Transcript
Introduction
Matt
Welcome back to Business Breakdowns. Today, we are covering a behemoth in the research market, Gartner. Our guest is Alvise Peggion, Portfolio Manager at Fairlight Asset Management. Now I don't know how many of our listeners make Breakdowns a family listening experience, but earmuffs for the kiddos for a moment.
The way I would present Gartner is very much in the cover-your-a** economy. Executives are willing to pay $20,000 to $30,000 for reports or $50,000-plus for full subscriptions, so they can access the insights and data collected by Gartner to help them make business decisions, purchasing decisions and pivoting decisions.
Alvise helps us cover how Gartner grew into this at-scale player, how the research and sales model has been fine-tuned over time and particularly over the last 20 years and where the opportunity for growth is in the future. It's a very interesting business with a lot of interesting dynamics that I think investors think about a lot. So please enjoy this breakdown of Gartner.