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GlobalData
GlobalData (DATA) investor relations material
GlobalData H2 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 TU earnings summary14 Jan, 2026
Executive summary
Achieved significant progress on the Growth Transformation Plan, focusing on AI investment, talent, and integrating six acquisitions.
Entering 2026 in a strong position with new AI-enabled solutions and enhanced platform capabilities.
Financial highlights
Expected FY25 revenue of approximately £322m, up 13% year-over-year, with 1% organic growth.
Subscription revenue grew 1% organically, with Healthcare up 2% and Non-Healthcare flat.
Adjusted EBITDA expected at around £110m, with a margin of 34%.
Net debt projected at £110m after over £110m in share buybacks and £40m in acquisitions.
Over £200m in available credit facility as of year-end.
Outlook and guidance
Contracted Forward Revenue expected to grow 6%, with 3% organic growth.
Margins anticipated to return toward 40% in 2026.
Recurring revenue model provides about 80% visibility over 2026 analyst revenue consensus.
Consistent renewal rates and robust outlook across all end markets.
Impact of investments on organic growth?
Drivers for 40% margin target in 2026?
Strategic benefits of Main Market listing?
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Next GlobalData earnings date
H2 20259 Mar, 2026
GlobalData
Next GlobalData earnings date
H2 20259 Mar, 2026
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Frequently asked questions
GlobalData PLC is a UK-based company specializing in data analytics, consulting, and business intelligence services. The company provides a comprehensive suite of proprietary data, analytics, and insights through its integrated platform, which supports a wide range of industries. These industries include aerospace, defense, agribusiness, automotive, healthcare, and financial services, among others. GlobalData's offerings are categorized into Intelligence Centers, which provide sector-specific market and thematic intelligence, Consultancy services for customized solutions, and a Marketplace that includes reports, company profiles, and direct data services. The company is headquartered in London, England, and its shares are listed on the London Stock Exchange.
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