UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 0-27466 NICE LTD. (Exact name of Registrant as specified in its charter) N/A ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR ...

Key Takeaways NICE beat Q4 estimates with $3.24 EPS and $786.5M revenues, driven by 14% cloud growth.Cloud made up 77% of sales as CX AI momentum and enterprise traction lifted results.NICE guided up to $3.19B 2026 revenue and settled $460M debt, shares jumped 13%.Nice (NICE) reported adjusted earnings of $3.24 per share in the fourth quarter of 2025, which beat the Zacks Consensus Estimate by 0.84% and increased 7% year over year.Non-GAAP revenues of $786.5 million surpassed the consensus mark by 1.01% and ...

Core Insights - Nice (NICE) reported revenue of $786.5 million for the quarter ended December 2025, marking a year-over-year increase of 9% and exceeding the Zacks Consensus Estimate of $778.66 million by 1.01% [1] - The company's EPS for the same period was $3.24, up from $3.02 a year ago, also surpassing the consensus EPS estimate of $3.21 by 0.84% [1] Revenue Performance - Cloud revenue reached $608.33 million, exceeding the average estimate of $602.26 million by five analysts, representing a year-over-year growth of 13.9% [4] - Services revenue was reported at $140.6 million, below the five-analyst average estimate of $143.83 million, reflecting a year-over-year decline of 6.1% [4] - Product revenue amounted to $37.56 million, surpassing the average estimate of $32.57 million, with a slight year-over-year decrease of 1.2% [4] Stock Performance - Shares of Nice have declined by 12.8% over the past month, in contrast to the Zacks S&P 500 composite's decrease of 0.8% [3] - The stock currently holds a Zacks Rank of 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKylie Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKiley Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker3Welcome to the NICE conference call discussing fourth quarter 2025 results, and thank you all for holding. All participants are at present in a listen-only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded February 19, 2026. I would now like to turn this call over to Mr. Ryan Gilligan, VP, Investor Relations at NICE. ...

Explanation of Non-GAAP measures Q4 2025 Earnings Presentation ( N A S 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 ...

NiCE Ltd. (NICE), an AI-powered customer experience (CX) platform provider, reported Thursday higher profit and revenues in its fourth quarter, mainly with growth in cloud revenues. Further, the company issued outlook, expecting year-over-year revenue growth in first quarter. The company also projects lower adjusted earnings and higher revenues in fiscal 2026.The company also announced a new $600 million share repurchase program, subject to the issuance of its audited annual financial report for the year 2 ...

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]

This enterprise software provider delivers cloud-based AI solutions for customer engagement, compliance, and financial crime prevention.On February 13, 2026, Black Creek Investment Management Inc. disclosed in an SEC filing that it sold 271,072 shares of NICE (NICE 2.02%) in the fourth quarter, an estimated $32.75 million transaction based on quarterly average pricing.What happenedAccording to a SEC filing dated February 13, 2026, Black Creek Investment Management Inc. reduced its stake in NICE (NICE 2.02%) ...