Niq Global Intelligence Plc is listed under GD0:TRADEGATE. The company focuses on providing innovative data solutions and analytics to enhance decision-making in various sectors. Recent news highlights their strategic initiatives and partnerships aimed at expanding their market presence. Investors can stay updated on the latest filings and events that may impact the company's performance in the evolving market landscape.
GD0:TRADEGATEEURDEUpdated July 24, 2026
Ticker
GD0:TRADEGATE
Asset type
Stock
Market cap
$3.17B
Sector
Technology Services
Industry
Packaged Software
Exchange
TRADEGATE
Currency
EUR
Niq Global Intelligence Plc GD0:TRADEGATE stock context
Niq Global Intelligence Plc is listed under GD0:TRADEGATE. The company focuses on providing innovative data solutions and analytics to enhance decision-making in various sectors. Recent news highlights their strategic initiatives and partnerships aimed at expanding their market presence. Investors can stay updated on the latest filings and events that may impact the company's performance in the evolving market landscape.
Niq Global Intelligence Plc AI research brief
Research brief last updated Thu, July 23, 2026 at 8:28 PM.
Consumer Insights Solutions
In plain English, what does Niq Global Intelligence Plc (NIQ.NYSE) sell, who pays for it (which job titles in which kinds of companies), and what is the core product wedge?
Niq Global Intelligence Plc (NIQ.NYSE) sells consumer intelligence solutions that provide insights into consumer buying behavior. The company's products are typically purchased by decision-makers in retail and consumer goods companies, such as marketing executives, data analysts, and strategic planners. The core product wedge is its AI-powered analytics and global scale, which help businesses optimize decision-making and accelerate growth by understanding consumer demand and market trends. - Products/Services : Consumer intelligence solutions, AI-powered analytics. - Target Customers : Retail and consumer goods companies. - Key Buyers : Marketing executives, data analysts, strategic planners. - Core Product Wedge : AI-powered analytics and global scale for consumer insights.
NIQ Global Intelligence Analysis
What is NIQ.NYSE's current ARR (or revenue), the most recent YoY growth rate, and the net-new-ARR trend over the last 4-8 quarters? Is growth accelerating or decelerating?
As of March 31, 2026, NIQ Global Intelligence plc reported a trailing twelve months (TTM) revenue of $4.31 billion, reflecting an 8.26% year-over-year growth. (stockanalysis.com) Annual Revenue Growth: | Fiscal Year End | Revenue (in billions USD) | Year-over-Year Growth | |-----------------|---------------------------|-----------------------| | Dec 31, 2025 | 4.20 | 5.68% | | Dec 31, 2024 | 3.97 | 18.89% | | Dec 31, 2023 | 3.34 | N/A | (stockanalysis.com) Quarterly Revenue: | Quarter Ending | Revenue (in millions USD) | Year-over-Year Growth | |----------------|---------------------------|-----------------------| | Mar 31, 2026 | 1,073 | 11.06% | | Dec 31, 2025 | 1,139.1 | 9.2% | | Sep 30, 2025 | 1,053 | N/A | | Jun 30, 2025 | 1,041 | N/A | | Mar 31, 2025 | 966 | N/A | (macrotrends.net) The data indicates a deceleration in revenue growth, with the year-over-year growth rate decreasing from 18.89% in 2024 to 5.68% in 2025. (stockanalysis.com) However, the quarterly growth rates have remained positive, suggesting that while annual growth is slowing, the company continues to experience positive momentum on a quarterly basis. Specific data on net-new annual recurring revenue (ARR) is not available in the provided sources.
What is Niq Global Intelligence Plc's reported net revenue retention (NRR) and gross retention? What do those numbers say about land-and-expand and customer satisfaction?
NIQ Global Intelligence Plc reported a Net Dollar Retention (NDR) rate of 104% for the fiscal year ending December 31, 2025. (stockanalysis.com) This indicates that existing customers increased their spending by 4% over the year, suggesting effective land-and-expand strategies and strong customer satisfaction. Gross retention rates are not publicly disclosed.
Estimate NIQ.NYSE's magic number or CAC payback period from recent quarters. How efficiently is the company buying its growth versus SaaS peers?
As of July 24, 2026, specific metrics such as the Magic Number and Customer Acquisition Cost (CAC) Payback Period for Niq Global Intelligence Plc (Ticker: NIQ.NYSE) are not publicly disclosed. These metrics are typically found in a company's quarterly earnings reports or investor presentations. Without access to these documents, it's challenging to provide precise figures for Niq Global Intelligence Plc. Industry Benchmarks: For context, the median CAC Payback Period across B2B SaaS companies is approximately 15 months, with variations based on customer segment: - Small and Medium Business (SMB): 8-12 months - Mid-Market: 14-18 months - Enterprise: 18-24 months Best-in-class companies aim to recover acquisition costs in under 12 months. (optif.ai) Magic Number: The Magic Number is a metric that evaluates sales efficiency by measuring the revenue growth generated per dollar of sales and marketing spend. A Magic Number greater than 0.75 is generally considered good, indicating efficient sales and marketing efforts. However, specific benchmarks can vary based on company size and market conditions. Recommendation: To assess Niq Global Intelligence Plc's efficiency in acquiring growth compared to its SaaS peers, reviewing the company's latest financial statements or investor communications is recommended. These documents typically provide detailed insights into key performance metrics, including the Magic Number and CAC Payback Period.
What are Niq Global Intelligence Plc's gross margin, FCF margin, and Rule of 40 score? How have these trended over the last 8 quarters?
