IT Gartner (IT) Q1 FY26 earnings call
Gartner delivered a strong Q1 FY26, exceeding expectations across key financial metrics and raising full-year guidance for EBITDA, adjusted EPS, and free cash flow. Despite a slowdown in client decision-making in March due to geopolitical factors, contract value growth accelerated, driven by increased client engagement and strategic investments in insights. The company remains committed to driving future growth through operational efficiencies, share repurchases, and targeted M&A, expecting adjusted EPS to grow above 12% compounded annually over the next three years.
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IT operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Contract value | $5.3BContract value was $5.3 billion at the end of the first quarter, up 1% versus the prior year and an acceleration from year-end.Source: earnings call transcript | $5.3BContract value was $5.3 billion at the end of the second quarter, a sequential increase of 30 basis points from Q1.Source: earnings call transcript | 0% |
| Contract value US Federal | ~$114MAt March 31, we had approximately $114 million of US Federal CV.Source: earnings call transcript | ~$125MAt June 30, we had approximately $125 million of US Federal CV.Source: earnings call transcript | — |
| New business | $200M+We had more than $200 million in new business in the first quarter as there continues to be considerable interest in Gartner's proprietary unbiased insights.Source: earnings call transcript | ~$240MWe had about $240 million of new business in the second quarter as there continues to be considerable interest in Gartner's proprietary unbiased insights.Source: earnings call transcript | — |
| Contract value Global Technology Sales | $4BGlobal Technology Sales contract value was $4 billion at the end of the first quarter, up versus the prior year.Source: earnings call transcript | $4BGlobal Technology Sales contract value was $4 billion at the end of the second quarter, about flat sequentially and up 1% versus the prior year.Source: earnings call transcript | 0% |
| Wallet retention Global Technology Sales | 97%Wallet retention for GTS was 97% for the quarter.Source: earnings call transcript | 97%Tech Vendor year-over-year growth accelerated from Q1, while retention for GTS was 97%, an improvement from the first quarter.Source: earnings call transcript | 0 pt |
| Wallet retention Global Technology Sales ex Fed | 99%Ex Fed, wallet retention was 99%.Source: earnings call transcript | 99%ex-Fed, while retention was 99%.Source: earnings call transcript | 0 pt |
| Contract value Global Business Sales | $1.3BGlobal Business Sales contract value was $1.3 billion at the end of the first quarter, up 3% year-over-year.Source: earnings call transcript | $1.3BGlobal Business Sales contract value was $1.3 billion at the end of the second quarter, up 1% from Q1 and up 3% year-over-year.Source: earnings call transcript | 0% |
| Wallet retention Global Business Sales | 98%Wallet retention for GBS was 98% for the quarter.Source: earnings call transcript | 99%CV from these products grew about 7% year-over-year in the quarter with even faster growth from our offerings for C-level leaders, while retention for GBS was 99% for the quarter.Source: earnings call transcript | +1 pt |
| Destination conferences held | 10We held 10 destination conferences in the first quarter as planned.Source: earnings call transcript | 18We held 18 destination conferences in the second quarter as planned.Source: earnings call transcript | +80% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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