IT

Gartner, Inc. stock research

Jun 30, 2024

FY2024 Q2

Gartner (IT) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit both increased compared to the preceding quarter and the same quarter one year earlier, while cost of revenue also rose. Gross margin weakened slightly from the prior quarter but improved relative to the same quarter last year.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit both increased compared to the preceding quarter and the same quarter one year earlier, while cost of revenue also rose. Gross margin weakened slightly from the prior quarter but improved relative to the same quarter last year.

  • The gross margin declined from the immediately preceding quarter, indicating that cost of revenue grew at a faster pace relative to revenue. Compared to the same quarter one year earlier, gross margin was higher, showing an overall improvement in profitability from that baseline.
  • Revenue and gross profit were higher than both the prior quarter and the same quarter last year. Gross margin was lower than the prior quarter but higher than the year-ago quarter.

Gross margin snapshot

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

Gross margin

68.6%

Gross profit

$1.1B

Revenue

$1.6B

Cost of revenue

$513.3M

Quarter-over-quarter change

-0.7 pts

Year-over-year change

+1.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Jun 30, 2024$1.6B$1.1B$513.3M68.6%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

-0.7 pts

Year-over-year change

Jun 30, 2023

+1.1 pts

What the margin says

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

The gross margin declined from the immediately preceding quarter, indicating that cost of revenue grew at a faster pace relative to revenue. Compared to the same quarter one year earlier, gross margin was higher, showing an overall improvement in profitability from that baseline.

Revenue and gross profit were higher than both the prior quarter and the same quarter last year. Gross margin was lower than the prior quarter but higher than the year-ago quarter.

Monitor the trend in cost of revenue relative to revenue, as it increased more sharply sequentially and is the key factor behind the gross margin change.