NIQNYSEServices-Computer Programming, Data Processing, Etc.US GAAP · USD

NIQ Global Intelligence plc

NIQ Global Intelligence plc is a consumer intelligence company that collects, harmonizes, and analyzes shopping and market data for brands, retailers, and other clients. Its platform combines proprietary data, human intelligence, software, and analytics to provide an omnichannel view of consumer behavior across global markets.

Liikevaihto4 198milj. USD
+5,7 %v/v
Liikevoitto (EBIT)85,4milj. USD
+185,6 %v/v
EBIT-marginaali2,0%
+4,5 %-yks.v/v
Nettotulos−353milj. USD
+55,7 %v/v
Vapaa kassavirta264milj. USD
+585,7 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2023–2025

−1 00001 0002 0003 0004 0005 000milj. USD2023: 3 341 milj. USD2023: EBIT −109 milj. USD20232024: 3 973 milj. USD2024: EBIT −100 milj. USD20242025: 4 198 milj. USD2025: EBIT 85 milj. USD20254 19885
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Intelligence (Consumer Measurement)81 %

Subscription-based measurement and data products that track consumer shopping behavior and market performance.

Activation (Consumer Analytics)19 %

Custom analytics and predictive models used to improve decisions on pricing, marketing, and supply chain.

Tuotteet

Raportoitu · osuus liikevaihdosta
80,8%19,2%FY2025100 %
  • Intelligence Product and Services80,8 %
  • Activation Product and Services19,2 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

NIQ sells to consumer brands, retailers, and other organizations that need a detailed view of shopper behavior and market share. Its solutions are used by clients in FMCG, technology and durables, and adjacent verticals that rely on frequent market measurement and analytics. The business is typically sold through multi-year or annual contracts, often starting with core measurement products and expanding into additional modules and geographies.

Consumer brands

Buy measurement and analytics to understand demand, brand health, and category performance.

Retailers

Use retail measurement and omnichannel data to optimize assortment, pricing, and execution.

FMCG companies

Purchase core Intelligence solutions for recurring market and shopper visibility.

Technology and durables companies

Use consumer measurement and activation tools to track product performance and demand trends.

Adjacent verticals

Includes sectors such as financial services, government, media, and advertising that buy market intelligence.

Strategia

NIQ’s strategy centers on expanding its measurement and analytics platform across more clients, categories, and geographies while increasing the number of products each client uses. It also emphasizes a scalable technology model, AI-enabled data processing, and broader use of new products such as eCommerce Measurement and Digital Shelf to deepen client relationships.

Expand product adoption and cross-sellLyhyt aikaväli

More modules per client increases retention and deepens embedded usage.

Scale the operating model globallyKeskipitkä aikaväli

A reusable platform lowers cost to serve and supports broader market coverage.

Strengthen AI-enabled data and analytics capabilitiesKeskipitkä aikaväli

Better data enrichment and predictive tools improve product relevance and differentiation.

Maantiede

NIQ operates globally and reports three operating segments: Americas, EMEA, and APAC. The company says its reach spans 90 countries and covers a large share of global population and consumer spend, which makes geography central to its data coverage and client relevance. Its international footprint also exposes it to local privacy, security, labor, tax, and currency conditions.

Riskit

NIQ depends heavily on subscription renewals and long-term client relationships, so churn, delayed renewals, or weaker pricing can affect revenue durability. Its business also faces material exposure to privacy, cybersecurity, data integrity, and international regulatory complexity because it collects and processes large volumes of consumer data across many jurisdictions.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Subscription non-renewal or weaker renewal terms1Privacy, security, and AI regulation2Cybersecurity and data integrity3International operating complexity4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Subscription non-renewal or weaker renewal termsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A large share of revenue comes from multi-year and annual contracts.

    Kohdistuu: Intelligence subscription contracts

  2. Privacy, security, and AI regulationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company collects and analyzes consumer data across many countries and must comply with evolving rules.

    Kohdistuu: Data processing and analytics operations

  3. Cybersecurity and data integrityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform depends on trusted data ingestion, harmonization, and storage.

    Kohdistuu: Global data platform

  4. International operating complexityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Cross-border operations create exposure to FX, local regulation, and market-specific execution risk.

    KohdistuuAmericasEMEAAPAC

Kirjanpito

Harkinnanvaraiset erät
Subscription revenue recognition

Revenue depends on annual and multi-year contracts and renewal services, so timing and contract classification matter.

Vaikutus: Affects reported revenue timing and recurring revenue metrics

Annualized revenue and NDR disclosures

Management uses annualized revenue and net dollar retention as operating metrics, which are not the same as GAAP revenue.

Vaikutus: Affects investor interpretation of growth and retention

Capitalized internally developed software

Software development costs can be capitalized, changing the split between operating expense and asset creation.

Vaikutus: Affects EBITDA, amortization, and balance sheet assets

Goodwill and intangible impairment

Acquisitions can create large intangible balances that must be tested for impairment.

Vaikutus: Could create non-cash charges if performance weakens

Income taxes across jurisdictions

The company operates internationally and records U.S. and non-U.S. tax provisions and deferred taxes.

Vaikutus: Affects effective tax rate and deferred tax balances

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026

NIQ Global Intelligence plc (NYSE) – Services-Computer Programming, Data Proc | Analyysi – Clarifo