NiCE Reports 14% Year-Over-Year Cloud Revenue Growth for Fourth Quarter and 13% Growth for Full Year 2025

Core Insights - NiCE reported a 14% year-over-year growth in cloud revenue for Q4 2025 and a 13% growth for the full year 2025, driven by strong AI momentum and enterprise demand [1] - The company announced a new $600 million share repurchase program, reflecting confidence in long-term growth and cash flow generation [1] - For 2026, NiCE expects cloud revenue growth of 14.5%-15.0% year-over-year, indicating continued positive outlook [1] Financial Highlights Fourth Quarter 2025 - Total revenue reached $786.5 million, a 9% increase year-over-year [1] - Cloud revenue was $608.3 million, up 14% year-over-year [1] - Operating income increased by 14% to $176.2 million, with an operating margin of 22.4% [1] - Diluted EPS rose 57% to $2.41 [1] Full Year 2025 - Total revenue was $2,945.4 million, an 8% increase compared to 2024 [1] - Cloud revenue reached $2,238.4 million, a 13% increase year-over-year [1] - Operating income increased by 18% to $645.8 million, with an operating margin of 21.9% [1] - Diluted EPS increased by 43% to $9.67 [1] AI and Cloud Growth - AI Annual Recurring Revenue (ARR) surged 66% year-over-year to $328 million in Q4 2025 [1] - AI was included in 100% of new seven-figure CXone deals for the full year 2025, highlighting strong enterprise demand for AI-native platforms [1] - The company is positioned to extend market leadership in CX AI and accelerate cloud growth in 2026 and beyond [1] Share Repurchase and Financial Strategy - The new $600 million share repurchase program is part of a broader strategy to enhance shareholder value and reflects the company's strong cash flow generation [1] - As of December 31, 2025, NiCE had approximately $1 billion in total remaining share repurchase capacity [1] Guidance for 2026 - First-quarter 2026 non-GAAP total revenues are expected to be between $755 million and $765 million, representing 8.5% year-over-year growth at the midpoint [1] - Full-year 2026 non-GAAP total revenues are projected to be in the range of $3,170 million to $3,190 million, indicating 8.0% year-over-year growth at the midpoint [1]