Gartner, Inc. Copyright and Quote Policy
Gartner, Inc. is the definitive source of objective technology thought leadership. To protect our reputation for objectivity, we have strict standards for appropriate use of our company name and research. The Gartner name and published materials are subject to trademark and copyright protection, regardless of source. This policy defines how you may use the "Gartner" name, take excerpts of Gartner research or quote Gartner analysts. Gartner reserves the right of refusal.
Internal Use: Clients may quote published research documents internally without pre-approval, as long as this happens on a non-routine basis. Clearly mark all internal material containing Gartner excerpts "For internal use only". If you want to distribute an entire piece of research, see Section 6.
External Use: Except for "Limited Audience" Documents (defined in Section 2.1), corporate micro-blogs and personal blogs/micro-blogs, all external use of the Gartner name and research must be pre-approved by Gartner.
How to submit a quote or usage request
Email your request to quote.requests@gartner.com
To get approval for your quote request please provide:
- The quote you wish to use;
- The original research source of the quote (included);
- The materials in which the quote will appear (included); and
- The location of the quote in both documents.
Turnaround time: Please allow up to two (2) business days for approval. Note: Requests that require multiple rounds of review or analyst involvement may take longer.
Using Quotes More than Once: If you think you will want to use the same quotation multiple times, use the Approved Quote Sheet Template, which lets you submit once and use multiple times. Send your Approved Quote Sheet Template to quote.requests@gartner.com
Table of Contents
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1. Policy Essentials
2. Guidelines for Usage Based on Context
2.1 Limited Audience Documents
2.2 Litigation
2.3 Materials Promoting Events that Feature a Gartner Analyst
2.4 Securities Filings and Reports
2.5 Social Media
3. Guidelines for Usage Based on Research Source
3.1 Custom Analyst Quotes
3.2 Custom Client Engagements
3.3 Gartner Weblogs
3.4 Market Analysis and Statistics
3.5 Cool Vendor, Hype Cycle, Magic Quadrant, MarketScope or Vendor Rating
Research
3.5a Excerpting
3.5b Displaying Graphics
4. Reprints of Published Research
5. Who to contact
6. NOTES
6.1 Attribution
6.2 Basics of Copyright Law
6.3 Re-licensed Content
6.4 Violations
1. Policy Essentials
- Only quote from research that is less than 12 months old or that is labeled by Gartner as "Gartner Foundational". Draft materials may not be quoted.
- All excerpts must be included verbatim, in their entirety, and appear accurately with all relevant context. Paraphrasing is not allowed. Quotes must include the full sentence you wish to excerpt, or if in bullet form, the complete thought.
- Gartner research may not be used to endorse a vendor, product, service, or to criticize a vendor's competitor. No company-specific excerpts are permitted.
- When comparing vendors, at least three vendors must appear. No one-to-one comparisons.
- Except for press releases, no more than 10% of a Gartner research document may be excerpted for use in any client document. In addition, the client document may not contain more than 30% Gartner research.
- Give proper attribution for all excerpts to the original research source.
- "Gartner" may not appear in the title/sub-title of a press release, newsletter, the subject line of an email distribution, or in corporate boilerplates or signatures.
- Your document may not solely consist of Gartner research or exceed the boundaries of Fair Use under U.S. Copyright Law.
- You may not use the "About Gartner" boilerplate.
2. Guidelines for Usage Based on Context
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2.1 Limited Audience Documents
- Equity research reports
- Reports created as deliverables in a custom consulting engagement
- Road Show Presentations for Securities Offerings
- Confidential Investment Banking Pitch Books used to market investment/financing opportunities
- Proposals tailored to a specific prospect or client, which may appear in document or presentation format
- you comply with the provisions of this Copyright and Quote Policy, including the quantitative limits set out in Sections 1 and 3.4, and
- for Road Show Presentations for Securities Offerings, you have already received approval to use Gartner research in the accompanying Final Prospectus or Offering Memo, and
- the following disclaimer is included in the document where the Gartner name and research will appear, in a format that can be readily viewed by the reader:
All statements in this report attributable to Gartner represent [Enter Client Name] interpretation of data, research opinion or viewpoints published as part of a syndicated subscription service by Gartner, Inc., and have not been reviewed by Gartner. Each Gartner publication speaks as of its original publication date (and not as of the date of this [presentation/report]). The opinions expressed in Gartner publications are not representations of fact, and are subject to change without notice. - It must be clear that Gartner is being featured and not co-hosting or sponsoring the event. For example, "An ABC Company event, featuring Gartner Analyst, John Doe".
