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GARTNER (IT)

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Earnings summaries and quarterly performance for GARTNER.

Research analysts who have asked questions during GARTNER earnings calls.

AN

Andrew Nicholas

William Blair & Company

8 questions for IT

Also covers: AMTD, CBZ, CLVT +16 more
Jason Haas

Jason Haas

Wells Fargo

8 questions for IT

Also covers: ASGN, CTAS, ECL +12 more
Jeffrey Silber

Jeffrey Silber

BMO Capital Markets

8 questions for IT

Also covers: AMN, ASGN, ATGE +19 more
JC

Joshua Chan

UBS Group AG

8 questions for IT

Also covers: ABM, APG, ARMK +16 more
TK

Toni Kaplan

Morgan Stanley

8 questions for IT

Also covers: ADT, ARMK, BFAM +18 more
Faiza Alwy

Faiza Alwy

Deutsche Bank

7 questions for IT

Also covers: ABM, ADV, ARMK +18 more
ST

Surinder Thind

Jefferies Financial Group

7 questions for IT

Also covers: ASGN, CLVT, CSGP +25 more
George Tong

George Tong

Goldman Sachs

6 questions for IT

Also covers: ADT, BCO, BFAM +25 more
MP

Manav Patnaik

Barclays

5 questions for IT

Also covers: BFAM, CLVT, CTAS +17 more
Ashish Sabadra

Ashish Sabadra

RBC Capital Markets

4 questions for IT

Also covers: ADP, CBOE, CLVT +20 more
Jeffrey Meuler

Jeffrey Meuler

Robert W. Baird & Co. Incorporated

4 questions for IT

Also covers: BFAM, CSGP, EFX +7 more
Scott Wurtzel

Scott Wurtzel

Wolfe Research

4 questions for IT

Also covers: ADP, BR, CLVT +12 more
Jeff Meuler

Jeff Meuler

Robert W. Baird & Co.

3 questions for IT

Also covers: EFX, FICO, KLC +3 more
Jasper Bibb

Jasper Bibb

Truist Securities

2 questions for IT

Also covers: ABM, AMN, APEI +15 more
B

Brendan

Barclays

1 question for IT

Also covers: DNB, MCO, MSCI
Brendan Popson

Brendan Popson

Barclays

1 question for IT

Also covers: DNB, EFX, FDS
JM

Jeffrey Miller

Baird

1 question for IT

Also covers: FICO
KF

Keen Fai Tong

Goldman Sachs Group Inc.

1 question for IT

Also covers: ADT, BCO, BFAM +21 more
SY

Sammy Yon

Goldman Sachs

1 question for IT

Also covers: HRB

Recent press releases and 8-K filings for IT.

