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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 in accordance with the Usage Guidelines for Gartner Services. Clearly mark all internal material containing Gartner excerpts "For internal use only". If you want to distribute an entire piece of research, see Section 6.3.

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:

1. The quote you wish to use;
2. The original research source of the quote (include a link to the document or a PDF);
3. The materials in which the quote will appear (include a link to the document or a PDF); and
4. 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

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 Client Engagements
    3.2 Gartner Weblogs
    3.3 Market Analysis and Statistics
    3.4 Cool Vendor, Hype Cycle, Magic Quadrant, MarketScope or Vendor Rating
          Research
       a Excerpting
       b 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
   6.5 Frequently Asked Questions

1. Policy Essentials

• You must have legitimate access to the Gartner content you are quoting (for example, as an entitled client, or via a reprint that is in the public domain) to receive approval.
• Quotes and/or excerpts must be attributed to research content published on gartner.com or to a Gartner event presentation. "Custom analyst quotes" are not permitted.
• Only quote from research that is less than 12 months old or that is labeled by Gartner "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 or service, or to criticize a vendor's competitor.
• No company-specific excerpts are permitted, except for Market Analysis and Statistics (see Section 3.3). For these two content types, comparisons between vendor organizations must include at least three vendors (that is, no one-to-one comparisons).
• No more than 10% of a Gartner research document may be excerpted for use in any client document. In addition, no more than 30% of the client document may consist of Gartner research.
• Always give proper attribution for excerpts to the original research source.
• "Gartner" may not appear in corporate boilerplates or signatures. It may appear in the title/sub-title of a press release, newsletter, the subject line of an email distribution, except for the following formats: "Gartner Says" or "According to Gartner". Titles and subjects may not imply that Gartner is providing an endorsement; it must be clear what they are based on (e.g. research document type, Gartner event)
• You may not use the "About Gartner" boilerplate.

2. Guidelines for Usage Based on Context

2.1 Limited Audience Documents
"Limited Audience" documents 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:

• Equity research reports and related marketing presentations
• 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
• Other documents or presentations tailored to a specific prospect or client organization

You do not need to get pre-approval to quote research in "Limited Audience" documents, so long as:

1. You comply with the provisions of this Copyright and Quote Policy, including the quantitative limits set out in Sections 1 and 3.3, and 3.4.
2. For Road Show Presentations related to Securities Offerings, you have already received approval to use Gartner research in the accompanying Final Prospectus or Offering Memo, and
3. 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's] 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.

The Quote Requests Team is available to help verify quote accuracy and appropriateness. Contact us at quote.requests@gartner.com

2.2 Litigation
Gartner 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:

• 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 or products).
• 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.

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"), other stock exchange or other analogous state or foreign securities agency or authority, as well as in any reports to stockholders. The following conditions apply:

1. All requested quotes or excerpts from Gartner published Research must be pre-approved by Gartner in writing; and
2. 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
3. Each use of a Gartner quote or excerpt must include full attribution to the relevant Gartner research document, including title, author and date; and
4. Each use of a Gartner quote or excerpt must appear within the immediate context (defined as the sentence(s) containing any and all Gartner references, as well as the sentence(s) before and after the Gartner reference(s)), and
5. Gartner disclaimer language (the most updated version of which is included 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.

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 Media
In 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:


• New Gartner research positions XCORP in leaders quadrant for data integration tools
• Gartner ranks XCORP #1 for worldwide security market share in 2011; overall market totaled $13.5 billion in revenue
• XCORP Rated 'Positive' in the Gartner MarkeScope for NA Data Center Outsourcing in 2012 [optional URL to press release or reprint]

Samples of what is unacceptable:


• 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.



3. Guidelines for Usage Based on Research Source

3.1 Custom Client Engagements
Gartner does not allow any custom client reports or deliverables to be shared externally.

3.2 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.

