NICE(US:NICE) Businesswire·2025-11-13 10:30Core 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]