NICE Ltd., junto con sus subsidiarias, proporciona plataformas en la nube impulsadas por IA para la interacción con clientes, y para el ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $2.78 · Ingresos $786.51M · 10 analistas
BPA est. $3.07 · Ingresos $845.26M · 10 analistas
BPA est. $11.17 · Ingresos $3.18B · 8 analistas
BPA est. $3.00 · Ingresos $836.67M · 8 analistas
BPA $1.43 · Ingresos $795.73M
BPA $0.77 · Ingresos $766.53M
BPA $9.67 · Ingresos $2.95B
BPA $2.29 · Ingresos $732.00M
BPA $2.96 · Ingresos $726.71M
BPA $2.01 · Ingresos $700.19M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $2.9B | +7.7% | +3.8% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $612.1M | +38.3% | +81.3% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +66.4% | -0.5% | -0.5% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +21.9% | +9.8% | -16.1% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +20.8% | +28.4% | +74.7% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $703.2M | -4.1% | -30.8% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +23.9% | -10.9% | -33.3% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 4.2% | -73.1% | -0.3% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.55x | -8.5% | +8.5% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $5.1B | -3.6% | +2.8% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 9.67 vs 12.27 | -21.2% | 1.43 vs 2.78 | -48.5% |
| Revenue Surprise | $2.9B vs $2.9B | +0.2% | $795.7M vs $786.5M | +1.2% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Simon Zehava | director | Ordinary Shares | A | 554 | $0.31 |
| Aug 13, 2026 | Simon Zehava | director | Options | D | 554 | $0.31 |
| Aug 7, 2026 | Dayan Udi Yehuda | officer: VP, Corporate Finance | Ordinary Shares | A | 500 | $0.31 |
| Aug 7, 2026 | Dayan Udi Yehuda | officer: VP, Corporate Finance | Options | D | 500 | $0.31 |
| Aug 7, 2026 | Dayan Udi Yehuda | officer: VP, Corporate Finance | Ordinary Shares | D | 500 | $100.00 |
Operator: Welcome to the NICE conference call discussing second quarter 2026 results, and thank you all for holding. [Operator Instructions] Following management's formal presentation, instructions will be given for the question-and-answer session. As a reminder, this conference is being recorded August 5, 2026. I would now like turn this call over to Mr. Ryan Gilligan, Vice President, Investor Relations at NICE. Please go ahead. Ryan Gilligan: Thank you, operator. With me on today's call are Scott Russell, Chief Executive Officer and Beth Gaspich, Chief Financial Officer. Before we start, I would like to point out that some of the statements made on this call will constitute forward-looking statements in accordance with the safe harbor provision of the Private Securities Litigation Reform Act of 1995, please be advised that the company's actual results could differ materially from these forward-looking statements. Additional information regarding the factors that could cause actual results or performance of the company to differ materially is contained in the section entitled Risk Factors in Item 3 of the company's 2025 annual report on Form 20-F as filed with the Securities and Exchange Commission on February 26, 2026. During today's call, we will present a more detailed discussion of second quarter 2026 results and the company's guidance for the third quarter and full year 2026. A copy of today's press release, investor presentation can be found on NICE's Investor Relations website. Following our comments, there will be an opportunity for questions. Let me remind you that unless otherwise noted on this call, we will be commenting on our adjusted results of operations, which differ in certain respects from generally accepted accounting principles as reflected mainly in accounting for share-based compensation, amortization of acquired intangible assets, acquisition and divestiture-related expenses, gains on intercompany foreign currency transactions, amortization of deferred financing costs, amortization of discount on debt, the tax effect of the non-GAAP adjustments and the tax rate impact resulting from the non-U.S. intercompany transaction. The differences between the non-GAAP adjusted results and the equivalent GAAP figures are detailed in today's press release. The information and some of our comments discussed on this call may contain forward-looking statements that are subject to risks, uncertainties and assumptions. I will now turn the call over to Scott. Scott Russell: Thank you, Ryan, and good morning, everyone. I'm encouraged by our execution in the second quarter as we continue to strengthen our leadership position in the CX AI market. We're still in the early stages of our growth opportunity and our second quarter results reinforce that underlying demand trends in our business continue to build strong momentum. In Q2, we delivered total revenue of $782 million above the high end of our guidance range and non-GAAP EPS of $2.70 at …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Scott E. Russell | Chief Executive Officer | USD 2,160,000 | Male | 1973 | Active |
Darren Rushworth | President of CE International | USD 1,530,000 | Male | 1968 | Active |
Dan Belanger | President of NICE Americas | USD 1,131,000 | Male | — | Active |
Beth Gaspich | Chief Financial Officer | USD 1,042,000 | Female | 1966 | Active |
Craig Costigan | Chief Executive Officer of NICE Actimize | USD 1,041,000 | Male | 1961 | Active |
Alon Levy | Vice President, General Counsel & Corporate Secretary | — | Male | 1974 | Active |
Jeff Comstock | President of CX Product & Technology | — | Male | — | Active |
Ryan Gilligan | Vice President of Investor Relations | — | Male | — | Active |
Arun Chandra | Chief Operating Officer | — | Male | 1961 | Active |
Shiri Neder | Executive Vice President of Human Resources | — | Female | 1976 | Active |
American Capital Management Inc. bought a new position in shares of NiCE (NASDAQ: NICE) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 136,644 shares of the technology company's stock, valued at approximately $12,414,000. American Capital Management
NICE remains deeply undervalued, with robust cloud and AI revenue growth and a resilient recurring earnings base. Q2 results exceeded guidance: revenue up 7.6%, cloud revenue up 12.6%, and AI ARR up 52%, supporting a Strong Buy rating. Management raised 2026 EPS guidance to $11.06–$11.26, reaffirmed 8% revenue growth, and expects operating margins at the high end of 25–26%.
Bank of America Corp DE raised its holdings in NiCE (NASDAQ: NICE) by 27.8% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 173,896 shares of the technology company's stock after buying an additional 37,865 shares during the quarter. Bank of America Corp
HOBOKEN, N.J.--(BUSINESS WIRE)--NiCE (Nasdaq: NICE) today announced that Bluecrest, a leading UK health intelligence company, has transformed its contact center into an AI-powered, insight-driven operation using the NiCE CXone platform to deliver significant improvements in patient access, operational efficiency, and customer outcomes. Bluecrest's transformation, working with the UK's longest-running contact center service provider SVL Business Solutions, enabled a fundamental shift to an AI-en.
NICE Ltd earns a buy rating, driven by AI-powered growth, global scale, and low leverage despite near-term earnings headwinds. NICE's CXone platform benefits from rising enterprise demand for AI-driven customer engagement, with proven global penetration and Fortune 100 clientele. Revenue diversification and steady 5-year growth differentiate NICE from smaller tech peers, though North American exposure remains a concentration risk.
