Subtext

Gartner, Inc. IT

SectorInformation Technology
Transcripts33
Date range2017-05-04 – 2025-05-06
Calls charted33

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Overall: +8.72017 Q2 · Overall: +10.42017 Q3 · Overall: +8.72017 Q4 · Overall: +8.72018 Q1 · Overall: +5.12018 Q2 · Overall: +5.82018 Q3 · Overall: +8.12018 Q4 · Overall: +6.42019 Q1 · Overall: +6.72019 Q2 · Overall: +10.02019 Q3 · Overall: +9.62019 Q4 · Overall: +11.22020 Q1 · Overall: -2.82020 Q2 · Overall: +3.82020 Q3 · Overall: +9.52020 Q4 · Overall: +12.62021 Q1 · Overall: +15.72021 Q2 · Overall: +7.42021 Q3 · Overall: +15.72021 Q4 · Overall: +9.82022 Q1 · Overall: +10.72022 Q2 · Overall: +7.92022 Q3 · Overall: +8.92022 Q4 · Overall: +4.72023 Q1 · Overall: +10.42023 Q2 · Overall: +8.92023 Q3 · Overall: +7.12023 Q4 · Overall: +8.02024 Q1 · Overall: +3.72024 Q2 · Overall: +5.62024 Q3 · Overall: +8.02024 Q4 · Overall: +7.22025 Q1 · Overall: +4.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q4 · CEO: +13.32018 Q1 · CEO: +10.42018 Q2 · CEO: +11.22018 Q3 · CEO: +17.82018 Q4 · CEO: +16.42019 Q1 · CEO: +16.52019 Q2 · CEO: +19.82019 Q3 · CEO: +21.42019 Q4 · CEO: +25.52020 Q1 · CEO: +2.72020 Q2 · CEO: +9.82020 Q3 · CEO: +14.42020 Q4 · CEO: +12.72021 Q1 · CEO: +22.92021 Q2 · CEO: +13.22021 Q3 · CEO: +23.02021 Q4 · CEO: +22.82022 Q1 · CEO: +7.82022 Q2 · CEO: +10.12022 Q3 · CEO: +8.62022 Q4 · CEO: +5.42023 Q1 · CEO: +23.02023 Q2 · CEO: +27.82023 Q3 · CEO: +18.02023 Q4 · CEO: +15.12024 Q1 · CEO: +19.62024 Q2 · CEO: +17.02024 Q3 · CEO: +16.22024 Q4 · CEO: +17.62025 Q1 · CEO: +9.52017 Q4 · CFO: +10.12018 Q1 · CFO: +6.02018 Q2 · CFO: +10.42018 Q3 · CFO: +8.02018 Q4 · CFO: +10.22019 Q1 · CFO: +6.32019 Q2 · CFO: +12.12019 Q3 · CFO: +7.52019 Q4 · CFO: +9.82020 Q1 · CFO: -2.72020 Q2 · CFO: +5.12020 Q3 · CFO: +11.12020 Q4 · CFO: +16.12021 Q1 · CFO: +18.32021 Q2 · CFO: +9.62021 Q3 · CFO: +16.62021 Q4 · CFO: +7.82022 Q1 · CFO: +14.52022 Q2 · CFO: +13.12022 Q3 · CFO: +14.22022 Q4 · CFO: +7.12023 Q1 · CFO: +7.32023 Q2 · CFO: +6.72023 Q3 · CFO: +7.42023 Q4 · CFO: +7.62024 Q1 · CFO: +2.32024 Q2 · CFO: +5.12024 Q4 · CFO: +5.72025 Q1 · CFO: +5.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Prepared remarks: +14.72017 Q2 · Prepared remarks: +8.52017 Q3 · Prepared remarks: +17.42017 Q4 · Prepared remarks: +11.92018 Q1 · Prepared remarks: +8.72018 Q2 · Prepared remarks: +10.62018 Q3 · Prepared remarks: +6.82018 Q4 · Prepared remarks: +9.82019 Q1 · Prepared remarks: +9.22019 Q2 · Prepared remarks: +11.72019 Q3 · Prepared remarks: +13.32019 Q4 · Prepared remarks: +12.42020 Q1 · Prepared remarks: -2.92020 Q2 · Prepared remarks: +4.42020 Q3 · Prepared remarks: +12.02020 Q4 · Prepared remarks: +13.62021 Q1 · Prepared remarks: +13.62021 Q2 · Prepared remarks: +14.52021 Q3 · Prepared remarks: +15.42021 Q4 · Prepared remarks: +11.42022 Q1 · Prepared remarks: +15.32022 Q2 · Prepared remarks: +19.42022 Q3 · Prepared remarks: +16.42022 Q4 · Prepared remarks: +7.32023 Q1 · Prepared remarks: +11.22023 Q2 · Prepared remarks: +13.22023 Q3 · Prepared remarks: +11.32023 Q4 · Prepared remarks: +9.62024 Q1 · Prepared remarks: +31.12024 Q2 · Prepared remarks: +7.42024 Q3 · Prepared remarks: +11.82024 Q4 · Prepared remarks: +11.62025 Q1 · Prepared remarks: +9.52017 Q1 · Q&A responses: +4.52017 Q2 · Q&A responses: +15.22017 Q3 · Q&A responses: +5.92017 Q4 · Q&A responses: +10.12018 Q1 · Q&A responses: +6.82018 Q2 · Q&A responses: +8.32018 Q3 · Q&A responses: +14.32018 Q4 · Q&A responses: +9.22019 Q1 · Q&A responses: +10.92019 Q2 · Q&A responses: +15.22019 Q3 · Q&A responses: +9.72019 Q4 · Q&A responses: +16.62020 Q1 · Q&A responses: +1.72020 Q2 · Q&A responses: +8.32020 Q3 · Q&A responses: +10.82020 Q4 · Q&A responses: +16.02021 Q1 · Q&A responses: +23.22021 Q2 · Q&A responses: +4.32021 Q3 · Q&A responses: +21.02021 Q4 · Q&A responses: +13.02022 Q1 · Q&A responses: +6.52022 Q2 · Q&A responses: +6.02022 Q3 · Q&A responses: +8.52022 Q4 · Q&A responses: +6.62023 Q1 · Q&A responses: +12.52023 Q2 · Q&A responses: +11.02023 Q3 · Q&A responses: +8.32023 Q4 · Q&A responses: +10.02024 Q1 · Q&A responses: +5.02024 Q2 · Q&A responses: +7.92024 Q3 · Q&A responses: +11.82024 Q4 · Q&A responses: +7.12025 Q1 · Q&A responses: +2.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.58$8.03$13.472017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: $3.342017 Q2: $3.842017 Q3: $3.982017 Q4: $4.022018 Q1: $4.082018 Q2: $4.112018 Q3: $4.242018 Q4: $4.262019 Q1: $4.142019 Q2: $4.262019 Q3: $3.922019 Q4: $4.022020 Q1: $4.032020 Q2: $3.332020 Q3: $3.412020 Q4: $4.052021 Q1: $4.462021 Q2: $6.332021 Q3: $6.972021 Q4: $7.132022 Q1: $7.492022 Q2: $8.552022 Q3: $9.292022 Q4: $9.622023 Q1: $9.812023 Q2: $10.602023 Q3: $11.062023 Q4: $11.962024 Q1: $11.792024 Q2: $12.262024 Q3: $12.72

