{"filings":[{"id":2162202,"accession_number":"0001628280-26-055207","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2026-08-10T20:05:49+00:00","items":["2.02","9.01"],"status":"ready","headline":"NIQ Q2 revenue $1.12B (+8%), adj EPS $0.27, EBITDA margin 23.3%; FY26 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1,124.2M, +8.0% YoY; OCC growth 5.8%; Adjusted EBITDA $261.9M, +21.9%, margin 23.3% (up 270 bps).","Adjusted net income $78.7M; Adjusted EPS $0.27 (vs -$0.01); reported net loss attributable to NIQ $30.5M.","FY26 guidance raised: 5.2-5.6% OCC revenue growth, 23.5-23.9% EBITDA margin, $245-255M levered FCF.","Levered FCF improved $137.3M to $74.1M; S&P upgraded credit rating to B+ from B on improved cash generation.","Annualized Intelligence Subscription revenue $3,017.6M (+5.8%); acquired YiMian data & insights business in China/SE Asia."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":668356,"accession_number":"0002054696-26-000018","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2026-05-26T20:27:20+00:00","items":["5.07"],"status":"ready","headline":"NIQ shareholders approve all AGM proposals including buyback authorization and capital reduction","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four Class I directors elected: Gabriela Weiss, Racquel Harris Mason, Charlotte Simonelli, Todd Lachman.","Ernst & Young ratified as auditor for FY2026; 262M for, 3.8M against.","Say-on-pay approved with 253.5M for; frequency set to 1 year (254M votes for 1-year).","Authorization granted for market purchases of ordinary shares (265.8M for).","Capital reduction and creation of distributable reserves approved as special resolution (265.7M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":77446,"accession_number":"0001628280-26-034786","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2026-05-14T11:01:11+00:00","items":["2.02","9.01"],"status":"ready","headline":"NIQ Q1 beats guidance with 11.1% revenue growth; Adj. EBITDA margin expands to 21.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,072.7M, +11.1% reported / +5.1% OCC; Americas OCC +9.3%","Adj. EBITDA $224.8M, +19.1% YoY; Adj. net income positive $43.4M vs -$4.5M prior year","Net loss attributable to NIQ $90.1M, improved 24.8% YoY; diluted loss per share $0.31 vs $0.49","Reaffirmed FY2026 guidance: 5.0%-5.3% OCC growth, 23.5%-23.8% Adj. EBITDA margin, $235M-$250M levered FCF","Expanded 2026 Restructuring Program; expects additional annualized cost savings of ~$70M-$80M"],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1072700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112339,"accession_number":"0001628280-26-012571","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NIQ reports strong Q4/FY25: revenue $1.139B +9.2%, Adj EBITDA $289.2M +30.2%; positive FCF; FY26 guide","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1,139.1M (+9.2% YoY); Intelligence OCC revenue grew 7.7%; Activation OCC -1.2%. Adjusted EBITDA $289.2M (+30.2%), margin 25.4%.","FY25 revenue $4,198.4M (+5.7% OCC); Adjusted EBITDA $916.5M (+23.8%), margin 21.8% (+320 bps). Net loss improved to $353.3M from $798M.","Achieved positive free cash flow $35.8M in FY25, ahead of schedule. Levered FCF in H2 2025: $315.3M. Net operating cash flow $298.7M, up $224.8M YoY.","FY26 guidance: OCC revenue growth 5.0%-5.3%, Adj EBITDA margin 23.5%-23.8%, levered FCF $235M-$250M.","Announced tech-enabled cost-efficiency actions to enhance 2026 margins; AI embedded across operations to boost productivity and lower cost-to-serve."],"consensus_eps_estimate":0.292,"consensus_eps_actual":-1.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":4198400000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112338,"accession_number":"0001628280-26-004464","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"NIQ Global Intelligence COO Tracey Massey resigns; role not replaced","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tracey Massey resigns as COO effective Jan 30, 2026 for personal reasons; no disagreement.","Massey will serve as Advisor to CEO until Sep 30, 2026; COO duties assumed by CEO and exec team.","Separation agreement provides $1,938,993 severance, continued salary/benefits through Sep 30, 2026, equity vest extended.","Company reaffirms Q4/FY2025 guidance provided Nov 13, 2025; no change to expectations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128921,"accession_number":"0001628280-25-051837","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NIQ Q3 revenue $1.05B +7.2% YoY, beats expectations; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,052.6M (+7.2% YoY); organic constant currency growth 5.8% (ahead of expectations).","Adjusted EBITDA $223.7M (+24.9% YoY), margin 21.3% (+300 bps YoY); net loss improved to $198.6M.","Levered free cash flow $224.4M in Q3; raised FY2025 OCC growth guidance to 5.5%-5.6%, ~22% Adj EBITDA margin.","July IPO netted $985.1M; refinancing reduced annual interest expense by ~$100M; revolver increased to $750M."],"consensus_eps_estimate":0.0079,"consensus_eps_actual":-1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":3059300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145640,"accession_number":"0002054696-25-000009","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NIQ Q2 revenue $1.04B (+5.6% YoY), Adj EBITDA margin 20.6%, completes IPO/debt refi","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $14.1M, adjusted net loss $1.6M; Adjusted EBITDA $214.9M (+15.7%), margin 20.6% (+180bps).","Intelligence revenue +7.5% organic CC; Annualized Intelligence Subscription $2.77B with 105% Net Dollar Retention.","IPO net proceeds $985.1M + debt refinancing cut annual interest by ~$100M; targeting ~3.5x net leverage by YE 2025.","FY 2025 guidance: 5.2%-5.4% organic CC revenue growth, ~21% Adj EBITDA margin, $245M-$275M FCF in H2.","Acquired Gastrograph AI and M-Trix; expanded Digital Shelf to 70 markets; NPS hit 45, up 7 pts."],"consensus_eps_estimate":null,"consensus_eps_actual":-880000.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":2006700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145639,"accession_number":"0001193125-25-164427","cik":2054696,"company_name":"NIQ Global Intelligence plc","ticker":"NIQ","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["1.01","3.03","5.03","5.02","9.01"],"status":"ready","headline":"NIQ Global Intelligence adopts post-IPO equity plan, shareholders' agreement, and amended articles","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Adopted 2025 Equity Incentive Plan on July 22, 2025, covering options, SARs, restricted shares, and performance awards.","Entered into Shareholders' Agreement on July 22, 2025, among the company and other parties with related-party relationships.","Amended Articles effective July 22, 2025, authorize 1.5B ordinary shares, 150M preferred shares, and 25M Euro deferred shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2473242511.7251186,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}