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Forrester Research helps companies understand customer needs and make decisions about technology and business strategy. Its main service, Forrester Decisions, gives business and technology leaders online access to research, customer data, vendor evaluations and practical tools, with ongoing analyst support to apply them. Clients can also search its research using Forrester AI.
Companies pay subscriptions priced mainly by the number of licensed users, usually under annually renewable contracts and typically paid in advance. These research subscriptions generate most of Forrester’s revenue. Clients also pay fixed fees for consulting projects and advisory work, while event attendees and sponsors pay for its events. Consulting and events complement the subscription business.
The business depends on clients renewing subscriptions, expanding their purchases and finding its research credible, useful and timely as technology and markets change. Its client base is spread across many companies rather than relying heavily on one customer.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Forrester’s results hinge on enterprise research-subscription renewals and advisory budgets; IDC is another research rival to watch that is missing from this list.
Gartner competes directly with Forrester for business and technology leaders’ spending on proprietary research subscriptions, analyst advice, consulting and conferences. Watch Gartner’s efforts to increase client spending and pricing: Forrester warns that competition can pressure its prices and market share.
TechTarget, Inc. challenges Forrester on two fronts: its Intelligence & Advisory services compete in technology research, while its content services compete for technology vendors’ marketing budgets. Watch those vendors’ spending on Brand & Content, which overlaps with Forrester’s content-marketing work.
Accenture competes with Forrester’s consulting business for enterprises’ spending on strategy, digital transformation and customer-experience advice. Its consulting work is the relevant business to watch for this overlap, rather than the services it runs on clients’ behalf.
Forrester Research Inc earningsThis company
Research subscriptions are Forrester Research’s largest business, and this report will show whether renewals and new client spending can halt the decline in contract value.
Read Research revenue alongside contract value, the annualized value of recurring research contracts in force at a point in time. If both rise, renewals and new contracts are replacing lost business; if they keep falling, retention or new sales still are not stabilizing Forrester’s main revenue source.
Gartner, Inc. earningsIT
Gartner’s report will show spending and pricing for proprietary research subscriptions and analyst advice, which compete with Forrester Research for the same client budgets.
Watch Gartner’s client spending and pricing. If both strengthen, companies are still paying for research subscriptions and analyst advice, but Gartner may be winning more of the budget from Forrester; if both weaken, budgets for these services are under pressure, making Forrester’s renewals and new sales harder too.
TechTarget, Inc. earningsTTGT
TechTarget’s report will show technology vendors’ spending on Brand & Content services, which compete with Forrester Research’s content-marketing work for the same budgets.
Watch TechTarget’s Brand & Content business. Strength would show technology vendors are still funding branded content, leaving Forrester a chance to win that spending too; weakness would point to shrinking demand and make Forrester’s content-marketing projects harder to secure.
Accenture PLC earningsACN
Accenture’s report will show enterprise spending on strategy, digital transformation and customer-experience advice, areas where its consulting work competes with Forrester Research for client budgets.
Watch demand and bookings in Accenture’s consulting work, especially strategy, digital transformation and customer-experience projects—not services it operates for clients. Stronger demand means companies are still funding this work; weaker demand means Forrester may find it harder to replace completed project engagements.
