NICE (NICE) Q3 2026 Earnings
Quarter absorbed an atypical $10 million customer credit (approximately $9 million against non-CXone cloud revenue); non-GAAP EPS excludes $34.7 million amortization of acquired intangibles, $53.7 million share-based compensation and $4.8 million acquisition and divestiture related expenses (in thousands: 34,656; 53,723; 4,777).
How Did NICE Stock React to Q3 2026 Earnings?
Did NICE Beat Earnings? Q3 2026 Results
Yes. NICE reported Q3 2026 earnings of $2.84 a share on Nov 4, 2026, beating the $2.78 consensus estimate by 2.1%. Revenue was $790.7M against a $785.7M estimate.
NICE Ltd. delivered a solid third-quarter 2026 beat on both top and bottom lines, extending its run of above-consensus results to six consecutive quarters. The enterprise software company posted adjusted non-GAAP EPS of $2.84, ahead of the $2.78 consensus by 2.14%, while revenue of $790.74 million edged past estimates by 0.64% and grew 8.0% year over year. Cloud revenue was the primary engine, climbing 10.6% to $622.67 million, though both metrics were held back by an atypical $10.00 million customer credit that management said reduced reported cloud growth by roughly 1.6 percentage points. The quarter also absorbed meaningful cost pressure, with selling and marketing expense rising to $197.37 million from $161.86 million and cloud infrastructure costs expanding alongside the platform buildout. AI momentum was a notable bright spot, with AI annualized recurring revenue rising 46% to $392.00 million. NICE simultaneously announced a roughly 5% global workforce reduction, with restructuring charges of $15.00 to $20.00 million expected primarily in Q4 2026, and raised its full-year non-GAAP diluted EPS guidance to $11.12 to $11.32.
- Cloud revenue growth of 10.6% (12.2% excluding atypical customer credit)
- International revenue up 33% year over year
- AI ARR up 46% to $392 million, reaching 16% of cloud revenue
- Atypical $10 million customer credit reduced total revenue growth to 8.0% from 9.4%
- Higher cost of cloud revenue and selling and marketing expenses compressed margins
- Higher amortization of acquired intangibles and share-based compensation weighed on GAAP results
“In the third quarter, we delivered total revenue and non-GAAP EPS above the high end of our guidance ranges, while continuing to advance our position in the rapidly evolving CX AI market.”
NICE CEO, on the earnings call
What Is NICE's Outlook?
NiCE reiterated full-year 2026 non-GAAP total revenue guidance of $3,170 million to $3,190 million, representing 8.0% year-over-year growth at the midpoint, including approximately 12% cloud revenue growth. It raised full-year 2026 non-GAAP diluted EPS guidance to $11.12 to $11.32. The company expects pre-tax restructuring charges of approximately $15–20 million, primarily in Q4 2026, which will be excluded from non-GAAP results. Guidance is provided only on a non-GAAP basis.
NICE YoY Financials
| Metric | Q3 2026 | Q3 2025 | Year over year |
|---|---|---|---|
| Revenue | $790.7M | $732.0M | +8.0% |
| Gross Profit | $493.2M | $489.0M | +0.8% |
| Operating Income | $120.6M | $160.8M | −25.0% |
| Net Income | $95.1M | $144.8M | −34.4% |
NICE Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.