NICE: Don't Let Management Transition Distract From Cloud And AI Growth Story

Winning the Cloud Transition Maskot market position (NICE investor presentation) Industry Consolidation The biggest players are winning out, while smaller competitors like Sprinklr (CXM), Five9, and RingCentral (RNG) have been struggling. AI Advantage Valuation Seeking Alpha While it is probably unreasonable to expect NICE to perform as well as Amazon, even returning up to the average one-year performance of its competitors (I chose a sample of 80 using Morningstar data) would put NICE shares up ~35%, or at ...