Updated
The most significant concentration Gartner discloses is subscription-based insights products at 78%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Gartner’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'subscription-based insights products and services ... constituted approximately 78% and 77% of total revenues from our operations for 2025 and 2024, respectively'”
The company's disclosed concentration profile is defined by a single product-type exposure. Subscription-based insights products and services constituted approximately 78% of total revenues from operations for 2025, a high-share structural concentration. The structural character is appropriate: subscription revenue is the deliberate design of the company's business model, built around multi-year enterprise contracts for research and advisory services. The high share reflects a mature, recurring-revenue profile rather than an accidental customer or product imbalance. The dominance of subscription revenue has meaningful implications for the risk profile. On the positive side, the structural nature of the concentration means revenue is predictable and visible, with multi-year contracts creating forward visibility that is uncommon in more transactional businesses. On the other side, any disruption to contract renewal rates — whether from corporate budget tightening, competitive displacement, or a strategic reassessment of research spend by enterprise clients — would flow directly and proportionately through the revenue line, given how little non-subscription revenue exists to buffer it. There are no disclosed customer, geographic, or supplier concentrations to layer alongside the product-type exposure. The profile is therefore clean and singular: the company's financial results are tightly anchored to the health of its subscription renewal and expansion engine. Enterprise IT and corporate spending trends, client seat growth, and competitive positioning in research advisory are the primary variables to monitor.
For the engine’s reasoning on IT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CACI | CACI International, Inc. | 3 | 1 | 0 | 4 |
| BBAI | BigBear.ai, Inc. | 1 | 1 | 0 | 2 |
| IT● | Gartner, Inc. | 1 | 0 | 0 | 1 |
| ACN | Accenture plc | 0 | 0 | 0 | 0 |
| APLD | Applied Digital Corporation | 0 | 0 | 0 | 0 |
| BR | Broadridge Financial Solutions, | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.