NICE Ltd. has reported impressive third-quarter results for 2026, surpassing both revenue and earnings per share (EPS) guidance. The company achieved an 8% year-over-year revenue growth, signaling its strong position in the prepackaged software industry. This performance is particularly notable as NICE continues to leverage artificial intelligence (AI) to enhance its operational efficiency and service offerings.

According to the latest filing with the SEC, NICE's total revenue reached $790.7 million for the third quarter, compared to $732 million in the same period last year. The company also reported a diluted EPS of $1.60, reflecting its ability to maintain profitability despite a challenging market environment.

Background

NICE Ltd. operates in the Services-Prepackaged Software industry, as classified under SIC 7372. The company is publicly traded on the Nasdaq under the ticker symbol NICE and also trades on the OTC market as NCSYF. With a focus on AI-driven solutions, NICE has established itself as a leader in customer experience management, providing innovative software solutions to organizations worldwide.

What the Filing Says

The recent SEC filing, dated November 4, 2026, highlights key financial metrics from the third quarter. Notably, the company reported:

  • Total revenue of $790.7 million, an 8.0% increase year-over-year.
  • Cloud revenue of $622.7 million, reflecting a 10.6% increase.
  • Operating income of $120.6 million, with an operating margin of 15.3%.
  • Net income of $95.1 million, down from $144.9 million in the previous year.

Additionally, NICE announced plans to streamline its operations, which includes reducing its workforce by approximately 5%. This restructuring effort aims to enhance efficiency and focus on key growth areas, particularly in AI.

Impact

The results and strategic plans outlined in the filing are expected to impact various stakeholders. Shareholders may see potential benefits from the company's focus on efficiency and innovation, while employees could be affected by the planned workforce reduction. Competitors in the prepackaged software industry may also feel the pressure as NICE continues to enhance its offerings and market position.

What's Next

NICE is expected to continue its focus on AI and customer experience innovation, with further updates likely to come in subsequent filings. The company has reiterated its full-year 2026 revenue guidance, projecting non-GAAP total revenues between $3.17 billion and $3.19 billion.

For more detailed insights, NICE management will host an earnings conference call today, November 4, 2026, at 8:30 AM ET to discuss the results and the company's outlook.