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NIQ Global Intelligence PLC (NIQ)
NYSE:NIQ
Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a strong 2025 execution: mid-single-digit organic revenue growth, notable margin expansion, improving free cash flow and clear AI-driven revenue and efficiency momentum. Management set constructive 2026 targets (higher margins, FCF, and deleveraging) and articulated a credible AI and product strategy leveraging a large proprietary data moat. Near-term headwinds include flat activation revenue due to timing, modest APAC growth, and upfront restructuring/onetime costs for a cost optimization program. On balance, the positives — recurring revenue strength, AI adoption signals, significant margin and cash-flow improvement, and disciplined capital allocation — outweigh the challenges.Company Guidance
Solid FY and Q4 Revenue Growth
FY2025 organic constant currency revenue grew 5.7%; Q4 organic constant currency revenue grew 5.7% to $1.1B, reflecting durable top-line momentum versus prior year.
Material Margin Expansion
Adjusted EBITDA margin expanded ~320 basis points in 2025 to nearly 22% (company) with Q4 adjusted EBITDA margin of 25.4% (a ~410 bps increase), driven by profitable revenue growth, integration benefits and early AI efficiencies.
Free Cash Flow Generation & Deleveraging
Generated strong back-half free cash flow (company cited $315M–$350M), delivered $90.9M levered free cash flow in Q4, ended 2025 at ~3.25x net leverage and plan to reach <3.0x by end of 2026.
AI Adoption and Monetization Signals
Client data consumption rose >30% YoY; >60% of top 50 clients adopted at least one AI-native NIQ product; adopters increased investment in NIQ 30% faster than non-adopters — indicating meaningful early monetization and deeper workflow embedment.
Resilient Subscription & Retention Metrics
Annualized intelligence subscription revenue growth of 6.6% (seventh consecutive quarter >6%); net dollar retention 105% and gross retention 98%, underscoring recurring revenue durability.
Strong E-commerce and Panel Performance
E-commerce revenue accelerated to 32% growth in 2025; cross-sell penetration into intelligence clients increased to 29% (from 19%). Panel revenue grew low-double-digits; U.S. omni shopper panel expanded to ~250,000 panelists.
Large and Growing Proprietary Data Moat
NIQ covers an estimated $7.4T in consumer spending, with the Connect engine ingesting ~4 trillion records/week (up from 3.1T) and metadata across ~240M items — reinforcing differentiated, governed data assets.
Operational Efficiencies from AI
AI pilots drove substantial productivity gains: Germany product coding cut data costs by nearly 70% (hours vs days), AI-driven engineering uplift ~10% and 25% faster time-to-market in pilots; customer support manual workload down 17% and 81% self-serve achieved.
Clear 2026 Financial Targets
Guidance for 2026: organic constant currency revenue growth ~5.0–5.3%, adjusted EBITDA margin 23.5–23.8% (midpoint implies ~200 bps expansion), and levered free cash flow $235–250M, with continued deleveraging and disciplined CapEx (6.5–7% of revenue).
Liquidity and Capital Discipline
Ended 2025 with $518.8M cash and $750M revolver capacity (~$1.3B liquidity). Term loans ~$3.6B with ~80% hedged and weighted average all-in rate ~5.4%; GAAP net interest expense expected to fall materially in 2026.
NIQ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NIQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $12.43 | $13.33 | +7.24% |
Nov 13, 2025 | $14.25 | $14.02 | -1.61% |
Aug 14, 2025 | $18.31 | $17.41 | -4.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NIQ Global Intelligence PLC (NIQ) report earnings?
NIQ Global Intelligence PLC (NIQ) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is NIQ Global Intelligence PLC (NIQ) earnings time?
NIQ Global Intelligence PLC (NIQ) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NIQ EPS forecast?
Currently, no data Available