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]

Group 1 - Edge Total Intelligence Inc. (edgeTI) has been recognized as a Sample Vendor in the Digital Twins category in the Gartner® Hype Cycle™ for Digital Grid [1][4] - The digital grid is facing challenges in managing increasing renewable energy volumes while ensuring real-time interactions with generators and customers for operational resilience [2][6] - Distributed energy resources (DER) are defined as small, modular energy generation and storage technologies that typically produce less than 10 megawatts (MW) of power [2] Group 2 - edgeTI's edgeCore™ software integrates real-time data and control systems from various domains, including engineering, operational, customer, and information technology, to reduce complexity and facilitate decision-making [4][5] - The evolution of operational systems is shifting from reactive dispatch to predictive and, in some cases, autonomous operations, driven by software-defined assets and digital twins [6] - The Digital Grid opportunity for Digital Twins is particularly appealing to customers and integrators in the defense sector focused on operational energy [6] Group 3 - edgeTI offers demonstrations and free evaluations of Digital Twins through its website to prospective enterprises [6] - The company's platform aims to enhance situational awareness and accelerate action by uniting multiple software applications and data sources into a cohesive Digital Twin experience [8] - By leveraging edgeCore, customers can improve margins and agility by transforming siloed systems and data across various operational domains [8]

Group 1 - DXC Technology has been recognized as a Leader in the Magic Quadrant for Outsourced Digital Workplace Services by Gartner for the third consecutive year, serving over 700 customers across 68 countries [1][3] - The evaluation by Gartner assessed 18 companies based on their Completeness of Vision and Ability to Execute, highlighting DXC's strong position in the market [1][3] - DXC's Modern Workplace Services include features such as Modern Device Management, Support Services, Intelligent Collaboration, and Asset Management, all supported by an AI-driven Experience Platform [2][3] Group 2 - The Modern Workplace solutions provided by DXC result in over 15 hours of monthly productivity gains per user and a 50% reduction in mean time to resolve issues, with 50% of device issues being resolved before impacting employees [2] - Chris Drumgoole, President of Global Infrastructure Services at DXC, emphasized the company's commitment to innovative, AI-driven workplace services that enhance operational efficiency and resiliency [3] - Gartner's Magic Quadrant reports provide a comprehensive view of technology providers in high-growth markets, categorizing them into Leaders, Challengers, Visionaries, and Niche Players based on their service delivery and market vision [3]

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]