NIQ International Intelligence plc (NIQ) Presents at 2026 Baird International Client, Know-how & Providers Convention Transcript

Jeffrey Meuler
Robert W. Baird & Co. Integrated, Analysis Division

Get going. I am Jeff Meuler, Baird’s info options analyst. Happy to introduce NIQ or Nielsen IQ, which is a number one client spending intelligence firm with a 360-degree view of the worldwide client. The corporate offers must-have knowledge and options for client merchandise corporations and retailers globally with a subscription-centric income mannequin. It is a transformation story underneath present administration with vital proof factors, and we predict lots of runway to get into it. I’ve Mike Burwell, the corporate’s CFO, on stage with me. Mike, thanks for being right here. To begin, for people who aren’t acquainted with NIQ, simply assist us perceive, and I feel this sort of goes an extended method to AI defensibility and alternative, however assist us perceive your info tales and assets and why AI is not a threat to you because the market seems to be pricing in?

Michael Burwell
Chief Monetary Officer

Thanks, Jeff, and thanks for having me right here. Look, after I take into consideration us, we’re a mission-critical system for the biggest client manufacturers and retailers total. We’re deeply embedded in our purchasers’ choice processes. Frankly, and plenty of of them would let you know that they cannot function with out us. We’re very sticky for our 23,000 purchasers. And after I say sticky, I take into consideration our NDR is 104%, and it has been in that 104%, 105% vary, and our GDR is at 99% and so there’s not lots of buyer churn that is in place that’s proof of that. Shoppers are more and more partaking us when it comes to how crucial we’re to their infrastructure and our info.