Business Wire
04 Nov 2026, 10:30 UTC · 1h ago
Impact · against what's priced in
NiCE shows positive momentum with a revenue beat and strong cloud growth. The shift toward a cloud-dominant revenue mix (78.7%) provides a catalyst for multiple expansion.
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What the story claims
3 claims · scored −1 bearish … +1 bullish · 3 new · 0 priced in
NiCE reported total revenue of $790.7 million for the third quarter, representing an 8.0% year-over-year increase.
Newtoday announced results for the third quarter
So whatBeating guidance ranges usually leads to an upward revision of full-year revenue estimates.
More positive than 75% of claims this week
Cloud revenue grew 10.6% year-over-year to reach $622.7 million in the third quarter.
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Total revenue grew 8.0% to $790.7 million, beating guidance, while cloud revenue's 10.6% growth indicates a transition toward a higher-valuation SaaS model.
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Newtoday announced results for the third quarter
So whatCloud now accounts for 78.7% of total revenue, shifting the company's valuation toward a SaaS multiple.
More positive than 60% of claims this week
NiCE reported third quarter operating income of $120.6 million.
Newtoday announced results for the third quarter
So whatThis represents an operating margin of approximately 15.3% for the quarter.
More positive than 47% of claims this week
Which stocks this story touches
More positive than 71% of ticker scores this week
The company reported positive growth in total revenue and cloud revenue for the third quarter.
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1h ago
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NICE hasn't traded since this ran. Last close $106.27 (Nov 3); the reaction starts at the next open.
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