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Gartner, Inc. (IT) BofA Securities 2026 Information & Business Services Conference March 12, 2026 8:40 AM EDT
Company Participants
David Cohen – Senior Vice President of Investor Relations
Conference Call Participants
Wahid Amin – BofA Securities, Research Division
Presentation
Wahid AminBofA Securities, Research Division
My name is Wahid Amin, and I’m part of the business and information services team here at BofA. This session will be on Gartner. I’m pleased to have David Cohen here, who runs Investor Relations at Gartner. We’re going to structure this session as a fireside conversation, and then we’ll field questions towards the end if time permits. So David, I appreciate you joining us today.
David CohenSenior Vice President of Investor Relations
Thanks for having me. Thanks to everyone in the room and those of you who are listening on the webcast.
Question-and-Answer Session
Wahid AminBofA Securities, Research Division
Awesome. So let’s start off with a question that we’re asking all information services companies this quarter or this year. And across the info services space, there’s been a debate amongst investors regarding the defensibility of the Insights business by LLMs. Given that LLMs are trained on vast amount of public data, how do you define the moat around Gartner’s proprietary research in an area where AI can synthesize general business advice into?
David CohenSenior Vice President of Investor Relations
Yes. So thanks. It’s an important place to start because it’s a top of mind focus for investors. And I think understanding how we’re positioned starts with the client value proposition. It’s our long-standing client value proposition, and it remains very compelling. And we’re very focused on helping senior operating executives make better decisions when they’re addressing their strategic priorities. When I talk about senior operating executives, think about the direct reports to a CEO. So we’re helping the Chief Information
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