Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Gartner, despite an expected increase in revenues, highlighting the importance of actual results compared to estimates for stock price movement [1][3]. Earnings Expectations - Gartner is projected to report quarterly earnings of $2.72 per share, reflecting a year-over-year decrease of 7.2%, while revenues are expected to reach $1.53 billion, an increase of 4.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.72% over the last 30 days, indicating a bearish sentiment among analysts regarding Gartner's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Gartner is lower than the consensus estimate, resulting in an Earnings ESP of -0.40%, complicating predictions for an earnings beat [10][11]. Historical Performance - Gartner has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +69.25% in the last reported quarter [12][13]. Stock Movement Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment and stock performance [14][16].

AUSTIN, Texas, April 15, 2025 (GLOBE NEWSWIRE) -- AutoScheduler.AI, an innovative Warehouse Orchestration Platform and WMS accelerator, announces that CEO Keith Moore and Axel Arias, Senior Director of Warehouse Operations for PepsiCo, will discuss how PepsiCo is leveraging artificial intelligence and orchestration to drive more efficient warehouse execution within its plant-based warehouses. The session occurs on Monday, May 5, from 1:35 PM to 1:55 PM EDT. AutoScheduler will be demoing its award-winning or ...

Company Overview - i4cp is the leading authority on next practices in human capital, producing more HR-related research than any other firm globally [2][7] - The company has been consistently growing through its subscription model and recently celebrated its 8th year on the Inc. 5000 list of the fastest-growing companies in the U.S. [2] Strategic Investment - M|C Partners, a Boston-based private equity firm, has made a strategic investment in i4cp to support its growth opportunities [1][9] - M|C Partners has invested $3.0 billion in over 150 companies over the past three decades, focusing on small and mid-size businesses in the digital infrastructure and technology services sectors [9] Leadership Changes - Terry Waters has been appointed as the new CEO of i4cp, bringing extensive experience from previous roles including CEO of Yankee Group and President for Evanta [3][5] - Kevin Oakes, co-founder of i4cp, will remain in a leadership role focused on human capital thought leadership and advisory offerings [4] Future Plans - The company aims to expand and enhance its offerings to better support CHROs and their leadership teams in addressing strategic human capital issues [5] - There is a focus on scaling operations to serve more organizations and leveraging the expertise of the new leadership team [3][5]

$32B Global IT Services Analyst, Gartner® (NYSE: IT), Continues to Focus on Digital Twins Across Industries Arlington, Virginia--(Newsfile Corp. - April 1, 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 in the Gartner® Hype Cycle™ for Digital Grid as a Sample Vendor in the Digital Twins category. The report states, "The digital grid faces the challenge of managing r ...

ASHBURN, Va., March 31, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced it has been recognized by Gartner as a Leader in the Magic Quadrant for Outsourced Digital Workplace Services. The evaluation was based on specific criteria that analyzed 18 companies for overall Completeness of Vision and Ability to Execute. For more information on DXC's Modern Workplace Services, visit https://dxc.com/us/en/offerings/modern-workplace DXC recogn ...

Core Viewpoint - Gartner reported better-than-expected fourth-quarter 2024 results, with significant increases in both earnings and revenue, despite a recent decline in share price [2][8]. Financial Performance - Adjusted earnings per share reached $5.5, exceeding the Zacks Consensus Estimate by 69.3% and increasing 79.3% year-over-year [2]. - Revenues totaled $1.7 billion, surpassing consensus estimates by 1.8% and improving 8.1% year-over-year [2]. Revenue Breakdown by Segments - Research segment revenues were $1.3 billion, growing 5.4% year-over-year, with a gross contribution margin of 74.1%, resulting in a gross contribution of $972 million [3]. - Conference revenues amounted to $251 million, reflecting a 17.2% year-over-year increase, with a gross contribution margin of 47.6%, leading to a gross contribution of $120 million [4]. - Consulting segment revenues reached $153 million, up 19.3% from the previous year, with a gross contribution margin of 35.1%, resulting in a gross contribution of $54 million [5]. Operating Performance - Adjusted EBITDA was $417 million, an 8% increase year-over-year [6]. Balance Sheet & Cash Flow - Cash and cash equivalents stood at $1.9 billion at the end of the quarter, up from $1.8 billion in the previous quarter [7]. - Long-term debt remained stable at $2.5 billion [7]. - Operating cash flow totaled $335.4 million, with free cash flow utilized at $110.2 million [7]. 2025 Outlook - The company raised its guidance for total revenues to at least $6.55 billion, up from the previous estimate of $6.23 billion [8]. - Adjusted earnings per share guidance was lowered to at least $11.45 from $11.75 [8]. Estimate Trends - There has been a downward trend in fresh estimates, with the consensus estimate shifting down by 8.36% [9]. VGM Scores - Gartner has a Growth Score of B but lags in Momentum Score with a D, and a Value Score of D, placing it in the bottom 40% for this investment strategy [10].

