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Copyright & Quote Policy

Gartner, Inc. Copyright and Quote Policy

THIS DOCUMENT CONTAINS LINKS WHICH SHOW EXAMPLES AND BEST PRACTICES

Last Updated: February 28, 2018 (View Revision History)

Introduction

Gartner, Inc. is the definitive source of objective and independent technology thought leadership. To protect our reputation for objectivity and independence, we have strict standards for appropriate use of our company name, research and logo. The Gartner name and published research materials are subject to trademark and copyright protections, regardless of where and how referenced. This policy defines how you may use the “Gartner” name, logo, excerpts and/or any reference(s) to research published on gartner.com or to Gartner Events-related materials. This policy also applies to any third party that writes and/or promotes content on your behalf, including partner organizations. All requests to use the Gartner name as set forth above must be submitted to Gartner Quote Requests for compliance review and approval. All decisions are at the sole discretion of Gartner Quote Requests and are final.

How to submit a quote or usage request

Email your request to quote.requests@gartner.com.

Be prepared to submit the following:

  • The original Gartner published research source (include a link to the document or a PDF), or link to the original Gartner Peer Insights from which the quote is taken;
  • Your draft materials (include a mock-up for web pages, booth designs and marketing slicks — no screenshots please) in which the Gartner reference(s) will appear; and,
  • If your content comes from pivot tables or charts, include screenshot(s) of referenced or manipulated pivot tables or charts.

Turnaround time: Please allow up to two (2) business days for review. Note: Requests that require multiple rounds of review or analyst involvement may take longer.

Table of Contents

Introduction

1. Policy Essentials

  1. To receive approval, you must have legitimate access to the Gartner published research you are quoting (you must be an entitled client or quote from a licensed reprint).
  2. Quotes, excerpts, references and graphics must be attributed to 1) research published on gartner.com, 2) a Gartner press release or 3) a Gartner Summit or Symposia presentation. All content types must be less than 12 months old, or in the case of a research report, labeled “Gartner Foundational” if older than 12 months.
  3. Quotes found in media or third-party sources are not allowed. Why?
  4. All excerpts must be lifted verbatim, in their entirety, and appear accurately with all relevant context. Paraphrasing is not allowed.
  5. Company-, product-, or services-specific quotes are strictly prohibited. Why?
  6. Gartner research and brand may not be used to endorse a vendor, product or service, or to criticize a vendor’s competitor. Forbidden use includes reports in their entirety, or quotes. Why?
  7. No custom analyst quotes – formal or informal – are allowed. Only research that has been published formally on gartner.com may be excerpted; this means that informal comments made by analysts in any forum may not be quoted.
  8. External use of custom reports or consulting deliverables is prohibited except under very limited circumstances (see Section 3.1).
  9. Only quote from published research that is less than 12 months old or labeled by Gartner as “Gartner Foundational.”
  10. No more than 10% of a published Gartner research document may be excerpted for use in any client document.
  11. No more than 30% of your document or promotional materials (including booth signage) may consist of Gartner published research or references. Why?
  12. To include an industry-general graphic or table from a published research document, it must be shown in its entirety without any changes to the graphic.
  13. Vendor-specific graphics or tables that reflect product or service rating, ranking, recognition or positioning may be excerpted from Forecast and Market Share reports, as well as “branded” research (see Section 3.4). No other vendor-specific content may be excerpted.
  14. The Gartner name, Gartner Logos and/or published research references may not appear in corporate boilerplates and/or email signature stamps. Why?
  15. The official “About Gartner” boilerplate text on gartner.com may not be included in any external communications, press releases or marketing materials.
  16. While “Gartner” may appear in the title/sub-title of your press release, newsletter or email subject line, you may not use these phrases in your title or subject line that begin with “Gartner Says” “Gartner Announces” “Gartner Estimates” “Gartner Identifies” “Gartner Predicts” “Gartner Forecasts” “Gartner Highlights” “Gartner Names” “Gartner Features” “Gartner Insight on” or “According to Gartner.”  Why?
  17. You may display Gartner content alongside Gartner competitor content only in a simple listing of source reports that recognizes your product or service, with links to these reports. Examples.
  18. Gartner does not allow promotion on third-party websites deemed competitive to Gartner.
  19. Gartner, Inc. acquired CEB, Inc. in April 2017. All external use of CEB content is subject to this Copyright and Quote Policy.

