secwatch.observer — SEC 8-K summary
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Issuer:     NIQ Global Intelligence plc (NIQ)
CIK:        0002054696
Form:       8-K
Filed at:   2026-02-27T23:59:59+00:00
Accession:  0001628280-26-012571
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NIQ reports strong Q4/FY25: revenue $1.139B +9.2%, Adj EBITDA $289.2M +30.2%; positive FCF; FY26 guide
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2054696/000162828026012571/0001628280-26-012571-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2054696/000162828026012571/niq-20260227.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-012571

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