- The Gartner analyst content must be clearly differentiated from the client content and it must be clear that Gartner content is industry-general (that is, not about vendors).
- The Gartner logo must be visually separated from other logos. Reference: Gartner Logo Use Guidelines.
- Promotion on third-party websites deemed competitive to Gartner is not permitted.
- All requested quotes or excerpts from Gartner published Research must be pre-approved by Gartner in writing; and
- The issuer or reporting person must execute (by an authorized signatory) Gartner's Quote Indemnification Agreement (contact quote.requests@gartner.com for other versions based on Filing or Report type); and
- Each use of a Gartner quote or excerpt must include full attribution to the relevant Gartner research document, including title, author and date; and
- Gartner's disclaimer language (the most updated version of which is located below) must be included in the registration statement, prospectus or report at the bottom of the page where the first Gartner quote or excerpt appears, with appropriate footnote cross-reference to the quoted or excerpted language.
The Gartner Report(s) described herein, (the "Gartner Report(s)") represent(s) data, research opinion or viewpoints published, as part of a syndicated subscription service, by Gartner, Inc. ("Gartner"), and are not representations of fact. Each Gartner Report speaks as of its original publication date (and not as of the date of this Prospectus) and the opinions expressed in the Gartner Report(s) are subject to change without notice. - New Gartner research positions XCORP in leaders quadrant for data integration tools
- Gartner ranks XCORP #1 for worldwide security market share in 2009; overall market totaled $13.5 billion in revenue
- XCORP Rated 'Positive' in the Gartner MarkeScope for NA Data Center Outsourcing in 2010 [optional URL to press release or reprint]
- Gartner ranks XCORP leader in CRM Magic Quadrant and says XCORP continues to demonstrate strong vision in the market.
- Gartner says to add XCORP to your shortlist for XYZ products.
- XCORP receives stronger evaluation by Gartner than YCORP
- Custom quotes must be industry-general (that is, no company specifics).
- If a custom quote includes market analysis or stats, the related research document must be sourced.
- Custom quotes may not appear in white papers, advertisements, technology provider publications, promotion associated with merger and acquisition, funding, earnings, new executive hire, survey results, or when based solely on Gartner research.
- You need to receive explicit approval by the Quote Requests team, even if the analyst approves.
- Limit one custom quote per client usage request.
- Use data only from the most recently published Gartner document (most recent quarter or year). When quoting from preliminary research documents, state this clearly.
- Gartner data may not be commingled with any other analyst firm's data.
- Include in all ranking statements the relevant region and time frame. For example, "Gartner, Inc. has ranked Company X the worldwide market-share leader in the web access management market, based on total software revenue for 2011."
- Note the excerpted Gartner research document in the attribution as "Source: Gartner, [Name of research document], [Date]"
- If you want to provide your own data points alongside Gartner's (understanding it cannot be commingled with Gartner's), include the following attribution: "Calculations performed by [my company's name]."
- In any given document, you may publish up to three tables or charts that are based on, or contain excerpts from Gartner research.
- Retrospective wording may not be used, for example, "third consecutive year" or "again".
- Comparative wording may not be used, for example, "only", highest", "sole", "coolest", or "one of three vendors" – except for "highest possible rating" when referencing "Strong Positive".
- Any references to vendor designation or placement in these document MUST have the following disclaimer prominently published within the materials in which the references appear:
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose - Graphics may not be used in advertisements, annual reports, brochures, books, white papers, financial documents, press releases, event signage or on website homepages.
- Graphics from these documents may be used in specific approved contexts, for example, proposals and presentations, provided:
- You comply with the provisions of the Copyright and Quote Policy (in particular, Section 1).
