Gartner Beats Q2 Expectations with Strong Contract Value Growth — Gartner, Inc.

Event summary

Gartner reported $1.676 billion in revenues for Q2 2026, a 2.8% increase year-over-year.
Contract Value growth accelerated again, with Global Technology Sales up 1.1% YoY and Global Business Sales up 3.3% YoY.
The company repurchased $547 million of stock in the quarter and raised full-year guidance for Adjusted EBITDA, Adjusted EPS, and free cash flow.
Insights segment revenues grew by 2.1%, Conferences by 15.5%, and Consulting saw an 8.8% decline.

The big picture

Gartner's Q2 results highlight the resilience of its business model, particularly in the Insights and Conferences segments. The company's ability to raise full-year guidance despite a stronger dollar underscores its strong operational execution. However, the decline in Consulting revenues signals potential challenges in maintaining growth across all segments.

What we're watching

Contract Value Dynamics: Whether Gartner can sustain the accelerated contract value growth in its core segments amid competitive pressures.
Segment Performance: The pace at which the Consulting segment can recover from an 8.8% revenue decline while Insights and Conferences continue to grow.
Capital Allocation Strategy: How Gartner's aggressive stock repurchase program will impact its financial flexibility for future acquisitions or investments.