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NICE (NICE) investor relations material
NICE UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Leadership and strategic priorities
New CEO Scott Russell, formerly of SAP, brings expertise in cloud transformation and is focused on accelerating the shift from on-premise to cloud and leveraging AI capabilities.
Strategic priorities include capitalizing on cloud migration and embedding AI in core offerings, amplified by the acquisition of Cognigy.
Growth, investments, and financial outlook
Achieved consistent 12% cloud growth and 15% year-over-year cloud backlog growth, including Cognigy.
Planning $160 million incremental investment in 2026 across CX/AI/cloud delivery, go-to-market, and product roadmap, mostly unrelated to Cognigy.
Investments target sovereign cloud expansion, R&D for large enterprise features, and strengthening strategic partnerships.
Maintains strong financials: ~$3B revenue, ~70% gross margins, 30%+ operating margins.
Competitive landscape and differentiation
Faces competition from AI-native firms but differentiates with a fully integrated omnichannel platform and proprietary CX data models.
Strategic partnerships with AWS, Salesforce, ServiceNow, and Snowflake broaden go-to-market reach; 73% of new bookings are partner-led.
Longstanding partnership with RingCentral targets large enterprise, complementing RingCentral’s SMB focus.
When do margins recover post-2026 investments?
NiCE's unique edge against AI-native competitors?
What is the net impact of AI on seat-based revenue?
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53rd Annual Nasdaq Investor Conference10 Dec, 2025
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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.
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