Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $732 million, a 6% increase year-over-year, at the high end of guidance [15][21] - Cloud revenue reached $563 million, up 13% year-over-year, representing 77% of total revenue [15][21] - Adjusted earnings per share for Q3 were $3.18, a 10% increase compared to the previous year [21] - Cash flow from operations was $191 million, up 20% year-over-year, indicating strong operational execution [22] Business Line Data and Key Metrics Changes - Customer engagement revenue, which accounted for 84% of total revenue, was $613 million, increasing 6% year-over-year [20] - Financial crime and compliance revenue, representing 16% of total revenue, totaled $119 million, up 7% year-over-year [20] - Annual recurring revenue (ARR) from AI and self-service offerings accelerated to 49%, driven by organic momentum and the acquisition of NICE Cognigy [16][8] Market Data and Key Metrics Changes - The Americas region contributed 84% of revenue, increasing 5% year-over-year, with double-digit cloud revenue growth [17] - EMEA revenue increased 7% year-over-year, while APAC revenue grew by 19% year-over-year, contributing to an 11% increase in international revenue [18] Company Strategy and Development Direction - The company is focused on an AI-first strategy, with significant momentum in cloud and AI bookings, and international expansion [7][13] - The acquisition of NICE Cognigy is expected to enhance AI and self-service growth trajectories, with a strong emphasis on integrating AI capabilities into existing platforms [15][24] - The company aims to lead the AI revolution in customer experience, leveraging its CX One platform and NICE Cognigy solutions [13][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for AI solutions, highlighting a vibrant market for AI transformation [8][11] - The company anticipates continued growth in cloud revenue and a positive outlook for international markets, driven by investments in sovereign cloud infrastructure [18][22] - Management expects to see an upward trend in net revenue retention (NRR) in the coming quarters, supported by strong customer loyalty [16][17] Other Important Information - The company ended the quarter debt-free, with total cash and short-term investments of $456 million, demonstrating financial strength [22] - Upcoming Capital Markets Day is scheduled for November 17, 2025, to discuss long-term strategy and financial outlook [14] Q&A Session Summary Question: What is the expected Q4 revenue contribution from Cognigy? - Management indicated that Cognigy contributed approximately 50 basis points to cloud revenue growth in Q3 and is expected to add about 150 basis points in Q4 [28] Question: How is Cognigy positioned in the go-to-market strategy? - Cognigy will actively pursue the CX market, regardless of the underlying CCAS platform, leveraging NICE's support to enhance its market presence [29] Question: What are the competitive dynamics in the market? - Management acknowledged the emergence of new players in the AI space but emphasized the company's strong competitive positioning through the acquisition of Cognigy and its proven capabilities [37] Question: How is the partnership with RingCentral impacting pipeline velocity? - The renewed partnership is expected to drive growth, with identified leads and collaboration between the two organizations enhancing market momentum [42] Question: What is the outlook for the Actimize business? - The Actimize business remains strong, with high demand driven by regulatory compliance needs, and is positioned well for future growth [91]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $732 million, a 6% increase year-over-year, at the high end of guidance [15][21] - Cloud revenue reached $563 million, up 13% year-over-year, representing 77% of total revenue [15][21] - Adjusted earnings per share for Q3 were $3.18, a 10% increase compared to the previous year [21] - Cash flow from operations was $191 million, up 20% year-over-year, indicating strong operational execution [22] Business Line Data and Key Metrics Changes - Customer engagement revenue, which accounted for 84% of total revenue, was $613 million, increasing 6% year-over-year [20] - Financial crime and compliance revenue, representing 16% of total revenue, totaled $119 million, up 7% year-over-year [20] - Annual recurring revenue (ARR) from AI and self-service offerings accelerated to 49%, driven by organic momentum and the acquisition of NICE Cognigy [16][8] Market Data and Key Metrics Changes - The Americas region contributed 84% of revenue, increasing 5% year-over-year, with double-digit cloud revenue growth [17] - EMEA revenue increased 7% year-over-year, while APAC revenue grew by 19% year-over-year, contributing to an 11% increase in international revenue [18] Company Strategy and Development Direction - The company is focused on an AI-first strategy, with significant momentum in cloud and AI bookings, and international expansion [7][13] - The acquisition of NICE Cognigy is expected to enhance AI and self-service growth, with a strong emphasis on integrating their solutions into the existing platform [15][24] - The company aims to lead the AI revolution in customer experience, leveraging its CX One platform and NICE Cognigy solutions [13][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for AI solutions, highlighting a