IT · Earnings call · 2026Q2T · Full report
Segment Revenue Performance
GARTNER INC · 2026-08-04 · Importance 60 · Surprise 40 · From source text
Core GBS subscription products grew 7% year-over-year in the second quarter, with the Sales practice growing double digits and Finance and Legal growing mid-single digits. Conferences revenue increased 12% year-over-year on an organic FX-neutral basis, supported by strong demand and 18 destination conferences held during the quarter. Consulting bookings increased 17% year-over-year, and backlog reached $214 million at June 30, up about 9% year-over-year and marking the first annual increase since the first quarter of 2025. GTS new business increased 2% year-over-year, while GBS new business declined 5% year-over-year but was approximately 20% higher than Q1.
Key facts
- Global Business Sales (GBS) contract value at end of Q2: $1.3 billion, up 1% from Q1 and up 3% year-over-year.
- Global Technology Sales (GTS) contract value at end of Q2: $4 billion, about flat sequentially and up 1% versus the prior year.
- Within GBS, about 90% of the CV is from core subscription products.
- Consulting revenue in Q2 was $142 million compared to $156 million in the year-ago period.
- Insights revenue in Q2 grew 2% year-over-year as reported and 1% FX neutral.
- Conferences revenue for the second quarter was $244 million.
- Labor-based consulting revenue in Q2 was $96 million.
- GTS new business was up 2% compared to last year and up sequentially from Q1 of this year.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -0.8% | Consulting revenue in Q2 was $142 million compared to $156 million in the year-ago period. |
| assets | positive | realized | — | Global Business Sales (GBS) contract value at end of Q2: $1.3 billion, up 1% from Q1 and up 3% year-over-year. |
| assets | positive | realized | — | Global Technology Sales (GTS) contract value at end of Q2: $4 billion, about flat sequentially and up 1% versus the prior year. |
| revenue | positive | realized | — | Insights revenue in Q2 grew 2% year-over-year as reported and 1% FX neutral. |
| revenue | positive | realized | — | Conferences revenue for the second quarter was $244 million. |