- The graphic is displayed exactly as the original, with no edits or changes.
- You purchase reprint distribution rights: These graphics need the full context of the documents in which they are published to be understood completely. This is a stipulation for approval.
- The following disclaimers appear within the materials in which the graphic appears.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from [insert client name or reprint URL].
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose
- Scanning, or otherwise importing publications into an electronic storage/retrieval system
- Distribution of publications to other units of the organization through electronic data transmission systems such as email without the purchase of reprints - unless such right is part of a standard Gartner product offering your company has purchased
- Distribution of publications to external organizations without the purchase of reprint distribution rights
- Posting complete documents on an Internet or Intranet site without the purchase of reprint distribution rights
- Posting partial sections of documents on an Internet or Intranet site without Gartner approval
- Require client to distribute company-wide email reminding all associates of their contractual obligation to follow Gartner Policy.
- Refuse Gartner analysts as press contacts.
- Impose quote bans of varying durations, including a ban on all use of the Gartner name.
- Post a blog exposing the violation.
- In addition, Gartner may seek additional remedies available under contract, copyright and other applicable law.
"Limited Audience" documents are documents that are not accessible by, or distributed to, the general public; they are available only to a limited audience of the client's own subscribers, clients or prospects. These documents include only:
You do not need to get pre-approval to quote research in "Limited Audience" documents, so long as:
The Quote Requests Team is available to help verify quote accuracy and appropriateness. Contact us at quote.requests@gartner.com
2.2 LitigationGartner does not permit the external use of research content for litigation purposes and will not approve such requests.
2.3 Materials Promoting Events that Feature a Gartner Analyst
In addition to Section 1:
2.4 Securities Filings and Reports
In addition to Section 1:
Clients may quote or excerpt from Gartner published Research in registration statements, prospectuses and reports filed with, or furnished to, the Securities and Exchange Commission ("SEC"), any stock exchange or other analogous state or foreign securities agency or authority, as well as in any reports to stockholders. The following conditions apply:
Please submit your request to quote.requests@gartner.com. Fax the signed Quote Indemnification Agreement to 1 866 681 4224 or scan and email to quote.requests@gartner.com. All requested Gartner quotes or excerpts must be included in "Exhibit A" to the Quote Indemnification Agreement with full attribution given to the relevant Gartner research document, including title, author, date and required disclaimer.
Any deviation from the above-referenced requirements must be pre-approved by Gartner Quote Requests.
2.5 Social MediaIn addition to Section 1:
If you would like to reference the Gartner brand or intellectual property on a corporate platform such as a corporate blog, you must obtain Gartner approval in advance. If you want to reference this material on a personal blog or micro-blog, you do not need this permission. We differentiate the rule because a corporate blog represents a company's overall point of view and a personal blog represents an individual's personal opinion. That said, Gartner will pursue any gross misrepresentation of Gartner research even in personal blogs and micro-blogs.
Corporate Blogs: Submit initial blog post for review and approval before posting; standard Copyright and Quote Policy rules apply. Subsequent blog responses do not require Gartner approval but must follow the Policy.
Corporate Micro-Blogs: While you do not need to submit postings to Gartner for review and approval, they must follow the Policy. If character limits constrain length (for example, Twitter), postings do not need to include full attribution or disclaimers.
Samples of what is acceptable:
Samples of what is unacceptable:
3. Guidelines for Usage Based on Research Source
3.1 Custom Analyst QuotesCustom analyst quotes are quotes developed for a specific purpose by an analyst (that is, they are not excerpted from a published research document).
3.2 Custom Client Engagements
Gartner does not allow any custom client reports or deliverables to be shared externally.
3.3 Gartner Weblogs
Comments or opinions expressed on Gartner weblogs may be copied and redistributed on other weblogs, or otherwise used for private, non-commercial or journalistic purposes. No other use is permitted.
