Company Announcements - NiCE announced that Beth Gaspich, CFO, will participate in upcoming investor conferences, including the UBS Global Technology and AI Conference on December 2, 2025, and the Nasdaq Investor Conference on December 10, 2025 [1][5] - NiCE appointed Arun Chandra as Chief Operating Officer, effective December 1, 2025, to lead the newly formed Global Customer Operations division [9] Company Overview - NiCE (NASDAQ: 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 is trusted by organizations in over 150 countries, connecting people, systems, and workflows to enhance performance and deliver measurable outcomes [2] Industry Recognition - NiCE was named a Leader in the IDC MarketScape European Contact Center-as-a-Service Vendor Assessment 2025, attributed to its CX AI platform, CXone Mpower [7]

Core Insights - NICE reported adjusted earnings of $3.18 per share for Q3 2025, exceeding the Zacks Consensus Estimate by 0.32% and reflecting a 10% year-over-year increase [1] - Non-GAAP revenues reached $732 million, surpassing the consensus mark by 0.56% and increasing 6% year over year, primarily driven by the strength of its cloud business and customer base expansion [1][8] Revenue Breakdown - Revenues in the Americas were $618 million, up 5% year over year; EMEA revenues were $74 million, up 7% year over year; APAC revenues increased 19% year over year to $40 million [2] - Cloud revenues constituted 76.9% of total revenues at $562.9 million, beating the Zacks Consensus Estimate by 0.64% and rising 13% year over year [3] - Service revenues accounted for 18.9% of total revenues at $138.7 million, missing the consensus mark by 0.40% and declining 7.4% year over year [3] - Product revenues made up 4.1% of total revenues at $30.4 million, exceeding the consensus mark by 3.55% but decreasing 24.1% year over year [4] Operating Performance - Non-GAAP gross margin contracted 120 basis points to 69.9% in the reported quarter [5] - Research and development expenses as a percentage of revenues decreased 90 basis points year over year to 12.4% [5] - Non-GAAP operating margin contracted 50 basis points year over year to 31.5% [6] - Non-GAAP EBITDA margin contracted 40 basis points to 34.7% [6] Cash Flow and Balance Sheet - As of September 30, 2025, NICE had cash and cash equivalents of $455.9 million, down from $1.63 billion as of June 30, 2025 [9] - Cash flow from operations in Q3 was $190.5 million compared to $61.32 million in the prior quarter [9] - $40.6 million was allocated for share repurchase in Q3 2025 [9] Future Guidance - NICE projects non-GAAP revenues between $2.93 billion and $2.94 billion for the full year 2025, implying 7% year-over-year growth at the midpoint [10] - Non-GAAP earnings are estimated to be between $12.18 and $12.32 per share, suggesting 10% year-over-year growth at the midpoint [10]

Core Insights - NICE is experiencing growth due to its strong cloud business, expanding customer base, and AI-driven solutions [1][4] - The company reported cloud revenues of $526.3 million in Q1 2025, a 12% year-over-year increase, contributing to overall revenue growth [2][9] - NICE has expanded its partnership with Salesforce to enhance AI-driven customer experiences through deeper integration [2][3] Financial Performance - For Q2 2025, NICE expects non-GAAP revenues between $709 million and $719 million, indicating a 7% year-over-year growth at the midpoint [7] - Non-GAAP earnings for Q2 are estimated to be between $2.93 and $3.03 per share, suggesting a 13% year-over-year growth at the midpoint [7] - For the full year 2025, NICE projects non-GAAP revenues between $2.92 billion and $2.94 billion, implying a 7% year-over-year growth at the midpoint [8][9] Strategic Partnerships - NICE has extended its partnership with RingCentral to market and sell RingCentral Contact Center powered by NICE CXone Mpower [5] - A strategic collaboration with Snowflake was announced, allowing CXone Mpower to utilize Snowflake Secure Data Sharing for centralized customer interaction data [6] - The company’s diverse portfolio, including solutions like Actimize and CXone, is attracting new customers and enhancing its market position [4]

Core Insights - NICE reported adjusted earnings of $2.87 per share for Q1 2025, exceeding the Zacks Consensus Estimate by 1.06% and reflecting an 11% year-over-year increase [1] - Non-GAAP revenues reached $700.2 million, surpassing the consensus mark by 0.12% and showing a 6% year-over-year growth [1] Revenue Breakdown - Revenues in the Americas were $590 million, up 6% year over year [2] - EMEA revenues were $74 million, reflecting a 10% year-over-year increase [2] - APAC revenues increased by 9% year over year to $36 million [2] - Cloud revenues constituted 75.2% of total revenues at $526.3 million, marking a 12% year-over-year growth despite missing the consensus estimate by 0.22% [3] - Service revenues accounted for 20% of total revenues at $140.2 million, down 5.8% year over year and missing the consensus by 0.44% [3] - Product revenues, making up 4.8% of total revenues, were $33.7 million, exceeding the consensus by 8.31% but down 19.8% year over year [4] Operating Performance - Non-GAAP gross margin contracted by 100 basis points to 69.9% [5] - Research and development expenses as a percentage of revenues decreased by 60 basis points to 12.7% [5] - Sales and marketing expenses as a percentage of revenues contracted by 40 basis points to 23.1% [5] - General and administrative expenses decreased by 110 basis points to 9.9% [5] - Non-GAAP operating expenses as a percentage of revenues contracted by 120 basis points to 39.4% [6] - Non-GAAP operating margin expanded by 20 basis points to 30.5% [6] - Non-GAAP EBITDA margin increased by 30 basis points to 33.6% [6] Balance Sheet and Cash Flow - As of March 31, 2025, NICE had cash and cash equivalents of $1.61 billion, slightly down from $1.62 billion at the end of 2024 [7] - Long-term debt was $459.2 million, a slight increase from $458.8 million at the end of 2024 [8] - Cash flow from operations in Q1 2025 was $285.1 million, up from $249.5 million in the same quarter last year [8] - The company allocated $500 million for share repurchases in Q1 2025 [8] Guidance - For Q2 2025, NICE expects non-GAAP revenues between $709 million and $719 million, indicating a 7% year-over-year growth at the midpoint [9] - Non-GAAP earnings are projected to be between $2.93 and $3.03 per share, suggesting a 13% year-over-year growth at the midpoint [9] - For the full year 2025, NICE anticipates non-GAAP revenues between $2.92 billion and $2.94 billion, implying a 7% year-over-year growth at the midpoint [9] - Non-GAAP earnings for the full year are estimated to be between $12.28 and $12.48 per share, indicating an 11% year-over-year growth at the midpoint [10]