NICE
NICE Ltd.
Price as of Jul 20, 2026
NICE earnings
NICE Ltd. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $2.52 | $2.64 | +4.8% | $769M | +1.0% |
| Feb 19, 2026 | $3.21 | $3.24 | +0.9% | $791M | +4.1% |
| Nov 13, 2025 | $3.17 | $3.18 | +0.3% | $732M | -6.1% |
| Aug 14, 2025 | $2.99 | $3.01 | +0.7% | $727M | +1.9% |
| May 15, 2025 | $2.84 | $2.87 | +1.1% | $700M | -1.8% |
| Feb 20, 2025 | $2.96 | $3.02 | +2.0% | $722M | +0.4% |
| Nov 14, 2024 | $2.68 | $2.88 | +7.5% | $690M | -3.6% |
| Aug 15, 2024 | $2.58 | $2.64 | +2.3% | $664M | +0.1% |
| May 16, 2024 | $2.45 | $2.58 | +5.3% | $659M | +0.6% |
| Feb 22, 2024 | $2.26 | $2.36 | +4.4% | $623M | +1.0% |
| Nov 16, 2023 | $2.15 | $2.27 | +5.6% | $601M | +1.1% |
| Aug 17, 2023 | $2.06 | $2.13 | +3.4% | $581M | +0.3% |
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Scott mentioned the company is seizing the CXAI opportunity with strong Q1 results, including record new cloud ACV bookings. - Highlighted examples of customer success with Openreach and Lufthansa using NICE Cognigy's AI solutions. - Cognigy integration is ahead of schedule and tightly integrated into CX1. - Introduced capabilities like advanced testing and expanded multimodal engagement. - Closed several significant enterprise deals in various sectors. - AI is changing how NICE operates, accelerating product development and productivity. - Discussed the broader portfolio including financial crime and compliance and public safety, with an exploratory process for non-CX assets.
Guidance
- Full year 2026 total revenue guidance is $3 billion and $170 million to $3 billion and $190 million, up 8% at midpoint. - 2026 cloud revenue growth expected 13% to 15%. - Full-year diluted EPS expected $10.98 to $11.18. - Q2 2026 total revenue expected $761 million to $771 million, 5.5% growth at midpoint. - Q2 fully diluted EPS expected $2.60 to $2.70. - Operating margins for full year 2026 expected at higher end of 25% to 26% range.
Segment performance
Total revenue for Q1 was $769 million. Cloud revenue totaled $603 million, representing 79% of total revenue and growing 14.6% year-over-year. Customer engagement revenue was $636 million, representing 83% of total revenue and increasing 7% year-over-year. Financial crime and compliance revenue totaled $133 million, representing 17% of total revenue and increasing 23% year-over-year. AI, ARR increased 66% year over year and now represents 14% of cloud revenue. International revenue grew 30% with EMEA revenue growing 34% year-over-year and APAC revenue growing 23% year-over-year. Cloud net revenue retention was 107%.
Analyst Q&A
Q: Curious about Sierra raising $950 million for AI agents and its impact on NICE.
A: Validates market, NICE offers end-to-end platform vs AI point solutions.
Q: About Q2 revenue guidance and cloud growth variability.
A: Due to commercial actions to drive AI growth, deliberate decisions with marquee customers.
Q: About Cognigy customer base trends.
A: Expect 200 bps contribution, strong pipeline and cross-sell opportunity.
Q: About financial crimes and public safety exploratory process.
A: Focused on long-term growth and maximizing shareholder value.
Q: About AI contracting dynamics.
A: Short-term trade-off for long-term success, locking in AI with long-term commitments.
Q: About AI backlog to revenue timeline and partnerships.
A: AI backlog grows, deployment involves data and guardrail checks, partnerships with AI players and MCP integration.
Q: About international growth durability.
A: Strong pipeline, bookings, and local capability drive durable growth.
Q: About product stabilization and recurring revenue.
A: CX is cloud-driven, recurring revenue around 90%, term renewals in FCC business.
Q: About process mining and AI impact.
A: Seizing spend on AI, forward indicators show positive trends, data and platform enable production-grade AI.
Q: About components under pressure in early renewals.
A: Very small percentage of products under slight compression, not significant pressure.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-13.