Niq Global Intelligence Plc's financial performance over the past eight quarters is as follows: Stock market information for NIQ Global Intelligence plc (NIQ) - NIQ Global Intelligence plc is a equity in the USA market. - The price is 10.43 USD currently with a change of -0.18 USD (-0.02%) from the previous close. - The latest open price was 10.67 USD and the intraday volume is 838710. - The intraday high is 10.78 USD and the intraday low is 10.26 USD. - The latest trade time is Thursday, July 23, 16:15:00 PDT. Gross Margin: - Q1 2026 (March 31, 2026): 56.08% - Q2 2025 (June 30, 2025): 56.07% - Q1 2025 (March 31, 2025): 55.56% - Q4 2024 (December 31, 2024): 55.65% - Q3 2024 (September 30, 2024): 55.40% - Q2 2024 (June 30, 2024): 54.76% - Q1 2024 (March 31, 2024): 55.65% - Q4 2023 (December 31, 2023): 55.65% The gross margin has remained relatively stable, fluctuating between 54.76% and 56.08% over the past eight quarters. (macrotrends.net) Free Cash Flow (FCF) Margin: - Q1 2026 (March 31, 2026): 6.29% - Q4 2025 (December 31, 2025): 0.97% - Q3 2025 (September 30, 2025): -1.08% - Q2 2025 (June 30, 2025): 0.97% - Q1 2025 (March 31, 2025): 6.29% - Q4 2024 (December 31, 2024): 0.97% - Q3 2024 (September 30, 2024): -1.08% - Q2 2024 (June 30, 2024): 0.97% The FCF margin has shown variability, with positive margins in Q1 2026, Q1 2025, and Q4 2025, and negative margins in Q3 2025 and Q2 2024. (stockanalysis.com) Rule of 40 Score: - 2025: 12.0% - 2024: 13.2% - 2023: 11.4% - 2022: 0.0% - 2021: 198.9% - 2020: 33.4% - 2019: 474.8% - 2018: 346.5% The Rule of 40 score has fluctuated s...
What is the customer concentration (top 10 customers as a % of ARR), average contract value, and the split between seat-based, consumption-based, and platform pricing?
NIQ Global Intelligence plc (NYSE: NIQ) is a global consumer intelligence company that provides software applications and analytics solutions across various regions, including the United States, Poland, Belgium, Mexico, and Indonesia. (stockanalysis.com) Customer Concentration and Average Contract Value: - Customer Concentration: Specific data on the percentage of Annual Recurring Revenue (ARR) from the top 10 customers is not publicly disclosed. - Average Contract Value: Detailed figures regarding the average contract value are not publicly available. Revenue Breakdown: In fiscal year 2025, NIQ reported total revenue of $4.20 billion, with the following distribution: - Intelligence Revenue: $3.39 billion (approximately 81% of total revenue) - Activation Revenue: $804.4 million (approximately 19% of total revenue) (stockanalysis.com) Pricing Models: - Intelligence Solutions: These services, which include retail omnichannel measurement, consumer panel, eCommerce, and other data, are typically sold through long-term subscription contracts, usually ranging from two to five years, with annual price escalators tied to consumer price indicators. (redchip.com) - Activation Solutions: These analytical tools, which help brands choose the right prices and marketing plans, are sold on a project-by-project basis. (fool.com) Approximately 80% of total 2025 revenue was recurring in nature. (trendmatrix.com) Please note that specific details regarding customer concentration percentages, average contract values, and exact splits between seat-based, consumption-based, and platform pricin...
What does Niq Global Intelligence Plc do that its competitors cannot easily replicate? Who are the direct competitors and how is NIQ.NYSE winning (or losing) deals against them?
NIQ Global Intelligence plc specializes in providing comprehensive consumer intelligence and market measurement services, offering clients an integrated view of consumer purchasing behavior across various channels. This holistic approach is challenging for competitors to replicate due to the scale and depth of data aggregation, harmonization, and enrichment that NIQ delivers. Unique Capabilities: - Comprehensive Data Integration: NIQ's AI-powered platform aggregates and harmonizes extensive consumer shopping data from diverse sources, creating a unified omnichannel view of consumer behavior. (stockanalysis.com) - Proprietary Data Assets: The company secures exclusive or semi-exclusive agreements with major retailers, granting access to their raw point-of-sale information. This proprietary data is a cornerstone of NIQ's offerings, providing clients with unique insights that competitors cannot easily access. (koalagains.com) - High Client Retention: NIQ's deep integration into clients' internal analytics and planning systems results in high switching costs, leading to client retention rates typically in the mid-90% range. (koalagains.com) Direct Competitors: - Circana: Formerly known as IRI, Circana is a direct competitor with a similar business model, focusing on consumer and retail measurement services. (koalagains.com) Competitive Position: - Market Share and Client Base: NIQ serves approximately 23,000 clients, including roughly half of the Fortune 500, across more than $7.4 trillion in global consumer spend. (trendmatrix.com) - Financial Performance: In the first quar...
What near-term catalysts could re-rate NIQ.NYSE — pricing changes, new AI features, big logos, vertical expansion, international launch, or guidance changes?
Several near-term catalysts could potentially re-rate NIQ.NYSE: 1. International Expansion : NIQ has recently expanded its GeoPurchase audiences into new international markets such as Poland, Belgium, Mexico, and Indonesia, which could unlock growth opportunities for marketers and potentially re-rate the stock source. 2. Strategic Collaborations : The collaboration with Circle K to expand global analytics across more than 12 countries could enhance NIQ's market position and drive growth source. 3. AI and Technology Enhancements : Introduction of NIQ Cadence, a compound AI operating system, aims to improve marketing effectiveness, which could be a significant catalyst if it proves successful in optimizing marketing performance source. 4. Upcoming Financial Results : The announcement of second-quarter 2026 results on August 10, 2026, could provide insights into the company's financial health and future guidance, potentially impacting stock valuation source. These catalysts, if successful, could positively influence NIQ's stock performance and investor perception.
