nCino Exceeds Q2 Expectations with 12.4% YoY Revenue Growth and Strong AI Adoption

nCino (NCNO) Q2 CY2025 results exceeded market expectations, with revenue up 12.4% YoY to $148.8 million, and non-GAAP profit at $0.22 per share, 58.1% above analysts' consensus estimates. The company lifted its revenue guidance for the full year to $587 million and raised its Adjusted EPS guidance to $0.79. Management attributed the performance to robust deal activity, particularly in North America, and the adoption of AI-powered Banking Adviser by over 80 customers.

nCino (NCNO), a leading cloud-native SaaS platform for financial institutions, reported strong Q2 CY2025 results that exceeded market expectations. The company's total revenue reached $148.8 million, representing a 12.4% year-over-year (YoY) growth, while non-GAAP profit per share stood at $0.22, which was 58.1% above analysts' consensus estimates [2].

The company's robust performance can be attributed to several key factors. Firstly, nCino's revenue guidance for the full year was lifted to $587 million, reflecting the company's strong momentum and market potential. Additionally, the company raised its Adjusted EPS guidance to $0.79, further demonstrating its financial health and growth prospects.

One of the standout achievements during the quarter was the rapid adoption of nCino's AI-powered Banking Adviser. By the end of Q2, over 80 customers had adopted this AI-driven tool, marking a significant increase from fewer than 20 at the start of the fiscal year. This adoption highlights the growing demand for AI solutions in the financial technology sector and nCino's ability to meet this demand effectively [1].

The company's strong performance was also driven by robust deal activity, particularly in North America. This region has been a key driver of growth for nCino, with the company securing new customers and expanding its market presence. Additionally, the company's international expansion efforts have been successful, with notable progress in Europe and North America [1].

nCino's platform pricing model transition is also contributing to its financial performance. The company has successfully transitioned approximately 21% of its annual contract value (ACV) to a new platform pricing model, targeting a 10% price uplift at renewal. This transition is expected to increase recurring revenue visibility and demonstrate nCino's pricing power [1].

In conclusion, nCino's Q2 CY2025 results demonstrate the company's strong position in the financial technology sector. The combination of robust revenue growth, AI adoption, and international expansion positions nCino well for continued success in the evolving landscape of financial services technology.

References:
[1] https://theoutpost.ai/news-story/n-cino-reports-strong-q2-fy-2026-results-highlighting-ai-adoption-and-global-expansion-19563/
[2] https://www.barchart.com/story/news/34404146/ncino-nasdaqncno-reports-strong-q2-stock-soars