NICE Ltd. Earnings Recaps
Q3 2025
Nov 13, 2025
NICE delivered a robust Q3 2025 performance with total revenue reaching $732 million, driven by a 13% increase in cloud revenue to $563 million, fueled by strong demand for AI-driven solutions.
Key takeaways
- Cloud revenue growth propelled by AI offerings, with annual recurring revenue (ARR) for self-service solutions accelerating to 49%.
- Q3 bookings for AI solutions more than tripled, reinforcing customer demand for AI-powered CX transformations.
- 15% year-over-year increase in cloud backlog highlights the effectiveness of the AI-first strategy.
- Significant deals include an 8-figure ACV contract with a leading global auto manufacturer, showcasing the value of unified cloud and AI platforms.
- Successful integration of NICE Cognigy is enhancing growth opportunities and driving engagement-based AI capabilities across enterprise segments.
Q2 2025
Aug 14, 2025
NICE delivered a strong Q2 2025 performance, achieving total revenue of $727 million, with a 12% year-over-year growth in its cloud business, significantly exceeding guidance.
Key takeaways
- AI and self-service ARR grew 42% year-over-year to $238 million, positioning NICE as a leader in AI-driven customer experience.
- The company saw a sixfold year-over-year increase in Copilot deals, showcasing strong demand for its AI solutions.
- Strategic partnerships with ServiceNow, AWS, and Salesforce are enhancing NICE's market position and expanding its capabilities.
- Customer engagement surged at the Interactions event, with attendee numbers up 33% year-over-year, indicating growing interest in NICE's offerings.
- The acquisition of Cognigy is expected to further enhance CXone Mpower's capabilities, accelerating NICE's growth in the AI-first customer experience sector.