Automation firm NICE posts higher Q2 revenue on AI demand
Overview
NICE Q2 2025 cloud revenue grows 12% yr/yr, driven by AI demand
Total revenue of $726.7 mln exceeds high end of co's guidance range
Adjusted EPS for Q2 2025 grows 14%, at top of co's expected range
Outlook
NICE sees Q3 2025 revenue between $722 mln and $732 mln
NICE expects Q3 2025 EPS between $3.12 and $3.22
NICE reaffirms full-year 2025 revenue of $2.918 bln to $2.938 bln
NICE raises full-year 2025 EPS to $12.33-$12.53
Integration of Cognigy's CX-AI capabilities expected to further enhance customer experiences
Result Drivers
AI DEMAND - Accelerating demand for AI and self-service solutions drove a 42% rise in annual recurring revenue, per CEO Scott Russell
CLOUD REVENUE - Cloud revenue increased 12% yr/yr, contributing significantly to overall revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue |
| $726.70 mln |
|
Q2 Adjusted EPS |
| $3.01 |
|
Q2 Net Income |
| $187.40 mln |
|
Q2 Gross Margin |
| 66.8% |
|
Q2 Gross Profit |
| $485.10 mln |
|
Q2 Operating Income |
| $160.60 mln |
|
Q2 Operating Margin |
| 22.1% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Nice Ltd is $200.00, about 26% above its August 13 closing price of $147.99
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago
Press Release: ID:nBw1Ysw0ka
Related Articles
Alibaba’s Friday Earnings to Crown China Tech’s Q2 Winner
TradingKey - Names like JD.com, Pinduoduo, Tencent, and Alibaba represent the top-tier of Chinese tech stocks trading in the U.S. But their FY2025 Q2 earnings paint very different pictures.
NVIDIA Q2 FY2026: Surfing the AI Surge with Blackwell, Steering Through China’s Export Challenges
TradingKey - NVIDIA Corporation (NASDAQ: NVDA) reported strong Q2 FY2026 results on August 27, 2025, after market close, driven by robust AI-powered demand and adoption of its next-generation Blackwell GPU platform. The company delivered significant revenue and profit beats overall, with...
U.S. Dollar Index: Assessing Its Future Trend Through Macro Analysis of the U.S., Eurozone, Japan, and U.K.
TradingKey - Looking ahead, in the U.S., slowing economic growth combined with ongoing interest rate cuts will exert downward pressure on the dollar. In the Eurozone, weak economic performance and continued ECB rate cuts will likely depreciate the euro, indirectly supporting the U.S. Dollar Index...
Eurozone Q2 GDP Commentary: Will the Euro's Upward Momentum Persist?
TradingKey - On 14 August 2025, Eurostat published Q2 GDP figures, revealing a drop in the Eurozone's quarter-on-quarter growth from 0.6% in the first quarter to 0.1%. Consequently, annual growth eased from 1.5% to 1.4%. The slowdown primarily stems from the diminishing boost from European...
Bitcoin Price Forecast: Trends and Investment Outlook from 2025 to 2030
From $0.01 in 2009 to $120,000+ in 2025, Bitcoin has evolved from obscurity to a globally recognized financial asset. While institutions and governments increasingly embrace it, investors must remain vigilant against volatility, security risks, and scams.
