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NICE

NICE Q4 2025 Earnings

Reported Feb 19, 2026 at 8:29 AM ET · SEC Source

Q4 25 EPS

$3.24

BEAT +0.82%

Est. $3.21

Q4 25 Revenue

$786.5M

BEAT +0.84%

Est. $779.9M

vs S&P Since Q4 25

-24.4%

TRAILING MARKET

NICE -15.9% vs S&P +8.4%

Full Year 2025 Results

FY 25 EPS

$12.30

BEAT +0.30%

Est. $12.26

FY 25 Revenue

$2.95B

BEAT +0.23%

Est. $2.94B

Market Reaction

Did NICE Beat Earnings? Q4 2025 Results

NICE closed out fiscal 2025 on a strong note, posting Q4 revenue of $786.50 million, up 9.0% year over year and ahead of the $779.74 million consensus, while non-GAAP EPS of $3.24 edged past the $3.21 estimate by 0.93%. The headline numbers were anch… Read more NICE closed out fiscal 2025 on a strong note, posting Q4 revenue of $786.50 million, up 9.0% year over year and ahead of the $779.74 million consensus, while non-GAAP EPS of $3.24 edged past the $3.21 estimate by 0.93%. The headline numbers were anchored by an accelerating AI narrative: Q4 AI annualized recurring revenue surged 66% year over year to $328.00 million, and the company reported that AI was embedded in every new seven-figure CXone deal signed during the full year, underscoring deep enterprise adoption of its AI-native customer experience platform. Cloud revenue, NICE's primary growth engine, climbed 14% in the quarter to $608.33 million, while year-end cloud backlog growth accelerated to 25% year over year, providing meaningful forward visibility. Looking ahead, management guided FY2026 non-GAAP revenue of $3.17 billion to $3.19 billion at roughly 8% growth, with cloud revenue expected to expand 14.5% to 15.0%; one analyst firm maintained an Overweight rating on the stock despite trimming its price target, citing the current valuation as already reflecting potential AI disruption risks.

Key Takeaways

  • • 14% year-over-year cloud revenue growth in Q4 2025
  • • Continued momentum in AI offerings
  • • Growing traction in the large enterprise segment
  • • Robust performance across international markets
  • • Year-end 2025 cloud backlog growth accelerated to 25% year over year
24/7 Wall St

NICE YoY Financials

Q4 2025 vs Q4 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 a strong fourth quarter and close to a transformative year for NiCE, reflecting disciplined execution and accelerating AI momentum. For the full year, we delivered total revenue growth of 8% and cloud revenue growth of 13%, both at the high end of our guidance. Our strong cloud revenue growth was driven by continued momentum in our AI offerings, growing traction in the large enterprise segment, and robust performance across international markets. In the fourth quarter 2025, AI ARR increased 66% year over year to $328 million, and AI was included in 100% of our new seven-figure CXone deals for the full year 2025, underscoring strong enterprise demand for our AI-native platform.”

— Scott Russell, Q4 2025 Earnings Press Release

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