NICE Reports Strong Q4 & FY25 Results with 14% Cloud Revenue Growth, Accelerating AI Momentum, and Authorizes $600M Share Repurchase
NICE is trading near its 52-week low of $94.65 (10% above the low).
Summary
NICE Ltd. reported strong Q4 and full year 2025 financial results, driven by double-digit cloud revenue growth and accelerating AI adoption, alongside issuing positive 2026 guidance and authorizing a new $600 million share repurchase program.
Key Events · Earnings and Guidance · NICE
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Strong Q4 and Full Year 2025 Financial Performance
NICE reported Q4 2025 total revenue of $786.5 million (9% YoY growth) and full year 2025 total revenue of $2,945.4 million (8% YoY growth). GAAP diluted EPS increased 57% in Q4 to $2.41 and 43% for the full year to $9.67.
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Accelerated Cloud and AI Revenue Growth
Cloud revenue grew 14% year-over-year in Q4 2025 to $608.3 million and 13% for the full year to $2,238.4 million. AI ARR increased 66% year-over-year to $328 million in Q4, with AI included in 100% of new seven-figure CXone deals for the full year.
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Positive Full Year 2026 Guidance
The company expects full year 2026 non-GAAP total revenues between $3,170 million and $3,190 million (8.0% YoY growth at midpoint) and non-GAAP diluted EPS between $10.85 and $11.05. Cloud revenue growth is projected at 14.5%-15.0% year-over-year for 2026.
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New $600 Million Share Repurchase Program Authorized
NICE's Board of Directors authorized a new $600 million share repurchase program, bringing the total remaining repurchase capacity to approximately $1 billion. This reflects confidence in long-term growth and cash flow generation.
Analysis · NICE · Technology
NICE Ltd. delivered robust financial results for Q4 and the full year 2025, highlighted by significant growth in its cloud and AI segments. The company's cloud revenue increased 14% year-over-year in Q4 and 13% for the full year, demonstrating strong adoption of its CXone AI platform. The substantial 66% year-over-year increase in AI Annual Recurring Revenue (ARR) to $328 million underscores the successful integration and market demand for its AI offerings. Furthermore, the authorization of a new $600 million share repurchase program, representing a notable portion of the company's market capitalization, signals strong management confidence in future cash flow generation and commitment to shareholder returns. The positive guidance for full year 2026, including expected cloud revenue growth of 14.5%-15.0%, suggests continued operational strength and market leadership in CX AI.
At the time of this filing, NICE was trading at $104.22 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.9B. The 52-week trading range was $94.65 to $180.61. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.