vibrant market for customer experience transformation [8][11] - The company anticipates continued growth in cloud revenue and a positive trajectory for net revenue retention (NRR) [16][22] - Management expects to provide more detailed financial outlooks during the upcoming Capital Markets Day [23][97] Other Important Information - The company ended the quarter debt-free with total cash and short-term investments of $456 million, showcasing financial strength [22] - The updated guidance for total revenue for the full year 2025 is now expected to be in the range of $2,932 million to $2,946 million, reflecting a year-over-year increase of 7% at the midpoint [24] Q&A Session Summary Question: What is the expectation of Q4 revenue contribution from Cognigy? - Management expects Cognigy to contribute approximately 150 basis points to cloud revenue growth in Q4, following a 50 basis point contribution in Q3 [28] Question: How is Cognigy positioned in terms of go-to-market strategy? - Cognigy will actively pursue the CX market, regardless of the underlying CCAS platform, leveraging NICE's support to enhance its market presence [29] Question: What are the competitive dynamics in the market with new entrants? - Management views new entrants as validation of market potential and remains confident in their competitive positioning due to the acquisition of Cognigy [37] Question: How is the partnership with RingCentral impacting pipeline velocity? - The renewed partnership is expected to drive growth, with identified leads and collaboration between the two organizations [42] Question: What is the outlook for the Actimize business? - The Actimize business remains strong, with high demand and retention rates, benefiting from the regulatory environment around compliance and financial crime [91]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $732 million, a 6% year-over-year increase, at the high end of guidance [15][22] - Cloud revenue reached $563 million, up 13% year-over-year, representing 77% of total revenue [15][20] - Adjusted earnings per share for Q3 were $3.18, a 10% increase compared to the previous year [20] - Cash flow from operations was $191 million, reflecting a 20% year-over-year increase [21] Business Line Data and Key Metrics Changes - Customer engagement revenue, which accounted for 84% of total revenue, was $613 million, increasing 6% year-over-year [19] - Financial crime and compliance revenue, representing 16% of total revenue, totaled $119 million, up 7% year-over-year [19] - Annual recurring revenue (ARR) from AI and self-service offerings accelerated to 49% year-over-year [6][16] Market Data and Key Metrics Changes - The Americas region contributed 84% of revenue, with a 5% year-over-year increase [17] - EMEA revenue increased by 7% year-over-year, while APAC revenue grew by 19% year-over-year, leading to an 11% increase in international revenue [18] - Cloud net revenue retention (NRR) for the trailing 12 months was 109% [16] Company Strategy and Development Direction - The company is focused on an AI-first strategy, with significant momentum in cloud and AI bookings [5][12] - The acquisition of NICE Cognigy is expected to enhance AI and self-service growth trajectories [15][24] - The company aims to lead the AI revolution in customer experience (CX) and expand its international presence [12][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for AI solutions and the transformation of customer engagement [10][12] - The company anticipates continued growth in cloud revenue and a positive impact from the Cognigy acquisition [24][49] - Management highlighted the importance of maintaining financial strength while investing in growth opportunities [22][23] Other Important Information - The company will hold a Capital Markets Day on November 17, 2025, to discuss long-term strategy and financial outlook [13][81] - The company ended the quarter debt-free with total cash and short-term investments of $456 million [22] Q&A Session Summary Question: What is the expected Q4 revenue contribution from Cognigy? - Management indicated that Cognigy contributed approximately 50 basis points to cloud revenue growth in Q3 and is expected to add about 150 basis points in Q4 [27][28] Question: How is Cognigy positioned in terms of go-to-market strategy? - Cognigy will pursue the CX market independently of NICE's CCAS platform, targeting companies lacking integrated solutions [28] Question: What are the competitive dynamics in the market, especially with new entrants? - Management acknowledged the growing competition but emphasized Cognigy's established market leadership and ease of adoption [33][34] Question: How is the renewed partnership with RingCentral impacting pipeline velocity? - Management noted strong collaboration with RingCentral, leading to increased confidence and growth expectations [39][40] Question: What is the outlook for net revenue retention (NRR)? - Management expects stabilization in NRR and positive inflection moving forward, supported by strong cross-sell and upsell efforts [64][67] Question: How is the company addressing competitive pressures in the Actimize business? - Management highlighted Actimize's strong market position and ongoing demand due to regulatory compliance needs [77][78]

Q3 2025 Earnings Presentation ( N AS D A Q : N I C E ) 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 ...

