NiCE
NiCE Raises Earnings Outlook as AI ARR Climbs
NiCE reported Q3 revenue of $790.7 million, up 8% and above guidance, and raised FY2026 non-GAAP EPS guidance to $11.12–$11.32. AI annual recurring revenue rose 46% to $392 million. It also plans a roughly 5% workforce cut. The vendor’s AI sales momentum does not establish that customers receive better service.
