Edge Total Intelligence Recognized in the Gartner Hype Cycle for the Future of Enterprise Applications, 2024$32B Global IT Services Analyst, Gartner (IT), Provides Guidance on FutureJune 12, 2025 3:01 AM EDT | Source: Edge Total Intelligence Inc.Arlington, Virginia--(Newsfile Corp. - June 12, 2025) - Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFYF) (FSE: Q5i) ("edgeTI", "Company"), a leading provider of real-time digital twin software, announces the Company was Recognized by Gartner® ( ...

It has been about a month since the last earnings report for Gartner (IT) . Shares have lost about 2.8% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Gartner due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, e ...

MIAMI, June 04, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, has once again been recognized as a 2025 Customers’ Choice in the Gartner® Peer Insights™ “Voice of the Customer” for Data Security Posture Management (DSPM). This marks the second consecutive year Varonis received this prestigious distinction. Varonis is proud to be one of the highest scoring vendors, with an impressive 4.9 out of 5 stars out of 149 reviews and more five-star ratings, as of February ...

Gartner (IT) FY Conference June 03, 2025 04:20 PM ET Speaker0 Alright. Good afternoon, everybody, and welcome to the Gartner presentation. I'm Andrew Nicholas, and I'm the business services analyst here at William Blair. Before we get started, I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com. With that out of the way, I'm very pleased to welcome Gartner CFO Craig Safian to the forty fifth Annual Growt ...

Gartner (IT) FY 2025 Annual General Meeting May 29, 2025 10:00 AM ET Speaker0 Annual Meeting of Stockholders audio webcast. Please note that this event is being recorded. No one attending the meeting is permitted to use any audio recording device. I would like to turn the conference over to your host, mister Thomas Kim, chief legal officer and corporate secretary of Gartner Inc. Please go ahead, sir. Speaker1 Good morning, and welcome to the twenty twenty five Annual Stockholders Meeting of Gartner Inc. I a ...

Financial Data and Key Metrics Changes - Gartner has demonstrated a long-term experience of delivering double-digit top-line growth with a contract value CAGR of 14% over ten years and free cash flow CAGR of 16% [4][29] - The company expects EBITDA margins to be at least 23.5% for the year, with structural improvements leading to margins running in the mid to low 20% range [23][28] Business Line Data and Key Metrics Changes - The Research segment is the largest and most profitable, with contribution margins in the low to mid 70% [12][13] - The Conferences segment provides a platform for client engagement with around 50% gross margins [21] - The Consulting segment focuses on high-level IT labor-based strategy and project management services, contributing to overall revenue [22] Market Data and Key Metrics Changes - Gartner's contract value is approximately $5.1 billion, with an identified addressable market of around $200 billion [20] - About two-thirds of contract value is generated in North America, with growth opportunities identified both domestically and internationally [41] Company Strategy and Development Direction - The company aims to expand its sales force and penetrate new territories to capture more of the addressable market [41][42] - Gartner's strategy includes leveraging AI to enhance efficiency within its research organization and services team [36] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that while the company is resilient to macroeconomic challenges, it is not completely immune to a difficult selling environment [42] - The focus remains on generating valuable insights and productizing them to deliver ongoing value to clients [41] Other Important Information - Gartner's business model is characterized by strong free cash flow generation, with annual free cash flow expected to exceed $1 billion [29] - The company has a strong balance sheet with excess cash of about $2.1 billion, targeting a gross debt to EBITDA ratio of about 2 to 2.1 times [30][31] Q&A Session Summary Question: How does AI affect Gartner's business? - Gartner is leveraging AI to help clients with strategy and challenges while also using it internally to improve efficiency in research and sales training [35][36] Question: What is the percentage of clients on each subscription tier? - The most commonly purchased product is the advisor product, priced around $45,000 to $50,000, with reference products at about $20,000 and higher-end services ranging from $75,000 to $80,000 [38][39] Question: What are the key drivers for growth? - Growth drivers include generating valuable insights, expanding sales territories, and hiring sellers, with a focus on execution and resilience in challenging macro environments [41][42]

Group 1 - The article discusses the investment approach focused on fundamentals, emphasizing the importance of long-term durability and affordability in stock selection [1] - It challenges the misconception that low multiple stocks are inherently cheap, advocating for a focus on companies with steady long-term growth and strong balance sheets [1] - The author acknowledges the risks associated with investing in successful companies, particularly the potential to overpay, highlighting the significance of valuation [1] Group 2 - The article expresses confidence in the continued growth strength of Gartner, Inc. (NYSE: IT), which was previously recommended as a buy [1]

Gartner, Inc. (NYSE: IT ) reported a mixed Q1 in my opinion. I wanted to go through the numbers and give some comments on the next few quarters regarding the company’s outlook and why I am still hesitant currently.MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analy ...

Gartner, Inc. (IT) has reported first-quarter 2025 results wherein earnings surpassed the Zacks Consensus Estimate and revenues met the same.The company’s adjusted earnings per share of $2.98 beat the Zacks Consensus Estimate by 9.6% and increased 1.7% from the year-ago quarter. Revenues of $1.5 billion met the consensus estimate and improved 4.2% year over year.The IT stock has declined 2.3% in a year compared with the 4.1% fall of the industry it belongs to and 9.1% growth of the Zacks S&P 500 Composite.G ...

For the quarter ended March 2025, Gartner (IT) reported revenue of $1.53 billion, up 4.2% over the same period last year. EPS came in at $2.98, compared to $2.93 in the year-ago quarter.The reported revenue represents no surprise over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $2.72, the EPS surprise was +9.56%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some ...