StockWatch
·
Computer Software: Prepackaged Software
Quarterly ResultAug 5, 2026, 08:32 AM

NICE Q2 Revenue $782.3M, up 7.6%; Raises Full-Year 2026 EPS Guidance

AI Summary

NICE Ltd. reported strong second-quarter 2026 results, exceeding its revenue guidance with total revenue growing 7.6% year-over-year to $782.3 million. Cloud revenue increased 12.6% to $609.0 million, driven by demand for its AI-native CXone platform. The company also saw international revenue rise 22% year-over-year and raised its full-year 2026 non-GAAP diluted EPS guidance. AI Annual Recurring Revenue (ARR) reached $362 million, now accounting for 15% of cloud revenue.

Key Highlights

  • Q2 2026 total revenue was $782.3 million, up 7.6% year-over-year.
  • Q2 2026 cloud revenue grew 12.6% year-over-year to $609.0 million.
  • Q2 2026 non-GAAP diluted EPS was $2.70.
  • International revenue increased 22% year-over-year (21% in constant currency).
  • AI ARR reached $362 million, representing 15% of cloud revenue.
  • Company raised full-year 2026 non-GAAP diluted EPS guidance to $11.06-$11.26.
  • Full-year 2026 non-GAAP total revenue guidance reiterated at $3,170M-$3,190M.
  • Net cash provided by operating activities was $122.7 million in Q2 2026.