Gartner, the Connecticut-based IT research and advisory firm, announced on November 4 that it expects adjusted earnings per share of approximately $12.65 for the full year — up from its prior guidance of $11.75. The company also raised its revenue forecast to around $6.48 billion, a slight increase over its earlier estimate of $6.46 billion.
The firm said much of the uplift comes from its “Insights” segment — which covers service contracts and consulting around technology planning. In Q3 its total contract value rose about 3 % and revenues climbed approximately 5.1 % year-on-year in the advisory business.
What stands out is that even with broader business investment under pressure, enterprises are still allocating budgets to strategic planning, research subscriptions and AI-road-map services — areas where Gartner delivers. Analysts say that such recurring-revenue models are more resilient in downturns, and Gartner’s results reinforce that view.

Key Highlights
• Gartner raised its full-year EPS guidance to $12.65 (from $11.75).
• Revenue forecast revised upward to ~ $6.48 billion.
• Q3 contract value in its Insights segment increased ~3 %.
• Revenue growth in its core advisory business rose ~5.1 %.
• Shares of Gartner rose 3.8 % in pre-market trading following the announcement.

Why This Matters
• The upgrade signals that, despite broader economic headwinds, companies remain committed to tech transformation — especially around AI and digital infrastructures — supporting service-ecosystem players.
• For tech providers and vendors, Gartner’s strong demand suggests that spending on strategy and advisory may serve as a barometer of enterprise confidence in upcoming tech cycles.
• Recurring-revenue business models — like subscription-based research and consulting — show resilience and may be preferred by investors in uncertain times.
• For regions like India, Southeast Asia and Latin America, where enterprise digital-transformation is still in early stages, firms that serve the advisory and implementation layer may see accelerated growth given this underlying momentum.

Source
Reuters – Full Article