Core Insights - Varonis Systems, Inc. is participating as a Premier Exhibitor at the Gartner Security & Risk Management Summit scheduled for March 3-4, 2025, in Sydney, Australia [1][5] Company Activities - Varonis will showcase its Data Security Platform at booth 210, offering 1:1 demos to demonstrate how it helps companies understand risks, automatically fix exposures, and prevent data attacks while utilizing AI [2][6] Panel Discussion - A panel session titled "Executive's Guide to Securing Data in a New Era of Risk" will feature Varonis VP of APAC Scott Leach alongside other industry leaders discussing strategies for protecting sensitive data in the context of AI [3] Industry Context - The Gartner Security & Risk Management Summit will feature presentations from Gartner analysts on the latest research and advice for security and risk management leaders, with additional summits planned in various global locations throughout 2025 [5] Company Overview - Varonis is recognized as a leader in data security, focusing on continuous discovery and classification of critical data, exposure removal, and advanced threat detection through AI-powered automation [6][7] Customer Trust - Thousands of organizations globally rely on Varonis to protect their data across various environments, including SaaS, IaaS, and hybrid cloud, automating numerous security outcomes [7]

Financial Performance - Total revenues for Gartner, Inc. reached $6.3 billion in 2024, a 6% increase compared to 2023[131] - Net income increased to $1.3 billion in 2024 from $882.5 million in 2023, with diluted earnings per share rising to $16.00 from $11.08[131] - Research revenues grew to $5.1 billion in 2024, marking a 5% increase compared to 2023[132] - Conferences revenues increased to $583.2 million in 2024, a 15% rise compared to 2023[133] - Consulting revenues rose to $558.5 million in 2024, a 9% increase compared to 2023[134] - Total revenues for 2024 were $6.3 billion, an increase of $360.5 million compared to 2023, or 6% on both a reported basis and excluding foreign currency impact[146] - Net income was $1.3 billion in 2024, a 42% increase from $882.5 million in 2023, primarily due to a gain on event cancellation insurance claims and lower provision for income taxes[158] Revenue Breakdown - The cost of services and product development was $2.0 billion in 2024, reflecting a 6% increase from 2023, driven by higher personnel and conference expenses[148] - Selling, general and administrative (SG&A) expenses rose to $2.9 billion in 2024, a 7% increase from 2023, mainly due to increased personnel expenses[149] - Operating income decreased by 7% to $1.16 billion in 2024, primarily due to the prior year's gain from the sale of divested operations and increased operating expenses[153] - Research segment revenues increased by $238.6 million in 2024, or 5%, with a gross contribution margin of 74% for both years[161] - Consulting revenues increased by 9% year-over-year, with a 5% rise in labor-based consulting and a 21% increase in contract optimization[171] Cash Flow and Financial Position - Cash provided by operating activities was $1.5 billion in 2024, up from $1.2 billion in 2023[135] - As of December 31, 2024, Gartner, Inc. had $1.9 billion in cash and cash equivalents and approximately $0.7 billion in available borrowing capacity[135] - Cash provided by operating activities was $1.5 billion in 2024, up from $1.2 billion in 2023, primarily due to $300 million in insurance proceeds[180] - Cash used in financing activities was $710.1 million in 2024, including $700 million for share repurchases[182] - As of December 31, 2024, the company had $2.5 billion of principal amount of debt outstanding[184] Contract Value and Backlog - Contract value for Research was $5.3 billion at December 31, 2024, an 8% increase on a foreign currency neutral basis compared to the previous year[132] - The backlog for Consulting was $191.5 million at December 31, 2024[134] - Contract value for the Research segment increased by $382 million, or 8%, in 2024, indicating strong growth in client retention and wallet retention metrics[161] - Contract value increased to $5.3 billion at December 31, 2024, representing an 8% growth compared to December 31, 2023 on a foreign currency neutral basis[164] - Backlog increased by $28.5 million, or 17%, from December 31, 2023 to December 31, 2024[172] Tax and Insurance Claims - The effective income tax rate decreased to 9.6% in 2024 from 23.1% in 2023, attributed to net tax benefits from an intercompany transfer of intellectual property[157] - Gain on event cancellation insurance claims was $300 million in 2024, significantly higher than $3.1 million in 2023, resolving litigation from 2020 and 2021[155] Sales and Workforce - The number of quota-bearing sales associates increased by 6% to 5,102 in 2024, with Global Technology Sales associates rising by 4% and Global Business Sales by 9%[150] Foreign Currency Exposure - A significant portion of the company's revenues are derived from sales outside of the United States, with major foreign currencies including Euro, British Pound, Japanese Yen, Australian Dollar, and Canadian Dollar[193] - As of December 31, 2024, the company had $1.9 billion in cash and cash equivalents, with a substantial portion in foreign currencies[194] - A 10% change in foreign currency exchange rates could result in an approximate $78.6 million increase or decrease in reported cash and cash equivalents[194] - The company typically enters into foreign currency forward exchange contracts to mitigate transaction risk, with an immaterial net unrealized loss as of December 31, 2024[195] - The majority of the company's cash equivalents and financial instruments are with large investment grade commercial banks, limiting concentration of credit risk[196] - The company's diverse customer base and geographic dispersion contribute to limited concentration of credit risk in fees receivable[196]

