Gartner, Inc. Earnings Recaps
Q1 2026
May 6, 2026
Gartner’s shares edged up modestly by 2.3% after reporting results that were generally in line with expectations, but the market reaction suggests cautious investor sentiment likely due to geopolitical headwinds slowing client decisions late in the quarter.
Key takeaways
- Revenue, EBITDA, adjusted EPS, and free cash flow came ahead of expectations during the first quarter.
- New business with enterprise leaders showed strength in January and February but slowed in March amid geopolitical uncertainty.
- Year-over-year contract value growth accelerated in Q1, indicating underlying demand remains intact.
- Expense management remained agile, supporting margin stability despite external challenges.
- Management highlighted ongoing business transformation efforts focused on impact, volume, timeliness, and user experience to drive client engagement and retention.
Q3 2025
Nov 4, 2025
Gartner delivered stronger-than-expected financial results in Q3 2025, with solid client retention and significant stock repurchases, positioning the company for sustained long-term growth amid a dynamic macroeconomic environment.
Key takeaways
- Adjusted EBITDA surpassed expectations, reflecting effective operational adaptations and ongoing client value delivery.
- Contract value grew 3% year-over-year, with a 6% increase when excluding U.S. federal government contracts.
- Client retention improved, alongside higher engagement levels, signaling a positive trajectory for future renewals.
- The company repurchased over $1 billion in stock, reducing the share count by 6% year-over-year.
- Strong demand for AI insights is driving increased productivity, with a 31% rise in content published per analyst year-over-year.