Q4 2025 Nice Ltd Earnings Call Transcript
Key Points
- NICE Ltd (NICE) achieved its financial guidance for each quarter and the full year 2025, with total revenue growth of 8% and cloud revenue growth of 13%.
- The company reported a significant increase in AI Annual Recurring Revenue (ARR), which grew by 66% to $328 million, representing 13% of cloud revenue.
- NICE Ltd (NICE) expanded its international revenue by 16% in 2025, with growth accelerating to 29% in the fourth quarter.
- The company strengthened its competitive position by acquiring Cognigy, making it the only player in the CX market with a fully AI-native CX platform.
- NICE Ltd (NICE) reported a record quarter for new cloud Annual Contract Value (ACV) bookings, driving cloud backlog growth to 25% including Cognigy.
- Despite strong performance, the company faces market concerns about AI potentially disrupting and displacing its business.
- The integration of Cognigy and scaling its operations will require significant investments in 2026, impacting short-term margins.
- NICE Ltd (NICE) anticipates a higher pace of incremental margin investment in the first half of 2026, which may affect operating margins.
- The company's financial income in 2026 will be impacted by the reduction of cash and short-term investment balance due to the Cognigy acquisition and debt repayment.
- NICE Ltd (NICE) faces competitive pressures from new AI point solutions, which could challenge its market position.
Welcome to the ninth conference call discussing fourth quarter 2025 results and thank you all for holding. (Operator Instructions). As a reminder, this conference is being recorded February 19, 2026. I would now like to turn this call over to Mr. Ryan Gilligan, VP Investor Relations at NiCE. Please go ahead.
Thank you, operator. With me on today's call are Scott Russell, Chief Executive Officer; and Beth Gaspich, Chief Financial Officer. Before we start, I would like to point out that some of the statements made on this call will constitute forward-looking statements.
In accordance with the Safe Harbour provisions of the Private Securities Litigation Reform Act of 1,995, please be advised that the company's actual results could differ materially from these forward-looking statements.
Additional information regarding the factors that could cause actual results or performance of the company to differ materially is contained in the section entitled Risk Factors in Item three of the
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