NICE (NICE) Q3 2025 Earnings Call Transcript
View original at nasdaq.comNICE (NICE) Q3 2025 Earnings Call Transcript Image source: The Motley Fool. DATE Nov. 13, 2025 at 1:41 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Scott RussellChief Financial Officer — Beth GaspichVice President, Investor Relations — Ryan Gilligan Need a quote from a Motley Fool analyst?…
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Operating margin slight contraction expected due to Cognigy integration, versus prior expectation of +50 bps expansion
80% confidenceLiveVox stabilized after elevated churn earlier in 2025, forecasting ongoing cloud revenue growth
80% confidenceHigher win rate versus key CX competitors in Q3 2025
80% confidenceGross margin contraction from 71.7% to 69.9% attributed to global cloud expansion and international infrastructure investments
80% confidenceCombination of CCaaS + conversational AI is unique in market as differentiation
80% confidenceAI capabilities included in every new 7-figure CX deal in Q3 2025
80% confidencePurpose-built AI for CX differentiates from general-purpose LLMs through ownership of engagement data across billions of interactions
80% confidenceInternational markets underpenetrated for cloud adoption representing continued opportunity
80% confidenceCloud NRR expected to inflect positively in coming quarters as backlog is building
80% confidenceAutopilot and Copilot bookings more than tripled in Q3 2025
80% confidenceCognigy integration capabilities already completed with more underway
80% confidenceThe symbiosis of CX engagement data dynamically informing AI agent conversations and actions, all happening as a part of a single unified platform is at the core of differentiation
80% confidenceStrong demand for CX AI transformation driven by proven ROI unlike other AI segments
80% confidenceActimize maintains market leader position with high retention rates and no customer losses post-implementation
80% confidence
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