Earnings summaries and quarterly performance for NIQ Global Intelligence.
Research analysts who have asked questions during NIQ Global Intelligence earnings calls.
AH
Alexander Hess
JPMorgan Chase & Co.
1 question for NIQ
Also covers: FICO, MSCI
Ashish Sabadra
RBC Capital Markets
1 question for NIQ
Also covers: ADP, CBOE, CLVT +20 more
Jason Haas
Wells Fargo
1 question for NIQ
Also covers: ASGN, CTAS, ECL +12 more
Jeffrey Silber
BMO Capital Markets
1 question for NIQ
Also covers: AMN, ASGN, ATGE +18 more
MP
Manav Patnaik
Barclays
1 question for NIQ
Also covers: BFAM, CLVT, CTAS +17 more
SR
Shlomo Rosenbaum
Stifel Financial Corp.
1 question for NIQ
Also covers: FDS, SPGI, WM
TR
Tom Rashawn
William Blair & Company, L.L.C.
1 question for NIQ
Wahid Amin
Bank of America
1 question for NIQ
Also covers: DNB, MSCI
ZM
Zach Muller
Robert W. Baird & Co. Incorporated
1 question for NIQ
Recent press releases and 8-K filings for NIQ.
NIQ Reports Strong Growth, Free Cash Flow Improvement, and GFK Integration Success
NIQ
Revenue Acceleration/Inflection
M&A
Guidance Update
- NIQ, a global leader in consumer buying behavior, has achieved mid-single digit growth through client retention, price increases, innovation in e-commerce coverage and consumer panels, and expansion into new markets, including small and medium-sized businesses growing 20%. The company invested nearly $1 billion in technology to support this growth.
- The company delivered $224 million in free cash flow in Q3 2025 alone, increasing its full-year guidance to $280 million and reaching a break-even point, with an expected inflection in 2026 and 2027. This performance is driven by a 300 basis point improvement in EBITDA margins year-over-year in Q3 2025, with 200 basis points from GFK integration and 100 basis points from fixed cost base management.
- The GFK tech and durables business integration is progressing, now growing at a mid-single digit rate, closely aligning with overall company growth. NIQ views AI as an enabler, increasing engineer productivity by 40% and allowing expansion into new analytics areas.
- Capital allocation priorities focus on deleveraging, targeting less than 3.5 debt leverage by year-end and less than 3 by the end of 2026, while also pursuing accretive M&A.
Nov 18, 2025, 3:20 PM
NIQ Discusses AI Integration, Growth Drivers, and Financial Outlook
NIQ
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- NIQ is leveraging AI to enhance its services, with engineers achieving 40% higher productivity, and has implemented contractual safeguards to prevent clients from using its proprietary data to develop competing AI models.
- The company has achieved mid-single-digit growth through a $1 billion technology investment, improved client retention, and expansion into new markets, including a 20% growth in its small and medium-sized business segment.
- NIQ reported robust financial performance, with $224 million in free cash flow in Q3 alone, leading to an increased full-year guidance of $280 million and an anticipated inflection point in 2026 and 2027.
- The GFK (Tech and Durables) business is nearing full integration and is now contributing to NIQ's overall growth, achieving mid-single-digit growth (4-6%).
- Capital allocation remains focused on deleveraging, targeting less than 3.5x by year-end and less than 3x by the end of 2026, while also considering accretive M&A opportunities.
Nov 18, 2025, 3:20 PM
NIQ Reports Strong Q3 2025 Financial Results and Provides Positive Full-Year 2025 Outlook
NIQ
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NIQ reported Q3 2025 revenue of $1,052.6 million, marking a 7.2% year-over-year increase, with organic constant currency revenue growth at 5.8%.
- Adjusted EBITDA for Q3 2025 reached $223.7 million, a 25% increase compared to Q3 2024, resulting in an Adjusted EBITDA Margin of 21.3%.
- The company generated Free Cash Flow of $224.4 million in Q3 2025, a substantial increase from $56.5 million in Q3 2024.
- Net Dollar Retention for Intelligence Subscription remained strong at 105% in Q3 2025.
- For full-year 2025, NIQ anticipates revenue between $4,175 million and $4,178 million, and Adjusted EBITDA between $905 million and $909 million, with Free Cash Flow expected to be breakeven.
Nov 13, 2025, 1:30 PM
NIQ Reports Strong Q3 2025 Results and Raises Full-Year Guidance
NIQ
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NIQ reported strong Q3 2025 results, with 5.8% organic constant currency revenue growth, $223.7 million in adjusted EBITDA (a 25% increase), and $224 million in levered-free cash flow.
- The company expanded its adjusted EBITDA margin by 300 basis points to 21.3% in Q3 2025, attributing outperformance to AI-driven operating efficiencies and the GfK integration.
- NIQ raised its full-year 2025 guidance, now expecting to achieve free cash flow break-even on a levered basis, which is a $20 million improvement from the previous midpoint.
- For Q4 2025, the company projects 7-7.3% reported revenue growth and adjusted EBITDA growth of 25-26%, with adjusted EBITDA margins nearing 25%.
Nov 13, 2025, 1:30 PM
NIQ Reports Strong Q3 2025 Results and Raises Full-Year Guidance
NIQ
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NIQ reported strong Q3 2025 results, with 5.8% organic constant currency revenue growth, adjusted EBITDA margin expanding by 300 basis points to 21%, and $224 million in levered-free cash flow.
- The company raised its full-year 2025 guidance, now expecting to be free cash flow break-even on a levered basis, which is a $20 million improvement from its previous guidance midpoint.
- AI is identified as a key driver for both revenue growth and operating efficiencies, contributing to margin expansion and setting the stage for continued momentum and significantly increased free cash flow generation in 2026.
Nov 13, 2025, 1:30 PM
NIQ Global Intelligence plc Announces Strong Q3 2025 Results and Raises Full-Year Guidance
NIQ
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NIQ Global Intelligence plc reported strong Q3 2025 results, with total revenue growing 7.2% year-over-year to $1,052.6 million, and organic constant currency revenue increasing 5.8%.
- Adjusted EBITDA accelerated 24.9% to $223.7 million in Q3 2025, with the Adjusted EBITDA margin expanding by 300 basis points year-over-year to 21.3%.
- The company generated $224.4 million in free cash flow for Q3 2025, a $167.9 million increase year-over-year.
- NIQ raised its full-year 2025 financial guidance, now expecting 5.5% - 5.6% organic constant currency revenue growth, approximately 22% Adjusted EBITDA margin, and breakeven free cash flow, which is an increase of $20 million versus the midpoint of the previous outlook.
Nov 13, 2025, 12:01 PM
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