Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — Q1 2026 Earnings Presentation
30 slides from Niq Global Intelligence's earnings presentation, May 14, 2026
Slide 1: Q1 2026 Investor Presentation
Q1 2026 Investor Presentation May 14, 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements These materials contain forward-looking statements. These forward-looking statements generally can be identified by references to future periods or the use of words such as "intend," "designed," "anticipate," "expect," "plan," "could," "may," "will," "would," "b
Slide 3: Q1 2026 Summary Highlights
NIQ Q1 2026 Summary Highlights
Slide 4: 1Q26: Key Takeaways
Solid Q1 performance across the board 1Q26: Key • Revenue up 11.1%, or 5.1% in organic constant currency (OCC) • Adj. EBITDA growth accelerated to 19.1%; Adj. EBITDA Margin expanded 150bps to 21.0% • Levered Free Cash Flow improved by $93.1 million, inclusive of 2026 Restructuring Program Takeaways
Slide 5: Business Overview
NIQ Business Overview
Slide 6: AI amplifies NIQ's value at the center of global commerce
AI amplifies NIQ’s value at the center of global commerce ✓ Proprietary NIQ context layer perfectly suited for AI BRANDS ✓ Deep embedment in mission-critical client workflows RETAILERS Ecosystem ✓ AI driving increased usage and revenue retention ✓ AI powering innovation & creating revenue and margin
Slide 7: NIQ's 360° Global Scale + Proprietary Approach = Differentiated Competitive Position
NIQ’s 360° Global Scale + Proprietary Approach = Differentiated Competitive Position Global coverage across 90 countries, $7.4T+ of consumer spend and ~82% of world’s population Branded manufacturers Retailers FY 2025 revenue APAC 16% Americas 40% Adjacent verticals1 EMEA 44% Unified & harmonized da
Slide 8: NIQ's unique and massive data asset perfectly suited to drive AI-powered insights
NIQ’s unique and massive data asset perfectly suited to drive AI-powered insights 1. Global Data Scale 2. Permissioned, Governed 3. AI-Ready Harmonized & Breadth Data & Granular al Intelligen tifici c Ar e Retailer point-of-sale Codify Consumer panel egorize Enrich eCommerce / DTC AI-Powered Cat Sma
Slide 9: NIQ's Ecosystem deeply embedded within client workflows
NIQ’s Ecosystem deeply embedded within client workflows Core “source of truth” for brand managers & CPG companies: ✓ 23K clients, including 50% of Fortune 500; 80% of Fortune 100 ✓ Five longest tenured clients average 70+ years ✓ Data & insights deeply embedded in day-to-day decisions across pricing
Slide 10: AI is driving measurable results and is at the center of NIQ's strategic growth roadmap
AI is driving measurable results and is at the center of NIQ’s strategic growth roadmap Measurable Client Recent Value Creation Current Product & Future Benefits Roadmap Adoption Launches Roadmap 30%+ Arthur AI Analyst Building Agentic ✓ For Client Growth • Ensuring our client wins the agentic shelf
Slide 11: Three-pillar strategy to fuel the future of trusted AI
Three-pillar strategy to fuel the future of trusted AI NIQ IP AI Applications for Commerce that Fuels AI Smarter Outcomes Intelligence • NIQ brings proprietary: • Purpose-built tools across specific • Consumer channels reinforces NIQ’s commercial use cases: importance o Reference data o Models o Eve
Slide 12: NIQ positioned to become even more critical as new channels emerge
NIQ positioned to become even more critical as new channels emerge NIQ provides an on-demand, omnichannel view of the global consumer across all shopping channels (Illustrative) Agentic commerce Omnichannel Shift Social commerce Social commerce In-store, eCommerce, social & agentic Socialcommerce Qu
Slide 13: NIQ is foundational to the AI value-creation stack
NIQ is foundational to the AI value-creation stack Agentic AI puts a premium on trusted, harmonized data that NIQ provides Proprietary Data AI Infrastructure Orchestration Distribution / Application Representative partners & players: Representative partners & players: Representative partners & playe
Slide 14: Predictable core growth with upside potential
Predictable core growth with upside potential Core OCC revenue growth algorithm delivering MSD growth AI is one of several potential revenue growth accelerators + AI upside: + new products & opportunities Strategic Examples: + M&A • New features Incremental • Faster product • Tuck-in, + organic inve
Slide 15: AI-driven productivity unlocks structural margin expansion
AI-driven productivity unlocks structural margin expansion PF Adj. EBITDA Margin % & Forward Potential ~Thirties ~Mid-twenties 22% AI-powered AI-powered innovation & innovation & 19% operating efficiency operating efficiency NIQ Transformation 13% NIQ Natural operating Natural operating Transformati
Slide 16: Why NIQ can win in an AI-driven world
