Nice Ltd
NASDAQ:NICE
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Nice Ltd
NASDAQ:NICE
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Nice Ltd
Nice Ltd. sells software that helps companies and public agencies handle customer interactions and critical operations. Its main products include contact center software, workforce management tools, analytics, and systems for fraud detection and public safety. In simple terms, it helps organizations answer customers, route work, record and analyze interactions, and flag risky activity. Its customers are usually large organizations that deal with lots of phone calls, messages, transactions, or emergency events, such as banks, insurers, telecom providers, retailers, and government agencies. Nice makes money mainly by selling software subscriptions and cloud services, then adding support, setup, and consulting work around those products. That gives it a recurring revenue model tied to how much customers use its software over time. What makes Nice different is that it sits close to the core workflows where communication, security, and compliance matter. A lot of its software is built for high-volume, high-stakes environments where companies need to manage conversations, monitor risk, and prove what happened. That makes Nice more than a general software vendor; it is a specialized provider for contact centers, public safety, and financial crime and compliance use cases.
Nice Ltd. sells software that helps companies and public agencies handle customer interactions and critical operations. Its main products include contact center software, workforce management tools, analytics, and systems for fraud detection and public safety. In simple terms, it helps organizations answer customers, route work, record and analyze interactions, and flag risky activity.
Its customers are usually large organizations that deal with lots of phone calls, messages, transactions, or emergency events, such as banks, insurers, telecom providers, retailers, and government agencies. Nice makes money mainly by selling software subscriptions and cloud services, then adding support, setup, and consulting work around those products. That gives it a recurring revenue model tied to how much customers use its software over time.
What makes Nice different is that it sits close to the core workflows where communication, security, and compliance matter. A lot of its software is built for high-volume, high-stakes environments where companies need to manage conversations, monitor risk, and prove what happened. That makes Nice more than a general software vendor; it is a specialized provider for contact centers, public safety, and financial crime and compliance use cases.
Beat and raise: NiCE reported Q1 revenue of $769 million and EPS of $2.64, both above the high end of guidance, and raised full-year EPS guidance while reiterating revenue guidance.
AI momentum: Management said AI demand is accelerating fast, with AI ARR up 66% year over year, AI backlog up 78%, and 100% of CXone enterprise deals including AI solutions.
Cloud growth: Cloud revenue grew 14.6% year over year to $603 million, but the company widened its full-year cloud growth outlook to 13% to 15% after taking commercial actions to lock in long-term AI commitments.
Margin strength: Gross margin was 68.4% and operating margin was 26%; management expects full-year operating margins to land at the high end of the 25% to 26% range.
Capital returns: NiCE repurchased a record $253 million of stock in Q1 and said it expects buybacks to exceed 50% of free cash flow this year.
Portfolio review: Management confirmed it is exploring strategic options for its financial crime, compliance, and public safety businesses, but said no decisions have been made.
