NICE Ltd., together with its subsidiaries, provides AI-powered cloud platforms for customer engagement, and financial crime and compliance in the United States, ...
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Est. EPS $2.78 · Revenue $786.51M · 10 analysts
Est. EPS $3.07 · Revenue $845.26M · 10 analysts
Est. EPS $11.17 · Revenue $3.18B · 8 analysts
Est. EPS $3.00 · Revenue $836.67M · 8 analysts
EPS $1.43 · Revenue $795.73M
EPS $0.77 · Revenue $766.53M
EPS $9.67 · Revenue $2.95B
EPS $2.29 · Revenue $732.00M
EPS $2.96 · Revenue $726.71M
EPS $2.01 · Revenue $700.19M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.9B | +7.7% | +3.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $612.1M | +38.3% | +81.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +66.4% | -0.5% | -0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +21.9% | +9.8% | -16.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +20.8% | +28.4% | +74.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $703.2M | -4.1% | -30.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +23.9% | -10.9% | -33.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 4.2% | -73.1% | -0.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.55x | -8.5% | +8.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $5.1B | -3.6% | +2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
