Investment Thesis
Gartner delivers syndicated research, conferences, and consulting that help IT, supply chain, and HR leaders make strategic decisions. Seat expansions, price capture, and digital channels sustain double-digit growth.
- Mission-Critical Research: Subscription renewals exceed 100% wallet retention.
- Conferences Rebound: In-person events return to record attendance/margins.
- Operating Discipline: Asset-light model converts revenue into free cash flow.