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Gartner (IT) investor relations material
Gartner Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenues reached $1.52 billion, up 3% year-over-year (2.7% as reported, 1.2% FX neutral), with contract value at $5.05 billion, up 3% year-over-year.
Net income dropped sharply to $35.4 million, primarily due to a $150 million goodwill impairment in Digital Markets and the absence of a $300 million insurance gain from 2024.
Adjusted EBITDA was $347 million, up 1.9% year-over-year, and adjusted EPS rose 10.4% to $2.76.
Over $1.1 billion in stock was repurchased in Q3, with share repurchase authorization increased by $1 billion, leaving $1.3 billion available.
AI-driven tools like AskGartner were rolled out to all licensed users, boosting client engagement and internal productivity.
Financial highlights
Q3 2025 revenue was $1.52 billion, up 3% year-over-year; adjusted EBITDA was $347 million (22.8% margin); adjusted EPS was $2.76, up 10.4% year-over-year.
Free cash flow was $269 million; operating cash flow was $299 million.
Insights segment revenue grew 5.1% to $1.27 billion, with a 76.7% contribution margin.
Conferences revenue was $75 million, down 1.6% year-over-year, with a 36.6% contribution margin.
Consulting revenue was $124 million, down 3.2% year-over-year, with a 28.5% contribution margin.
Outlook and guidance
Full-year 2025 revenue guidance raised to at least $6.475 billion, with adjusted EBITDA of at least $1.575 billion and adjusted EPS of at least $12.65.
Free cash flow expected to be at least $1.145 billion; Q4 adjusted EBITDA expected to be at least $400 million.
Contract value growth is expected to accelerate in 2026, with long-term double-digit growth targeted for 2027 and beyond.
Medium-term guidance targets 12–16% revenue growth for Insights, 5–10% for Conferences, and 3–8% for Consulting.
FX is expected to provide a modest tailwind to revenue and EBITDA.
What drove the Q3 GAAP net income decline?
What factors impacted Q3 free cash flow?
Rationale for record Q3 share repurchases
How does AI adoption affect client retention?
What drives 2026 CV growth reacceleration?
Why maintain seat-based client model?
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