NICE's second quarter revenue grew 7.6% to $782.3 million, driven by a 12.6% increase in cloud revenue.

NICE reported second quarter non-GAAP earnings of $2.70 per share on total revenue of $782.3 million, an increase of 7.6% year-over-year. The company's performance was led by its cloud segment, which saw revenue grow 12.6% to $609.0 million. Following the strong quarter, NICE raised its full-year 2026 non-GAAP EPS guidance.

Key Highlights

• Total revenue grew 7.6% year-over-year to $782.3 million, exceeding the high-end of the company's guidance.
• Cloud revenue increased 12.6% year-over-year to $609.0 million, fueled by a record quarter for new cloud ACV bookings.
• AI annual recurring revenue (ARR) reached $362 million, now representing 15% of total cloud revenue.
• The company raised its full-year 2026 non-GAAP EPS guidance to a new range of $11.06 to $11.26.