Arctic Wolf acquires Sevco Security
IT
M&A
  • Arctic Wolf has acquired Sevco Security, a cloud-native exposure assessment platform innovator, to integrate its technology into the Arctic Wolf Aurora Platform and enhance asset intelligence and vulnerability prioritization.
  • Sevco Security was named a Visionary in the 2025 Gartner Magic Quadrant for Exposure Assessment Platforms, validating its approach to continuous exposure management.
  • The acquisition unifies asset discovery, vulnerability context, and security control coverage to help organizations proactively identify and prioritize exposures across hybrid environments.
  • Gartner predicts that by 2027, organizations integrating exposure assessment into business workflows will experience 30% less unplanned downtime from exploited vulnerabilities, underscoring the strategic importance of this capability.
4 days ago
SUSE acquires Losant for full-stack Industrial IoT platform
IT
M&A
  • SUSE has acquired Losant, an Industrial IoT platform, completing its Edge vision by extending reach from the Near and Far Edge to the Tiny Edge.
  • The acquisition positions SUSE as the first to offer a full-stack open process automation platform for IIoT, delivering real-time insights and actionable intelligence at the Edge.
  • SUSE plans to open source Losant’s technology and collaborate with open source communities to accelerate interface standardization, interoperability, and process automation globally.
  • Losant was recognized in the 2025 Gartner Magic Quadrant for Global Industrial IoT Platforms, underscoring its market leadership in IIoT solutions.
Feb 19, 2026, 2:00 PM
AlgoSec posts 37% new business growth in 2025
IT
Revenue Acceleration/Inflection
Product Launch
  • AlgoSec achieved its best year ever in 2025, with 37% YoY new business growth, strong annual recurring revenue expansion and >90% gross dollar retention
  • The company maintained positive cash flow and remained debt-free throughout 2025
  • In 2025 over 100 enterprises implemented the newly launched AlgoSec Horizon platform, its first application-centric security management solution for hybrid networks
  • AlgoSec earned a 4.5/5 customer satisfaction rating on both G2 and Gartner Peer Insights and received the 2025 SC Award for Best Security Company
Feb 18, 2026, 2:00 PM
Upwind validated as cloud security leader
IT
  • Independent validation from Latio Tech’s 2026 Application Security Market Report as Runtime Innovator and API Security Innovator.
  • Recognized by Frost & Sullivan as 2025 CNADR Company of the Year for over 4,000% YoY revenue growth.
  • Positioned as a Leader in GigaOm’s Container Security Radar, SPARK Matrix™ CNAPP Leader by QKS Group, and included in Gartner’s 2025 CNAPP Market Guide.
  • Achieved 200% YoY customer logo growth, a 4.9/5 rating on Gartner Peer Insights, and secured $250 million Series B funding.
Feb 17, 2026, 4:50 PM
Gartner under investigation over earnings communications
IT
Legal Proceedings
Earnings
Share Buyback
  • Levi & Korsinsky is investigating Gartner over its presentation of non-GAAP vs GAAP metrics in earnings communications and SEC filings.
  • In its Feb 3, 2026 Q4 release, Gartner highlighted an EPS beat while revenue missed consensus and issued a full-year 2026 outlook projecting year-over-year revenue decline.
  • Gartner guided 2025 adjusted EPS to at least $12.65 based on 78 million shares, assuming repurchases; it repurchased over $1 billion in Q3 2025, cutting shares by 6% YoY.
  • Following the release, shares plunged over 20% to a new 52-week low below $160, with trading volume spiking.
Feb 11, 2026, 6:23 PM
Reach Security reports 500% revenue growth and leadership expansion
IT
Revenue Acceleration/Inflection
Management Change
Hiring
  • Achieved 500% revenue growth, 300% increase in new customers, and 300% team growth in 2025, reflecting strong market demand for AI-driven security controls.
  • Appointed Mike Baker as Chief Revenue Officer and Bharath Rangamannar as Senior VP of Engineering to bolster go-to-market and product execution capabilities.
  • 80% of customers now add the Drift module, underscoring widespread adoption of continuous configuration validation.
  • Earned recognition as a CRN Stellar Startup, joined Microsoft for Startups Pegasus Program, and featured in Gartner’s Innovation Insight and Emerging Tech reports.
Feb 10, 2026, 2:00 PM
Veracode reports record 2025 growth and innovation
IT
Revenue Acceleration/Inflection
Product Launch
  • Veracode closed 2025 with an 81% year-over-year increase in annual contract value (ACV) in Q4, underscoring strong market demand for application risk management.
  • The company added over 130 new organizations in Q4 2025, driven by large-scale and multi-year agreements across diverse industries.
  • In 2025, Veracode processed 420 trillion lines of code and helped remediate 131 million vulnerabilities, highlighting its impact on reducing security debt.
  • Key product launches included Veracode Package Firewall and External Attack Surface Management, and Veracode was named a leader in the Forrester Wave, Gartner Magic Quadrant, and IDC MarketScape.
Feb 5, 2026, 9:47 PM
Veracode posts record ACV growth in 2025
IT
Revenue Acceleration/Inflection
Product Launch
  • Veracode recorded an 81% year-over-year increase in annual contract value (ACV) in Q4 2025, underpinned by rising demand for application risk management.
  • The platform processed 420 trillion lines of code and enabled the remediation of 131 million security flaws in 2025, highlighting a proactive industry shift towards continuous security.
  • Customer acquisition accelerated in Q4 with over 130 new enterprise clients, including multiple seven-figure, multi-year agreements across diverse sectors.
  • Key 2025 product innovations included the Veracode Package Firewall, which blocks malicious open-source packages preemptively, and External Attack Surface Management.
Feb 5, 2026, 8:56 PM
Tufin reports record 2025 financial and operational performance
IT
Earnings
Product Launch
  • Achieved 30% new business growth and 107% customer net retention in 2025, driven by strong demand for its AI-powered network security solutions.
  • Realized 2.5× growth in cloud, SASE, and microsegmentation offerings, underscoring expansion in key high-growth segments.
  • Elevated Net Promoter Score by 57% year-over-year to 71, indicating heightened customer satisfaction and advocacy.
  • Launched major product enhancements—including TOS R25-2 with advanced visibility and automation, TufinAI natural-language assistants, and TOS Discovery live topology onboarding—to simplify hybrid network management.
Feb 5, 2026, 2:03 PM
Veracode closes 2025 with record growth and innovation
IT
Revenue Acceleration/Inflection
Product Launch
  • Veracode’s new Annual Contract Value (ACV) grew 81% year-over-year in Q4 2025, underscoring robust market traction.
  • Added 130+ new organizations in Q4 2025, including multiple seven-figure, multi-year contracts across diverse industries.
  • In 2025, the platform processed 420 trillion lines of code and helped fix 131 million flaws, highlighting scale and impact.
  • Introduced Package Firewall and External Attack Surface Management, and was named a Leader by Forrester, Gartner, and IDC, plus earned TrustRadius Top Rated and Buyers Choice awards.
Feb 5, 2026, 12:50 PM