Gartner, Inc. delivers actionable, objective insight that drives smarter decisions and stronger performance on an organization's mission-critical priorities. They are a trusted advisor and an objective resource for close to 15,000 enterprises in approximately 90 countries and territories, across all major functions, in every industry and enterprise size. Gartner delivers its products and services globally through three business segments – Research, Conferences and Consulting. The company's research agenda is defined by clients' needs, focusing on the critical issues, opportunities and challenges they face every day. Gartner's diversified business model provides multiple entry points and sources of value for its clients that lead to increased client spending on research and advisory services, conferences and consulting services. A critical part of its long-term strategy is to increase business volume and penetration with its most valuable clients.

• Employees: 20,237 (as of December 31, 2023)
• Geographic Footprint: Approximately 90 countries and territories
• Headquarters: Stamford, Connecticut
• Founded: Not explicitly stated in the filing
• Number of locations/facilities: 15 domestic and 60 international office properties
• Revenue: $5.9 billion (FY2023)
• Market Capitalization: $26.8 billion (as of June 30, 2023, aggregate market value of common stock held by non-affiliates)
• Key Subsidiaries/Brands: Not explicitly stated in the filing

• CEO: Eugene A. Hall
• CFO: Craig W. Safian
• Board Chair: Not explicitly stated in the filing

The management team is comprised of research veterans and experienced industry executives with long tenure at Gartner.

• Annual Revenue: $5.9 billion (FY2023)
• Net Income: $882.5 million
• Market Cap: $26.8 billion (as of June 30, 2023)
• Total Assets: $7.8 billion
• Employees: 20,237 (as of December 31, 2023)
• Key Financial Highlights: Revenue increased by 8% on both a reported basis and excluding foreign currency impact. Net income increased to $882.5 million in 2023 from $807.8 million in 2022.

Gartner delivers its products and services globally through three business segments:

• Research: Provides actionable, objective insight, guidance and tools to executives and their teams.
• Conferences: Offers executives and teams the opportunity to learn, share and network through events like the Gartner Symposium/Xpo series.
• Consulting: Serves senior executives leading technology-driven strategic initiatives, leveraging Gartner's insights to optimize technology investments.

Gartner operates through three main business segments:

• Research: $4.9 billion in revenue (FY2023), 74% gross contribution margin. Contract value was $4.8 billion at December 31, 2023.
• Conferences: $505.2 million in revenue (FY2023), 50% gross contribution margin. Held 47 in-person conferences in 2023.
• Consulting: $514.7 million in revenue (FY2023), 35% gross contribution margin. Backlog was $162.1 million at December 31, 2023.

Gartner's strategy focuses on creating actionable insights for executive leaders, delivering differentiated product offerings, building a strong sales capability, and providing world-class client service with a focus on client engagement and retention. Key initiatives include increasing business volume with valuable clients, extending the Gartner brand to develop new client relationships, and augmenting sales capacity. The company also seeks to increase revenue and operating cash flow through more effective pricing of its products and services.

Gartner operates in the information technology (IT) and business advisory industry. The company faces competition from independent providers of information products and services, consulting firms, and other data and information providers. Gartner believes its superior research content, global footprint, and experienced management team differentiate it from competitors. The company also faces competition from free sources of information available on the internet.

• Market Position: Not explicitly stated in the filing
• Key Competitors: Not explicitly stated in the filing
• Industry Trends: Rapidly changing needs for information and analysis, disruptive technologies like AI and machine learning, and increasing competition.

• Strategic and Operational Risks: Maintaining the quality of existing products and services, enhancing and developing new products and services, adapting to rapidly evolving technologies, including AI and machine learning, and maintaining contract renewals and generating new sales.
• Financial Risks: Fluctuations in foreign currency exchange rates, potential need for additional cash resources, and risks related to outstanding debt obligations.
• Legal and Regulatory Risks: Compliance with complex U.S. and foreign laws and regulations, risks related to litigation, and risks related to taxation.
• Cybersecurity Risks: Exposure to cyber attacks, widespread internet failures, and potential disruptions to critical information technology systems.