Gartner, Inc. · NYSE:IT
Gartner — William Blair 46th Annual Growth Stock Conference (June 2026)
26 slides from Gartner's conference presentation, Jun 2, 2026
Slide 1: Gartner at Blair
Gartner at Blair June 2, 2026 © 2026 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This presentation, including all supporting materials, is proprietary to Gartner, Inc. and/or its affiliates and is for the sole intern
Slide 2: Forward Looking Statement and Explanatory Note
Forward Looking Statement and Explanatory Note Statements contained in this presentation regarding the growth and prospects of the business, the Company’s projected 2026 financial results, long-term objectives and all other statements in this presentation other than recitation of historical facts ar
Slide 3: Gartner at a Glance
Gartner at a Glance Investors Value Gartner For: What We Do: We deliver actionable, objective business and technology insights (Insights) that drive smarter decisions and stronger performance on an Durable Top-Line Modest Annual Free Cash Flow organization’s mission-critical priorities (MCPs). Growt
Slide 4: We Have a Long-Term Track Record of Strong Execution and Results
We Have a Long-Term Track Record of Strong Execution and Results 5.28 5.32 Contract Value $ billions @ ’26 rates 4.89 ~20K 4.54 Associates 4.05 3.34 3.49 12% 3.00 CAGR 2.70 ~90 1.90 Countries & 1.67 Territories 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 ~5K Sellers Free Cash Flow $ milli
Slide 5: Gartner Offers Differentiated Value to Clients
Gartner Offers Differentiated Value to Clients Unmatched Independence Strong brand breadth and and objectivity reputation depth of insights Highly Network instrumented Proprietary data effects from and "best and information broad and large practice" client base oriented 5 © 2026 Gartner, Inc. and/or
Slide 6: Client Value Proposition
Client Value Proposition We help our clients save time, save money, manage risk and gain confidence on their journeys to address their strategic priorities. Client profile Objective, unbiased insights • We serve individual senior operating executives in • Human intelligence: 2,400+ former practition
Slide 7: Clients Engage with Us Through Multiple Digital and Human Interaction Sources of Value
Clients Engage with Us Through Multiple Digital and Human Interaction Sources of Value Expert Insights & Interactions Peer Experiences C-Level Must-Attend Conferences Workflow & Benchmark Tools Service Delivery Support 7 © 2026 Gartner, Inc. and/or its affiliates. All rights reserved.
Slide 8: Our Teams of Experts Guide Clients to Achieve Success
Our Teams of Experts Guide Clients to Achieve Success on Their Mission Critical Priority Journeys by: Identifying things Seeing around Filling gaps where Understanding how clients wish they’d corners: critical information is the future is likely to known when they determining how not available from
Slide 9: We Proactively Help C-Level Leaders See Around Corners
We Proactively Help C-Level Leaders See Around Corners Examples of How We Help CIOs Manage Build talent Gain AI foresight Stay protected Leverage data spending and risk strategies How do I scale AI How do I optimize How do I build a How can I How do I ensure from early the cybersecurity scalable, in
Slide 10: Insights is Our Largest, Most Profitable Segment
Insights is Our Largest, Most Profitable Segment Insights • 81% The majority of our teams are part of the Insights business, which is • Gartner’s Insights business serves leaders across all major complemented by Gartner’s enterprise functions in every industry and every geography Conferences and Con
Slide 11: We're Transforming our Insights Business Across Four Dimensions
We're Transforming our Insights Business Across Four Dimensions to Drive Client Engagement Impact Our objective is to ensure our insights are always on the topics our clients care about most right now Volume Our objective is to increase the number of insights to accommodate the broadest range of cli
Slide 12: We Sell to Individuals | Our Licensed Users (LUs)
We Sell to Individuals | Our Licensed Users (LUs) Enterprise Licensed User We land the C-level – the most senior functional leader – and expand to their organization 12 © 2026 Gartner, Inc. and/or its affiliates. All rights reserved.
