业绩总结 - NICE在2024年第二季度的总收入为25亿美元，较去年同期增长了8%[7] - NICE的经常性收入为22亿美元，占总收入的88%[9] - NICE在2024年第二季度的现金流为7.25亿美元，显示出强劲的运营能力[9] 市场前景 - NICE的云业务在2023年的市场总规模（TAM）为110亿美元，预计到2028年将增长至295亿美元[7] - NICE在金融犯罪与合规领域的市场规模为25亿美元，预计未来将继续增长[7] - NICE的AI和机器学习技术在金融犯罪预防和检测方面具有市场领先地位，预计将带来2-3倍的年度经常性收入提升机会[32] 客户与产品 - NICE的客户基础包括超过25000个客户，其中85%为财富100强企业[7] - NICE的云平台被评为行业领先，获得了多个市场研究机构的认可[22] - NICE的反洗钱解决方案被评为市场领导者，显示出其在金融合规领域的强大实力[28] 技术与解决方案 - NICE的数字警务解决方案能够实时捕捉和重建紧急事件，提升应急响应效率[33] - NICE的EvidenceCentral平台提供从事件到法庭的单一真相视图[36] - NICE的数字转型解决方案预计将推动IT预算增长[36] - NICE的AI解决方案旨在加速刑事司法流程，提高案件处理的速度和准确性[36] 行业地位 - NICE在2023年被IDC评为全球数字证据管理解决方案的领导者[34] - 85%的美国和加拿大城市使用NICE的公共安全与司法解决方案[35] - NICE为超过3,000个公共安全机构提供数字转型和分析服务[37] - NICE被评为全球第一的事件智能提供商[37] - NICE的数字证据转型平台在市场上处于首位[37]

Nice (NICE) reported $664.4 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 14.3%. EPS of $2.64 for the same period compares to $2.13 a year ago. The reported revenue represents a surprise of +0.23% over the Zacks Consensus Estimate of $662.88 million. With the consensus EPS estimate being $2.58, the EPS surprise was +2.33%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...

Exhibit 99.1 NHCE NICE Reports 27% Year-Over-Year Cloud Revenue Growth for the First Quarter 2024 ● Total revenue growth of 15% year over year ● Double-digit growth in gross profit, operating income and net income ● Non-GAAP EPS exceeds high end of guidance range ● Record high operating cash flow of $254 million increased 30% year over year Hoboken, New Jersey, May 16, 2024 - NICE (NASDAQ: NICE) today announced results for the first quarter ended March 31, 2024, as compared to the corresponding period of th ...

NICE (NICE) is set to release second-quarter 2024 results on Aug 15. For the second quarter, NICE projects non-GAAP revenues to be between $657 million and $667 million, indicating 14% growth at the midpoint. Non-GAAP earnings are estimated in the $2.53-$2.63 per share band, suggesting 21% year-over-year growth at the midpoint. The Zacks Consensus Estimate for revenues is pegged at $662.88 million, indicating an increase of 14.07% from the year-ago quarter's reported figure. The consensus mark for earnings ...

Analysts on Wall Street project that Nice (NICE) will announce quarterly earnings of $2.58 per share in its forthcoming report, representing an increase of 21.1% year over year. Revenues are projected to reach $662.88 million, increasing 14.1% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Ahead of a company' ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Nice (NICE) . Nice currently has an average brokerage recommenda ...

文章核心观点 - 公司最近一个交易日收盘价为180.11美元,较前一交易日上涨0.11% [1] - 公司股价表现优于标普500指数,后者下跌0.5% [1] - 公司股价在过去一个月内上涨6.71%,优于计算机和技术板块下跌4.37%和标普500上涨0.1% [2] 公司财务表现 - 公司预计将在即将发布的财报中报告每股收益2.58美元,同比增长21.13% [3] - 公司预计收入将达6.6288亿美元,同比增长14.07% [3] - 公司全年每股收益和收入预计分别为10.64美元和27.3亿美元,同比分别增长21.05%和14.73% [4] 分析师评级 - 分析师对公司近期业务趋势持乐观态度,上调了公司业绩预测 [5][6] - 公司目前评级为持有(Zacks Rank 3) [7] 估值分析 - 公司当前市盈率为16.92,低于行业平均水平31.34 [8] - 公司PEG比率为1.15,低于行业平均水平1.8 [9] 行业地位 - 公司所属的互联网软件行业属于计算机和技术板块,行业排名位于前41% [10][11] - 高评级行业的股票表现通常优于低评级行业 [11]

文章核心观点 - Zacks Premium提供多种工具帮助投资者更好地利用股票市场,提高投资信心 [1][2] - Zacks Style Scores是一套评估股票价值、成长和动量的指标,可以帮助投资者选择更有潜力的股票 [3][4][5][6][7][8] - Zacks Style Scores与Zacks Rank结合使用,可以更好地挑选出具有较高上涨潜力的股票 [9][10][11][12][13][14] 行业和公司分析 - NICE是一家在客户体验(CX)领域占主导地位的企业软件公司,拥有AI驱动的云平台 [15] - NICE目前的Zacks Rank为3(Hold),但VGM评分为A,表现出良好的价值、成长和动量特征 [15][16] - 过去60天内,有1位分析师上调了NICE 2024财年的盈利预测,预期每股收益为10.64美元,且历史上平均超预期4.7% [17] - 凭借良好的Zacks Rank和一流的动量及VGM评分,NICE值得投资者关注 [18]

文章核心观点 - NICE是领先的呼叫中心即服务(CCaaS)提供商,在过去10年里实现了稳定的收入和利润增长 [2] - 公司正在成功转向云业务,云收入占比不断提升,有助于提高经营效率和利润率 [2][4] - 公司在人工智能领域有明显优势,其Enlighten Copilot产品获得了业界广泛认可,有助于进一步巩固市场地位 [8] - 相比同行,公司估值处于较低水平,有进一步上涨空间 [9][10][11] 根据目录分别总结 行业概况 - 呼叫中心即服务(CCaaS)市场预计未来5年将以17%左右的复合年增长率快速增长 [4] - 目前行业仍处于向云端迁移的过渡期,只有20%的公司完成了迁移,未来增长空间广阔 [4] - 行业正处于整合期,大型企业正在不断扩大市场份额,小型竞争对手如Sprinklr、Five9和RingCentral正面临增长放缓和经营问题 [6][7] 公司竞争力 - NICE是CCaaS市场的领导者,拥有约30%的市场份额,客户主要为财富100强企业 [4] - 公司在人工智能领域具有明显优势,其Enlighten Copilot产品获得了业界广泛认可,有助于进一步巩固市场地位 [8] - 公司面临来自亚马逊、微软等科技巨头的竞争,但凭借自身的产品优势和客户资源,有望在未来3-5年内保持领先地位 [8][12] 公司估值 - 公司当前估值水平相对历史平均水平和同行业公司处于较低水平,有进一步上涨空间 [9][10][11] - 分析师普遍预计公司未来5年内收益将保持15%左右的复合增长,未来估值有望进一步提升 [11]

NICE (NICE) shares have gained 9% in the past month, outperforming the Zacks Internet Software industry’s decline of 0.1%. The upside can be attributed to NICE’s strong growth prospect. It boasts an innovative portfolio with growing adoption of solutions like Actimize, Evidencentral, Inform Elite and CXone. The company’s focus on its cloud offerings, particularly its CXone platform, has been a major growth driver.In the first quarter of 2024, NICE reported cloud revenues of $468.4 million, up 27% year over ...