NICE Ltd (NAS:NICE)
$ 99.5 -3.77 (-3.66%) Market Cap: 5.63 Bil Enterprise Value: 5.60 Bil PE Ratio: 11.43 PB Ratio: 1.53 GF Score: 81/100

Nice Ltd at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 06:00PM GMT
Release Date Price: $123.5 (+6.12%)
James Reynolds
Morgan Stanley - Analyst

Great. Well, let's get started. Good morning, everyone. Thank you for joining us here at the Morgan Stanley TMT Conference. My name is Jamie Reynolds, and I'm here on behalf of Elizabeth Porter.

We're very pleased to have with us here today, NICE's CEO, Scott Russell. But before we begin, some important disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley/researchdisclosures.com. If you have any questions, please direct them to your Morgan Stanley sales representative. With that, let's get started.

Questions & Answers

James Reynolds
Morgan Stanley - Analyst

Scott, obviously, great to have you back here at TMT with us. Maybe to start off, investor sentiment on the CCaaS space has been challenged for some time now, despite positive commentary towards the AI opportunity from NiCE, your peers in the space as well as consistent optimism in our conversations with channel partners. Where do you feel like that disconnect lies? And what's the

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