Slide 13: Distinct Sales Forces Sell to Leaders Across the Enterprise
Distinct Sales Forces Sell to Leaders Across the Enterprise Global Technology Sales Global Business Sales (GTS) (GBS) $4.0B Marketing $1.3B in Contract Value Supply Human in Contract Value Chain Resources ~75% ~25% of Total CV of Total CV IT Sales ~3.6K ~1.3K Quota-Bearing Quota-Bearing Salespeople
Slide 14: Over time, we expect gross margin improvement from mix and G&A leverage
Over time, we expect gross margin improvement from mix, sales costs growing about in-line with revenue growth and G&A leverage Revenue Revenue $ millions 6,497 12% Expenses 2,163 2015 2015 20252025 SG&A Adj. EBITDA EBITDA Cost of Services Sales G&A $ millions 1,611 15% Cost of Services Sales should
Slide 15: Our Business Model Drives Strong Free Cash Flow
Our Business Model Drives Strong Free Cash Flow We Expect Free Cash Flow Conversion from Adjusted EBITDA of ~70-80% and 140-160% of GAAP Net Income High Recurring High Renewal Share Repurchases Contribution Revenue Rates $ millions 2,363 Margins 1,991 1,656 Upfront Low Capital Reinvestments 1,044 In
Slide 16: For Further Information
Additional Resources For Further Information Investor Relations Website (Supplemental Decks & Videos) David Cohen SVP, Investor Relations david.cohen@gartner.com Latest Financial Earnings Results Management Team Governance Documents Corporate Responsibility Gartner Policies Gartner Careers 16 © 2026
Slide 17: Appendix
Appendix 17 © 2026 Gartner, Inc. and/or its affiliates. All rights reserved.
Slide 18: Gartner by the Numbers
Gartner by the Numbers 2026 Revenue Guidance by Segment 2025 Gross Margin Mix 2025 Revenue by Geography Europe, Middle East & Africa United States 26% & Canada 62% Conferences Conferences Insights 11% 7% Insights 81% 89% Consulting Consulting 4% 8% Other International 12% Guidance as of May 5, 2026.
Slide 19: Non-GAAP P&L
Non-GAAP P&L $ millions except per share amounts 1Q25 2Q25 3Q25 4Q25 1Q26 2025 Revenues 1,534 1,686 1,524 1,753 1,511 6,497 Less Cost of Services 475 532 474 573 429 2,054 Contribution 1,059 1,155 1,050 1,180 1,082 4,444 Less SG&A 730 777 763 798 726 3,068 Plus Equity Comp 50 43 31 32 46 156 Plus Ot
Slide 20: Definitions
Definitions Adjusted EBITDA and Adjusted EBITDA Margin: Represents GAAP net income (loss) adjusted for: (i) interest expense, net; (ii) tax provision (benefit); (iii) gain on event cancellation insurance claims, as applicable; (iv) other (income) expense, net; (v) stock-based compensation expense; (
Slide 21: Definitions
Definitions Free Cash Flow: Represents cash provided by operating activities determined in accordance with GAAP less payments for capital expenditures. We believe Free Cash Flow is an important measure of the recurring cash generated by the Company’s core operations that may be available to be used
Slide 22: Definitions of Key Metrics/Calculations
Definitions of Key Metrics/Calculations Segment Business Measurements Insights Contract value represents the dollar value attributable to all of our subscription-related contracts. It is calculated as the annualized value of all contracts in effect at a specific point in time, without regard to the
Slide 23: Non-GAAP Reconciliations
Non-GAAP Reconciliations 23 © 2026 Gartner, Inc. and/or its affiliates. All rights reserved.
Slide 24: Non-GAAP Reconciliations
Non-GAAP Reconciliations $ millions Reconciliation- Net Income to Adjusted EBITDA 1Q25 2Q25 3Q25 4Q25 1Q26 Net Income 210.9 240.8 35.4 242.2 222.3 (a) Consists of charges for stock-based compensation. Interest expense, net 13.4 11.8 16.3 19.1 21.0 (b) Includes depreciation expense, Other (income) ex
Slide 25: Non-GAAP Reconciliations
Non-GAAP Reconciliations In millions except per share amounts Reconciliations - GAAP Net Income to Adjusted Net Income: 1Q25 2Q25 3Q25 4Q25 1Q26 (a) Consists of non-cash amortization GAAP net income 210.9 240.8 35.4 242.2 222.3 charges from acquired intangibles. Adjustments: (b) Consists of workforc
Slide 26: Non-GAAP Reconciliations
Non-GAAP Reconciliations $ millions Reconciliation - Cash Provided by Operating Activities to Free Cash Flow: 2020 2021 2022 2023 2024 Cash provided by operating activities (1) 903.2 1,312.5 1,101.4 1,155.7 1,484.9 Less: cash paid for capital expenditures (83.8) (59.8) (108.1) (103.2) (101.7) Free C
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