NIQ Global Intelligence plc (NIQ) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript

Jeffrey Meuler
Robert W. Baird & Co. Incorporated, Research Division

Get going. I’m Jeff Meuler, Baird’s information solutions analyst. Pleased to introduce NIQ or Nielsen IQ, which is a leading consumer spending intelligence company with a 360-degree view of the global consumer. The company provides must-have data and solutions for consumer products companies and retailers globally with a subscription-centric revenue model. It’s a transformation story under current management with significant proof points, and we think a lot of runway to get into it. I have Mike Burwell, the company’s CFO, on stage with me. Mike, thanks for being here. To start, for those that aren’t familiar with NIQ, just help us understand, and I think this kind of goes a long way to AI defensibility and opportunity, but help us understand your information stories and resources and why AI isn’t a risk to you as the market appears to be pricing in?

Michael Burwell
Chief Financial Officer

Thanks, Jeff, and thanks for having me here. Look, when I think about us, we are a mission-critical system for the largest consumer brands and retailers overall. We are deeply embedded in our clients’ decision processes. Frankly, and many of them would tell you that they can’t operate without us. We’re very sticky for our 23,000 clients. And when I say sticky, I think about our NDR is 104%, and it’s been in that 104%, 105% range, and our GDR is at 99% and so there’s not a lot of customer churn that’s in place that is evidence of that. Clients are increasingly engaging us in terms of how critical we are to their infrastructure and our information.