GlobalData (DATA) H2 2025 TU earnings summary

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.