REG - GlobalData PLC - Trading Update and Capital Markets Event

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RNS Number : 9988D  GlobalData PLC  20 October 2025

20 October 2025

 

 

 

 

GlobalData Plc

Trading Update and Capital Markets Event

 

GlobalData Plc, the leading data, insight, and technology company, today
provides an update on its trading performance for the current financial year
ending 31 December 2025 ("FY25").

 

Revenue performance for FY25 expected to be in-line with market expectations

 

In the third quarter, the Group delivered revenue growth of 13.5%, driven in
part by progression in underlying subscription revenue growth to 2% (H1 2025:
1%), and the positive impact of revenues from recently completed acquisitions.
We continue to see improved momentum in underlying Contracted Forward Revenue,
which as at 30 September 2025, accelerated to 4% growth on an underlying basis
(H1 2025: 3%). Accordingly, against the backdrop of some macro-economic
challenges and foreign currency headwinds, we continue to expect to deliver
low single-digit underlying revenue growth for FY25, in line with the market
consensus.

 

FY25 profitability expectations tempered slightly; FY26 unchanged

 

With continued investment in the second half and the acquired businesses being
integrated more slowly than expected, the second half Adjusted EBITDA margin
is now expected to be lower than previously anticipated at approximately 37%
(H1 2025 33%). The Adjusted FY25 EBITDA margin is now expected to be
approximately 35% (FY25 Organic Margin of approximately 38%).

 

The recent acquisitions and the GTP are expected to achieve expected run-rate
cost synergies by the end of FY25 leaving synergy-contribution expectations
for FY26 unchanged with their beneficial contributions driving the Group
margin back towards the 40% benchmark.

 

Encouraging progress in Contracted Forward Revenue and subscription growth

 

GlobalData is well positioned to drive further growth through the continued
execution of the Growth Transformation Plan. The fourth quarter ("Q4") is the
Group's largest quarter for billing, for both renewals and new logos. As we
progress through Q425, we have been encouraged by the progress in Contracted
Forward Revenue growth and the modest acceleration in underlying subscription
revenue growth, and remain confident that our stable renewal rates and
innovative client solutions will build upon this momentum.

 

Capital Markets Event

 

On 24 November 2025, the Group will be hosting a Capital Markets Event which
will focus on the recent developments of the GlobalData platform, focusing on
our investments made in AI-enablement and the beneficial differentiation we
are achieving in terms of client engagement and experience.

 

 

-ENDS-

ENQUIRIES

 

 GlobalData Plc
 Mike Danson, Chief Executive Officer        0207 936 6400
 Graham Lilley, Chief Financial Officer

 J.P. Morgan Cazenove (Nomad, Joint Broker)  0203 493 8000
 Bill Hutchings
 Mose Adigun

 Panmure Liberum (Joint Broker)              0203 100 2000
 Rupert Dearden
 James Sinclair-Ford

 Investec Bank Plc (Joint Broker)            0207 597 5970

 Henry Reast

 Virginia Bull

 FTI Consulting LLP (Financial PR)           0203 727 1000
 Edward Bridges                              globaldata@fticonsulting.com
 Dwight Burden
 Emma Hall

 

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