Slide 1: Q2 2026 Investor Presentation
Q2 2026 Investor Presentation August 10, 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: Q2 2026 Summary Highlights
NIQ Q2 2026 Summary Highlights
Slide 4: 2Q26: Key Takeaways
1 Strong top-line execution — Revenue growth ahead of expectations • Organic constant currency (OCC)1 revenue grew 5.8%, exceeding guidance • 10th consecutive quarter of mid-single-digit growth • Broad-based momentum across Americas & EMEA; and APAC returned to y/y growth • Intelligence re-accelerat
Slide 5: Significant progress since our IPO
Squarely on track to deliver on our IPO commitments of durable revenue growth, margin expansion, and free cash flow inflection Significant progress Financial KPI IPO (a/o 2Q25) Current (a/o 2Q26) Improvement since our Consecutive quarters of MSD+ revenue growth 6 10 + 4 quarters July 2025 TTM Report
Slide 6: Q2 2026 Update
NIQ Q2 2026 Update
Slide 7: Healthy underlying demand and deep client embedment driving strong results
Healthy underlying demand and deep client embedment driving strong results Building long-term value through growth, innovation, and partnerships $0.27 5.8% 23.3% 2Q26 Adjusted EPS1 2Q26 OCC1 Revenue Growth 2Q26 Adj. EBITDA Margin1 Y/Y 10th straight quarter of +270 bps vs Q2 2025 $74M MSD growth 2Q26
Slide 8: NIQ: the trusted source of decision-grade, AI-powered consumer intelligence
NIQ: the trusted source of decision-grade, AI-powered consumer intelligence 2Q26 AI advantages Structural competitive AI-poweredProduct capabilities driving measurable client outcomes Structure Roadmap Launches Data proof points: • Global permissioned, proprietary data – scaled, governed & AI-ready
Slide 9: Driving AI-native product innovation to drive clients' AI-powered business outcomes
Driving AI-native product innovation to drive clients’ AI-powered business outcomes Recent launches unlock new ways for clients to benefit from NIQ”s AI-ready intelligence Executing our three-pillar AI growth strategy NIQ AI Applications NIQ IP that Fuels Commerce for Smarter Outcomes AI Tools (Clie
Slide 10: Predictable core growth algorithm with upside potential
Predictable core growth algorithm 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 Enabling client + M&A AI workflows: • Premium, AI- Incremental • Strategic,
Slide 11: AI-driven productivity unlocks structural margin expansion
AI-driven productivity unlocks structural margin expansion ~Thirties ~Mid- Adj. EBITDA Margin1 % & Forward Potential 23.5% - twenties 23.9% 22% 19% 13% 2026 Mid- Mid-term Long-term 2020A 2024A 2025A Target Target Guidance term 2020A – 2024A 2024A – 2025A 2026 and Beyond NIQ Transformation NIQ Transf
Slide 12: NIQ: The trusted engine for AI-powered decision-making
NIQ: The trusted engine for AI-powered decision-making ✓ 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 t
Slide 13: Financial Overview
NIQ Financial Overview
Slide 14: Q2 was another quarter of durable growth, margin expansion, and cash flow improvement
Q2 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 +8.0% +21.9% + $137.3 $1,124.2 $261.9 $74.1 $1,040.8 $214.9 $(63.2) Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Organic Constant Currency Revenue gro
Slide 15: Financial dashboard
Financial dashboard Three Months Ended June 30, (in millions) 2026 2025 Y/Y Growth Reported revenue 1,124.2 1,040.8 8.0% Organic constant currency revenue growth1 5.8% Reported operating income 65.3 39.4 65.7% Reported net loss attributable to NIQ (30.5) (2.7) n/m Reported basic and diluted loss per
Slide 16: Strong Regional Performance Across NIQ's Global Footprint
Strong Regional Performance Across NIQ's Global Footprint Growth accelerated through strong retention, value-based pricing, and solution cross-sell. Americas Regional Revenue Growth Drivers • Americas performance driven by retention, value-based pricing, and $455M 8.3% 31.4% cross-sell of Consumer P
