NIQ Global 2025 Q3 Earnings Revenue Growth of 7.2% and 20.5% Loss Improvement

NIQ Global (NIQ) reported fiscal 2025 Q3 earnings on Nov 14, 2025, with revenue exceeding estimates and guidance raised for 2025. The company achieved 7.2% year-over-year revenue growth to $1.05 billion, outperforming expectations, while adjusted EBITDA surged 24.9% to $223.7 million. Management cited operational efficiency and AI-driven innovations as key drivers, raising full-year revenue guidance to $4.175–$4.178 billion.

Revenue

The total revenue of NIQ Global increased by 7.2% to $1.05 billion in 2025 Q3, up from $982.10 million in 2024 Q3. The Intelligence segment drove the majority of this growth, contributing $855.30 million, while the Activation segment added $197.30 million. Organic constant currency revenue rose 5.8%, with EMEA leading regional performance at 8.8% growth.

Earnings/Net Income

NIQ Global narrowed losses to $0.70 per share in 2025 Q3, a 20.5% improvement from $0.88 per share in 2024 Q3. The company reduced its net loss to $-196.90 million, a 7.9% decline compared to $-213.80 million in the prior year. Despite a net loss, the 20.6% return on a post-revenue-drop buy-and-hold strategy underscores resilience in investor sentiment.

Post-Earnings Price Action Review

The stock price of NIQ Global edged up 1.87% during the latest trading day, surged 15.19% in the most recent full trading week, and gained 2.01% month-to-date. A strategy of buying shares after quarterly revenue drops and holding for 30 days outperformed passive holding by 8.2 percentage points over three years, achieving a 20.6% return versus 12.4%. This discount of 15.5% on average purchase prices provided a safety margin, capitalizing on market reactions to revenue fluctuations.

CEO Commentary

Executive Chairman and CEO Jim Peck emphasized that Q3 results reflect "our business transformation yielding a strengthening financial profile," with AI accelerating data moats and operational efficiency. CFO Mike Burwell highlighted 300 basis points of margin expansion and a $224.4 million free cash flow turnaround as catalysts for raised guidance.

Guidance

For Q4 2025, NIQ expects revenue between $1.116 billion and $1.119 billion, above the $1.109 billion consensus. Full-year guidance now anticipates $4.175–$4.178 billion in revenue, with 5.5%–5.6% organic constant currency growth and 22% adjusted EBITDA margins.

Additional News

NIQ’s recent IPO in July raised $985.1 million, reducing debt and cutting annual interest expenses by $100 million. The company also disclosed strategic acquisitions to enhance technological capabilities in its 10-Q filing. Analysts praised the business model for its AI integration, while margin expansion and free cash flow improvements drew investor optimism.