NICE stock posts Q3 beat as AI ARR reaches 392 million USD

Published on 11/09/2026 at 12:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NICE stock follows a quarterly beat and a higher adjusted EPS outlook. NiCE is also streamlining operations as AI growth remains central to its strategy.

Results, Outlook And Efficiency

Third-quarter revenue rose to 790.7 million USD from 732.0 million USD a year earlier.
GAAP diluted earnings per share declined to 1.60 USD from 2.29 USD.
NiCE plans to reduce its global workforce by approximately 5% while maintaining its revenue outlook.
Full-year non-GAAP EPS guidance was raised to 11.12 to 11.32 USD.

NICE, US6536561086, Illustration mit AI erstellt.

NiCE reported its third-quarter results on November 4, 2026, with revenue and non-GAAP earnings per share above the high end of its guidance range. The company also raised its full-year adjusted EPS outlook and announced plans to streamline operations.

According to the NiCE press release, third-quarter revenue increased to 790.7 million USD from 732.0 million USD in the same period of 2025. GAAP diluted earnings per share fell to 1.60 USD from 2.29 USD, while non-GAAP diluted EPS came in at 2.84 USD versus 3.18 USD a year earlier. The company attributed the stronger adjusted result to performance above its guidance range.

AI Growth Meets Efficiency Drive

AI ARR reached 392 million USD, up 46% year over year and equal to 16% of cloud revenue. International revenue increased 33% year over year, according to the company. NiCE said it intends to use AI and a simpler operating model to improve efficiency while continuing to invest in CX AI, customer delivery and go-to-market capabilities.

The restructuring plan calls for a reduction of approximately 5% of the global workforce. NiCE expects pre-tax restructuring charges of 15 million to 20 million USD, primarily in the fourth quarter of 2026, and said these charges will be excluded from non-GAAP results. For investors, the plan creates a near-term execution test: stronger AI monetization must offset pressure from slower growth areas and the cost of organizational changes.

Raised EPS Outlook

NiCE reiterated full-year 2026 non-GAAP revenue guidance of 3.17 billion to 3.19 billion USD, equivalent to 8% growth at the midpoint. The company raised its full-year non-GAAP diluted EPS outlook to 11.12 to 11.32 USD and expects cloud revenue growth of approximately 12%.

NICE stock traded at 86.75 euros on Lang & Schwarz at 12:35 CET on Monday, November 9, 2026. Investors can follow the real-time quote of NICE stock.