NICE (NICE) Q3 2025 Earnings
How Did NICE Stock React to Q3 2025 Earnings?
S&P 500 over the same 30 days: +1.02%.
Did NICE Beat Earnings? Q3 2025 Results
Yes. NICE reported Q3 2025 earnings of $3.18 a share on Nov 13, 2025, beating the $3.17 consensus estimate by 0.3%. Revenue was $732.0M against a $729.0M estimate.
NICE Ltd. delivered a narrow but clean beat in its fiscal third quarter, posting non-GAAP diluted EPS of $3.18 against a consensus estimate of $3.17, a 0.27% beat, while revenue of $732.00 million edged past expectations by 0.42% and grew 6.1% year over year. The primary engine behind the quarter was cloud, where revenue climbed 13% to $562.94 million, powered by accelerating adoption of the company's CX AI and Self-Service platform; notably, AI capabilities were included in every new seven-figure CX deal during the period, underscoring deepening enterprise penetration. The completed acquisition of conversational AI specialist Cognigy added further strategic weight, with the company's CX AI annual recurring revenue growing 49% year over year. Operating cash flow rose 20% to $190.50 million, and NICE fully retired $460.00 million in debt during the quarter. Management raised full-year non-GAAP revenue guidance to a range of $2.93 billion to $2.95 billion and lifted EPS guidance to $12.18 to $12.32, though investors have grown cautious about near-term margin compression as the company absorbs heavy AI investment costs.
- 13% year-over-year cloud revenue growth to $562.9 million
- CX AI and Self-Service ARR growth accelerated to 49% YoY
- AI-first strategy execution and go-to-market performance
- Operating cash flow increased 20% year over year to $190.5 million
“We're pleased to report a strong third quarter, stemming from the continued execution of our AI-first strategy and our outstanding go-to-market performance. Total revenue was $732 million, at the high end of our guidance, with cloud revenue increasing 13% year over year to $563 million. Our cloud revenue growth was fueled by the strong momentum of our CX AI and Self-Service business, whose ARR growth accelerated to 49% year over year, and 43% year over year excluding Cognigy. Our AI capabilities were included in every new seven-figure CX deal, underscoring the expansion of our AI-powered, enterprise-grade solutions.”
NICE CEO, on the earnings call
What Was NICE's Outlook in Q3 2025?
NICE raised its full-year 2025 non-GAAP total revenue guidance to a range of $2,932 million to $2,946 million, representing 7% year-over-year growth at the midpoint compared to full-year 2024. Full-year 2025 non-GAAP fully diluted EPS guidance was updated to a range of $12.18 to $12.32, representing 10% year-over-year growth at the midpoint. The updated guidance includes expected results of Cognigy from the date of acquisition through year-end.
NICE YoY Financials
| Metric | Q3 2025 | Q3 2024 | Year over year |
|---|---|---|---|
| Revenue | $732.0M | $690.0M | +6.1% |
| Gross Profit | $489.1M | $460.3M | +6.3% |
| Operating Income | $160.8M | $141.4M | +13.7% |
| Net Income | $144.9M | $120.9M | +19.8% |
NICE Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.