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Gartner(IT) - 2021 Q4 - Annual Report
2022-02-22 16:00
☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K Commission file number: 1-14443 GARTNER, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Dela ...
Gartner(IT) - 2021 Q4 - Earnings Call Presentation
2022-02-08 18:45
Fourth Quarter 2021 Results February 8, 2022 © 2022 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and 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 ...
Gartner(IT) - 2021 Q4 - Earnings Call Transcript
2022-02-08 16:57
Gartner, Inc (NYSE:IT) Q4 2021 Results Earnings Conference Call February 8, 2022 8:00 AM ET Company Participants David Cohen - GVP, Investor Relations Gene Hall - Chief Executive Officer Craig Safian - Executive VP & Chief Financial Officer Conference Call Participants Jeff Meuler - Baird Toni Kaplan - Morgan Stanley George Tong - Goldman Sachs Andrew Nicholas - William Blair Mario Cortellacci - Jefferies Operator Good day, and welcome to the Gartner Fourth Quarter 2021 Earnings Conference Call. At this ti ...
Gartner(IT) - 2021 Q3 - Earnings Call Transcript
2021-11-02 14:56
Financial Data and Key Metrics Changes - Total company revenues increased by 15% in Q3 2021, with strong performances across all three business segments [7][19] - EBITDA for Q3 was $305 million, up 82% year-over-year, reflecting strong revenue growth and operational efficiency [20][30] - Adjusted EPS for Q3 was $2.03, with free cash flow of $331 million, representing a free cash flow margin of 25% on a rolling four-quarter basis [31][33] Business Line Data and Key Metrics Changes - Research segment revenue grew 16% year-over-year, with a contribution margin of 74%, up over 200 basis points from the previous year [20][21] - Global Technology Sales (GTS) contract value grew to $3.2 billion, up almost 12% year-over-year, with a retention rate of 104% [22][23] - Global Business Sales (GBS) contract value reached $814 million, up 22% year-over-year, with all practices achieving double-digit growth rates [24][25] - Consulting revenues increased by 6% year-over-year, with a contribution margin of 33% [27] Market Data and Key Metrics Changes - The U.S. market is experiencing faster growth compared to EMEA and other international markets, largely due to the higher concentration of GBS sales in the U.S. [84] - GBS growth is driven by strong demand in supply chain, HR, and sales practices, with a mix of new client subscriptions and add-ons from existing clients [62][64] Company Strategy and Development Direction - The company is focused on expanding recruiting capacity to support long-term growth, with plans to maintain a flat quota-bearing headcount for GTS while expecting low double-digit growth for GBS [38][41] - A hybrid model for conferences is being developed, combining in-person and virtual formats to maximize client engagement and retention [80][81] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to thrive in the current environment, highlighting strong contract value growth and operational effectiveness [7][18] - The company updated its full-year guidance, expecting consolidated revenue of at least $4.66 billion, reflecting a growth of 14% [36][37] Other Important Information - The company repurchased $355 million in stock during Q3, bringing the year-to-date total to $1.6 billion [7][35] - The company is experiencing manageable wage inflation due to a competitive labor market, but it remains within acceptable levels [88][89] Q&A Session Summary Question: Sales headcount growth in GTS - Management noted that while sales headcount is a lever for growth, productivity improvements are also significant, and they are optimistic about ramping up hiring as needed [46] Question: GTS metrics and client enterprise growth - Management indicated that growth is coming from both upselling within existing enterprises and new client acquisitions, with retention rates improving [48][49] Question: GBS productivity and future expectations - Management highlighted that GBS is in the early stages of capturing market opportunities, with strong new business growth and improving retention rates [72][73] Question: Long-term mix of conferences - Management plans to maintain a mix of in-person and virtual conferences, emphasizing the value of both formats to clients [80][81] Question: Impact of labor supply on wage inflation - Management acknowledged some wage inflation due to competitive labor markets but stated it is manageable [88][89]
Gartner(IT) - 2021 Q3 - Earnings Call Presentation
2021-11-02 14:33
Third Quarter 2021 Results November 2, 2021 © 2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and 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 p ...
Gartner(IT) - 2021 Q3 - Quarterly Report
2021-11-01 16:00
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. OR ☐ 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 organization) Identification Number) P.O. Box 1 ...
Gartner(IT) - 2021 Q2 - Earnings Call Transcript
2021-08-03 16:27
Gartner, Inc. (NYSE:IT) Q2 2021 Earnings Conference Call August 3, 2021 8:00 AM ET Company Participants David Cohen - Investor Relations Gene Hall - Chief Executive Officer Craig Safian - Chief Financial Officer Conference Call Participants Gary Bisbee - BofA Securities, Inc. Jeffrey Meuler - Robert W. Baird & Co. George Tong - Goldman Sachs Toni Kaplan - Morgan Stanley Andrew Nicholas - William Blair Jeffrey Silber - BMO Capital Markets Mario Cortellacci - Jefferies LLC Operator Thank you for standing by a ...
Gartner(IT) - 2021 Q2 - Earnings Call Presentation
2021-08-03 13:54
Second Quarter 2021 Results August 3, 2021 © 2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and 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 pu ...
Gartner(IT) - 2021 Q2 - Quarterly Report
2021-08-02 16:00
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 June 30, 2021 OR ☐ 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 or ...
Gartner(IT) - 2021 Q1 - Earnings Call Transcript
2021-05-05 04:17
Gartner, Inc. (NYSE:IT) Q1 2021 Earnings Conference Call May 4, 2021 8:00 AM ET Company Participants David Cohen - Investor Relations Gene Hall - Chief Executive Officer Craig Safian - Chief Financial Officer Conference Call Participants Jeff Meuler - Baird Toni Kaplan - Morgan Stanley Gary Bisbee - Bank of America George Tong - Goldman Sachs Andrew Nicholas - William Blair Jeff Silber - BMO Capital Markets Manav Patnaik - Barclays Operator Ladies and gentlemen, thank you for standing by and welcome to Gart ...