Nielsen Holdings plc (NYSE:NLSN) reported its Q4 results, with EPS of $0.46 coming in better than the consensus estimate of $0.35, largely due to taxes. Revenue was $894 million, compared to the consensus estimate of $898.13 million.

Improvement in Audience Measurement was offset by a surprising decline in Content which could weigh on Q1/22 as well. Although OCC revenue growth guidance of 4-5% and flattish margins for the full 2022 were roughly in line with expectations, weaker revenue growth in the first half of this year along with margin compression could further weigh on investor sentiment.

Despite the solid progress on new products, digital transformation, and "Nielsen One", analysts at RBC Capital said that competitive concerns and changing media landscape continue to weigh on the company’s stock. The analysts lowered their price target on the company's shares to $20 from $25, while maintaining their sector perform rating.