IT · 10-Q · 2026Q2 · Full report
Insights Contract Value Growth
GARTNER INC · 2026-08-04 · Importance 49 · Surprise 32 · In source text
Insights contract value reached $5.3 billion at June 30, 2026, increasing 2% year over year on a foreign-currency-neutral basis. Approximately half of industry sectors grew at mid-single-digit rates, led by banking and energy, while public-sector contract value declined at mid-single-digit rates, primarily because of the U.S. federal government. Global Technology Sales contract value increased 1%, driven primarily by new clients, while Global Business Sales increased 3%, also primarily from new-client activity. Client retention remained strong at 85% for Global Technology Sales and 86% for Global Business Sales, but wallet retention declined to 97% and 99%, respectively, reflecting lower spending by existing clients.
Key facts
- 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. source
- Insights contract value was $5,282,600 (in thousands) at June 30, 2026, an increase of $86,600 compared to June 30, 2025. source
- Global Technology Sales contract value was $3,999,300 (in thousands) at June 30, 2026, an increase of $45,300 compared to June 30, 2025. source
- Global Business Sales contract value was $1,283,300 (in thousands) at June 30, 2026, an increase of $41,300 compared to June 30, 2025. source
- GTS client retention was 85% as of June 30, 2026 and 84% as of June 30, 2025. source
- GTS wallet retention was 97% as of June 30, 2026 and 99% as of June 30, 2025. source
- GBS client retention was 86% as of June 30, 2026 and 87% as of June 30, 2025. source
- GBS wallet retention was 99% as of June 30, 2026 and 104% as of June 30, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +152.2% | Performance obligations unsatisfied as of June 30, 2026: approximately $6.5 billion, with $2.3 billion expected to be recognized in… |
| revenue | positive | committed | +116.7% | Performance obligations unsatisfied as of June 30, 2026: approximately $6.5 billion, with $2.3 billion expected to be recognized in… |
| revenue | positive | committed | +60.9% | Performance obligations unsatisfied as of June 30, 2026: approximately $6.5 billion, with $2.3 billion expected to be recognized in… |