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Gartner(IT) - 2025 Q2 - Quarterly Results
2025-08-05 10:02
EXHIBIT 99.1 Gartner Press Release Gartner Reports Second Quarter 2025 Financial Results Contract Value $5.0 billion, +4.9% YoY FX Neutral SECOND QUARTER 2025 HIGHLIGHTS STAMFORD, Conn., August 5, 2025 — Gartner, Inc. (NYSE: IT) today reported results for the second quarter of 2025 and updated its financial outlook for the full year 2025. Additional information regarding the Company's results as well as the updated 2025 financial outlook is provided in an earnings supplement available on the Company's Inves ...
After Plunging 15.4% in 4 Weeks, Here's Why the Trend Might Reverse for Gartner (IT)
ZACKS· 2025-08-01 14:35
Group 1 - The stock of Gartner (IT) has experienced significant selling pressure, resulting in a 15.4% decline over the past four weeks, but analysts anticipate better earnings than previously predicted [1] - The Relative Strength Index (RSI) for IT is currently at 19.33, indicating that the heavy selling may be exhausting, suggesting a potential rebound towards the equilibrium of supply and demand [5] - There has been a consensus among sell-side analysts to raise earnings estimates for IT, leading to a 0.1% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7] Group 2 - IT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [8]
Gartner Set to Report Q2 Earnings: Here's What You Should Know
ZACKS· 2025-07-31 17:31
Core Insights - Gartner Inc. is set to release its second-quarter 2025 results on August 5, with a strong earnings surprise history, averaging 21.8% over the past four quarters [1] Revenue Expectations - The Zacks Consensus Estimate for Gartner's Q2 2025 revenue is $1.7 billion, reflecting a 4.9% increase from the same quarter last year [2] - Research segment revenues are estimated at $1.3 billion, indicating a 3.1% year-over-year growth, driven by an increase in research contracts [2] - Conference revenues are projected at $201.8 million, suggesting a more than 100% surge compared to the prior-year quarter [3] - Consulting revenues are expected to reach $148.4 million, implying a 16.3% increase year-over-year, supported by growth in contract optimization and an expanding consulting backlog [3] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $3.37, indicating a 4.7% year-over-year rise, benefiting from strong margins and effective cost management [4] - Gartner's Earnings ESP is currently -2.73%, and it holds a Zacks Rank of 2 (Buy), suggesting that an earnings beat is not predicted this time [5][8]
Gartner (IT) to Report Q2 Results: Wall Street Expects Earnings Growth
ZACKS· 2025-07-22 15:00
The market expects Gartner (IT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the st ...
Gartner: Solid Fundamentals, Discounted Valuation
Seeking Alpha· 2025-07-19 10:14
Group 1 - Gartner (NYSE: IT) shares are currently considered attractive for purchase due to a strong and sustainable business model [1] - The company benefits from annual research subscriptions that provide stable cash flow and good profit margins [1] - The current trading valuation is at a forward P/E ratio, indicating potential for growth [1]
过度炒作+虚假包装?Gartner预测2027年超40%的代理型AI项目将失败
3 6 Ke· 2025-07-04 10:47
Core Insights - The emergence of "Agentic AI" is gaining attention in the tech industry, with predictions that 2025 will be the "Year of AI Agents" [1][9] - Concerns have been raised about the actual capabilities and applicability of Agentic AI, with many projects potentially falling into the trap of concept capitalization rather than delivering real value [1][2] Group 1: Current State of Agentic AI - Gartner predicts that by the end of 2027, over 40% of Agentic AI projects will be canceled due to rising costs, unclear business value, or insufficient risk control [1][10] - A survey by Gartner revealed that 19% of organizations have made significant investments in Agentic AI, while 42% have made conservative investments, and 31% are uncertain or waiting [2] Group 2: Misrepresentation and Challenges - There is a trend of "agent washing," where existing AI tools are rebranded as Agentic AI without providing true agent capabilities; only about 130 out of thousands of vendors actually offer genuine agent functions [2][3] - Most current Agentic AI solutions lack clear business value or return on investment (ROI), as they are not mature enough to achieve complex business goals [3][4] Group 3: Performance Evaluation - Research from Carnegie Mellon University indicates that AI agents have significant gaps in their ability to replace human workers in real-world tasks, with the best-performing model, Gemini 2.5 Pro, achieving only a 30.3% success rate in task completion [6][7] - In a separate evaluation for customer relationship management (CRM) scenarios, leading models showed limited performance, with single-turn interactions averaging a 58% success rate, dropping to around 35% in multi-turn interactions [8] Group 4: Industry Reactions and Future Outlook - Companies like Klarna have experienced setbacks with AI tools, leading to a return to human employees for customer service due to quality issues [9] - Despite current challenges, Gartner remains optimistic about the long-term potential of Agentic AI, forecasting that by 2028, at least 15% of daily work decisions will be made by AI agents [10]
Coveo Named a Leader in the 2025 Gartner® Magic Quadrant™ for Search and Product Discovery
Prnewswire· 2025-06-26 20:05
