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GARTNER (IT)

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Earnings summaries and quarterly performance for GARTNER.

Recent press releases and 8-K filings for IT.

Optimove: 52% of EGR Power 50 2025 operators are clients
IT
  • 52% of operators in the 2025 EGR Power 50 and 70% of the Top 10 use Optimove’s engagement platform
  • 50% of brands on the 2025 EGR Ones to Watch list are Optimove clients, indicating its scalability across market leaders and emerging high-growth operators
  • Achieved Visionary status for two consecutive years and ranked #1 for AI Capabilities by Gartner in its Magic Quadrant for Multichannel Marketing Hubs
  • On track to more than double new iGaming clients in 2025, with significant expansion in APAC, Brazil, and LATAM
5 days ago
Cobalt closes 2025 with record testing scale and AI innovations
IT
Product Launch
  • Cobalt delivered over 31,000 testing days and nearly 255,000 hours of hands-on testing in 2025, uncovering an average of 12 critical vulnerabilities per day, with customer growth of 7% and an NPS of 9.
  • The company introduced a suite of AI-powered capabilities—AI-Powered Scoping, AI Pentest Assistant, AI-Driven Insights & Benchmarking, and AI-Assisted Findings & Reporting—to modernize every stage of the pentesting lifecycle.
  • Cobalt secured 88 G2 badges in 2025, ranking #1 in nine categories including the Grid® Report for Penetration Testing, underscoring its industry leadership in offensive security.
5 days ago
Thrive targets $1B market position
IT
M&A
New Projects/Investments
Hiring
  • Thrive reported strong and steady revenue growth in 2025 and aims to reach a $1 billion revenue run rate by end of 2029.
  • The company executed 27 acquisitions since its founding, including five in 2025, to expand geographic reach and service depth.
  • Headcount grew 15% and customer base rose 10% year-to-date, supported by $100 million investment in its NextGen 3.0 platform and $10 million in AI capabilities.
  • Leadership team strengthened with new appointments including a Chief Legal Officer, Chief People Officer, CFO, and SVP of Corporate Development under CEO Bill McLaughlin.
6 days ago
Gartner issues $800 million in senior notes due 2031 and 2035
IT
Debt Issuance
  • On November 20, 2025, Gartner completed a public offering of $350 million 4.950% Senior Notes due March 20, 2031 and $450 million 5.600% Senior Notes due November 20, 2035.
  • The Notes were sold under Gartner’s automatic shelf registration on Form S-3 (File No. 333-291447) via an underwriting agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Citigroup Global Markets Inc. and TD Securities (USA) LLC.
  • The Notes are senior unsecured obligations, bearing interest semi-annually (March 20 & September 20 for 2031 Notes; May 20 & November 20 for 2035 Notes) until maturity.
  • Gartner received approximately $794.8 million in net proceeds, which will be used to repay borrowings under its revolving credit facility and for general corporate purposes, including potential stock repurchases.
Nov 20, 2025, 9:26 PM
Gartner prices $800M senior notes offering
IT
Debt Issuance
  • $800 million senior notes offering split into $350 million of 4.950% notes due 2031 and $450 million of 5.600% notes due 2035, each priced just below par at 99.970% and 99.992%, respectively.
  • Expected net proceeds of $794.8 million will primarily repay borrowings under its revolving credit facility, cover fees and expenses, and support general corporate purposes.
  • The offering, to be completed by November 20, 2025, is managed by J.P. Morgan, BofA Securities, Citigroup and TD Securities as joint book-running managers.
  • Gartner’s shares (NYSE: IT) carry a market capitalization of $16.59 billion and were trading at $232.66, up 1.10% on the announcement day.
Nov 13, 2025, 2:36 PM
Securonix launches DPM Flex to optimize SIEM data ingestion
IT
Product Launch
  • Securonix unveiled Data Pipeline Manager (DPM) Flex Consumption, an AI-enabled, value-based data ingestion model built into its SIEM platform to control costs and expand threat visibility.
  • Customers flex a single pool of entitlements across three tiers—Analytics (1.00), Investigation (0.33) and Basic (0.25)—to tailor real-time detection, enriched analysis and compliance retention at no extra cost.
  • Traditional 800 GB/day commitments now deliver 1.1 TB/day of effective capacity (a 40% increase), while a global bank and healthcare network achieve 2.1 TB/day from 1.5 TB/day inputs and 860 GB/day from 500 GB/day inputs (a 72% boost) respectively.
  • Managed Security Service Providers can cut ingestion and storage costs by up to 48%, enhancing margins and scalability through multi-tenant entitlement pools.
Nov 12, 2025, 1:00 PM
Indicio secures investment from NEC X to accelerate decentralized digital identity
IT
New Projects/Investments
  • NEC X made a strategic investment in Indicio through its Elev X! Boost program to fast-track development of user-controlled digital identity solutions.
  • Indicio’s self-sovereign identity platform uses cryptographic credentials to mitigate risks inherent in centralized identity systems across banking, government, and enterprise applications.
  • The SSI market is forecast to reach $47.1 billion by 2029, with 500 million users adopting decentralized identity wallets by 2026.
  • Indicio has demonstrated market traction via a digital travel credential pilot with SITA and the Government of Aruba, and earned the EIC Award 2022 and finalist status in the DHS Digital Design Challenge 2020.
Nov 6, 2025, 5:00 PM
WatchGuard appoints Joe Smolarski as CEO
IT
CEO Change
Management Change
  • Joe Smolarski appointed as WatchGuard CEO, succeeding interim CEO Vats Srivatsan, effective Nov 5 2025.
  • Vats Srivatsan, interim CEO since May 2025, will continue on WatchGuard’s board to advise on growth and strategy.
  • Smolarski brings over 25 years of technology leadership and led a 10-fold revenue increase at Kaseya to drive WatchGuard’s platform-driven cybersecurity innovation.
Nov 5, 2025, 3:30 PM
Gigamon introduces PQC support in GigaVUE 6.12
IT
Product Launch
  • GigaVUE 6.12 release adds post-quantum cryptography (PQC) support, providing an immediate defensive strategy against emerging quantum threats in encrypted traffic.
  • A Gigamon survey finds 73 percent of Security and IT leaders plan to implement PQC in their networks to prepare hybrid cloud infrastructures for quantum-safe encryption.
  • The Deep Observability Pipeline exposes weak cipher suites and non-compliant encryption methods, enabling visibility into encrypted flows via decryption or Precryption® technology.
  • Gigamon’s Application Metadata Intelligence now supports PQC, extracting rich telemetry for insecure protocol detection and integrating with SIEM and vulnerability management tools like Splunk and QRadar.
Nov 5, 2025, 3:00 PM
Dynatrace reports Q2 FY 2026 results
IT
Earnings
Guidance Update
  • ARR grew 17% year-over-year to $1,899 million, with total revenue of $494 million (+18%) and subscription revenue of $473 million (+18%) for Q2 FY 2026.
  • Delivered a GAAP operating margin of 15% and a non-GAAP operating margin of 31% in the quarter.
  • Reported GAAP net income per share of $0.19 and non-GAAP net income per share of $0.44 (diluted).
  • Continued strong enterprise traction: ACV from 7-figure deals rose 53%, and 70% of ARR now leverages Dynatrace Platform Subscription licensing.
  • Raised full-year FY 2026 guidance across all key metrics after exceeding the high end of Q2 guidance.
Nov 5, 2025, 11:30 AM