NICE
NICE Ltd.106.69
+0.77+0.73%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A debunks AI disruption fears
Q&A squarely countered AI disruption fears, with Scott emphasizing CX complexity favors NICE's unified platform over point solutions—backstopped by 25% cloud backlog growth (22% organic) and Cognigy in 100% of seven-figure deals. Management unpacked the cloud guidance lift to 14.5-15% as core acceleration plus Cognigy, driven by record Q4 ACV bookings. Advanced customers report no seat erosion; AI frees agents for higher-value work amid capacity constraints. International momentum persists via lower CCaaS penetration and partner ecosystems. Backlog converts mostly within 24 months, with consumption pricing upside beyond minimums. AI tailwinds feel real. Investors will eye conversion cadence.
Key Stats
Market Cap
6.59BP/E (TTM)
12.12Basic EPS (TTM)
8.80Dividend Yield
0%