2. Rules for Usage and Quotes 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 business prospects. Provided you comply with the provisions of this Copyright and Quote Policy, including the limits set out in Sections 1, 3.3, 3.4a and 3.4b, you do not need pre-approval to quote Gartner published research in “Limited Audience” documents. These documents include only:

  • Documents or presentations tailored to a specific business prospect or client organization. Examples include: Requests for Proposal (RFPs), Requests for Information (RFIs), Requests for Quotes (RFQs), Invitations for Bid (IFBs), Invitations to Bid (ITBs)
  • Equity and fixed income research reports and related marketing presentations of professional investment advisers
  • Road show presentations* for securities offerings (but not the offering documents themselves)
  • Confidential investment banking pitch books used to market investment/financing opportunities (but not the offering documents themselves)
  • Client & Prospect Reports generated from cloud comparative data (Gartner IDEAS Competitive Profiles) may only be used in Requests for Proposal (RFPs), Requests for Information (RFIs), Invitations for Bid (IFBs), Invitations to Bid (ITBs). See Section 3.8.

Note: “Limited Audience” documents do not include any securities offering documents, whether equity, debt or other securities (except for as noted within).

The following disclaimer must be included in the limited audience document where the Gartner name and/or research will appear (except for Gartner IDEAS Competitive Profiles Client & Prospect Reports), 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.

*Road show presentations related to any securities offerings do not require further approval provided that:

you have already received approval to use the Gartner published Research in the related registration statement, prospectus, private placement memorandum, confidential information memorandum or other offering document as set out in Section 2.4;

the approved Gartner content has not been altered in any way.

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

2.2 Litigation, Takeovers and Antitrust/Competition Matters

Gartner does not allow external use of our intellectual property for (i) litigation purposes; (ii) in connection with corporate takeovers; or (iii) in connection with antitrust or competition law matters (including but not limited to merger or joint venture filings). We will not approve such requests.

2.3 Materials Promoting Reprints, Custom Newsletters, Webcasts and/or Events that Feature a Gartner Analyst

In addition to Section 1:

  • Graphics: To include Gartner Magic Quadrant, Gartner Critical Capabilities, or other branded research graphics within your promotional materials, please review the relevant parameters under Section 3.4b.
  • Logos: To include Gartner logos within your promotional materials, please review the relevant parameters under Section 2.9.
  • Recognition: To include placement, scores, designation or other branded research recognition references within your promotional materials, please review the relevant parameters under Section 3.4a.
  • It must be clear that Gartner is being featured and not co-hosting or co-sponsoring the product or event (for example, “An ABC Company newsletter, featuring Gartner Research” or “An ABC Company webcast, featuring Gartner Analyst, John Doe”).
  • Gartner content must be clearly differentiated from your marketing message, and Gartner excerpts or references must be industry-general (that is, not about your company, products or services).

2.4Securities-Related Materials

2.4a Securities Offerings and Reports to Stockholders

In addition to Section 1:

Gartner logos and “branded graphics” (for example, Magic Quadrant graphics; see Section 3.4b) may not be included in securities offerings or reports/letters to stockholders. However, subject to certain conditions, Gartner published Research may be included in:

  1. registration statements, prospectuses and reports filed with, or furnished to, the Securities and Exchange Commission (“SEC”), stock exchanges or other analogous state or foreign securities agencies or authorities relating to the offering of equity, debt or other securities;
  2. private placement offering memoranda and confidential information memoranda relating to the offering of equity, debt or other securities, or other transactions; and
  3. other reports to security holders including, but not limited to, president’s and chairman’s letters, and annual and quarterly reports, whether or not filed.

