)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
NICE (NICE) investor relations material
NICE Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Leadership vision and strategic priorities
New CEO brings extensive enterprise technology experience, emphasizing cloud transformation and international growth.
Key priorities include leading the industry transition to AI, expanding partnerships, and accelerating international expansion.
Focus on leveraging AI to automate and enhance customer engagement at scale, moving beyond traditional contact center models.
Strategic partnerships with Salesforce, ServiceNow, AWS, and Snowflake are being deepened for ecosystem growth.
Investments in sovereign cloud capabilities have led to major international wins, supporting global growth.
AI-driven transformation and business model evolution
AI is driving significant growth, with 42% YoY increase now representing 11% of total cloud revenue.
AI and self-service models are shifting revenue from agent-based to interaction/session-based pricing.
Complex customer service use cases require deep workflow automation, which AI now enables across front, mid, and back office.
Productivity gains from AI (e.g., Copilot) are improving efficiency but not reducing agent numbers due to rising interaction volumes.
Value-based and outcome-based pricing models are in early stages, with customers prioritizing service quality and seamless AI-human handoff.
Competitive landscape and partnerships
Partnerships with ServiceNow and Salesforce focus on pre-built AI flows and interoperability, not direct competition in CCaaS.
Competitors are investing in AI, but lack native platform integration, which is seen as a strategic disadvantage.
Unified engagement platform is positioned as a differentiator, offering end-to-end customer experience and data consistency.
Recent competitor funding rounds are viewed as validation of market opportunity and NICE's leadership.
AI's impact on agent seat growth and monetization
Cognigy's unique data advantage in the market
NICE's strategy against CCaaS competitors' AI reliance
Explain the shift in AI monetization strategy
NICE's strategy with CRM/workflow partners
Cognigy's unique data advantage for NICE
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next NICE earnings date
Q3 202513 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
NICE Ltd provides software solutions to capture and analyze both structured and unstructured data to give organizations real-time, 360 degree views of all customer interactions in order to generate insights that drive business performance. NICE Ltd customers include many of the world's largest companies and government organizations with significant operations worldwide. NICE Ltd. was founded in 1986 and is based in Ra'anana, Israel.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage