NIQ earnings / call / takeaways
NIQ earnings call: key takeaways
What NIQ said on its earnings call of November 12, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 12, 2026·AI-generated from the call transcript and Lician data
- NIQ reported EPS of $0.30, beating the $0.21 consensus estimate (1:33)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.21 | – | – |
| Revenue | $1.11B | – | – |
What changed since last quarter
- The company raised full-year 2026 revenue guidance to 7.5-7.7% growth, up from previous expectations. (28:38)
- NIQ increased adjusted EBITDA growth guidance to 16-17% for 2026, reflecting strong execution and margin expansion. (28:38)
- The CEO highlighted the new partnership with Google as a key driver for future growth, expanding AI integration into consumer-facing experiences. (12:55)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year 2026 revenue growth of 7.5 to 7.7 percent (28:38) | not captured |
| Revenue | Full-year 2026 OCC revenue growth of 5.5 to 5.7 percent (28:38) | not captured |
| EBITDA | Full-year 2026 adjusted EBITDA growth of 16 to 17 percent (28:38) | not captured |
| EPS | Full-year 2026 adjusted earnings per share of $1.16 to $1.20 (28:38) | not captured |
| Free cash flow | Full-year 2026 leveraged free cash flow of $249 to $257 million (28:38) | not captured |
What analysts pressed on
- Whether the ongoing conflict in EMEA will continue to impact client spending and growth. (50:30)
- How the company plans to address the moderation in annualized subscription growth despite strong retention. (53:26)
- The potential impact of AI-driven automation on operational costs and margin expansion. (37:52)
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.