IT earnings / call / takeaways

IT Q3 FY26 earnings call: key takeaways

What IT said on its earnings call of November 3, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 3, 2026·AI-generated from the call transcript and Lician data

EPS of $3.59 beat the $2.86 consensus (8:54)
Revenue of $1.5 billion beat the $1.487 billion consensus (8:54)
Gartner raised full-year guidance across all measures (15:39)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$2.86	–	–
Revenue	$1.49B	$1.50B	beat

EPS basis: Unverified: provider EPS differs from SEC diluted EPS; press release not read yet

The stock moved -13.2% over the report window (S&P 500 ETF +0.3%). Earnings history

What changed since last quarter

Raised full-year revenue guidance to $6.405 billion from previous guidance (14:03)
Raised full-year EBITDA guidance to $1.615 billion from previous guidance (14:03)
Raised full-year adjusted EPS guidance to $14.65 from previous guidance (14:03)

Guidance

Metric	This call	Previous call
Revenue	Full-year revenue of $6.405 billion (14:03)	not captured
EBITDA	Full-year EBITDA of $1.615 billion (14:03)	not captured
EPS	Full-year adjusted EPS of $14.65 (14:03)	not captured
Free cash flow	Full-year free cash flow of $1.235 billion (14:03)	not captured
EBITDA	Q4 EBITDA of $390 million (15:39)	not captured

What analysts pressed on

Concern about the impact of geopolitical conflicts on selling environment (28:07)
Concern about the impact of AI on new business wins and CV growth (23:42)
Concern about the impact of tariffs and oil prices on selling environment (28:07)

In their words

We continue to see strong demand for our services. (5:09)
Our conferences continue to be highly rated and highly valued by our attendees. (5:09)
We are positioned to accelerate CV growth... (15:39)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.