NIQ Global Intelligence plc reported third‑quarter 2025 revenue of $1.052 billion, a 7.2% year‑over‑year increase that exceeded the consensus estimate of $1.02 billion. The growth was driven by a 6.6% organic constant‑currency rise in its Intelligence segment and an 8.8% increase in EMEA revenue, while the Americas and APAC regions also contributed modest gains. The revenue beat reflects sustained demand for the company’s AI‑powered “Full View” platform and successful cross‑selling of new capabilities to existing clients.
The company’s earnings per share fell short of expectations, reporting $0.03 versus the consensus estimate of $0.05. The miss was largely attributable to higher operating costs and a one‑time charge related to restructuring efforts, which offset the revenue upside. Management noted that the EPS shortfall does not undermine the underlying business momentum, as the company’s core profitability metrics improved.
Adjusted EBITDA rose to $223.7 million, translating to a margin of 21.3%—up 300 basis points year‑over‑year. The margin expansion was driven by higher‑value pricing, increased mix of high‑margin AI services, and operational efficiencies from the recent IPO and debt refinancing, which reduced interest expense by roughly $100 million annually. The 300‑basis‑point lift underscores the company’s ability to convert revenue growth into profitability gains.
NIQ raised its full‑year 2025 guidance, now projecting revenue of $1.05 billion to $1.06 billion and levered free cash flow of $280 million for the second half of the year. Chief Financial Officer Mike Burwell highlighted that the guidance reflects confidence in continued demand for the “Full View” platform and the company’s ability to maintain margin expansion. The updated outlook signals management’s belief that the business can sustain growth despite the EPS miss.
The market reacted positively to the results, with investors focusing on the revenue beat, the 300‑basis‑point margin expansion, and the raised guidance. Analysts noted that the EPS miss was outweighed by the company’s strong top‑line performance and improved profitability trajectory. Management emphasized that the company’s AI‑driven platform remains a key competitive advantage, positioning NIQ for long‑term growth while the recent debt refinancing strengthens its balance sheet.
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