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Core Insights - NiCE reported a total revenue of $732 million for Q3 2025, marking a 6% increase year-over-year, with cloud revenue specifically growing by 13% to $562.9 million [2][4][11] - The company raised its full-year 2025 revenue guidance to a range of $2,932 million to $2,946 million, indicating a projected 7% growth year-over-year at the midpoint [11][12] Financial Performance - GAAP operating income for Q3 2025 was $160.8 million, a 14% increase from $141.4 million in Q3 2024, with an operating margin of 22.0% compared to 20.5% last year [6][4] - Non-GAAP operating income increased by 5% to $230.9 million, with a non-GAAP operating margin of 31.5% [9][8] - Net income rose by 20% to $144.9 million, with a net income margin of 19.8% compared to 17.5% in the previous year [6][4] Earnings Per Share - Diluted EPS increased by 23% to $2.29 in Q3 2025, compared to $1.86 in Q3 2024 [7][10] - Non-GAAP diluted EPS rose by 10% to $3.18, up from $2.88 in the same quarter last year [10][9] Cash Flow and Investments - Operating cash flow for Q3 2025 was $190.5 million, a 20% increase year-over-year [7][25] - The company fully settled all outstanding debt during the quarter, resulting in net cash and investments of $455.9 million [7][25] Strategic Developments - The company completed the acquisition of Cognigy, enhancing its capabilities in conversational and agentic AI, contributing to the strong growth in cloud revenue [5][3] - Annual recurring revenue (ARR) for AI solutions grew by 49% year-over-year, underscoring the momentum in the AI-first strategy [5][3] Market Positioning - NiCE's AI capabilities were integrated into every new seven-figure customer experience deal, highlighting the company's focus on AI-powered solutions [2][3] - The company is positioned at the forefront of the industry's AI transformation, combining AI, contextual engagement data, and automation in a unified platform [3][2]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Core Insights - NiCE will host a Capital Markets Day on November 17, 2025, at 9:00 a.m. ET in New York City [1] - The event will be available via webcast on the Company's Investor Relations website, with a replay accessible afterward [1] - Presentations will include insights from the executive management team regarding the long-term strategy and future of customer experience (CX) management [1]

Company Announcement - NiCE will announce its third quarter 2025 results on November 13, 2025, before the NASDAQ opening [1] - A conference call will be held later that day to discuss the results, which will be available via webcast [2] Company Overview - NiCE is focused on transforming the world with AI that prioritizes people, offering AI-powered platforms that automate engagements into proactive actions [2] - The company operates in over 150 countries, connecting people, systems, and workflows to enhance organizational performance [2] Leadership Changes - Jeff Comstock has been appointed as President of CX Product & Technology, effective October 1, 2025, bringing 25 years of experience from Microsoft [7]

Group 1 - NICE Ltd. is recognized as one of the best beaten down growth stocks to buy, with Morgan Stanley initiating coverage with an Overweight rating and a price target of $193 [1] - Jefferies also initiated coverage of NICE Ltd. with a Hold rating and a price target of $152 [3] - The company is expected to release its FQ3 results on November 13, with management projecting non-GAAP revenue between $722 million and $732 million, indicating a 5% year-over-year growth at the midpoint [4] Group 2 - The software segment's performance in Q3 was generally stable but moderate compared to Q1 and Q2, with low expectations from investors [2] - The anticipated non-GAAP diluted EPS for the third quarter is expected to be in the range of $3.12 to $3.22, reflecting a 10% year-over-year growth [4] - NICE Ltd. is an international enterprise software provider focused on improving customer interactions and preventing financial crimes [5]