Research and advisory firm Gartner saw its Q4 2025 revenue rise just 2.2% year-over-year, driven by a collapse in contract value growth to 0.8% y/y. The slowdown is most pronounced in its Global Technology Sales segment, where elongated sales cycles have stretched from an average of 90 days to over 120 days. Headwinds from a tightening U.S. federal budget have further dampened large deal closures, prompting analysts to maintain a Hold rating. Investors are concerned that with bookings growth barely keeping pace with inflation, Gartner’s top line may struggle to exceed mid-single-digit expansion in the next two quarters.

Despite near-term headwinds, Gartner’s subscription-heavy revenue mix remains a key defensive feature. The company reported a renewal rate of 88% for its GVP and GTP segments in Q4, consistent with historical averages. With recurring fees comprising over 75% of total revenues, Gartner benefits from stable cash flows and high customer retention, even as new contract signings slow. Its advisory services continue to influence C-suite technology budgets, securing a critical advisory role that could support a recovery in bookings once macro pressure on IT spending eases.