财务数据和关键指标变化 - 公司总收入达到6.59亿美元,达到了指导区间的高端,同比增长15% [13] - 云业务收入增长27%,达到4.68亿美元,占总收入的71% [34] - 服务收入为1.49亿美元,占总收入的23%,同比下降7% [35] - 产品收入占总收入的6%,同比下降但超出预期 [35] - 经常性收入占总收入的88%,去年同期为85% [36] - 美洲地区收入占总收入的85%,同比增长18% [37] - 欧洲地区收入占总收入的10%,同比增长7% [37] - 亚太地区收入占总收入的5%,同比略有下降 [37] - 客户互动业务收入达到5.51亿美元,同比增长17% [39] - 金融犯罪和合规业务收入达到1.08亿美元,同比增长8% [39] 各条业务线数据和关键指标变化 - 客户互动业务收入占总收入的84%,同比增长17% [39] - 金融犯罪和合规业务收入占总收入的16%,同比增长8% [39] 各个市场数据和关键指标变化 - 美洲地区收入占总收入的85%,同比增长18% [37] - 欧洲地区收入占总收入的10%,同比增长7% [37] - 亚太地区收入占总收入的5%,同比略有下降 [37] 公司战略和发展方向及行业竞争 - 公司的云业务保持强劲增长,成为公司收入增长的主要驱动力 [34] - 公司的云平台CXone在企业客户中的地位不断提升,在各种评估和招标中保持领先地位 [17][18][19] - 公司的数字化转型战略正在推动客户从分散的点解决方案向统一的CXone平台转移 [19][20][21] - 公司的人工智能(AI)能力正在快速发展,并成为客户选择公司的重要因素 [25][26] 管理层对经营环境和未来前景的评论 - 公司在2024年第一季度保持强劲的财务表现,开局良好 [12] - 公司的云业务、数字化转型和人工智能能力是推动公司持续增长和盈利的关键因素 [15][16] - 公司看好未来的长期增长机会,认为云、数字化和人工智能领域仍有很大的发展空间 [29] 问答环节重要的提问和回答 问题1 **Samad Samana 提问** Barak计划何时过渡离任CEO一职,公司将寻找什么样的特质和经验来选择新CEO? [50][51] **Barak Eilam 回答** 公司将进行有序的CEO过渡,Barak将留任至2024年底,并将在2025年继续为公司提供咨询支持。公司正在内外部寻找具有企业软件行业经验和能够延续公司文化的合适人选。 [55][56][57] 问题2 **Tyler Radke 提问** Barak在即将离任之际,对未来3-5年公司的发展机遇有何期望? [67] **Barak Eilam 回答** 公司在云计算、数字化和人工智能领域仍有巨大的发展空间,加上CXone平台的优势,公司有望实现持续的增长和盈利。 [68] 问题3 **Arjun Bhatia 提问** 公司AI业务的订单增长主要来自于现有客户还是新客户? [88] **Barak Eilam 回答** 公司看到现有客户和新客户对AI能力的需求都在快速增长,客户希望通过AI实现自动化和提升客户体验。公司的AI产品能够满足不同客户在AI应用上的需求。 [89][90]

Nice (NICE) reported $659.31 million in revenue for the quarter ended March 2024, representing a year-overyear increase of 15.3%. EPS of $2.58 for the same period compares to $2.03 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $654.81 million, representing a surprise of +0.69%. The company delivered an EPS surprise of +5.31%, with the consensus EPS estimate being $2.45. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Nice (NICE) is set to release first-quarter 2024 results on May 16.For the to-be-reported quarter, NICE projects non-GAAP revenues to be between $650 million and $660 million, indicating 15% growth at the midpoint. Non-GAAP earnings are estimated in the $2.40-$2.50 per share band.The Zacks Consensus Estimate for revenues is pegged at $654.81 million, indicating an increase of 14.5% from the year-ago quarter’s reported figure.The consensus mark for earnings has been stable in the past 30 days at $2.45 per sh ...

The upcoming report from Nice (NICE) is expected to reveal quarterly earnings of $2.45 per share, indicating an increase of 20.7% compared to the year-ago period. Analysts forecast revenues of $654.81 million, representing an increase of 14.5% year over year.The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a ...

Nice (NICE) closed the latest trading day at $222.10, indicating a +0.28% change from the previous session's end. This change lagged the S&P 500's 1.03% gain on the day. Elsewhere, the Dow gained 0.46%, while the tech-heavy Nasdaq added 1.19%.Prior to today's trading, shares of the software company had lost 9.27% over the past month. This has lagged the Computer and Technology sector's loss of 0.68% and the S&P 500's loss of 1.57% in that time.Investors will be eagerly watching for the performance of Nice i ...

The most recent trading session ended with Nice (NICE) standing at $225.35, reflecting a -0.06% shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 0.32%. Elsewhere, the Dow saw an upswing of 0.38%, while the tech-heavy Nasdaq appreciated by 0.35%.The software company's shares have seen a decrease of 13.48% over the last month, not keeping up with the Computer and Technology sector's loss of 1.9% and the S&P 500's loss of 2%.Investors will be eagerly watching for t ...

Nice (NICE) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this software company have returned -9.7%, compared to the Zacks S&P 500 composite's -3% change. During this period, the Zacks Internet - Software industry, which Nice falls in, has lost 4.2%. The key question now is: What could be the stock's future direction?While media releases or rumors about ...

投资建议 - 投资者在做出股票买入、卖出或持有决定之前通常会参考华尔街分析师的推荐[1] - Nice目前的平均经纪推荐（ABR）为1.07，介于1到5之间（强烈买入到强烈卖出），由14家经纪公司的实际推荐计算得出[2] - 14家推荐中有13家强烈买入，1家买入，强烈买入和买入分别占92.9%和7.1%[3] - 经纪推荐建议购买Nice，但仅凭此信息做出投资决定可能不是一个好主意[4]

Nice (NICE) closed at $222.89 in the latest trading session, marking a -0.58% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.87%. Meanwhile, the Dow experienced a rise of 0.67%, and the technology-dominated Nasdaq saw an increase of 1.11%.Coming into today, shares of the software company had lost 14.17% in the past month. In that same time, the Computer and Technology sector lost 5.98%, while the S&P 500 lost 3.97%.Investors will be eagerly watching for the perform ...

The latest trading session saw Nice (NICE) ending at $243.59, denoting a +0.64% adjustment from its last day's close. This change outpaced the S&P 500's 0.15% gain on the day. On the other hand, the Dow registered a loss of 0.02%, and the technology-centric Nasdaq increased by 0.32%.The the stock of software company has risen by 1.37% in the past month, leading the Computer and Technology sector's gain of 1.32% and undershooting the S&P 500's gain of 1.65%.The investment community will be paying close atten ...