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Michael J. Funk

Director in Equity Research at BofA Securities

Michael J. Funk is a Director in Equity Research at BofA Securities, specializing in SMID Cap Software and the broader technology sector. He covers an array of software companies, including prominent names like Digital Realty, and is noted for his in-depth analyses of trends impacting software and technology firms. Funk began his career as a buy-side technology analyst before advancing into sell-side roles; he has built a solid reputation since joining BofA Securities and previously held positions at other investment firms. He holds key professional credentials as a registered research analyst and has consistently provided high-quality research insights that support investment decisions in the software sector.

Michael J. Funk's questions to NICE (NICE) leadership

Question · Q3 2025

Michael J. Funk asked about intra-quarter NRR trends versus the trailing 12-month metric, as well as the strength and quality of the pipeline and overall customer appetite for spending.

Answer

CFO Beth Gaspich explained that NRR reflects trailing 12 months and showed stabilization consistent with 12% growth, with expectations for positive inflection. CEO Scott Russell described the pipeline as strong, driven by proven AI benefits in CX, ongoing on-premise to cloud migrations, international expansion, and the new opportunities presented by NICE Cognigy, which is still in early days of pipeline contribution.

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Question · Q3 2025

Michael J. Funk asked about the intra-quarter NRR trends, given it's a trailing 12-month metric, and the strength and quality of the pipeline, along with customer spending appetite.

Answer

CFO Beth Gaspich reiterated that NRR is a trailing 12-month metric reflecting 2024 cloud growth changes, but current in-quarter NRR shows stabilization consistent with 12% growth, with expectations for positive inflection. CEO Scott Russell described the pipeline as strong, driven by proven AI benefits in CX, ongoing on-premise to cloud migrations, international expansion, and the new opportunities from NICE Cognigy. He noted positive buying sentiment and favorable market trends.

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