Summary of NICE's Acquisition of Cognigy Conference Call Company and Industry - **Company**: NICE (NICE) - **Acquisition Target**: Cognigy - **Industry**: Customer Experience (CX) and Artificial Intelligence (AI) Key Points and Arguments 1. **Acquisition Announcement**: NICE announced the acquisition of Cognigy, a leader in conversational AI for customer service, which is seen as a transformational move for both companies [2][4] 2. **Market Positioning**: The acquisition strengthens NICE's position in the rapidly expanding AI market, projected to reach $330 billion in the coming years [6] 3. **AI Capabilities**: Cognigy's advanced AI capabilities will enhance NICE's existing customer experience AI platform, allowing for seamless AI-led customer interactions [5][11] 4. **Growth Projections**: Cognigy's exit Annual Recurring Revenue (ARR) for 2026 is expected to grow over 80% year-over-year to an estimated $85 million [18][19] 5. **Transaction Value**: The acquisition is valued at approximately $955 million, financed with cash on hand, without the need for additional debt or equity [19][21] 6. **Financial Impact**: NICE expects the acquisition to be accretive to earnings per share (EPS) and free cash flow within 18 months [21][22] 7. **Integration Timeline**: The integration of Cognigy's technology into NICE's platform is expected to be relatively quick, leveraging existing partnerships [28][29] 8. **Customer Overlap**: Cognigy currently services around 1,000 brands, with significant opportunities for cross-selling into NICE's existing customer base [63] 9. **AI Market Opportunity**: The self-service resolution gap in customer interactions presents a significant market opportunity, with AI currently resolving only 5% of customer interactions [11][61] 10. **Retention Plans**: NICE has a retention plan in place to keep key Cognigy employees post-acquisition, ensuring continuity and innovation [20][72] Additional Important Content 1. **Open Platform Strategy**: NICE's CXone Empower platform remains open, allowing for integration with other technologies, ensuring flexibility for customers [26][55] 2. **Cultural Fit**: Cognigy is recognized for its strong cultural alignment with NICE, which is expected to facilitate a smooth integration [47][72] 3. **Future Growth**: NICE anticipates a cumulative increase in cloud revenue growth of 150 to 250 basis points annually due to the acquisition [19][22] 4. **Regulatory Approvals**: The deal is subject to regulatory approvals in Germany and the U.S., with expectations for closure in Q4 2025 [22] 5. **Customer Experience Focus**: The combined capabilities of NICE and Cognigy aim to deliver a more human-like, seamless customer experience across various channels [9][60] This summary encapsulates the critical aspects of the conference call regarding NICE's acquisition of Cognigy, highlighting the strategic importance, financial implications, and future growth potential in the AI-driven customer experience market.

The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among users makes sense for businesses to invest heavily in web-based infrastructure, applications and security software. Within the Technology sector, the Zacks-defined Internet Software industry is currently within the top 32% of the Zacks Industry Rank. Since the Internet Software industry is ranked in the top half of ...

Investors with an interest in Internet - Software stocks have likely encountered both Nice (NICE) and Adyen N.V. Unsponsored ADR (ADYEY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision tr ...

Key Takeaways HubSpot's AI-powered platform and pricing model fuel adoption across premium and entry-level markets. Okta's AI-integrated security tools enhance identity protection, driving improved earnings estimates. Adobe's Firefly and Express apps expand its AI-driven creative and marketing ecosystem.The artificial intelligence (AI) infrastructure space recently gathered steam, with DeepSeek-related fears turning out to be overblown. The global shift toward digitization creates opportunities in various ...

Core Viewpoint - NICE (NICE) has experienced a significant downtrend, declining 9.4% over the past four weeks, but is now in oversold territory, suggesting a potential turnaround as analysts expect better earnings than previously predicted [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - NICE's current RSI reading is 23.59, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound towards the equilibrium of supply and demand [5]. - Stocks oscillate between overbought and oversold conditions, and the RSI helps investors identify potential reversal points, making it a useful tool for spotting entry opportunities [3]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts regarding NICE's earnings estimates, with a 0.1% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7]. - NICE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Group 1 - The article compares two stocks in the Internet - Software sector: Nice (NICE) and Informatica Inc. (INFA), evaluating which presents a better value opportunity for investors [1] - NICE has a Zacks Rank of 2 (Buy), indicating a stronger improvement in its earnings outlook compared to INFA, which has a Zacks Rank of 3 (Hold) [3][7] - Value investors utilize various valuation metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share, to assess whether a company is undervalued [4] Group 2 - NICE has a forward P/E ratio of 13.76, while INFA has a forward P/E of 21.17, suggesting that NICE is more attractively priced [5] - The PEG ratio for NICE is 1.25, compared to INFA's PEG ratio of 2.79, indicating that NICE may offer better value relative to its expected earnings growth [5] - NICE's P/B ratio is 3.08, while INFA's P/B ratio is 3.24, further supporting the notion that NICE is the superior value option based on these metrics [6]

Nice (NICE) closed the last trading session at $162.61, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $204.64 indicates a 25.9% upside potential.The mean estimate comprises 14 short-term price targets with a standard deviation of $35.22. While the lowest estimate of $161.00 indicates a 1% decline from the current price level, the most optimistic analyst expects the s ...

Group 1 - The core thesis for NICE Ltd. (NASDAQ: NICE) is that growth is expected to remain strong due to multiple attractive growth drivers, including AI adoption and an expanding Total Addressable Market (TAM) [1] - The investment approach emphasizes a blend of value investing principles and a focus on long-term growth, aiming to buy quality companies at a discount to their intrinsic value [1]

Core Viewpoint - Investors are evaluating the value opportunities between Nice (NICE) and VERRA MOBILITY CORP (VRRM) in the Internet - Software sector, with NICE currently presenting a more favorable investment option [1]. Group 1: Zacks Rank and Earnings Outlook - NICE has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent revisions in earnings estimates, while VRRM has a Zacks Rank of 4 (Sell) [3]. - The Zacks Rank system emphasizes stocks with positive estimate revision trends, which suggests that NICE is positioned for better performance [2]. Group 2: Valuation Metrics - NICE has a forward P/E ratio of 13.37, significantly lower than VRRM's forward P/E of 18.31, indicating that NICE may be undervalued [5]. - The PEG ratio for NICE is 1.21, while VRRM's PEG ratio is 2.07, suggesting that NICE offers better value relative to its expected earnings growth [5]. - NICE's P/B ratio stands at 2.99, compared to VRRM's P/B of 12.77, further supporting the notion that NICE is undervalued [6]. Group 3: Value Grades - NICE has a Value grade of B, while VRRM has a Value grade of D, indicating that NICE is viewed more favorably by value investors [6].

Investor Day June 17, 2025 Disclaimer Forward Looking Statements Disclaimer This presentation contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements may be identified by words such as "believe", "expect", "seek", "may", "will", "intend", "should", "project", "anticipate", "plan", and similar expressions. Forward-looking statements are based on the current beliefs, expectations and assumptions of the Compa ...