Why NIQ can win in an AI-driven world ✓ Global, proprietary data – scaled, governed, AI-ready Unified data ingestion, enrichment, and harmonization BRANDS ✓ further increases barriers to entry RETAILERS Deeply embedded in mission-critical client workflows – Ecosystem ✓ positioned to lead in agentic
Slide 17: Financial Overview
NIQ Financial Overview
Slide 18: Q1 was another quarter of durable growth, margin expansion, and cash flow improvement
Q1 was another quarter of durable growth, margin expansion, and cash flow improvement Revenue ($M)1 Adj. EBITDA ($M)1 Levered Free Cash Flow ($M)1 +11.1% +19.1% +43.0% $1,072.7 $224.8 $965.9 $188.7 $(123.2) $(216.3) Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Organic Constant Currency Revenue gr
Slide 19: Financial dashboard
Financial dashboard Three Months Ended March 31, (in millions) 2026 2025 Y/Y Growth Reported revenue 1,072.7 965.9 11.1% Organic constant currency revenue growth 5.1% Reported operating (loss) income (10.2) 15.7 n/m Reported net loss attributable to NIQ (90.1) (119.8) 24.8% Reported diluted loss per
Slide 20: High-quality, recurring revenue with consistent growth & strong visibility
High-quality, recurring revenue with consistent growth & strong visibility Annualized Intelligence Subscription Revenue • Annualized Intelligence Subscription Revenue was $2.9 billion, up 5.9% year-over-year 6.6% 5.9% 6.9% 6.6% 7.3% ,800 7.2% 6.7% 6% • Q1 was our ninth consecutive quarter of 5.5%+ A
Slide 21: Expanding margins driven by scale and efficiency
Expanding margins driven by scale and efficiency LTM Net Loss Q4 '24 Q1 ‘25 Q2 ‘25 Q3 ‘25 Q4 ‘25 Q1 ‘26 • Net loss attributable to NIQ improved by $29.7 million year- (324) over-year (353) (510) (494) • Adjusted net loss improved by $47.9 million, resulting in (708) positive Adjusted net income of $
Slide 22: Steady cash flow momentum in Q1 2026
Steady cash flow momentum in Q1 2026 LTM Levered free cash flow • Net cash used in operating activities improved $90.0 million year- (in $Millions) 250 over-year from improved profitability and net working capital and reduced interest expense 235 129 • LTM Levered free cash flow increased to $129M 3
Slide 23: Summary financial outlook
Summary financial outlook Second Quarter Guidance Full Year Guidance Revenue (as reported) $1,103M - $1,107M $4,466M - $4,479M • Full year 2026 reported revenue and Adjusted EBITDA is being revised Revenue growth: slightly upward, largely due to FX; all as reported 6.0% - 6.3% 6.4% - 6.7% other fina
Slide 24: NIQ to Participate in Upcoming Conferences
NIQ to Participate in Upcoming Conferences J.P. Morgan Technology, Media, and Communications Conference – Boston – May 18 Baird Technology Conference – New York – June 2 William Blair Growth Conference – Chicago – June 3 © 2025 NIQ Global Intelligence plc. All Rights Reserved. 24
Slide 25: Appendix
NIQ Appendix
Slide 26: Revenue to Pro Forma Revenue (excl. Russia) reconciliation
Revenue to Pro Forma Revenue (excl. Russia) reconciliation Quarter Commentary ending Year ending December 31, March 31, (in millions) 2022 2023 2024 2025 2026 a Gives effect to the GfK Combination as if it had occurred on January 1, 2022 a. Revenue $2,786.4 $3,341.3 $3,972.6 $4,198.4 $1,072.7 b Give
Slide 27: Pro forma organic constant currency revenue (excl. Russia) growth reconciliation
Pro forma organic constant currency revenue (excl. Russia) growth reconciliation Quarter Year ending December 31, ending March 31, (in millions) 2024 2025 2026 Current Period Pro Forma Revenue (excl. Russia) $3,947.3 $4,198.4 $1,072.7 Prior Period Pro Forma Revenue (excl. Russia) 3,765.4 3,947.3 965
Slide 28: Net income (loss) to Pro Forma Adjusted EBITDA reconciliation
Net income (loss) to Pro Forma Adjusted EBITDA reconciliation Quarter ending Commentary Year ending December 31, March 31, (in millions) 2023 2024 2025 2026 a. Includes 2026 Program restructuring expenses and non-cash share-based a Pro Forma loss from continuing operations attributable to ($612.7) (
Slide 29: Net income (loss) to Adj. EBITDA reconciliation – Quarterly
Net income (loss) to Adj. EBITDA reconciliation – Quarterly Commentary Year ending December Quarter aa. Includes 2026 Program restructuring expenses and non-cash share-based Quarter ending, 31, ending, compensation expense arising from award modifications resulting from Ms. Tracey Q1’25 Q2’25 Q3’25
Slide 30: Free Cash Flow Reconciliation
Free Cash Flow Reconciliation Three Months Ended March 31, (in millions) 2026 2025 2024 Net cash used in operating activities ($63.6) ($153.6) ($150.6) Cash paid for capital expenditures (59.6) (62.7) (63.5) Free Cash Flow ($123.2) ($216.3) ($214.1) Cash paid for interest 58.1 82.5 106.4 Unlevered F
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