Companies /Technology

NICE Ltd

NASDAQ: NICE Software - Application
$108.31
▲ $1.45 (+1.36%) today
Markets closed · 1:05am ET

Q1 2026 Earnings

Reported May 6, 2026, 7:45am ET · SEC source
$2.64
Beat +4.79%
EPS · est. $2.52
$768.6M
Beat +1.01%
Revenue · est. $760.9M
−6.4%
Trailing market
NICE vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−9%0+9%May 6May 7report 7:45am ETearnings+0.1%−12.5%
−9%0+9%May 6May 7earnings+0.1%−12.5%
NICE −12.5%S&P 500 +0.1%
−9%0+9%May 6May 7report 7:45am ETearnings+0.3%−12.5%
−9%0+9%May 6May 7earnings+0.3%−12.5%
NICE −12.5%NASDAQ +0.3%
−20%0May 5May 14report 7:45am ETearnings+2.0%−21.1%
−20%0May 5May 14earnings+2.0%−21.1%
NICE −21.1%S&P 500 +2.0%
−20%0May 5May 14report 7:45am ETearnings+3.6%−21.1%
−20%0May 5May 14earnings+3.6%−21.1%
NICE −21.1%NASDAQ +3.6%
−22.53%
Day of report
−1.25%
Next session
−10.81%
One week
−5.68%
30 days

S&P 500 over the same 30 days: +0.73%.

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 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

“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.”

NICE CEO, on the earnings call

Forward Guidance & Outlook

For Q2 2026, NICE expects non-GAAP total revenue of $761 million to $771 million (5.5% YoY growth at midpoint) and non-GAAP diluted EPS of $2.60 to $2.70. For full-year 2026, non-GAAP total revenue guidance is reiterated at $3,170 million to $3,190 million (8.0% YoY growth at midpoint), with cloud revenue expected to grow 13%-15% year over year. Full-year 2026 non-GAAP diluted EPS guidance was raised to $10.98 to $11.18.

NICE YoY Financials

Revenue$768.6M
Gross Profit$494.8M
Operating Income$126.8M
Net Income$46.8M

NICE Revenue by Segment

Cloud$603.4M+14.6%
Services$124.0M−11.6%
Product$41.3M+22.6%

Figures from SEC filings and company reports. Not investment advice.