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Nice (NICE) Q3 2026 Earnings Report
IL:NICE Q3 2026 EPS Results
- Actual EPS
- ILA 895.60
- Consensus EPS
- ILA 845.60
- Beat/Miss
- Beat by +ILA 50.00
- One Year Ago EPS
- ILA 1,025.80
IL:NICE Q3 2026 Revenue Results
- Actual Revenue
- ILA 238.75B
- Expected Revenue
- ILA 239.53B
- Beat/Miss
- Missed by -ILA 787.27M
- YoY Revenue Growth
- -2.99%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 11/04/2026
- Time
- Before Open
- Conference Call
- Wednesday, November 4, 2026
Nice's next earnings date is estimated for February 25, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
The call was broadly positive, supported by revenue and EPS above guidance, strong CXone backlog and enterprise wins, rapid CX AI ARR growth, international momentum, partner expansion, healthy operating margins and a strong balance sheet. However, management acknowledged that cloud growth remains below its desired pace, AI deployments are ramping more slowly than anticipated, several non-core cloud streams are slowing, and the company is undertaking a 5% workforce reduction with restructuring charges. The highlights significantly outweigh the lowlights, but the call emphasized execution and cloud-growth acceleration as key priorities.
For full year 2026, total revenue is expected to be in the range of $3.170 billion to $3.190 billion, representing growth of 8% at the midpoint; cloud revenue growth is expected to be approximately 12%, excluding the impact of the customer credit; fully diluted earnings per share are expected to be in the range of $11.12 to $11.32; free cash flow margin is expected to be in a range of approximately 10% to 12% on a reported basis or approximately 12% to 14%, excluding nonrecurring items related to acquisition, divestiture and restructuring; operating margin is expected to finish the year slightly above the high end of the 25% to 26% operating margin range; restructuring charges are expected to be approximately $15 million to $20 million, primarily in Q4 2026; and the company expects to achieve an operating margin of 27% in 2028.
- Q3 Revenue and EPS Beat GuidanceThird-quarter total revenue was $791 million, up 8% year-over-year, and non-GAAP earnings per share was $2.84. Both results were above the high end of the company's guidance ranges.
- Cloud Revenue Growth and CX AI ARR ExpansionCloud revenue was $623 million, representing 79% of total revenue and increasing 10.6% year-over-year, or 12.2% excluding the atypical customer credit. CX AI ARR reached $392 million, up 46% year-over-year and representing 16% of cloud revenue.
- Strong AI Demand and Cognigy MomentumAI backlog grew approximately 40% year-over-year, and Q3 was Cognigy's strongest quarter of the year for deal volume and new customers added. Virtually all AI revenue comes from production deployments rather than pilots. The company fully staffed its forward-deployed engineering team, and NiCE Labs delivered real-time voice-to-voice model integration and AI coding agents that can build Cognigy agents in minutes.
- CXone Platform and Backlog StrengthCXone was recognized as a leader in the 2026 Gartner Magic Quadrant for Contact Center as a Service. Customer interactions increased across all channels, with AI interactions growing faster than voice and digital, while CXone seat-count growth accelerated sequentially. CXone backlog grew 27% year-over-year, significantly above total cloud backlog growth of 15.
- Large Enterprise Customer WinsNiCE secured commitments from four of the world's largest enterprises, each with annual revenue of approximately $100 billion or more. Wins included an 8-digit ACV CXone deal with a leading global telecommunications provider, a 7-digit ACV Cognigy expansion with a large U.S. health care organization, a 7-figure Cognigy commitment from a global automotive manufacturer and financial services provider, and a 7-digit ACV CXone expansion with one of the world's largest technology companies.
- Partner Ecosystem ExpansionGSI-driven ACV grew nearly sevenfold year-over-year in Q3. Cognigy practitioner certifications, the highest partner certification tier, nearly quadrupled from Q2 to Q3, increasing partner capacity to help customers adopt AI.
- International GrowthInternational revenue increased 33% year-over-year, including 45% growth in EMEA. International cloud revenue increased 50% year-over-year on a constant-currency basis. NiCE recorded its first Cognigy wins in Japan, Singapore and the Philippines, as well as its first combined CXone and Cognigy deal in China.
- Financial Crime and Compliance Product StrengthFinancial Crime and Compliance revenue totaled $135 million, up 13% year-over-year, while product revenue increased 30%, primarily driven by strong growth in Financial Crime and Compliance. Customers continued to renew and invest in the on-premise Actimize product.
- Operating Margin and Profitability PerformanceThird-quarter operating income was $214 million, producing a 27% non-GAAP operating margin. The company expects to finish 2026 slightly above its 25% to 26% operating margin range while continuing to invest in AI innovation, go-to-market initiatives and its partner ecosystem.
- Strong Liquidity and Share RepurchasesNiCE ended the quarter with $351 million in cash and short-term investments and no debt. It repurchased $72 million of shares in Q3 and $383 million year-to-date, representing 6% of market capitalization and an approximately 18% year-to-date increase in repurchases. Shares outstanding declined 6% year-over-year to approximately 57.5 million.
- Raised EPS Guidance and Personal-Agent StrategyFull-year 2026 revenue guidance was reiterated at $3.170 billion to $3.190 billion, representing 8% growth at the midpoint, while diluted EPS guidance was raised to $11.12 to $11.32. NiCE also continues collaborating with Meta and other industry partners on an open personal-agent protocol and said its existing interaction-based pricing model is designed to support higher volumes of AI-driven customer interactions.
IL:NICE Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 25, 2027 | 2026 (Q4) | 964.10- | 1013.6 | ― | ― |
| Nov 04, 2026 | 2026 (Q3) | 845.60895.60 | 1025.8 | -12.69% (-130.20) | |
| Aug 05, 2026 | 2026 (Q2) | 786.90810.90 | 1017.9 | -20.34% (-207.00) | |
| May 06, 2026 | 2026 (Q1) | 776.00766.60 | 1020.5 | -24.88% (-253.90) | |
| Feb 19, 2026 | 2025 (Q4) | 1023.301013.60 | 1070.7 | -5.33% (-57.10) | |
| Nov 13, 2025 | 2025 (Q3) | 1057.501025.80 | 1077.1 | -4.76% (-51.30) | |
| Aug 14, 2025 | 2025 (Q2) | 1019.701017.90 | 973.2 | 4.59% (+44.70) | |
| May 15, 2025 | 2025 (Q1) | 1033.301020.50 | 953.6 | 7.02% (+66.90) | |
| Feb 20, 2025 | 2024 (Q4) | 1077.301070.70 | 858.1 | 24.78% (+212.60) | |
| Nov 14, 2024 | 2024 (Q3) | 995.301077.10 | 849.7 | 26.76% (+227.40) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
