NICE Ltd. (NICE) Earnings Call Transcripts
NICE Ltd.'s Latest Earnings Call - June 9, 2026
In the second quarter of fiscal year 2026, NICE Ltd. reported strong performance driven by its integrated CXone platform and the successful incorporation of Cognigy, which has enhanced its AI capabilities. Revenue reached $1.2 billion, reflecting a 15% year-over-year increase, while earnings per share (EPS) were reported at $1.50, exceeding analyst expectations by $0.10. Management maintained its full-year guidance, projecting revenue growth of 12-15% and an increase in AI-related revenue contribution to 20% of total cloud revenue by year-end.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.2B (beat) |
| EPS | $1.50 (beat) |
| AI Revenue Contribution | 14% (positive) |
| Bookings Growth | 27% (positive) |
| AI Backlog Growth | 80% (positive) |
| Cloud Revenue | $2.5B (inline) |
Guidance from management
Management maintained its full-year revenue growth guidance of 12-15% and expects AI revenue contribution to increase to 20% of total cloud revenue by year-end 2026.
What management said
John, you often and frequently speak with C-suite and CX leaders at the world's largest enterprises. How are they thinking of evolving their CX function? And how has the conversation changed over the past year?
Okay. Moving on to the next one. You have built a dedicated nice practice with hundreds of people who are technically certified on the NICE platform. What prompted you to invest in NICE? And why are you thinking of investing even further?
What analysts pressed on
Analysts raised concerns about the disconnect between customer satisfaction and revenue growth, questioning the company's pricing strategy and its impact on long-term profitability. There were also inquiries about the competitive landscape and how NICE plans to maintain its market leadership amidst growing competition.
Main topics on the call
- AI Integration Success — NICE's integration of Cognigy into its CXone platform is yielding significant results, with management stating, "100% of our CCaaS deals in the last 3 quarters have included AI." This integration is expected to enhance c...
- Record Bookings Growth — The company reported record bookings growth, with a backlog increase of 27% year-over-year. Management highlighted that "the AI backlog is growing at 80%," indicating strong demand for AI solutions.
- Customer Adoption of AI — Management noted that customers are increasingly adopting AI solutions, with a 66% year-over-year growth in AI revenue, now contributing 14% to total cloud revenue. This was emphasized with the statement, "AI is our #1 g...
- Market Positioning — NICE is positioned as a market leader in the CX space, with Scott Russell stating, "We are the market leader in CCaaS and AI for the CX space." This leadership is expected to drive further growth as the market expands.
Read the full NICE Ltd. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About NICE Ltd.
NICE Ltd. (NICE) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on TASE and is based in IL. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 40 calls on record spanning February 13, 2020 to June 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 40 NICE Ltd. earnings call transcripts on record, spanning February 13, 2020 to June 9, 2026. Based on this history, NICE Ltd. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- NICE
- Exchange
- TASE
- Country
- IL
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 40
- First call
- February 13, 2020
- Most recent
- June 9, 2026
- Reporting cadence
- quarterly