Gartner Indemnification Agreements:

The conditions are as follows:

  1. All requested quotes or excerpts from Gartner published Research must be pre-approved by Gartner Quote Requests in writing; and
  2. The issuer of the securities or reporting person must execute (by an authorized signatory) Gartner’s Quote Indemnification Agreement*. Consent to quote will not be provided without a signed Quote Indemnification Agreement. The Quote Indemnification Agreement is non-negotiable; and
  3. Each use of a Gartner quote or excerpt from published research must be included in “Exhibit A” of the Quote Indemnification Agreement with full attribution given to the relevant Gartner published research document, including title, author, date and required disclaimer as noted below; 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. The appropriate footnote cross-reference to the quoted or excerpted language must always be included; and
  6. Gartner disclaimer language (the most updated version of which is included below) must be included in the offering document at the bottom of the page where the first Gartner quote or excerpt appears:
  7. The Gartner Report(s) described herein, (the “Gartner Report(s)”) represent(s) 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.

*Contact quote.requests@gartner.com for other versions based on Filing or Report type.

Please scan and email the signed Quote Indemnification Agreement to quote.requests@gartner.com for compliance review and pre-approval.

NEW – 2.4b Earnings Calls and Announcements/Press Releases

In addition to Section 1:

Gartner logos and “branded graphics” (for example, Magic Quadrant graphics; see Section 3.4b) may not be included in earnings announcements or press releases. However, references to Gartner published Research may be included in earnings calls and earnings announcements or press releases provided all of the below are met:

  1. All requested quotes or excerpts from Gartner published Research must be pre-approved by Gartner in writing; and
  2. Each use of a Gartner quote, excerpt or reference must be submitted within the immediate context (that is, the paragraph containing any Gartner references, as well as the paragraph before and after the Gartner paragraph); and
  3. The full title of the report and publication date must be included.

Failure to secure Gartner’s pre-approval may result in measures that could include an immediate quote ban and reprints black-out of up to three months (see Section 6.4)

2.5 Digital Media

In addition to Section 1:

If you want to reference Gartner published research on a corporate digital media channel (e.g., Facebook, LinkedIn, Twitter), you must obtain Gartner approval in advance. If you want to reference Gartner published research on a personal digital media channel (e.g., Facebook, LinkedIn, Twitter, Instagram, Pinterest), you do not need permission; however, the provisions outlined in Sections 1, 3.4 and 6.1 still apply. We differentiate “corporate” and “personal” use because corporate sites represent a company’s overall point of view, while a personal site represents an individual’s personal opinion. That said, Gartner reserves the right to pursue any gross misrepresentation of Gartner published research, even in personal digital media channels.

Corporate Digital Media Channels: Submit initial post for review and approval before posting; standard Copyright and Quote Policy rules apply. Subsequent responses do not require Gartner approval, but must follow Policy. If character limits constrain length (for example, Twitter), postings do not need to include full attribution or disclaimers.

Personal Digital Media Channels: While you do not need to submit postings to Gartner for review and approval, they must follow Policy parameters. If character limits constrain length (for example, Twitter), postings do not need to include full attribution or disclaimers.

Click here for helpful examples of what is and is not allowed.

2.6 Booth/Event Signage

In addition to Section 1:

If you want to reference Gartner published research and/or include the Gartner logos in booth event signage, you must obtain Gartner approval in advance.

  • You must submit the complete draft booth layout design with the Gartner content for contextual review.
  • No more than 30% of your overall signage messaging may consist of Gartner references or quotes (note: your branding graphics or abstract images do not count as content – see Section 1.k). Why?
  • You must include proper and full research citation along with appropriate legal disclaimer when applicable (for example, when stating Magic Quadrant positioning). Why?
  • Your logo must be the primary image in your signage (relative to both size and positioning). This means that the Gartner Logo, the Gartner Cool Vendor Logo, or the Gartner Peer Insights Logo must be secondary in position to your logo and at least 10% smaller in size. Why?
  • The Gartner Logo, the Gartner Cool Vendor Logo, or the Gartner Peer Insights Logo may not be placed next to, or bundled with, your logo or any other logos. Why?
  • You may not include Magic Quadrant graphics or any other graphics that rate, rank, score or list vendor recognition in your signage. However, if you have licensing rights to the Magic Quadrant report, you may include a QR Code on your signage that provides attendees access to the full report.
  • You may not include vendor-specific graphics from firms that compete with Gartner. Why?

