IT

Gartner, Inc. stock research

Mar 31, 2024

FY2024 Q1

Gartner (IT) Gross Margin — Quarter Ended Mar 31, 2024

Gross margin improved compared to the prior quarter and was slightly higher than the same quarter last year. Revenue was lower than the preceding quarter but higher year over year, while cost of revenue decreased sequentially and increased annually.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Gross margin improved compared to the prior quarter and was slightly higher than the same quarter last year. Revenue was lower than the preceding quarter but higher year over year, while cost of revenue decreased sequentially and increased annually.

  • The increase in gross margin from the prior quarter was driven by a larger proportional decline in cost of revenue relative to the decline in revenue.
  • Sequentially, revenue decreased while gross margin rose; year over year, both revenue and cost increased, with gross margin edging up slightly.

Gross margin snapshot

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

Gross margin

69.4%

Gross profit

$1.0B

Revenue

$1.5B

Cost of revenue

$459.4M

Quarter-over-quarter change

+2.8 pts

Year-over-year change

+0.3 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2023$1.5B$1.0B$487.4M67.6%
Sep 30, 2023$1.4B$957.9M$450.8M68.0%
Dec 31, 2023$1.6B$1.1B$529.8M66.6%
Mar 31, 2024$1.5B$1.0B$459.4M69.4%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

+2.8 pts

Year-over-year change

Mar 31, 2023

+0.3 pts

What the margin says

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

The increase in gross margin from the prior quarter was driven by a larger proportional decline in cost of revenue relative to the decline in revenue.

Sequentially, revenue decreased while gross margin rose; year over year, both revenue and cost increased, with gross margin edging up slightly.

Monitor the trend in cost of revenue to assess whether the improved margin is sustained.

IT Gross Margin — Quarter Ended Mar 31, 2024