Question · Q3 2025
Zach Muller questioned the sustainability of growth for panel on demand, especially after its EMEA relaunch, and its adoption in other regions. He also asked about the concentration of AI-driven margin improvement in EMEA and its link to GfK synergies.
Answer
COO Tracey Massey affirmed a long runway for panel on demand globally, noting NIQ's unique combined offering. CEO Jim Peck broadly explained AI's role in driving efficiencies across data collection, coding, and corporate functions, contributing to margin expansion. CFO Mike Burwell clarified that GfK integration, with its largest presence in EMEA, is a significant driver of EMEA's margin improvement, accounting for about half of total margin gains.
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