2.7 Video

In addition to Section 1:

If you want to reference Gartner published research, include the Gartner Logo and/or record a voice-over Gartner reference without any visuals in a video you are producing, you must obtain Gartner approval pre-production.

  • You must submit thumbnails and/or a draft script of the complete video with the intended Gartner content for contextual review.
  • Per Section 1.k, your video messaging may not consist of more than 30% Gartner references or quotes.
  • You must include proper and full research citation along with appropriate legal disclaimer when applicable (for example, when stating Magic Quadrant positioning).

2.8 Quotes for Multiple Use in Press Releases, Proposals and Presentations

In addition to Section 1:

If you’d like to use the same content in multiple press releases, presentations or proposals, please use the Approved Quote Sheet Template, which lets you submit once and use multiple times in these collaterals. Send your completed Approved Quote Sheet Template to quote.requests@gartner.com for processing.

2.9 Intellectual Property – Trademarks

2.9a Gartner Logo

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and may only be used after securing express, written permission.

  • You may include the Gartner Logo only when promoting a licensed Gartner Reprint, a Gartner Custom Newsletter, a Gartner Webcast or an analyst speaking engagement (see Section 2.3).
  • The following legal trademark disclaimer must always appear with use of the Gartner Logo:

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.

Proper Usage:

  • Your logo must be the primary image (relative to both size and positioning) in your promotional materials (as shown in all examples in the Gartner Logo Usage Guidelines).
  • The Gartner Logo must be secondary in position to your logo and at least 10% smaller in size. Why?
  • The Gartner Logo may not be placed next to, or bundled with, your logo or any other logos. Why?
  • The Gartner Logo may not appear in your press release, email signature stamp or securities offering documents (including annual reports). Why?

Please reference: Gartner Logo Usage Guidelines.

2.9b Gartner Cool Vendor Logo

The Gartner Cool Vendor Logo is a trademark and service mark of Gartner Inc. and/or its affiliates and may only be used after securing express, written permission.

  • The Gartner Cool Vendor Logo may be used in perpetuity provided the full report attribution and legal disclaimer appear with the logo (see Section 3.4a).
  • The following legal and trademark disclaimers must always appear with use of the Gartner Cool Vendor Logo:

The Gartner Cool Vendor Logo is a trademark and service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved. 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 or other designation. 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.

Proper Usage:

  • The Gartner Cool Vendor Logo may be used in perpetuity, provided full attribution and the required disclaimer appear along with the logo; except where a true character limitation is enforced by a digital media platform.
  • The Gartner Cool Vendor Logo may not be used to imply an award.
  • You must include the required clear space around the Gartner Cool Vendor Logo (regardless of year).
  • Your logo must be the primary image (relative to both size and positioning) in your promotional materials (as shown in all examples in the Gartner Logo Usage Guidelines).
  • The Gartner Cool Vendor Logo must be secondary in position to your logo and at least 10% smaller in size. Why?
  • The Gartner Cool Vendor Logo may not be placed next to, or bundled with, your logo or any other logos. Why?

    The Gartner Cool Vendor Logo may not appear in your press release, email signature stamp or securities offering documents (including annual reports). Why?

Please reference: Gartner Logo Usage Guidelines.

Click here for the Cool Vendor Logo files.

2.9c Gartner Peer Insights Logo

The Gartner Peer Insights Logo is a trademark and service mark of Gartner Inc. and/or its affiliates and may only be used after securing express, written permission.

  • You may use the Gartner Peer Insights Logo provided the legal disclaimer appears with the logo (see Section 3.7 for the disclaimer).
  • The following legal trademark disclaimer must always appear with use of the Gartner Peer Insights Logo:

The Gartner Peer Insights Logo is a trademark and service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved.

