NIQ Global Intelligence PLC (NIQ)
NYSE:NIQ
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.21Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple operational and financial positives: consistent organic growth (5%+ OCC for nine quarters), strong adjusted EBITDA expansion (19.1% YoY) and margin improvement, robust subscription and retention metrics, accelerating AI product adoption and demonstrable client impact, meaningful commercial wins and improved liquidity. Near-term headwinds include APAC weakness (notably China), substantial one-time restructuring and AI integration costs (~$65M–$75M full-year), and elevated net leverage (≈3.4x) that management plans to reduce to <3x by year-end. Management reaffirmed guidance, raised FX-driven reported revenue/EBITDA expectations, and articulated a credible long-term path to higher margins via AI-driven revenue growth and cost efficiencies. On balance the positives — growth, margin expansion, AI momentum and cash generation trajectory — materially outweigh the regional and near-term cost/turnaround issues.Company Guidance
Organic and Reported Revenue Growth
Reported revenue grew 11.1% year-over-year to $1.1 billion; organic constant-currency (OCC) revenue growth was 5.1% in Q1. Management has delivered 5%+ OCC growth for nine consecutive quarters and reaffirmed full-year OCC guidance of ~5.0%–5.3%.
Profitability and Margin Expansion
Adjusted EBITDA increased 19.1% year-over-year to $224.8 million and adjusted EBITDA margin expanded 150 basis points to 21% in Q1. Management reiterated full-year adjusted EBITDA margin guidance of 23.5%–23.8% and a pathway to mid-20s and eventually low-30s margins over time.
Adjusted EPS and Net Income Improvement
Adjusted net income turned positive at $43.4 million and adjusted EPS was $0.15, ahead of guidance and consensus ($0.10). Net loss improved by $29.7 million year-over-year and adjusted net income improved by $47.9 million.
Cash Flow, Liquidity and Balance Sheet Progress
Levered free cash flow improved by $93.1 million year-over-year in Q1. Cash and cash equivalents were $362.3 million with $747.5 million revolver capacity (total liquidity ~$1.1 billion). Net debt was stable at $3.2 billion and all-in weighted average interest rate ~5%.
Strong Subscription Metrics and Retention
Annualized Intelligence subscription revenue reached $2.9 billion (up 5.9%). Net dollar retention (NDR) was 104% and gross retention was 99%, demonstrating durable, sticky recurring revenue.
AI Product Momentum and Client Adoption
Accelerating AI investments and product launches: Arthur AI Analyst and Arthur Chat betas, BASES AI adopted by >70 clients across 27 countries with 2,300 product concepts tested; deployed AI-assisted development tools across ~2,600 engineers; activation solutions reporting measurable client benefits (e.g., Reckitt cited 65% faster research at 50% lower cost).
Commercial Wins and Enterprise Commitments
Closed 17 seven-figure deals averaging ~3 years; multiple high 7-figure renewals and an 8-figure 5-year global renewal in APAC; expanded Full View Measurement to 209 clients; notable takeaways from competitors in Americas and EMEA renewals (including a 7th consecutive renewal with a leading financial services client).
eCommerce and Activation Upside
eCommerce revenue growth accelerated to 33% in Q1. Activation revenue accelerated to 5.3% OCC and Intelligence revenue grew 5.1% OCC; management highlighted significant cross-sell runway (Activation revenue sourced largely from Intelligence clients).
Product and GTM Expansion
Expanded into new verticals (Beauty, Auto, Telecom, Retail media), launched Activate Lite for SMB retailers, monetized loyalty data product in Eastern Europe across 15 brand clients, and scaled retailer-analytics programs (e.g., Wakefern) demonstrating diversification of go-to-market and monetization levers.
Guidance Update and Forward Visibility
Raised full-year reported revenue and adjusted EBITDA guidance (largely FX-driven). Q2 outlook: reported revenue growth ~6.0%–6.3%, OCC revenue growth ~4.9%–5.2%, adjusted EBITDA growth ~12%–14% and margin ~22.0%–22.2%. Full-year levered free cash flow guidance $235M–$250M and target net leverage <3.0x by year-end 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 |
|---|---|---|---|
May 14, 2026 | $10.04 | $8.20 | -18.33% |
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?
NIQ EPS forecast for the fiscal quarter 2026 (Q2) is 0.21.