Gartner divests Digital Markets for $105M, accelerates buyback to $535M despite flat revenue

Filed May 5, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 6, 2025 · ~2 min read

Key Changes

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  Subsequent event: On April 30, 2026, the Company’s Board of Directors authorized incremental share repurchases of up to an additional $600.0 million of Gartner’s common stock. This authorization is in addition to the previously authori…

  Notes: Subsequent Events view on EDGAR →
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  Contract value growth decelerated sharply to 1% (FX-neutral) from 7% a year earlier, driven by a high single-digit decline in US federal government and lower spending by existing clients. Wallet retention fell from 101% to 97% for GTS and from 105% to 98% for GBS.

  MD&A: Insights segment verify on EDGAR →
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  Operating income grew 14% to $316.1M despite a 2% revenue decline, driven by a $45.7M (10%) reduction in cost of services and product development (primarily from the Digital Markets sale and lower headcount) and a $6.1M gain on the divestiture.

  MD&A: Operating income verify on EDGAR →