3.4 Market Analysis and Statistics
In addition to Section 1:
To excerpt tables, charts and data points from Gartner research document:
3.5 Cool Vendor, Hype Cycle, Magic Quadrant, MarketScope and Vendor Rating Research
3.5a Excerpting from this research
In addition to Section 1:
Example Press Releases:
Cool Vendor
Hype Cycle
Magic Quadrant
MarketScope
Vendor Rating
In addition to Section 1:
Example Slides:
Hype Cycle
Magic Quadrant
MarketScope
4. Reprints of Published Research
You need prior written permission if you want to use Gartner research in these ways:5. Contacts
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Quote Requests, Approval and Questions | |||
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| North America and EMEA Primary Contacts: Kimberly Wheeler, Manager Allison Fletcher Cristina Clavarino |
e-mail: quote.requests@gartner.com phone: 1 203 316 6178 |
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| AsiaPac | e-mail: apvendor.relations@gartner.com phone: 81 3 6430 1877 |
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| Japan | e-mail: jpvendor.relations@gartner.com phone: 81 3 6430 1877 |
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Reprint Requests | |||
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| All Regions | e-mail: reprints@gartner.com phone: 1 203 316 6460 |
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Changes to Policy
Gartner, Inc. reserves the right to change its policies or explanations of its policies at any time, without notice. These explanations and polices are for general informational purposes only and do not constitute a waiver with respect to any of Gartner, Inc.'s rights, all of which are specifically reserved. The policy in its most current form will be available on www.gartner.com under the Office of the Ombudsman link.
6. NOTES
6.1 Attribution
In February 2000, Gartner officially dropped the word “Group” from its corporate name, and became Gartner, Inc.
The only proper ways to reference Gartner when providing attribution is “Gartner”. Gartner Group is no longer our company name.
Attribution Formats:
Gartner Analyst
According to John Doe, Principal Analyst, Gartner
Gartner Research Document
Gartner [Title of research document], [Author Name(s)], and [Publication date]
Presentation
Gartner [Name of Gartner event] Presentation, [Title of presentation], [Author name(s)], and [Event date(s)].
Gartner Press Release
Gartner Press Release, “[Title of Gartner press release]”, [Date issued]. [URL to press release on gartner.com]
6.2 Basics of Copyright Law
Copyrights protect original works of authorship. The types of works covered by copyright vary widely, from literary works such as books, poems, technical manuals, or software code, to audiovisual works, musical works or works of fine art. Only the copyright owner of a work, or someone who has the copyright owner's permission, may (1) make copies of the work; (2) create adaptations ("derivative works") based on the work; (3) distribute copies of the work; (4) perform the work publicly; or (5) display the work publicly. These are referred to as the "exclusive rights" of a copyright owner.
Copyright protection attaches to a newly created work as soon as it is "fixed in a tangible medium of expression". For example, spoken words alone, such as a speech delivered extemporaneously that is not written down, would not be protected by copyright because it is not "fixed in a tangible medium." Works do not have to be registered with the U.S. Copyright Office, and do not have to display a copyright notice, in order to enjoy copyright protection.
The United States and most of the industrialized world are parties to the Berne Copyright Convention, which means that each member country will respect and enforce the copyrights that originate in other member states.
Virtually all of Gartner's published research is protected by copyright, whether in printed or electronic form.
6.3 Re-licensed Content
Print or Web Reprints
Gartner sells reprints of most of its published research. Purchased reprints may be provided in their entirety for your internal associates, clients or potential clients. Use of reprints is subject to Gartner’s reprint policy. Gartner must approve the marketing or promotional verbiage that advertises the availability of reprints. To purchase reprints, please contact reprints@gartner.com.
Multimedia Products
Multimedia products must clearly indicate that the contents include Gartner research. All promotional materials and packaging must reflect this emphasis. Gartner must approve the marketing or promotional verbiage related to these products. The Gartner logo may not appear next to a vendor logo (preferably the Gartner logo will appear at opposite ends of the CD or PowerPoint slide).
Gartner Custom Newsletter Programs
The Gartner-provided newsletter designs reflect the principles stated above for Multimedia Products. Please note that custom analyst quotes are not permitted in Custom Newsletters.
Should a client fail to comply with this policy, Gartner reserves the right to take appropriate steps to address issues that could impact the Gartner brand. This could include, but is not limited to:
