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Nice Ltd
TASE:NICE

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Nice Ltd
TASE:NICE
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Price: 29 300 ILS 1.28%
Market Cap: ₪18.4B

Nice Ltd
Investor Relations

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.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 5, 2026
AI Summary
Q2 2026

Beat and raise: NICE reported second-quarter revenue of $782 million, above the high end of guidance, and EPS of $2.70 at the high end of its range. Full-year EPS guidance was raised, while revenue guidance was reiterated.

AI momentum: Management said demand for its CX AI platform is strengthening, with record AI bookings, AI backlog up 72%, and AI now 15% of cloud revenue.

Big enterprise wins: NICE highlighted its largest-ever CXone and Cognigy deal with HMRC, plus other large enterprise wins in health care and utilities, as proof that customers are choosing its unified platform.

Timing issue: The company said bookings remain strong, but many customers are still early in AI deployment, which is creating a lag between backlog growth and revenue conversion.

Partnership expansion: NICE emphasized a bigger partner ecosystem, including stronger GSI activity, AWS, EPIC integration, and an expanded RingCentral partnership, as key growth drivers.

Key Financials
Revenue
$782 million
EPS
$2.70
Cloud revenue
$609 million
Cloud revenue mix
78% of total revenue
CX AI and Self-Service ARR
$362 million
AI revenue mix
15% of cloud revenue
Cloud backlog
up 19% year-over-year
AI backlog
up 72% year-over-year
Net revenue retention
106%
Gross margin
68.4%
Cloud gross margin
69%
Operating income
$198 million
Operating margin
25.3%
Operating cash flow
$123 million
Free cash flow
$93 million
Cash and short-term investments
$355 million
Share repurchases
$58 million
Shares outstanding
58.1 million
Year-to-date share repurchases
$311 million
Cloud revenue growth share from Cognigy
approximately 250 basis points
Foreign exchange benefit
40 basis points
Other Earnings Calls

Management

Mr. Barak Eilam
Chief Executive Officer
No Bio Available
Mr. Barry Cooper
President of NICE CX Division
No Bio Available
Mr. Darren Rushworth
President of CE International
No Bio Available
Mr. Craig B. Costigan
Chief Executive Officer of NICE Actimize
No Bio Available
Ms. Beth Gaspich
Chief Financial Officer
No Bio Available
Mr. Gil Vassoly
Vice President of Corporate Finance
No Bio Available
Ms. Tali Mirsky-Lachman
Corporate VP, General Counsel & Corporate Secretary
No Bio Available
Ms. Shiri Neder
Executive Vice President of Human Resources
No Bio Available
Mr. Christopher P. Wooten
Executive Vice President of Nice Vertical Markets
No Bio Available
Mr. Awan Roy
VP & Head of India GTC
No Bio Available

Contacts

Address
Ra'anana
13 Zarchin Street, P.O.B. 690
Contacts
+97297753777.0
www.nice.com
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