NICE (NICE) Q2 2025 Earnings
How Did NICE Stock React to Q2 2025 Earnings?
S&P 500 over the same 30 days: +2.33%.
Did NICE Beat Earnings? Q2 2025 Results
Yes. NICE reported Q2 2025 earnings of $3.01 a share on Aug 14, 2025, beating the $2.99 consensus estimate by 0.7%. Revenue was $726.7M against a $713.2M estimate.
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.
- 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
“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.”
NICE CEO, on the earnings call
What Was NICE's Outlook in Q2 2025?
For Q3 2025, NICE expects non-GAAP total revenue of $722 million to $732 million (5% YoY growth at midpoint) and non-GAAP diluted EPS of $3.12 to $3.22 (10% YoY growth at midpoint). For full-year 2025, the company reaffirmed non-GAAP total revenue guidance of $2,918 million to $2,938 million (7% YoY growth at midpoint) and raised non-GAAP diluted EPS guidance to $12.33 to $12.53 (12% YoY growth at midpoint). This guidance excludes any impact from the planned Cognigy acquisition, which is expected to close in Q4 2025 subject to regulatory approval.
NICE YoY Financials
| Metric | Q2 2025 | Q2 2024 | Year over year |
|---|---|---|---|
| Revenue | $726.7M | $664.4M | +9.4% |
| Gross Profit | $485.1M | $439.6M | +10.4% |
| Operating Income | $160.6M | $128.8M | +24.7% |
| Net Income | $187.4M | $115.8M | +61.9% |
NICE Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.