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NICE

NICE Q2 2025 Earnings

Reported Aug 14, 2025 at 8:24 AM ET · SEC Source

Q2 25 EPS

$3.01

BEAT +0.73%

Est. $2.99

Q2 25 Revenue

$726.7M

BEAT +1.89%

Est. $713.2M

vs S&P Since Q2 25

-43.7%

TRAILING MARKET

NICE -28.0% vs S&P +15.7%

Market Reaction

Did NICE Beat Earnings? Q2 2025 Results

NICE Ltd posted a clean beat across both top and bottom lines in Q2 2025, with revenue of $726.71 million rising 9.4% year-over-year and clearing the consensus estimate of $713.21 million by 1.89%, while non-GAAP diluted EPS of $3.01 edged past the $… Read more NICE Ltd posted a clean beat across both top and bottom lines in Q2 2025, with revenue of $726.71 million rising 9.4% year-over-year and clearing the consensus estimate of $713.21 million by 1.89%, while non-GAAP diluted EPS of $3.01 edged past the $2.99 consensus by 0.73%. The primary engine behind the quarter was cloud, which generated $540.82 million, up 12% from a year earlier, with AI and self-service annual recurring revenue accelerating 42% year-over-year, a figure CEO Scott Russell pointed to as validation of the company's platform strategy. GAAP operating income expanded 25% to $160.59 million as operating margin widened to 22.1% from 19.4%, reflecting meaningful operating leverage. Looking ahead, management guided Q3 non-GAAP revenue to $722 million to $732 million and raised full-year EPS guidance to $12.33 to $12.53, representing 12% growth at the midpoint, though the outlook excludes any contribution from the pending Cognigy acquisition, which some analysts view as a source of delayed growth acceleration rather than near-term uplift.

Key Takeaways

  • • Cloud revenue growth of 12% year-over-year driven by AI and self-service demand
  • • AI and self-service annual recurring revenue rose 42% YoY
  • • GAAP operating margin expanded to 22.1% from 19.4%
  • • Double-digit year-over-year EPS growth on both GAAP and non-GAAP basis
24/7 Wall St

NICE YoY Financials

Q2 2025 vs Q2 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, with total revenue reaching $727 million—surpassing the high end of our guidance range—and earnings per share of $3.01 at the top of the expected range. This performance was driven by continued strength in our cloud business, which grew 12% year-over-year. A key catalyst behind this momentum is the accelerating demand for AI and self-service solutions, with annual recurring revenue in this part of our business rising an impressive 42% compared to the same period last year.”

— Scott Russell, Q2 2025 Earnings Press Release

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