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NICE

NICE Q2 2026 Earnings

Reported Aug 5, 2026 at 8:27 AM ET · SEC Source

Q2 26 EPS

$2.70

BEAT +2.26%

Est. $2.64

Q2 26 Revenue

$782.3M

BEAT +2.09%

Est. $766.3M

vs S&P Since Q2 26

-5.0%

TRAILING MARKET

NICE -4.5% vs S&P +0.5%

Market Reaction

Did NICE Beat Earnings? Q2 2026 Results

NICE Ltd. Delivered a clean beat across the board in Q2 2026, with revenue of $782.29 million growing 7.7% year over year and non-GAAP diluted EPS of $2.70 clearing the $2.64 consensus by 2.26%, extending the company's streak of beating EPS estimates… Read more NICE Ltd. Delivered a clean beat across the board in Q2 2026, with revenue of $782.29 million growing 7.7% year over year and non-GAAP diluted EPS of $2.70 clearing the $2.64 consensus by 2.26%, extending the company's streak of beating EPS estimates to five consecutive quarters. The primary engine behind the top-line strength was cloud, where $609.05 million in revenue grew 12.6% year over year, fueled by what management described as record new cloud ACV bookings and accelerating AI adoption; AI annualized recurring revenue reached $362.00 million, now representing 15% of cloud revenue as enterprises shift from experimentation to live production deployments of the company's agentic AI capabilities. Operating cash flow more than doubled to $122.66 million from $61.32 million a year ago, offering a counterweight to margin pressure that pushed non-GAAP operating margin to 25.3% from 30.2%. Analysts covering the stock have maintained a bullish tilt, with price targets reaching as high as $131.08. Looking ahead, NICE guided Q3 revenue to $780.00 million to $790.00 million and raised full-year non-GAAP EPS guidance to $11.06 to $11.26, while reiterating full-year revenue of $3.17 billion to $3.19 billion.

Key Takeaways

  • • 12.6% YoY cloud revenue growth driving overall revenue increase
  • • International revenue increased 22% YoY (21% in constant currency)
  • • Record Q2 for new cloud ACV bookings
  • • All-time record quarter for AI bookings
  • • AI ARR reached $362 million, representing 15% of cloud revenue

NICE Forward Guidance & Outlook

For Q3 2026, NiCE expects non-GAAP total revenues of $780M–$790M (7.2% YoY growth at midpoint) and non-GAAP diluted EPS of $2.73–$2.83. For full-year 2026, the company reiterated revenue guidance of $3,170M–$3,190M (approximately 8% YoY growth at midpoint) and raised non-GAAP diluted EPS guidance to $11.06–$11.26. Full-year cloud revenue growth is expected at 13%–15% YoY.

24/7 Wall St

NICE YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

NICE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q2 26

“We executed well in the second quarter, delivering revenue above the high-end of our guidance range and reaching the high-end of our non-GAAP EPS range. Underlying demand trends across our business continued to gain momentum during the second quarter as organizations increasingly consolidate their customer engagement needs on our AI-native CXone platform. This drove a record second quarter for new cloud ACV bookings, including an all-time record quarter for AI bookings with strong momentum at NiCE Cognigy. AI continues to become a more meaningful contributor to our business, with AI ARR reaching $362 million and now representing 15% of our cloud revenue. We are still in the early stages of a much broader AI adoption cycle across our customer base.”

— Scott Russell, Q2 2026 Earnings Press Release

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