NYSE$NIQ
NIQ Global Intelligence plc · Q4 2025 earnings
Q4 2025 earnings · · Before market open
Briefing
NIQ reported Q4 2025 revenue of $1.14B, up 9.2% year over year.
Total revenue grew 9.2% to $1,139.1 million with organic constant-currency revenue up 5.7%. Intelligence revenue grew 7.7% OCC. Adjusted EBITDA margin expanded; management introduced 2026 guidance for 5.0%–5.3% OCC revenue growth and higher free cash flow.
- Q4 OCC revenue +5.7%; Intelligence OCC +7.7%.
- Intelligence subscription ARR $2.88B (+6.6%).
- Achieved positive free cash flow for FY25.
- 2026 levered FCF guide $235M–$250M.
Headline financials
Revenue & EPS history
NIQ Global Intelligence plc · Revenue · Quarterly
$1.14B
Forward guidance
2026 OCC revenue growth 5.0%–5.3%; adjusted EBITDA margin 23.5%–23.8%; levered FCF $235M–$250M.
Tailwinds
- Intelligence subscription retention strong.
- Margin and FCF expansion post-IPO priorities.
- AI capability investments.
Headwinds
- Activation segment OCC pressure.
- Interest rate and FX on debt.
- M&A integration timing.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 2 quarterly earnings reports · overlaid with Q4 2025
-2.4%
Avg return
Earnings day
-2.3%
Avg return
5 days after
-4.7%
Avg return
30 days after
50%
2 / 4 earnings
Positive
+7.2%
Q4 2025
Best reaction
-18.4%
Q1 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -18.4% | -14.6% | -17.5% | |
| Q4 2025 | +7.2% | +4.3% | -17.8% | |
| Q3 2025 | -1.6% | +1.8% | +11.7% | |
| Q2 2025 | +3.0% | -0.7% | +4.7% |
Discussion
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