Core Viewpoint - Gartner reported quarterly earnings of $2.98 per share, exceeding the Zacks Consensus Estimate of $2.72 per share, and showing a year-over-year increase from $2.93 per share [1] - The company has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - Gartner's revenues for the quarter ended March 2025 were $1.53 billion, matching the Zacks Consensus Estimate and reflecting a year-over-year increase from $1.47 billion [2] - The company has also exceeded consensus revenue estimates in the last four quarters [2] Stock Performance and Outlook - Gartner shares have declined approximately 11.9% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $3.28, with expected revenues of $1.66 billion, and for the current fiscal year, the estimate is $12.18 on revenues of $6.51 billion [7] Industry Context - The Consulting Services industry, to which Gartner belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Gartner's stock performance [5]

Gartner (IT) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants David Cohen - Senior Vice President, Investor RelationsEugene Hall - CEO & ChairmanCraig Safian - Executive VP & CFOFaiza Alwy - Managing Director, US Company Research Conference Call Participants Jeffrey Meuler - AnalystToni Kaplan - Executive Director, Senior Equity Research AnalystGeorge Tong - Sr. Research Analyst - Equity ResearchJoshua Chan - Director, Equity Research AnalystJason Haas - Director & Senior Equity Research ...

Financial Data and Key Metrics Changes - In Q1 2025, contract value grew by 7% year-over-year, with revenue at $1.5 billion, up 4% year-over-year and 6% FX neutral [21][22][23] - Adjusted EBITDA was $385 million, up 1% as reported and 3% FX neutral compared to Q1 2024 [23][33] - Adjusted EPS increased to $2.98, a 2% rise from the previous year, with free cash flow reaching $288 million, up 73% year-over-year [36][45] Business Line Data and Key Metrics Changes - Research segment contract value grew by 7%, with subscription revenue increasing by 8% FX neutral [6][23] - Global Technology Sales (GTS) contract value rose by 6%, while Global Business Sales (GBS) saw an 11% increase [7][28] - Consulting revenue grew by 5%, with contract optimization revenue significantly up by 38% [9][31] Market Data and Key Metrics Changes - The US Federal Government represented approximately 4% of total contract value, with a challenging renewal environment impacting results [17][26] - Contract value growth was broad-based across various sectors, with high single-digit growth in energy, healthcare, and manufacturing [25] - Canada faced a more challenging selling environment, impacting overall performance [26] Company Strategy and Development Direction - The company aims for sustained double-digit growth, focusing on agility and targeted investments [5][16] - Continuous improvement and innovation are core elements of the strategy, with plans to grow sales headcount in the mid-single digits [15][44] - The company is committed to disciplined cost management while investing for future growth and returning capital to shareholders through share repurchase programs [10][20] Management's Comments on Operating Environment and Future Outlook - Management highlighted the high level of macroeconomic uncertainty affecting decision-making processes [11][12] - The company expects to reaccelerate contract value growth to 12% to 16% when the macroeconomic environment stabilizes [16][48] - The updated guidance reflects a cautious outlook, incorporating recent performance and macroeconomic trends [41][46] Other Important Information - The company repurchased $163 million of stock in Q1, maintaining a strong liquidity position with $2.1 billion in cash [38][37] - The expected free cash flow for 2025 is at least $1.145 billion, reflecting a conversion from GAAP net income of 137% [46][91] Q&A Session Summary Question: What percentage of the contract value base is impacted by directly affected areas? - The primary impacted area is the US Federal Government, with plans to control headcount carefully in that segment while growing in non-impacted areas [51][53] Question: What is the revenue recognition treatment for early cancellations among US federal contracts? - Approximately $30 million worth of termination notices have been received, which remains in contract value as revenue continues to be recognized [59][61] Question: Can you elaborate on the guidance changes and the impact of federal contract renewals? - The guidance reflects a combination of Q1 performance, federal contract insights, and macroeconomic conditions, with federal government impacts being the most significant [71][72] Question: How is the selling environment outside of federal government? - The selling environment is not uniform, with some companies experiencing slower decision-making due to tariffs, while others continue business as usual [78] Question: What is the company's approach to capital allocation and share buybacks? - The company remains committed to a disciplined approach to share repurchases, balancing between buybacks and strategic acquisitions [90][92]

First Quarter 2025 Results May 6, 2025 © 2025 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This presentation, including all supporting materials, is proprietary to Gartner, Inc. and/or its affiliates and is for the sole internal use of the intended recipients. Because this presentation may contain information that is confidential, proprietary or otherwise legally protected, it may not be further copied, distributed or publicl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number 1-14443 Gartner, Inc. (Exact name of Registrant as specified in its charter) Delaware 04-3099750 (State or other jurisdiction of (I.R.S. Employer incorporation or orga ...

