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Investing.com -- GlobalData PLC (LON:DATA) reported Monday that it expects its revenue performance for the financial year ending December 31, 2025, to be in line with market expectations.
The data and technology company delivered 13.5% revenue growth in the third quarter, partly driven by an improvement in underlying subscription revenue growth to 2%, up from 1% in the first half of 2025. The company also benefited from revenues from recently completed acquisitions.
GlobalData noted that its Contracted Forward Revenue as of September 30, 2025, accelerated to 4% growth on an underlying basis, compared to 3% in the first half of 2025.
Despite this growth, the company has tempered its profitability expectations slightly for FY25. The second half Adjusted EBITDA margin is now expected to be approximately 37%, lower than previously anticipated. For the full year, the Adjusted EBITDA margin is projected to be approximately 35%, with an organic margin of approximately 38%.
The company attributed the adjusted outlook to continued investment in the second half of the year and slower-than-expected integration of acquired businesses.
Looking ahead to FY26, GlobalData expects recent acquisitions and its Growth Transformation Plan to achieve run-rate cost synergies by the end of FY25, with synergy contributions driving the Group margin back toward the 40% benchmark.
The fourth quarter represents GlobalData’s largest quarter for billing, including both renewals and new clients. The company expressed confidence that stable renewal rates and innovative client solutions will build upon current momentum.