IT

Gartner, Inc. stock research

Mar 31, 2023

FY2023 Q1

Gartner (IT) Gross Margin — Quarter Ended Mar 31, 2023

Revenue increased year-over-year, but cost of revenue grew at a faster pace, causing gross margin to decline. Sequentially, revenue declined while cost of revenue fell more, leading to a gross margin improvement.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue increased year-over-year, but cost of revenue grew at a faster pace, causing gross margin to decline. Sequentially, revenue declined while cost of revenue fell more, leading to a gross margin improvement.

  • The sequential improvement in gross margin was driven by a larger decline in cost of revenue compared to the decline in revenue.
  • Compared to the prior quarter, gross margin increased; compared to the same quarter last year, gross margin decreased.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

69.1%

Gross profit

$973.7M

Revenue

$1.4B

Cost of revenue

$435.1M

Quarter-over-quarter change

n/a

Year-over-year change

-1.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$1.4B$973.7M$435.1M69.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-1.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was driven by a larger decline in cost of revenue compared to the decline in revenue.

Compared to the prior quarter, gross margin increased; compared to the same quarter last year, gross margin decreased.

Monitor the trend of cost of revenue relative to revenue, as it has been the primary factor in margin changes.

IT Gross Margin — Quarter Ended Mar 31, 2023