Financial Data and Key Metrics Changes - In Q4 2024, contract value grew by 8% year-over-year, with revenue of $1.7 billion, up 8% as reported and FX neutral [9][24] - EBITDA for Q4 was $417 million, an increase of 8% as reported and 9% FX neutral, while adjusted EPS was $5.45, up 79% compared to Q4 2023 [24][39][42] - Free cash flow for Q4 was $311 million, a 59% increase year-over-year, contributing to a full-year free cash flow of almost $1.4 billion, up 31% from 2023 [45][46] Business Line Data and Key Metrics Changes - Research revenue in Q4 grew by 5% year-over-year, with subscription revenue increasing by 8% on an FX-neutral basis [25] - Global Technology Sales (GTS) contract value reached $4 billion, up 7% year-over-year, with new business growth of 13% [29][30] - Global Business Sales (GBS) contract value was $1.2 billion, up 12% year-over-year, with new business growth of 15% [31] Market Data and Key Metrics Changes - The majority of industry sectors grew at double-digit or high single-digit rates, particularly in healthcare, manufacturing, and public sectors [28] - GTS wallet retention was 102% for the quarter, indicating net growth even before new client additions [30] - GBS retention was 106%, reflecting strong net growth with existing clients [32] Company Strategy and Development Direction - The company aims for long-term double-digit revenue growth, focusing on a powerful client value proposition and a vast addressable market opportunity [20][64] - Plans for 2025 include mid-single-digit growth in GTS quota-bearing headcount and double-digit growth in GBS [58][61] - The company is committed to returning capital to shareholders through share repurchase programs while also considering strategic tuck-in M&A opportunities [48][84] Management's Comments on Operating Environment and Future Outlook - Management noted that geopolitical tensions and supply chain disruptions have created a complex operating environment, but Gartner remains resilient [9][10] - The outlook for 2025 includes expectations for research revenue growth of at least $5.365 billion, with FX-neutral growth of about 6% [61] - Management emphasized the importance of AI and continuous innovation as key components of their strategy to enhance client services and internal efficiency [100][103] Other Important Information - The company repurchased over $735 million in stock during 2024 and has more than $900 million of authorization for future repurchases [48][64] - The dollar's strength against major currencies is expected to pose a 2 percentage point headwind to revenue and EBITDA growth for the full year [50] Q&A Session Summary Question: Insights on renewal risk and trends in U.S. Federal Government sales - Management indicated that prior year contract value growth is a significant driver of subscription revenue growth, with Q1 being a heavy renewal quarter [70] Question: Expectations for tech vendor growth - Management expects the tech vendor market to return to a more normalized state, with continued acceleration anticipated throughout the year [79] Question: Approach to public sector hiring - Management highlighted the diversification in public sector clients across 74 countries and emphasized a thoughtful approach to hiring in this segment [88][90] Question: Pricing strategy and pushback - The average price increase was slightly below 4%, with no significant pushback noted compared to previous years [141]

Gartner, Inc. (IT) has reported better-than-expected fourth-quarter 2024 results.See Zacks Earnings Calendar to stay ahead of market-making news.The company’s adjusted earnings per share of $5.6 beat the Zacks Consensus Estimate by 69.3% and increased 79.3% from the year-ago quarter. Revenues of $1.7 billion surpassed the consensus estimate by 1.8% and improved 8.1% year over year.The IT stock has gained 16.6% in a year, outperforming the 7.8% rally of the industry it belongs to.Gartner, Inc. Price, Consens ...