Economy · Full coverage

NICE Beats Q2 Revenue Estimates but Sees Declining Profit Margins Amid AI Competition

How 2 Israeli newsrooms covered this story — translated into English and compared side by side.

Unrated 2

First reported by Globes · 2 hours ago

What happened

NICE exceeded second-quarter 2026 revenue and earnings per share estimates but reported declining profit margins amid aggressive deal strategies and AI competition. The company issued a cautious Q3 forecast and reaffirmed its full-year guidance, noting AI's growing role in its business.

  • 01NICE reported Q2 2026 revenues of $782 million, beating estimates by $12 million.
  • 02Net income per share was $2.70, slightly above the expected $2.65.
  • 03Gross margin fell to 64%, causing operating income and margins to decline significantly.
  • 04GAAP net income dropped over 50% year-over-year to $83 million, but EPS met forecasts due to share buybacks.
  • 05NICE forecasted cautious Q3 revenue of $780-790 million and EPS of $2.73-2.83, reaffirming full-year guidance.
  • 06AI-related revenues reached $362 million, accounting for 15% of cloud income, with adoption still early.

Summary translated & synthesized from the sources below by baba. Read each original for the full report.

In this story
OrganizationsNICE

Full coverage · 2 outlets

The same event, reported separately by each newsroom. Open a few to compare what each emphasizes — and what they leave out.

CalcalistUnrated · Hebrew2 hours ago
NICE Beats Q2 Revenue Estimates but Sees Declining Profit Margins Amid AI Competition
GlobesUnrated · Hebrew2 hours ago
NICE Surpasses Revenue Forecasts as AI Business Drives Growth

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