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Jun 30
Nice Q2 2025 Earnings Report
NiCE reported strong Q2 2025 results with double-digit EPS growth and revenue at the top end of guidance.
Key Takeaways
NiCE delivered a robust Q2 2025, exceeding revenue expectations and achieving strong net income growth driven by a 12% YoY increase in cloud revenue and expanding AI adoption.
Total revenue reached $726.7M, up 9% YoY
Cloud revenue grew 12% YoY to $540.8M
Net income surged to $187.4M, up 62% YoY
Free cash flow totaled $38.6M despite significant share repurchases
Nice
Nice
Nice Revenue by Segment
Revenue by Segment
Cloud Revenue
CapyFin.comServices Revenue
CapyFin.comProduct Revenue
CapyFin.com Forward Guidance
NiCE reaffirmed full-year 2025 revenue guidance and raised its EPS outlook, supported by strong cloud growth and upcoming AI-driven capabilities through the planned Cognigy acquisition.
Positive Outlook
- Full-year EPS guidance raised to $12.33–$12.53
- Revenue guidance reaffirmed at $2.918B–$2.938B
- Q3 EPS expected to grow 10% YoY
- AI and self-service ARR up 42% YoY
- Cognigy acquisition expected to close in Q4 2025
Challenges Ahead
- Services revenue declined YoY
- Slight drop in operating margin from 30.4% to 30.2% (non-GAAP)
- Free cash flow lower YoY
- Q3 revenue growth forecast slows to ~5%
- Acquisition integration risks not yet accounted for in guidance
Revenue & Expenses
Visualization of income flow from segment revenue to net income