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
NICE YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
NICE Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
NICE Earnings Trends
NICE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
NICE EPS Trend
Earnings per share: estimate vs actual
NICE Revenue Trend
Quarterly revenue: estimate vs actual
NICE Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.52 | $2.64 | +4.79% | $768.6M | +1.01% |
| Q4 25 BEAT FY | $3.21 | $3.24 | +0.82% | $786.5M | +0.84% |
| FY Full Year | $12.26 | $12.30 | +0.30% | $2.95B | +0.23% |
| Q3 25 BEAT | $3.17 | $3.18 | +0.27% | $732.0M | +0.42% |
| Q2 25 BEAT | $2.99 | $3.01 | +0.73% | $726.7M | +1.89% |
| Q1 25 BEAT | $2.84 | $2.87 | +1.11% | $700.2M | +0.12% |