NICE Ltd. reported fourth‑quarter 2025 results with total revenue of $786.5 million, up 9% from $721.6 million in Q4 2024, and diluted earnings per share of $3.24, a 7% increase over the $3.02 reported a year earlier. The company beat consensus estimates of $3.21 per share and $778.7 million in revenue, delivering a $0.03 EPS beat and a $7.8 million revenue beat.
Cloud revenue, the core of NICE’s AI‑first strategy, rose 14% to $608.3 million, while operating income grew 14% to $176.2 million. Non‑GAAP gross margin fell to 69.3% from 71.4% in Q4 2024, reflecting investments in scaling the cloud footprint. GAAP net income reached $150.6 million, up from $99.5 million a year earlier, and non‑GAAP net income climbed to $202.7 million versus $195.8 million in Q4 2024.
AI annual recurring revenue accelerated 66% year‑over‑year to $328 million, and the company reported that AI ARR accounted for 100% of new seven‑figure CXone deals in 2025. The Q4 2025 results also included a net cash provided by operating activities of $179.7 million, up from $140.3 million in the prior year.
Management highlighted disciplined execution and accelerating AI momentum, stating, “We’re pleased to report a strong fourth quarter and close to a transformative year for NiCE, reflecting disciplined execution and accelerating AI momentum.” The results underscore the impact of the Cognigy acquisition, which has bolstered conversational AI capabilities and contributed to the robust AI ARR growth.
Looking ahead, NICE guided full‑year 2026 revenue to $3.170 billion–$3.190 billion, unchanged from the previous guidance, and adjusted earnings per share to $10.85–$11.05, a slight uptick that signals confidence in continued cloud and AI expansion. The company’s outlook reflects sustained demand for its AI‑driven cloud offerings and a strategic focus on scaling its platform.
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