NowVertical Group (NOW) Lytham Partners 2026 Consumer & Technology Investor Summit summary

Business overview and value proposition

• Focuses on enabling AI for businesses by building strong data foundations and integrating acquisitions under one brand.

• Delivers value through domain expertise, global delivery, and agent-assisted methods to maximize client ROI.

• Offers two main revenue streams: data and analytics solutions/services and reselling, with solutions/services making up over 89% of revenue.

• Long-term, multi-year enterprise relationships drive recurring revenue and account expansion.

Strategic priorities and growth plans

• Immediate priorities include expanding enterprise accounts and deepening the Google Cloud partnership, with a focus on launching formal go-to-market strategies in all operating countries.

• Integration of acquisitions has enabled global delivery and the transfer of capabilities across markets.

• Investment is centered on commercial growth, expanding initial opportunities, and disciplined capital allocation, with organic growth prioritized over acquisitions.

• Strengthening the balance sheet and reducing debt are ongoing priorities.

AI offerings and differentiation

• NowUnlock AI provides a structured approach to scaling AI from opportunity to enterprise-wide implementation, focusing on measurable business outcomes.

• Differentiates from traditional consulting by combining domain expertise, practical delivery, and embedded AI in processes, not just strategy.

• AI-driven productivity improvements have led to significant margin gains and faster client ROI, such as reducing analysis time by 90% in recent engagements.