Slide 17: 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 is driven by a diversified recurring client base, pricing actions, account 6.6% 5.9% 5.8% 7.3% 6.9% 6.6% expansion, and adjacent mark
Slide 18: Expanding margins driven by scale and efficiency
Expanding margins driven by scale and efficiency LTM Net Loss • Net loss attributable to NIQ was $30.5 million, primarily due Q4 '24 Q1 ‘25 Q2 ‘25 Q3 ‘25 Q4 ‘25 Q1 ‘26 Q2 ‘26 to lower benefits from net foreign currency exchange gains. (324) • Adjusted net income1 improved by $80 million to $79M in (
Slide 19: Steady cash flow momentum in Q2 2026
Steady cash flow momentum in Q2 2026 LTM Levered free cash flow1 • Net cash used in operating activities improved $148.7 million (in $Millions) 255 year-over-year from improved profitability and net working capital and reduced interest expense 266 245 129 36 • LTM Levered free cash flow1 increased t
Slide 20: Summary financial outlook
Summary financial outlook Third Quarter Guidance Full Year Guidance Revenue (as reported) $1,105M - $1,108M $4,496M - $4,510M Revenue growth: as reported 4.9% - 5.3% 7.1% - 7.4% organic constant currency 5.2% - 5.5% 5.2% - 5.6% Adjusted EBITDA, as reported $255M - $261M $1,057M - $1,076M Adjusted EB
Slide 21: Appendix
NIQ Appendix
Slide 22: Non-GAAP Financial Measures Definitions
Non-GAAP Financial Measures Definitions Measure Definition EBITDA Net income (loss) attributable to NIQ excluding interest expense, net, income tax expense and depreciation and amortization. EBITDA adjusted for restructuring and other non-cash compensation expense, Transformation Program costs, GfK
Slide 23: Organic constant currency revenue growth reconciliation
Organic constant currency revenue growth reconciliation Three Months Ended June 30, (+/-) (+/-) Inorganic Foreign OCC Revenue Items Exchange Revenue (in millions) 2026 2025 Growth % Impact % Impact % Growth % Americas revenue $ 455.1 $ 406.0 12.1 % (0.8)% (3.0)% 8.3 % EMEA revenue 507.8 476.9 6.5 %
Slide 24: Net loss to Adj. EBITDA reconciliation - Quarterly
Net loss to Adj. EBITDA reconciliation - Quarterly Commentary Three Months Ended June 30, (in millions) 2026 2025 a. a Includes 2026 Program restructuring expenses and non-cash share-based Net loss attributable to NIQ $(30.5) $(2.7) compensation expense arising from award modifications resulting fro
Slide 25: Net loss attributable to NIQ to Adj. EBITDA reconciliation - LTM
Net loss attributable to NIQ to Adj. EBITDA reconciliation - LTM Commentary LTM (in millions) Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q4 20201 a. a Includes 2026 Program restructuring expenses and non-cash share-based Net loss attributable to NIQ $(351.4) $(323.6) $(353.3) $(494.0) $
Slide 26: Net loss to Adj. net income (loss) reconciliation - Quarterly
Net loss to Adj. net income (loss) reconciliation - Quarterly Commentary Three Months Ended June 30, (in millions, except share and per share data) 2026 2025 a. a Includes 2026 Program restructuring expenses and non-cash share-based Net loss attributable to NIQ $(30.5) $(2.7) compensation expense ar
Slide 27: Net loss to Adj. net income (loss) reconciliation - LTM
Net loss to Adj. net income (loss) reconciliation - LTM LTM Commentary (in millions, except share and per share data) Q2 2026 Q2 2025 Net loss attributable to NIQ $(351.4) $(510.1) a. a Includes 2026 Program restructuring expenses and non-cash share-based compensation expense arising from award modi
Slide 28: Free Cash Flow & Net Leverage Ratio Reconciliation
Free Cash Flow & Net Leverage Ratio Reconciliation Free Cash Flow Quarterly (in millions) Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net cash (used in) provided by operating activities $ (153.7) $ 31.1 $ 128.2 $ 68.3 $(153.6) $ (8.6) $ 272.2 $ 188.7 $ (63.6) $ 14