Q1 26 EPS
$2.64
BEAT +4.79%
Est. $2.52
Q1 26 Revenue
$768.6M
BEAT +1.01%
Est. $760.9M
Did NICE Beat Earnings? Q1 2026 Results
NICE Ltd. Delivered a stronger-than-expected first quarter for fiscal 2026, beating management's own guidance on both top and bottom lines and extending its streak of consensus EPS beats to four consecutive quarters. Total revenue climbed 9.8% year o… Read more NICE Ltd. Delivered a stronger-than-expected first quarter for fiscal 2026, beating management's own guidance on both top and bottom lines and extending its streak of consensus EPS beats to four consecutive quarters. Total revenue climbed 9.8% year over year to $768.62 million, with cloud revenue of $603.37 million rising 14.6% as AI annual recurring revenue surged 66% and was embedded in every CXone enterprise deal closed during the period, the clearest signal yet of how deeply NICE's AI offerings have taken hold at scale. Non-GAAP diluted EPS came in at $2.64, compared to $2.87 a year ago, as margin compression from higher operating costs weighed on profitability despite the top-line momentum. Looking ahead, management reiterated full-year 2026 non-GAAP revenue guidance of $3.17 billion to $3.19 billion, implying 8.0% growth at the midpoint, while raising full-year non-GAAP EPS guidance to $10.98 to $11.18, a vote of confidence that AI-driven demand will sustain the company's growth trajectory through the remainder of the year.
Key Takeaways
- • Cloud revenue growth of 14.6% year over year
- • AI ARR increased 66% year over year
- • International markets grew 30% year over year
- • 100% of CXone enterprise deals included AI solutions
- • Strong bookings momentum and increasing partner contribution
NICE YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
NICE Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered a solid start to 2026, reflecting disciplined execution and strong momentum across our AI-native CX platform. In the first quarter, we exceeded the high end of our guidance on both revenue and non-GAAP EPS, and delivered cloud revenue growth of 14.6% year over year. AI remains a powerful growth driver, with AI ARR increasing 66% year over year and included in 100% of our CXone enterprise deals, highlighting the growing adoption of our AI solutions at scale. International markets were another area of strength, with 30% revenue growth as we continue to expand large enterprise deployments globally.”
— Scott Russell, Q1 2026 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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $2.64 | $2.70 | +2.26% | $782.3M | +2.09% |
| 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% |