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NICE (NICE) investor relations material
NICE 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
AI and growth strategy
AI revenue embedded in cloud platforms grew over 40% year-to-date, serving as a key growth driver for the customer experience platform and further amplified by the Cognigy acquisition.
Cloud revenue is expected to grow 12% quarter-over-quarter, with a 13% year-over-year increase in cloud backlog, indicating strong momentum even before Cognigy integration.
The company aims to double cloud revenue over four years, targeting 17%-19% annual growth by 2028, driven by AI, cross-sell/upsell, and cloud migration.
AI now represents 12% of cloud revenue, with a goal to reach 30% by 2028, supported by cross-selling, new logos, and Cognigy's projected $85M ARR by 2026.
AI interaction volume and consumption-based revenue models are expected to drive incremental growth beyond committed contracts.
Market positioning and competitive advantages
The company is a leader in large enterprise CX, with a full end-to-end CX stack and unmatched real-time capabilities.
Only 40% of organizations have migrated CX to the cloud, leaving significant runway for growth, especially in large enterprises.
Strategic partnerships with Salesforce, ServiceNow, Snowflake, AWS, and RingCentral are expanding the ecosystem and go-to-market reach.
The Cognigy acquisition strengthens agentic AI capabilities and enables cross-selling opportunities across complementary customer bases.
International momentum is supported by investments in sovereign cloud and compliance, enabling service to large multinational and government clients.
Investment plans and financial outlook
Additional $160M in investments planned for 2026, with incremental spending through 2028, focused on cloud delivery, R&D, and go-to-market initiatives.
Investments include building sovereign cloud infrastructure, accelerating customer time-to-value, embedding Cognigy, and expanding AI capabilities.
Go-to-market investments target strategic partnerships, sales enablement, and AI tools for the sales force.
Operating margins are expected to step back in 2026 due to these investments, with recovery anticipated as growth accelerates.
Partnerships, especially with AWS, are expected to contribute to growth starting in early 2026, with broader impact in 2027 and beyond.
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Justify 2026 margin impact investments
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Q4 202519 Feb, 2026
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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.
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