Implications of Gartner’s and Forrester’s Q2 2024 Financial Results

The SageNote Forward-Looking Analysis (FLA) Report from August 26, 2024, examines the divergent Q2 2024 financial results of Gartner and Forrester, two leading IT research and advisory firms, and their implications for vendor analyst relations (AR) teams and the tech industry.

The Gartner Vendor Briefing Process Gets Easier

One of the biggest challenges AR leaders face is analyst availability. It’s especially challenging when a vendor crosses multiple markets and needs to brief several analysts at once. Peter Kalinowski Preface: In 2009 we cited this article as one of the most useful articles by analysts with tips on Analyst Relations. Over the decade since[…]

Tips for Increasing Analyst Awareness: An Interview With Gartner Research VP Laura McLellan

“Most technology providers maintain informal relationships with Gartner analysts. Yet adding a little structure to the relationship can yield much higher value.” Laura McLennan Preface: In 2009 we cited this article as one of the most useful articles by analysts with tips on Analyst Relations. Over the decade since then, the article’s fallen offline. In[…]

Dave Eckert on getting started with Sales Enablement

Dave Eckert, who led the SageCircle analyst relations consultancy, is one of the most experienced veterans of the analyst relations community. His work helped SageCircle stand head and shoulders above other firms on issues of sales enablement. Duncan Chapple had the chance to interview him. In the first of three SageTalk posts based on that interview,[…]

The evolution of the IT analyst industry – a fireside chat

Focusing on the IT analyst business, its beginnings and weaknesses in the original model bringing technology and business together over the course of the last 20 years. Panelists: Jonathan Yarmis with Gideon Gartner and Carter Lusher Click here or on the graphic to play the video SageCircle Since 2000, SageCircle has helped analyst relations teams[…]

This not the first time that Gartner has been sued nor will it be the last

Software vendor ZL Technologies has sued Gartner, Inc. about the impact of the firm’s research on its business (see the court documents on its website). Needless to say, this has gotten the attention of twits and bloggers. Here are two example blog posts 

There are legitimate criticisms about any particular firm’s research methodology, whether a standalone piece of research or a recurring research deliverable like IDC’s market share models or Aberdeen Axis. SageCircle, vendors, and others have certainly given Gartner suggestions for improving the Magic Quadrant in private meetings, on blog posts, and in public forums like the Gartner Quarterly AR Call. And to be fair, Gartner has tweaked its methodology a little for the Magic Quadrant over the years, but probably more in response to the Forrester Wave than what they hear from the vendors.

ZLTI v Gartner in logos

There is also the issue that many technology buyers who use the Magic Quadrant as an input to decision making do not know how to […]

You don’t have to be a Gartner client to get a good “dot” on the Magic Quadrant

One of the continuing myths in the IT industry is that Gartner demands payment from vendors for placement on its research. This even came up in a comment – anonymously posted of course – on a blog post written by Gartner VP and Distinguished Analyst Tom Bittman (bio, blog, Twitter) called A Rant – My Integrity as an Analyst.

SageCircle knows this is not the case from personal experience, but also because we get collaborating evidence from our clients. Just last week we were on an inquiry with a client, a small software company, who was included on a Magic Quadrant in the Visionary square months before they even considered signing up for a Gartner contract. The reason for the inquiry with SageCircle? In the draft update of the Magic Quadrant their dot had moved to the left. Yikes. However, the reason for the less favorable position had nothing to do with their client status or the size of their contract. Rather it was because they had not noticed that the lead author on the Magic Quadrant had changed. Once we figured this out, they understood that their problem was that they had never briefed the new analyst.

We also know of large vendors who have spent hundreds of thousands of dollars with Gartner year in and year out only never to get onto a Magic Quadrant on which they wanted to be included.

However, in the past it has also been true that some unscrupulous Gartner sales representatives have played the research placement card when they desperately needed to […]