IT · Full Picture

GARTNER INC — the full picture

Earnings window · 2026-07-14 to 2026-08-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Capital Return Program · Buybacks & dividendsPriority 91
   -5.9% cash; 4 sources (news, press_release, sec_filing, transcript); 1 forward row(s); structured_verified
   The company repurchased $547 million of stock during the second quarter, reducing share count by more than 5% sequentially.
2. Insights Contract Value Growth · UnclassifiedPriority 82
   +177.5% revenue; 2 sources (sec_filing, transcript); 4 forward row(s); structured_verified
   Performance obligations unsatisfied as of June 30, 2026: approximately $6.5 billion, with $2.3 billion expected to be recognized in remainder of 2026, $3.0 billion in 2027 and $1.2 billion thereafter.
3. Guidance and Outlook · Guidance & outlookPriority 73
   3 sources (news, press_release, transcript); 10 forward row(s); quote_verified
   Updated 2026 revenue guidance: expect revenue at or above $6.375 billion, FX-neutral growth of 1%.
4. Liquidity and Cash Position · Liquidity & cash positionPriority 71
   -12.5% cash (realized); structured_verified
   The Company had approximately $1.0 billion of available borrowing capacity on the 2024 Credit Agreement revolver as of June 30, 2026 (not including the expansion feature).
5. Consulting Demand Trends · Demand, orders & backlogPriority 69
   3 sources (press_release, sec_filing, transcript); quote_verified
   Contract Value, FX Neutral: $5.3 billion, +0.3% Sequentially, +1.7% YoY
6. Outstanding Indebtedness · Debt, leverage & refinancingPriority 67
   -7.3% liability (realized); structured_verified
   On November 20, 2025 the Company issued $350.0 million of 4.950% Senior Notes due 2031 and $450.0 million of 5.600% Senior Notes due 2035 and received approximately $799.9 million in net proceeds after discounts and before underwriting fees and offering expenses.
7. Operating Expense Trends · Operating expenses (SG&A)Priority 66
   +8.8% operating_income (realized); 2 sources (sec_filing, transcript); structured_verified
   Cost of services and product development was $486,909 (in thousands) for the three months ended June 30, 2026, a decrease of $44,822, or 8%, compared to the same period in 2025.
8. Liquidity and Debt Position · UnclassifiedPriority 65
   2 sources (news, transcript); 1 forward row(s); quote_verified
   Expect 2026 free cash flow at or above $1.185 billion, reflecting conversion from GAAP net income of 136%.
9. Operating Income and Margins · Operating income & profitabilityPriority 62
   +4.8% net_income (realized); 3 sources (news, press_release, sec_filing); structured_verified
   Adjusted EBITDA excluding divested operation for Q2 2026: $466 million, +6.4% as reported, +4.4% FX neutral
10. Segment Revenue Performance · Revenue growth & mixPriority 60
    +3.7% operating_income (realized); 4 sources (news, press_release, sec_filing, transcript); quote_verified
    Global Business Sales (GBS) contract value at end of Q2: $1.3 billion, up 1% from Q1 and up 3% year-over-year.
11. Interest Rate Environment · Interest ratesPriority 59
    quote_verified
    Interest expense, net for the three months ended June 30, 2026: $22,266 (in thousands).
12. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 58
    +1.5% cash (realized); 3 sources (press_release, sec_filing, transcript); structured_verified
    In February 2026, the Company completed the sale of the Digital Markets business for approximately $104.8 million net of cash transferred, subject to post-close adjustments.

Threads by pillar

Revenue & Demand Priority 85 · 8 threads

• Consulting Demand TrendsPriority 69 · Release, Filing, Call
• Conferences Demand GrowthPriority 51 · Release
• Business Segment DemandPriority 45 · Call
• Segment Revenue PerformancePriority 60 · News, Release, Filing, Call
• Geographic Market CommentaryPriority 47 · Filing
• Products and TechnologyPriority 30 · Call
• Customer Retention DynamicsPriority 23 · Call
• Distribution ChannelsPriority 17 · Filing

Costs & Margins Priority 80 · 5 threads

• Operating Expense TrendsPriority 66 · Filing, Call
• Operating Income and MarginsPriority 62 · News, Release, Filing
• Net Income and EPS PerformancePriority 36 · Release
• Margin DriversPriority 47 · Call
• Headcount / RestructuringPriority 41 · Filing

Capital & Balance Sheet Priority 96 · 6 threads

• Capital Return ProgramPriority 91 · News, Release, Filing, Call
• Liquidity and Cash PositionPriority 71 · Filing
• Outstanding IndebtednessPriority 67 · Filing
• Liquidity and Debt PositionPriority 44 · News
• Free Cash Flow and LiquidityPriority 58 · Release, Filing
• Income Tax Rate ChangesPriority 31 · Filing

Strategy & Portfolio Priority 58 · 1 thread

• Acquisition / Partnership / DivestiturePriority 58 · Release, Filing, Call

Legal, Regulatory & Policy Priority 44 · 2 threads

• Litigation and Legal RiskPriority 42 · News
• Trade Policy and TariffsPriority 19 · Call

Guidance & Outlook Priority 73 · 1 thread

• Guidance and OutlookPriority 73 · News, Release, Call

Macro & Market Conditions Priority 68 · 4 threads

• Interest Rate EnvironmentPriority 59 · Filing
• FX / Currency HeadwindsPriority 44 · Release, Filing, Call
• Cloud-Native Platform CompetitionPriority 27 · News
• Macroeconomic Factors ImpactPriority 19 · Call

Unclassified Priority 90 · 5 threads

• Insights Contract Value GrowthPriority 82 · Filing, Call
• Liquidity and Debt PositionPriority 65 · News, Call
• Operating Margin DriversPriority 47 · Filing
• Enterprise AI Engineering TransitionPriority 32 · News
• Midsized Enterprise GrowthPriority 30 · Call

Expected impact by metric