.58	―	―	―
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)
Aug 17, 2023	2023 (Q2)	2.06 / 2.13	1.86	14.52% (+0.27)
May 11, 2023	2023 (Q1)	1.98 / 2.03	1.8	12.78% (+0.23)
Feb 23, 2023	2022 (Q4)	1.93 / 2.04	1.73	17.92% (+0.31)

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

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NICE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 20, 2025	$178.50	$153.59	-13.96%
Nov 14, 2024	$199.17	$182.19	-8.53%
Aug 15, 2024	$166.78	$174.37	+4.55%
May 16, 2024	$228.10	$198.60	-12.93%

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.

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