NICE

NICE Q1 2025 Earnings

Reported May 15, 2025 at 7:51 AM ET · SEC Source

Q1 25 EPS

$2.87

BEAT +1.11%

Est. $2.84

Q1 25 Revenue

$700.2M

BEAT +0.12%

Est. $699.4M

vs S&P Since Q1 25

-65.4%

TRAILING MARKET

NICE -39.1% vs S&P +26.3%

Market Reaction

Did NICE Beat Earnings? Q1 2025 Results

NICE Ltd opened 2025 on solid footing, posting a narrow but clean beat across both top and bottom lines as its cloud transition continued to gain momentum. The enterprise software company reported first-quarter non-GAAP diluted EPS of $2.87, edging p… Read more NICE Ltd opened 2025 on solid footing, posting a narrow but clean beat across both top and bottom lines as its cloud transition continued to gain momentum. The enterprise software company reported first-quarter non-GAAP diluted EPS of $2.87, edging past the $2.84 consensus estimate by 1.11%, while revenue of $700.19 million topped expectations by 0.12% and grew 6.2% year over year. The clearest driver behind the results was the acceleration in cloud, where revenue climbed 12% to $526.32 million and now accounts for roughly 75% of total sales, offsetting continued declines in legacy services and product segments. AI-powered offerings were a standout within that mix, with AI and self-service revenue surging 39% year over year on growing adoption of the CXone Mpower platform. A record quarterly operating cash flow of $285.07 million and a new $500.00 million buyback authorization underscored management's confidence, as did raised full-year EPS guidance of $12.28 to $12.48, representing 11% growth at the midpoint, with revenue guidance reiterated at $2.92 billion to $2.94 billion.

Key Takeaways

  • Cloud revenue growth of 12% year over year
  • AI and self-service revenue growth of 39% year over year
  • Operating margin expansion to 21.2% GAAP and 30.5% non-GAAP
  • Record quarterly operating cash flow of $285 million
  • Double-digit EPS growth
24/7 Wall St

NICE YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

NICE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“We're pleased to report another strong quarter. Cloud revenue grew 12% in the first quarter compared to the same period last year, powering continued profitability, including a further expansion in operating margin and a double-digit increase in earnings per share. We also delivered record quarterly cash flow in Q1, with cash from operations rising to $285 million—a 12% year-over-year increase. Our industry-leading financial profile continues to differentiate us from competitors, giving us excellent financial flexibility to invest strategically to accelerate our long-term growth.”

— Scott Russell, Q1 2025 Earnings Press Release