Forward P/E

18.6833.3147.952017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: 33.542017 Q2: 31.702017 Q3: 31.572017 Q4: 30.182018 Q1: 30.202018 Q2: 33.452018 Q3: 36.352018 Q4: 30.682019 Q1: 34.992019 Q2: 37.652019 Q3: 35.552019 Q4: 37.812020 Q1: 20.702020 Q2: 36.382020 Q3: 38.992020 Q4: 38.842021 Q1: 41.412021 Q2: 36.962021 Q3: 45.492021 Q4: 45.932022 Q1: 38.452022 Q2: 27.562022 Q3: 32.502022 Q4: 36.102023 Q1: 31.692023 Q2: 33.242023 Q3: 31.932023 Q4: 38.972024 Q1: 40.422024 Q2: 36.422024 Q3: 39.81

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2018 Q1 tone ↓ -3.6 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.7 fwd EPS ↓ -0.70 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -8.3 fwd EPS ↑ +1.87 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -5.9 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -2.8 fwd EPS ↑ +1.06 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -4.2 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+4.4——View →
2024 Q42025-02-04+7.2——View →
2024 Q32024-11-05+8.0$12.7239.8View →
2024 Q22024-07-30+5.6$12.2636.4View →
2024 Q12024-04-30+3.7$11.7940.4View →
2023 Q42024-02-06+8.0$11.9639.0View →
2023 Q32023-11-03+7.1$11.0631.9View →
2023 Q22023-08-01+8.9$10.6033.2View →