NIQ Global Intelligence merilis transkrip webcast laba kuartal II 2026
Reuters2026/08/11 21:22- NIQ Global Intelligence memaparkan hasil kuartal II 2026 dalam earnings call yang dihadiri CEO James Michael Peck, CFO Michael J. Burwell, Troy Treangen.
- Pertumbuhan pendapatan organik mata uang konstan 5,8%; adjusted EBITDA naik 21,9% menjadi USD 262 juta; margin 23,3%; adjusted EPS USD 0,27.
- Levered free cash flow berbalik positif USD 74,1 juta; net leverage turun ke 3,1x; kas USD 417 juta.
- Proyeksi setahun penuh 2026 dinaikkan: pertumbuhan OCC 5,2%-5,6%; margin 23,5%-23,9%; adjusted EPS USD 1,08-1,12; LFCF USD 245-255 juta.
- Manajemen menyoroti retensi Q2: NDR 105% dan GDR 99%; annualized Intelligence subscription revenue melampaui USD 3 miliar, naik 5,8%.
- Pendapatan AI-native tumbuh 34% di Q2; 51% dari 100 klien teratas memakai setidaknya satu solusi AI-native.
- Connect AI mengumumkan klien charter, termasuk Purina; pipeline 49 peluang; model monetisasi diuji, termasuk berbasis konsumsi.
- Optiq Bridge untuk akses MCP masih beta; peluncuran penuh awal September; rilis bertahap menambah cakupan global dan consumer panel.
- NIQ menargetkan peluncuran pengukuran agentic commerce tahun ini, termasuk metrik share of prompt, share of discovery, klik, konversi.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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