NICE reported third‑quarter 2025 results for the period ended September 30, 2025, with total revenue of $732 million, up 6 % year‑over‑year, and cloud revenue of $562.9 million, up 13 % YoY. Operating income rose 14 % to $160.8 million, and diluted earnings per share climbed 23 % to $2.29. Net cash provided by operating activities reached $190.5 million, reinforcing the company’s liquidity.
The company beat consensus estimates on both revenue and non‑GAAP diluted EPS. Revenue of $732 million exceeded the consensus of $727.9 million, a beat of $4.1 million, driven by robust demand for cloud‑based AI solutions and the recent integration of Cognigy. Non‑GAAP diluted EPS of $3.18 surpassed the consensus of $3.17, a $0.01 or 0.3 % beat, reflecting disciplined cost management and higher margin cloud revenue.
Cloud revenue growth of 13 % YoY was the primary engine behind the top‑line increase, while other segments such as customer engagement and financial crime and compliance contributed modest gains. Compared with Q3 2024, revenue rose from $690.0 million, and GAAP diluted EPS increased from $1.86 to $2.29, underscoring a clear acceleration in the company’s high‑margin AI‑enabled offerings.
Management raised its full‑year 2025 revenue guidance to $2,932 million–$2,946 million, up from the prior Q2 guidance of $2,918 million–$2,938 million, and lowered its diluted EPS guidance to $12.18–$12.32 from $12.33–$12.53. The revenue lift signals confidence in sustained demand for AI‑driven customer‑experience solutions, while the modest EPS adjustment reflects the company’s investment in the Cognigy platform and ongoing R&D spend.
CEO Scott Russell said, 'This accelerates our vision for AI‑first customer experience… With NICE, we’re expanding our reach and joining forces with the leader in cloud CX to redefine what’s possible, all while continuing to serve our customers as a trusted partner for innovation, speed, and enterprise‑grade AI.' The comment highlights the strategic importance of the Cognigy acquisition in accelerating AI adoption and expanding the company’s cloud footprint.
Investors responded favorably to the earnings beat and guidance raise, citing strong revenue growth, cloud momentum, and the strategic value of the Cognigy integration. The market reaction underscores confidence in NICE’s ability to capture the expanding AI‑driven customer‑experience market while maintaining disciplined cost control.
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