Gartner, Inc. (IT) Earnings Call Transcripts

Gartner, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Gartner, Inc. reported revenue of $1.7 billion, reflecting a 3% year-over-year increase, and adjusted EPS of $4.37, up 24% from the prior year. The company exceeded expectations across revenue, EBITDA, and free cash flow, prompting an increase in full-year guidance for EBITDA and adjusted EPS. Management expects contract value growth to continue to accelerate, driven by improved client engagement and retention, despite ongoing macroeconomic pressures.

Reported metrics

Guidance from management

Management expects 2026 revenue at or above $6.375 billion and adjusted EPS at or above $14, reflecting an increase from prior guidance. They anticipate continued contract value growth acceleration and strong free cash flow generation.

What management said

Yes, what I'd say is that during Q2, the selling environment improved -- and I'd say many of the factors that we talked about were modestly better, most notable one obviously being part of the public sector, but other sectors as well. AI actually for us is something we get a lot of demand for us, the single biggest depend from our clients. And so it's actually quite valuable to our clients. And again, we see the sing...

Jason. Yes. So along with overall CV growth continuing to accelerate this year, it's our expectation that the expense CV growth will be a part of that. So short answer is yes. We do expect the entire business to continue to accelerate ex-Fed being a piece of that reacceleration as well.

What analysts pressed on

Analysts expressed concerns about the impact of macroeconomic pressures on client budgets and the potential for delayed decision-making. There were questions regarding the sustainability of growth in the face of these challenges, particularly in large enterprises.

Main topics on the call

• Revenue and Earnings Beat — Gartner's Q2 revenue was $1.7 billion, up 3% year-over-year, exceeding expectations. Adjusted EPS was $4.37, up 24% from last year, showcasing strong operational performance. Management stated, "Revenue, EBITDA, adjusted...
• Guidance Increase — Management raised full-year guidance for EBITDA to at least $1.57 billion, an increase of $40 million from prior expectations. Adjusted EPS guidance was also raised to at least $14, reflecting improved operational perfor...
• Contract Value Growth Acceleration — Contract value (CV) grew 2% year-over-year, marking a 70 basis point acceleration from Q1. Management expects this trend to continue, stating, "We expect contract value growth to continue to accelerate."
• Improved Client Engagement — Client engagement improved by 140 basis points year-over-year, with retention rates also showing positive trends. The CFO noted, "Client engagement continues to improve meaningfully," indicating a strong demand for Gartn...

Read the full Gartner, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 59 Gartner, Inc. earnings call transcripts on record, spanning February 4, 2020 to August 4, 2026. Based on this history, Gartner, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IT

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

59

First call

February 4, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly