AI And Cloud GrowthNICE's cloud growth, driven by CXone, outpaces the industry and now comprises 72% of NICE's total revenue, up from 67% last year.
Financial Performance And ValuationThe stock is viewed as attractive based on competitive positioning, projected improving CCaaS demand trends and valuation at 13x 2025E FCF.
Market Position And ExpansionNICE is well positioned to consolidate market share based on solution set, scalability, and geographic reach.