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- **Cloud Growth Accelerates**: Q3 cloud revenue up 13% YoY, with AI and self-service ARR surging 49% YoY. Cloud backlog increased 15% YoY, driven by AI integration.
- **Cognigy Impact**: Cognigy contributed ~50 basis points to Q3 cloud growth, with Q4 expected to add 150 basis points. 2026 ARR target for Cognigy is $85 million.
- **International Expansion**: EMEA and APAC revenue grew 7% and 19% YoY, supported by sovereign cloud investments and large enterprise wins.
- **Financial Adjustments**: Full year 2025 revenue guidance raised to $2.932–$2.946 billion, with Non-GAAP EPS adjusted to $12.18–$12.32 due to Cognigy-related margin dilution.
- **Upcoming Event**: Capital Markets Day on November 17 will detail long-term strategy and 2026 financial outlook.

**【CEO Summary Section】**
- Total revenue of $732 million, at the high end of guidance, with cloud revenue reaching $563 million (13% YoY growth). AI and self-service ARR accelerated to 49% YoY, driven by NICE Cognigy integration.
- Cloud backlog increased 15% YoY, with AI capabilities included in every new 7-figure CX deal. Autopilot and Copilot bookings more than tripled in Q3.
- Key wins include a global auto manufacturer (8-figure ACV deal) and AI to Cruises (FAQ automation initiative), showcasing CXone and Cognigy differentiation.
- Emphasized international expansion, with EMEA and APAC revenue growing 7% and 19% YoY, respectively, driven by sovereign cloud infrastructure investments.
- Capital Markets Day scheduled for November 17 to detail long-term strategy and financial outlook.

**【CFO Financial Commentary】**
- Full year 2025 total revenue guidance raised to $2.932–$2.946 billion (7% YoY growth), with cloud revenue expected to grow 12–13% YoY.
- Non-GAAP EPS guidance adjusted to $12.18–$12.32 (10% YoY growth), reflecting Cognigy's dilutive impact on operating margin.
- Q3 cash flow from operations of $191 million (20% YoY growth), with $41 million in share repurchases and debt repayment.
- Cognigy contributed ~50 basis points to Q3 cloud growth, with an expected 150 basis point impact in Q4.
- Cloud NRR for trailing 12 months was 109%, with positive indicators for NRR inflection in future quarters.

**【Q&A Highlights】**
- **Cognigy Contribution**: Q4 revenue contribution expected to add 150 basis points to cloud growth, with ARR target of $85 million by end of 2026. Cross-selling opportunities with existing NICE customers and non-CXone platforms are significant.
- **Competition**: Domain-specific AI solutions (e.g., CXone + Cognigy) differentiate NICE from general-purpose LLM providers. Cognigy's enterprise-scale, no-code AI platform is a key competitive advantage.
- **Partnerships**: Renewed RingCentral partnership leverages Cognigy's conversational AI capabilities, with pipeline momentum in UCaaS/CCaaS hybrid deployments.
- **Margins**: International expansion investments (sovereign cloud infrastructure) may pressure margins in the near term, but long-term growth opportunities are substantial.
- **LiveVox Stability**: Cloud revenue growth remains on track, with no elevated churn concerns.
- **Actimize Outlook**: Strong retention rates and regulatory tailwinds support continued growth in financial crime and compliance solutions.

NICE Ltd. (NICE) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

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