Financial Performance - Contract value reached $5.1 billion, representing a 6.7% year-over-year growth on a foreign exchange neutral basis[1] - Revenues for Q1 2025 were $1.534 billion, an increase of 4.2% as reported and 5.7% FX neutral compared to Q1 2024[6] - Net income for the quarter was $211 million, reflecting a 0.2% increase year-over-year[6] - Adjusted EBITDA was $385 million, up 0.7% as reported and 2.9% FX neutral[6] - Operating cash flow increased significantly by 66.0% to $314 million[6] - Free cash flow rose by 73.3% to $288 million[6] - Total revenues for the three months ended March 31, 2025, were $1,534.1 million, an increase of 4.2% from $1,472.9 million in 2024[28] - Net income for Q1 2025 was $210.9 million, slightly up from $210.5 million in Q1 2024, indicating a stable performance[28] - Adjusted EPS for Q1 2025 was $2.71 based on 77.8 million diluted shares, compared to $2.67 based on 79.0 million diluted shares in Q1 2024[28] - Operating income for the three months ended March 31, 2025, was $278.0 million, compared to $273.9 million in the same period last year, showing a modest increase[28] Revenue Segments - Research segment revenues were $1.322 billion, a 4.2% increase, while consulting revenues were $140 million, up 3.7%[7] - Research revenues increased to $1,321.8 million, up from $1,268.2 million, reflecting a growth of 4.2% year-over-year[28] Cost Management - The company is managing costs effectively while investing for future growth, aiming to enhance adjusted EBITDA margin beyond initial guidance[4] - Total costs and expenses rose to $1,256.1 million in Q1 2025, up from $1,199.0 million in Q1 2024, reflecting an increase of 4.8%[28] - The provision for income taxes increased to $56.1 million in Q1 2025 from $49.0 million in Q1 2024, indicating a higher tax burden[28] - The blended effective tax rates on adjustments were approximately 25.8% for Q1 2025, compared to 25.3% for Q1 2024[26] - Interest expense, net decreased to $(13.4) million in Q1 2025 from $(19.2) million in Q1 2024, indicating improved interest management[28] - The company reported no acquisition and integration charges in Q1 2025, down from $0.5 million in Q1 2024, reflecting a focus on organic growth[28] Contract Value Growth - Global Technology Sales Contract Value was $3.9 billion, growing 5.5% year-over-year FX neutral[11] - Global Business Sales Contract Value reached $1.2 billion, marking a 10.8% year-over-year growth FX neutral[11]

Core Viewpoint - Gartner Inc. is set to release its first-quarter 2025 results on May 6, with a history of exceeding earnings estimates, averaging a surprise of 23.5% over the past four quarters [1]. Group 1: Revenue Expectations - The Zacks Consensus Estimate for Gartner's total revenue is $1.5 billion, reflecting a 4.2% increase from the same quarter last year [2]. - Research segment revenues are expected to reach $1.3 billion, indicating a year-over-year growth of 4.6%, driven by increased Global Technology Sales contract value and improved contract value from tech vendor clients [3]. Group 2: Segment Performance - Consulting revenues are estimated at $113.1 million, suggesting a decline of 16.1% compared to the previous year [4]. - Conference revenues are projected at $92.8 million, also indicating a 16.1% year-over-year decline [4]. Group 3: Earnings Projections - The consensus estimate for earnings per share (EPS) is $2.72, representing a year-over-year decline of 7.2%, attributed to rising operating expenses [4]. - Gartner currently has an Earnings ESP of -0.40% and a Zacks Rank of 4 (Sell), indicating a lower likelihood of an earnings beat this quarter [5].

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]