NICE Ltd. (NICE) Earnings
NICE Ltd. is expected to report next earnings on August 13, 2026 (in NaN days), with a consensus EPS estimate of $2.63. NICE has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +1.7% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
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.