Core Insights - Coveo has been recognized as a Leader for the second consecutive year in the 2025 Gartner Magic Quadrant for Search and Product Discovery, highlighting its strong performance in AI-driven search and product discovery solutions [1][2] - The evaluation by Gartner was based on the company's Completeness of Vision and Ability to Execute, indicating a robust strategic positioning and operational effectiveness [1][2] Company Overview - Coveo specializes in AI-Relevance, providing advanced AI-search and generative experiences that enhance business outcomes across various customer interactions [1][5] - The Coveo AI-Relevance Platform offers a comprehensive suite of AI and GenAI models designed to deliver personalized experiences at scale, improving product discovery and customer engagement [3][7] Product Features - The platform includes predictive AI search, tailored recommendations, generative answers, and unified personalization, enabling businesses to manage customer experiences effectively [3][7] - Coveo's Relevance Generative Answering (CRGA) solution allows users to leverage expert content and product catalogs for enhanced question-answering capabilities [3] Market Position - The Gartner Magic Quadrant serves as a comprehensive analysis of the competitive landscape, allowing stakeholders to assess technology providers' execution and vision [2] - Coveo's recognition as a Leader reflects the significant return on investment (ROI) experienced by its customers and the platform's capability to address the complexities of B2B and B2C enterprises [2]
Gartner (IT) Earnings Call Presentation
2025-06-24 12:49
Business Model & Revenue - The company's business model drives strong free cash flow through recurring revenue, high renewal rates, and high contribution margins[6] - Total revenue in 2024 exceeded $6 billion, with research subscriptions accounting for 77% of the total[9] - Approximately 75% of research revenue contracts are multi-year agreements, averaging around 1.7 years in length[11] Retention Rates - Client retention rates have been consistently high, reaching 84.3% in 2024[15] - Wallet retention rate was 104% in 2024, indicating growth from existing clients[13] Profitability & Margins - The consolidated Gartner contribution margin was 67.7% in 2024[19] - The research segment contribution margin was 74% in 2024[21] Cash Flow & Investments - Cash provided by operating activities reached $1.485 billion in 2024[26] - Capex spending is expected to be approximately 2% of revenue[36] - The company is reinvesting for growth, with quota-bearing headcount (GTS & GBS) reaching 5,102 in 2024, representing a 7% CAGR[39] Financial Performance - EBITDA reached $1.556 billion in 2024, demonstrating a 17% CAGR[44] - Free cash flow was $1.383 billion in 2024, with a 14% CAGR[46]
Edge Total Intelligence Recognized in the Gartner Hype Cycle for the Future of Enterprise Applications, 2024
Newsfile· 2025-06-12 07:01
Group 1 - Edge Total Intelligence Inc. has been recognized by Gartner in its Hype Cycle for the Future of Enterprise Applications, 2024, as a Sample Vendor in the Digital Twins category [1][2] - The report highlights a transformation in enterprise applications from simple tools to systems of intelligence that enhance algorithmic process optimization and AI-based decision-making [2][4] - The company's edgeCore™ software provides a data mesh capability that integrates authoritative information with control systems across various domains, leveraging generative AI and machine learning to enhance decision-making [4][7] Group 2 - Digital twins are being utilized by enterprises to accelerate business processes and contribute to machine learning and GenAI foundation models, leading to improvements such as cost optimization and enhanced visibility [4][5] - The CEO of edgeTI emphasized that digital twins allow for a unified view across siloed data, facilitating more intelligent operations and better matching the needs of executives and employees [5][6] - EdgeTI offers demonstrations and free evaluations of its digital twin technology to prospective enterprises, showcasing its commitment to innovation in real-time operations [5][7]
Why Is Gartner (IT) Down 2.8% Since Last Earnings Report?
ZACKS· 2025-06-05 16:36
Core Viewpoint - Gartner's shares have decreased by approximately 2.8% since the last earnings report, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1]. Earnings Estimates - Estimates for Gartner have remained flat over the past month, indicating no significant changes in expectations [2]. VGM Scores - Gartner holds a Growth Score of B and a Momentum Score of A, but has a Value Score of D, placing it in the bottom 40% for this investment strategy. The overall aggregate VGM Score for the stock is B, which is relevant for investors not focused on a single strategy [3]. Outlook - Gartner has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return from the stock in the upcoming months [4]. Industry Performance - Gartner is part of the Zacks Consulting Services industry. CRA International (CRAI), a competitor in the same industry, has seen a 6.1% increase in its stock price over the past month. CRA reported revenues of $181.85 million for the quarter ended March 2025, reflecting a year-over-year increase of 5.9% [5]. - CRA's earnings per share (EPS) for the same quarter was $2.22, compared to $1.96 a year ago. For the current quarter, CRA is expected to post earnings of $1.83 per share, with no change from the previous year. The Zacks Consensus Estimate for CRA has changed by +0.4% over the last 30 days, resulting in a Zacks Rank of 3 (Hold) and a VGM Score of D [6].