3.3 Market Analysis and Statistics
In addition to Section 1:

• Use data only from the most recently published Gartner document (for example, most recent quarter or year). When quoting from preliminary research documents, state this clearly.
• Gartner data may not be commingled with other analyst firms' 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."

To excerpt tables, charts and data points from Gartner research documents:


• 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.

3.4 Cool Vendor, Hype Cycle, Magic Quadrant, MarketScope and Vendor Rating Research

3.4a Excerpting from this research
In addition to Section 1:

• Any references to vendor designation or placement in these document MUST include the following disclaimer prominently 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

For Magic Quadrant and MarketScope Research:

• To provide a level playing field, we will embargo all approvals for newly published documents for at least 24 hours after publication.

For Cool Vendor Research:

• Cool Vendor designation may not be positioned as an award.
• The Cool Vendor logo may be used in perpetuity, provided full attribution and the required disclaimer also appear.

Example Press Releases:
Cool Vendor
Hype Cycle
Magic Quadrant
MarketScope
Vendor Rating

3.4b Displaying graphics from this research
In addition to Section 1:

• Graphics may not be used in advertisements, annual reports, brochures, books, magazines, 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, interior webpages and presentations, provided:
  1. You comply with the provisions of the Copyright and Quote Policy (in particular, Section 1).
  2. The graphic is displayed exactly as the original, with no edits or changes.
  3. 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.
  4. 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.

Example Slides:
Hype Cycle
Magic Quadrant
MarketScope
Vendor Rating

4. Reprints of Published Research

You need prior written permission if you want to use Gartner research in these ways:

• 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

5. Who to Contact

	Quote Requests, Approval and Questions
	North America and EMEA Primary Contacts: Kimberly Wheeler, Manager Allison Fletcher Cristina Clavarino		e-mail: quote.requests@gartner.com phone: 1 203 316 6178
	AsiaPac and Japan		e-mail: apquote.requests@gartner.com phone: 81 3 6430 1877
	Reprint Requests
	All Regions		e-mail: reprints@gartner.com phone: 1 203 316 6460



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 Research Document
Gartner [Title of research document], [Author Name(s)], and [Publication date]

Gartner Event 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, customers or prospects. 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 (we prefer that the Gartner logo appears visually as far away as possible from the vendor's).

Gartner Custom Newsletter Programs
The Gartner-provided newsletter designs reflect the principles stated above for Multimedia Products.

6.4 Violations
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:

• 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.

6.5 Frequently Asked Questions


Are Gartner analysts and sales reps authorized to approve my
external-use request?
No. Only a member of the Gartner Quote Requests team may approve external use requests via quote.requests@gartner.com.

Why doesn't Gartner allow company-specific quotes to be used?
To maintain Gartner's independence and objectivity. Company-specific quotes may appear endorsing when used outside their original context and in vendor materials.

Why doesn't Gartner pre-approve quotes for vendors to use in promotional materials before the research is published on gartner.com?
Research positions can change dramatically when research is in draft form. Until they are published, research positions are never final; therefore, allowing external use of draft content could result in inaccurate and conflicting findings.

I have an urgent external-use request. Can you turn around my request in less than two business days?
As time permits, we consider these requests. We endeavor to approve all quote requests as quickly as possible, but we ask that you incorporate two business days in your planning.

Why do I need to purchase reprint distribution rights for some graphics and not others?
Vendors typically use Magic Quadrant, MarketScope Vendor Rating and Hype Cycle research for competitive purposes, and we want to ensure the entire document is available as background information to the graphic so that it may not be misinterpreted.

What is "Gartner Foundational" research, and why do you allow quotes from it beyond 12 months?
Gartner Foundational research consists of documents published on gartner.com that are over 12 months old and not marked "Archived". Gartner still considers this research relevant and accurate (for example, it has not been superseded by more up-to-date research).

If I can't find any research published in the past 12 months or otherwise marked as "Gartner Foundational", can I quote from more dated research?
No. Research over 12 months old and not marked as "Gartner Foundational" may not be quoted externally.