NICE Beats Q2 Revenue, Lifts Full-Year EPS View on AI Surge

summarizeSummary

NICE Ltd. posted Q2 2026 revenue of $782.3 million, topping its guidance range, and raised full-year non-GAAP EPS guidance to $11.06–$11.26. Cloud revenue grew 12.6% year-over-year, and AI ARR reached $362 million, now 15% of cloud revenue, with record AI bookings.

check_boxKey Events · Earnings and Guidance · NICE

• Q2 Revenue Beat

  Total revenue of $782.3 million exceeded the high end of guidance, driven by 12.6% cloud revenue growth to $609 million.

• Full-Year EPS Guidance Raised

  Non-GAAP diluted EPS guidance was lifted to $11.06–$11.26, up from the prior outlook, reflecting confidence in profitability.

• AI Momentum Accelerates

  AI ARR reached $362 million, now 15% of cloud revenue, with record AI bookings in Q2 — signaling enterprise adoption of the AI-native CXone platform.

• Share Buyback Continues

  The company repurchased $58 million in shares during Q2, part of the $600 million authorization, reducing share count and supporting EPS.

auto_awesomeAnalysis · NICE · Technology

Q2 revenue landed above the high end of guidance, and full-year non-GAAP EPS was raised, fueled by accelerating cloud and AI adoption. Cloud revenue climbed 12.6% year-over-year, while AI annual recurring revenue hit $362 million — now 15% of cloud revenue — alongside record AI bookings. Although GAAP net income dropped sharply on higher operating costs and a tax swing, the non-GAAP beat and improved outlook point to a strengthening core business. The company also stayed aggressive on buybacks, repurchasing $58 million in shares during the quarter, which supports EPS. This report confirms that the AI-native CXone platform is gaining traction with large enterprises, positioning NICE to capture a broader AI adoption cycle.