Slide 1: Company Overview
Company Overview August 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This Presentation contains forward-looking statements. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on the Company’s current beliefs, expectations and assumptions regarding the future of it
Slide 3: Q2 2025 Update
NIQ Q2 2025 Update
Slide 4: Q2 financial dashboard
Q2 financial dashboard Organic CC Revenue Growth1 Ann. Intelligence Subscription Revenue2 Net Dollar Retention3 5.7% $2,772M +7% 105% Q2 2025 Revenue: $1,041M Q2 2024: $2,619M Q2 2024: 105% Net Loss Adjusted EBITDA4 Adjusted EBITDA Margin4 $(14)M +$175M $215M +16% 20.6% +180 bps Q2 2024: $(189)M Q2
Slide 5: Six straight quarters of MSD+ organic constant currency revenue growth
Six straight quarters of MSD+ organic constant currency revenue growth Total LTM Pro Forma Revenue ($M) Organic constant currency total revenue growth YoY %, including GfK Organic constant currency Intelligence revenue growth YoY %, including GfK 5.0% 7.3% 7.1% 5.6% 5.7% 5.7% • Organic constant curr
Slide 6: Consistently strong Annualized Intelligence Subscription revenue growth
Consistently strong Annualized Intelligence Subscription revenue growth Annualized Intelligence subscription revenue ($M) Contractually recurring Intelligence revenue growth year-over-year % of total Intelligence revenue 83% 83% 84% 84% 84% 84% 85% 84% 6.9% $2,800 7.3% 7% $2,750 7.2% 6% $2,700 6.7%
Slide 7: Strong revenue retention
Strong revenue retention Intelligence Intelligence Subscription 110 NDR % 120 110 120 GDR1 % 106 115 105 105 105 105 115 104 104 104 104 104 104 104 105 103 104 105 103 110 103 102 103 110 102 101 105 105 100 100 98 98 98 98 99 99 98 98 99 99 98 98 98 97 98 98 98 98 98 97 100 100 95 95 95 95 90 90 9
Slide 8: Continued Adjusted EBITDA growth and margin expansion
Continued Adjusted EBITDA growth and margin expansion LTM Pro Forma Adj. EBITDA ($M) Pro Forma Quarterly Adj. EBITDA margin YoY % Quarterly Net Income (Loss) ($M) 15.1% 18.6% 18.1% 21.3% 19.5% 20.6% • Expanding profitability largely due to ($173.9) ($189.2) ($196.4) ($163.2) ($73.7) ($14.1) operatin
Slide 9: NIQ is a category-defining, global consumer intelligence platform
NIQ is a category-defining, global consumer intelligence platform Global presence in 90+ countries covering $7.2T+ of consumer spend and ~85% of world’s population Branded manufacturers Retailers H1 2025 revenue APAC 17% Americas 39% Adjacent verticals1 EMEA 44% Data channels Select industries Retai
Slide 10: Business Overview
NIQ Business Overview
Slide 11: The mission
The mission BRANDS Provide brands, retailers and other clients a holistic view of consumer shopping RETAILERS Ecosystem behavior to drive mission-critical strategic and operating decisions and facilitate better economic outcomes CONSUMERS © 2025 NIQ Global Intelligence plc. All Rights Reserved. 11
Slide 12: NIQ Ecosystem occupies a privileged position at the nexus of consumer shopping
NIQ Ecosystem occupies a privileged position at the nexus of consumer shopping What are consumers buying…and why? Are my products gaining/losing market share…and why? How am I performing against my competitors? BRANDS Why are consumers switching channels, retailers, and products? RETAILERS Ecosystem
Slide 13: Why we win
Why we win Global coverage and unified “source of truth” Covering $7.2T global consumer spend across 90+ countries and 85% of world’s population Differentiated Full ViewTM provides the ‘What’ and the ‘Why’ Unique combination of retail measurement and consumer panel insights – in one unified platform
Slide 14: NIQ solutions enable clients to MEASURE and ACT, driving improved business outcomes
NIQ solutions enable clients to MEASURE and ACT, driving improved business outcomes INTELLIGENCE ACTIVATION NIQ solutions (~80% of revenue) (~20% of revenue) Global omnichannel read across Custom, predictive analytics retail measurement & consumer panel built upon measurement data Omnichannel Measur
Slide 15: High visibility into our revenue growth algorithm
High visibility into our revenue growth algorithm +5.7% Q2 2025 YoY organic constant currency revenue growth Adjacent & high- growth markets Predictable revenue ⚫ High-growth emerging markets growth New capabilities ⚫ SMBs and solutions ⚫ Adjacent verticals, e.g.,: ‒ Financial Services ‒ Government
Slide 16: Highly visible business model with ~80% of revenue recurring in nature
Highly visible business model with ~80% of revenue recurring in nature Highly reoccurring Activation Activation ~80% Highly reoccurring 19% 16% Either annual, multi-year contracts or a client purchasing the same solution in the same country each year for the past three years Total Intelligence Intel
Slide 17: Deploying AI expertise effectively, driving profitable growth
Deploying AI expertise effectively, driving profitable growth Operational Efficiencies AskArthur: GenAI tool for ~27K AI models in production daily Data ingestion and processing at scale automated data analysis Increased automation and auto-coding Enhanced data accuracy 177M Items enriched using AI
Slide 18: Our AI-powered technology platform has enabled profitable growth
Our AI-powered technology platform has enabled profitable growth Increased Automation Increased Engagement Increased NPS 76K Unique user logins 758K NPS1 45 38 AI has reduced 29 manual reports by 13 85% 11K 332K 2023 2025 2023 2024 2019 2023 2024 2025 Enables NIQ to focus on … … delivering profitabl
Slide 19: Key investment highlights
Key investment highlights Global Ecosystem and coverage; unified “source of truth” with differentiated competitive positioning Deeply embedded in customer workflows, powering mission-critical strategic & operating decisions Long-standing, diversified client base across 90+ countries and half of the
Slide 20: Appendix
NIQ Appendix
Slide 21: Revenue to Pro Forma Revenue (excl. Russia) reconciliation
Revenue to Pro Forma Revenue (excl. Russia) reconciliation Commentary Year ending December 31, a Gives effect to the GfK Combination as if it had occurred on January 1, 2022 a. (in millions) 2022 2023 2024 b Gives effect to the deconsolidation of Russia operations that occurred in 2024 b. Revenue $2
Slide 22: Pro forma organic constant currency revenue (excl. Russia) growth reconciliation
Pro forma organic constant currency revenue (excl. Russia) growth reconciliation Year ending December 31, Quarterly (in millions) 2023 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Current Period Pro Forma Revenue (excl. Russia) $3,765.4 $3,947.3 $946.6 $979.8 $978.2 $1,042.8 $965.9 $1,040.8
Slide 23: Net income to Pro Forma Adjusted EBITDA reconciliation
Net income to Pro Forma Adjusted EBITDA reconciliation Commentary Year ending December 31, (in millions) 2022 2023 2024 a Covers employee separation, consultancy fees, and non-recurring technology a. investment costs Pro Forma loss from continuing operations attributable to NIQ ($517.3) ($612.7) ($7
Slide 24: Net income to Adj. EBITDA reconciliation – LTM Q2 2025
Net income to Adj. EBITDA reconciliation – LTM Q2 2025 Commentary Quarter ending, (in millions) Q3'24 Q4'24 Q1’25 Q2’25 LTM a. a Covers employee separation, severance costs, consultancy fees, and non-recurring Net loss attributable to NIQ1 ($196.4) ($163.2) ($73.7) ($14.1) ($447.4) technology invest