Welcome to our dedicated page for NIQ Global Intelligence SEC filings (Ticker: NIQ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NIQ Global Intelligence plc filings document the reporting framework of an Irish public company in consumer intelligence. Its Form 8-K reports provide results of operations and financial condition, financial guidance updates, earnings-release exhibits and supplemental financial information, including reconciliations tied to predecessor historical financial statements.
The company's proxy materials cover annual general meeting matters, executive compensation, equity award disclosures and governance items. Other current reports document leadership and compensatory arrangements, financial-statement exhibits and Inline XBRL cover-page data, reflecting the company's public-company governance and periodic reporting obligations.
NIQ Global Intelligence reported strong first quarter 2026 results with revenue of $1,072.7 million, up 11.1% year-over-year and 5.1% in organic constant currency, above its guidance for revenue, Adjusted EBITDA and Adjusted EPS. Both Intelligence and Activation businesses grew at similar organic rates, and Americas and EMEA led regional growth while APAC declined on an organic basis.
Profitability improved meaningfully: Adjusted EBITDA rose 19.1% to $224.8 million, expanding margin by 150 basis points to 21.0%. Annualized Intelligence Subscription revenue grew 5.9% to $2,933.6 million with net dollar retention of 104% and gross retention of 99%. GAAP results remained a net loss of $90.1 million, but this narrowed versus the prior year, and free cash flow improved to a use of $123.2 million, supported by lower interest expense and better working capital.
The company highlighted accelerating AI-enabled offerings, a 2026 restructuring program targeting $70–$80 million in annualized cost savings, and reaffirmed full-year 2026 guidance, including 5.0–5.3% organic constant currency revenue growth, 23.5–23.8% Adjusted EBITDA margin, and $235–$250 million of levered free cash flow.
NIQ Global Intelligence plc reported a routine tax-related share withholding for Chief Accounting Officer Jamie E. Palm. On May 6, 2026, 891 Ordinary Shares were withheld at $10.54 per share to cover tax obligations tied to vested RSUs.
The footnote explains these shares were withheld in a net settlement of RSUs that vested on that date and explicitly notes this was not an open-market sale. After this withholding, Palm directly holds 74,774 Ordinary Shares, indicating the transaction is small relative to her remaining stake.
NIQ Global Intelligence plc Chief Legal Officer John W. Blenke reported routine share activity related to RSU vesting, not an open-market trade. On May 6, 2026, 850 Ordinary Shares were withheld by the company at $10.54 per share to cover tax obligations from vested RSUs, which the filing specifies does not constitute an open-market sale.
After this tax-withholding disposition, Blenke held 103,401 Ordinary Shares directly and 156,310 Ordinary Shares indirectly through AI PAVE (Luxembourg) Management & Cy S.C.Sp., which are for his benefit and are expected to be directly held following vesting under the applicable award agreement.
NIQ Global Intelligence plc Chief Human Resources Officer Shaun Ellen Zitting reported routine equity compensation activity. On May 6, 2026, restricted stock units vested, and 1,516 Ordinary Shares were withheld by the company to cover tax obligations at $10.54 per share, which the disclosure states is not an open-market sale. After this tax-withholding disposition, Zitting directly holds 133,868 Ordinary Shares and has an additional 228,229 Ordinary Shares held indirectly through AI PAVE (Luxembourg) Management & Cy S.C.Sp. for her benefit, subject to vesting.
NIQ Global Intelligence plc is asking shareholders to vote at its 2026 annual general meeting on May 21, 2026 in Dublin. Items include electing four Class I directors to terms running to the 2029 AGM and ratifying Ernst & Young LLP as independent auditor for 2026, with authority for the audit committee to set its remuneration.
Shareholders will also vote on an advisory “say‑on‑pay” for 2025 executive compensation and on how often future say‑on‑pay votes should occur, with the board recommending an annual vote. Additional proposals would authorize market purchases of ordinary shares, set the price range for re‑allotting treasury shares, and approve a capital reduction to create distributable reserves. Shareholders of record on March 27, 2026, when 295,115,271 ordinary shares were outstanding, are entitled to one vote per share.
NIQ Global Intelligence plc is soliciting shareholder votes for its 2026 Annual General Meeting to be held May 21, 2026 in Dublin to consider director elections, auditor ratification, advisory votes on executive compensation and frequency, share repurchase authority, treasury re-allotment pricing, and a capital reduction to create distributable reserves. The proxy materials and Irish statutory financial statements for the year ended December 31, 2025 are being made available in April 2026; shareholders of record as of March 27, 2026 may vote. The board recommends voting FOR each director nominee, FOR ratification of Ernst & Young LLP as auditor, FOR the advisory say-on-pay, 1 YEAR on frequency, and FOR the share purchase, treasury pricing, and capital reduction proposals.
NIQ Global Intelligence plc describes itself as a leading global consumer intelligence company providing brands, retailers and other clients with a holistic view of consumer shopping behavior to support mission-critical decisions. Its NIQ Ecosystem combines proprietary data, AI-powered technology, human expertise and software applications.
The company operates in 90 countries, covering about 82% of the world’s population and more than $7.4 trillion of consumer spend as of December 31, 2025. Its business is organized into two main product groupings: Intelligence, which contributed roughly 81% of 2025 revenue through mostly subscription-based measurement solutions, and Activation, which contributed about 19% through innovation, brand, media and analytics offerings.
Since a 2021 carve-out from Nielsen Holdings, NIQ has invested about $980 million organically and in acquisitions, including the 2023 GfK combination, and roughly $400 million to build a unified, cloud-based, AI-powered platform. The company reports high recurring revenue (around 80%), strong net dollar retention of 104% for Intelligence in 2025 and a diversified client base of about 23,000 companies, including many Fortune 500 and major global retailers.
NIQ Global Intelligence reported strong fourth quarter and full-year 2025 results, highlighting faster growth, rising profitability and a swing to positive free cash flow. Full-year revenue rose 5.7% to $4,198.4M, with Q4 revenue up 9.2% to $1,139.1M and organic constant currency growth of 5.7%.
Adjusted EBITDA increased 23.8% to $916.5M, lifting margin to 21.8%, while net loss narrowed sharply to $353.3M. Free cash flow improved to $35.8M from a $224.8M deficit, supported by lower interest after the IPO and refinancings. Cash flow from operations reached $298.7M.
NIQ ended 2025 with $518.8M in cash and $1,268.8M in total liquidity, and used IPO proceeds to reduce term loans and extend maturities to 2030, cutting annual interest expense by about $100M. For 2026, NIQ guides to reported revenue of $4,439M–$4,452M, organic constant currency growth of 5.0%–5.3%, Adjusted EBITDA of $1,043M–$1,060M with a 23.5%–23.8% margin, and free cash flow of $235M–$250M.
Peck James M reported acquisition or exercise transactions in this Form 4 filing.
NIQ Global Intelligence plc director and officer James M. Peck received an equity award of 276,558 restricted share units (RSUs). The grant was made at a price of $0.00 per ordinary share-equivalent and increased his directly held ordinary shares to 306,058.
Each RSU represents a contingent right to receive one ordinary share of NIQ. The RSUs vest in three equal 33% installments on the first, second, and third anniversaries of the vesting commencement date of February 18, 2026. In addition to his direct holdings, Mr. Peck has indirect ownership of 9,665,342 ordinary shares held by PAVentures II, LLC, an entity he controls.