NICE Ltd (Nasdaq: NICE) shares closed the session at $105.69, down from the previous trading day’s close, with an intraday range between $103.10 and $106.20. At the closing price, NICE Ltd’s market capitalization was approximately about $6.9 billion based on outstanding ADRs and the latest price.
Latest Quarterly Results
For the quarter ended December 31, 2025, NICE Ltd reported:
Total revenue: $786.5 million, up 9% year-over-year.
Net income: $150.6 million, up 51% year-over-year.
Diluted EPS: $2.41, up 57% year-over-year.
The comparisons are against the fourth quarter of 2024, when revenue was $721.6 million and net income was $99.5 million.
Full-Year Results Context
For full year 2025, the company reported:
Total revenue: $2,945.4 million, up 8% year-over-year.
Net income: $612.1 million, up 38% year-over-year.
Diluted EPS: $9.67, up 43% year-over-year.
These figures reflect revenue and profit growth when compared with 2024 results.
Business & Operations Update
NICE Ltd reported significant AI annual recurring revenue (AI ARR) increased 66% year-over-year in Q4 2025, reflecting adoption of its AI-enabled platforms. Cloud revenue for the quarter was $608.3 million, up 14% year-over-year. The company also announced a new $600 million share repurchase program authorized by its board.
No regulatory changes, capacity expansions, or major operational restructuring announcements were disclosed in the press release.
M&A or Strategic Moves
No announced mergers or acquisitions or widely sourced strategic deal discussions were included in the earnings release. The company’s disclosures did not list any counterparties or pending transactions in connection with the Q4 2025 results announcement.
Equity Analyst Commentary
Institutional research coverage after the earnings release noted the acceleration in cloud revenue and AI ARR contribution as key drivers of NICE’s reported growth. Analysts also cited the new share repurchase authorization and the company’s backlog expansion as areas of focus based on the company press release and investor call context. Commentary referenced trends in enterprise demand for AI cloud platforms as noted in corporate disclosures.
Guidance & Outlook
For the first quarter of 2026, NICE expects non-GAAP total revenues of $755 million to $765 million and non-GAAP diluted EPS of $2.45 to $2.55. For full-year 2026, the company projects non-GAAP total revenues between $3,170 million and $3,190 million, including expected cloud revenue growth of 14.5% to 15.0% year-over-year. These figures indicate what to watch for in upcoming financial reporting periods.
Performance Summary
NICE Ltd shares moved lower after the earnings release.
Reported quarterly revenue rose 9% and net income rose 51%.
Full-year revenue and earnings increased year over year.
Cloud revenue and AI ARR growth were highlighted in corporate disclosures.
The post NICE Ltd Shares Slide on Q4 Earnings and 2026 Outlook first appeared on AlphaStreet News.
