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12:00
Aug 04 ◎

IT FY2026 Q2 Watch

Gartner, Inc. (IT) FY2026 Q2 Earnings Call

IT ▾

Craig Safian

Guidance for EBITDA, EPS, and free cash flow was raised. Management expects CV growth to continue to reaccelerate, though it refrained from providing a near-term quantitative CV target. Long-term EPS growth of 12%+ reaffirmed.

"We are positioned to accelerate CV growth in 2026. and we expect to deliver adjusted EPS on a compound basis above 12% over the next three years."

IT WATCH

HIGH

12:00
May 05 ◎

IT FY2026 Q1 Watch

Gartner, Inc. (IT) FY2026 Q1 Earnings Call

ANTHROPIC ▾

Gene Hall

Gartner saw the need for immediate guidance to clients following a security event, illustrating its role in providing timely, forward-looking recommendations regarding third-party technology risks.

"A recent example includes recommendations for heads of software engineering in response to the dramatic change in the security landscape posed by Anthropix mythos."

ANTHROPIC WATCH

HIGH

13:00
Feb 03 ◎

IT FY2025 Q4 Watch

Gartner, Inc. (IT) FY2025 Q4 Earnings Call

IT MSFT CRM ▾

Gene Hall

Management explicitly assumes the difficult selling environment persists through 2026, with CV growth only gradually accelerating. Guide implies revenue growth of just 2% FX neutral, below prior recovery expectations.

"we're assuming the economy is not going to get better at all"

IT WATCH

Gene Hall

Gartner's neural-network topic model and 'Ask Gartner' AI are driving a step-change in client engagement, with users showing substantially higher renewal rates. This is an internal signal that enterprises are increasingly reliant on AI-hubbed knowledge access, not just AI compute. — Demonstrates that AI-augmented research and workflows are becoming a key driver of enterprise retention, validating the ecosystem play of vendors embedding AI into content and collaboration stacks.

"Licensed users who used Ask Gartner had substantially higher renewal rates than those who did not"

MSFT WATCH

Gene Hall

Management plans to grow quota-bearing headcount modestly, with a focus on business developers (new logo sales), while keeping sellers flat. This reflects a strategy to hunt for new logos rather than farm existing accounts in a budget-constrained environment. — Indicates that even top research/insights vendors are shifting go-to-market spend to net-new acquisition, implying demand for existing-account expansion is weak—negative signal for enterprise software sales execution broadly.

"we have very modest Salesforce expansion plan for 2026"

CRM WATCH

HIGH

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