Proper Usage:

  • The Gartner Peer Insights Logo may not be used to imply an award.
  • Your logo must be the primary image (relative to both size and positioning) in your promotional materials (as shown in all examples in the Gartner Logo Usage Guidelines).
  • The Gartner Peer Insights Logo must be secondary in position to your logo and at least 10% smaller in size. Why?
  • The Gartner Peer Insights Logo may not appear in your press release, email signature stamp or securities offering documents (including annual reports). Why?

Please reference: Gartner Logo Usage Guidelines

3. Rules for Usage and Quotes Based on Content Type

3.1 Custom Client Engagements and Consulting Deliverables

Gartner does not allow any custom client reports or consulting deliverables to be shared externally, except under the following limited circumstances. A client may share the report or deliverables with:

  1. its outside auditors and/or accountants,
  2. third parties who have signed appropriate confidentiality agreements with the client who are engaged by the client to review or implement suggestions or to further research the issues contained in the deliverables, or
  3. governmental or regulatory bodies as required by law.

Under no circumstances may custom client reports or consulting deliverables be shared with potential investors in connection with any securities offering, or quoted in whole or in part in any securities offering documents, or annual, quarterly or any other reports to stockholders.

3.2 Gartner Weblogs

Comments or opinions expressed on Gartner weblogs may be copied and redistributed:

  • on other weblogs for non-commercial company use
  • for personal and private use
  • by members of the Media

No other use is permitted. Why?

3.3 Forecasts and Market Shares

In addition to Section 1:

  • You may only use data from the most recently published Gartner Forecast or Market Share reports (that is, most recent quarter or year, respectively).
  • For these two research report types, vendor data comparisons must include at least three vendors (that is, no one-to-one vendor comparisons are allowed).
  • You may not commingle Gartner Forecast and Market Share data with any other source.
  • To ensure complete context, you must include all ranking descriptors in your statement:
    • the relevant region;
    • the relevant time frame;
    • basis for ranking, and
    • the relevant market segment/sub-segment (note: all market segment and sub-segment terminology used must match the terminology used by Gartner in the published Forecast and Market Share research report). See examples.
  • If you want to compare your company’s current market share results with data from a “Market Share Analysis” report from the previous year, you must first confirm that you are working with the latest published data. To be sure you have the latest data, check the pivot table from the corresponding “Annual Software Market Share” database report. Why?
  • When using data from preliminary research documents, state this clearly in the ranking statement.
  • You may excerpt up to three tables or charts from any given Forecast and Market Share research report in your document. You may also incorporate up to three excerpted tables or charts from multiple Forecast and Market Share research reports in your document, provided the total Gartner data does not exceed 30% of your total content.
  • When including your own chart or graphic based on Gartner published Forecast or Market Share research, include the following disclaimer along with the attribution:

Charts/graphics created by [Company name] based on Gartner research. Source: Gartner, Inc., [title], [analyst name(s)], [publication date].

  • When providing your own data points alongside Gartner’s (understanding your data cannot be commingled with Gartner’s), include the following attribution: “Calculations performed by [company name].”

3.4 Gartner “Branded” Research: Cool Vendor, Critical Capabilities, Hype Cycle, Magic Quadrant, Market Guide and Vendor Rating

Click here for helpful examples of what is and is not allowed.

3.4a Excerpting from this research

In addition to Section 1:

  • Any references from these documents to vendor designation, recognition, rating or placement MUST include the following disclaimer prominently displayed within your promotional materials:

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 or other designation. 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 Market Guide Research:

  • Magic Quadrant graphics may be included on homepage banners to promote licensed reprints, as long as they comply with the following:
    • The graphic must appear in full, without any alterations;
    • The graphic may only appear within a banner (that is, not dominate the homepage – see examples); and
    • The banner must link directly to (a) the full Magic Quadrant licensed reprint report, (b) a registration landing page, or to a press release that leads to either (a) or (b).
  • Magic Quadrant placement and Market Guide inclusion is not a “stack ranking” or “rating.”
  • When stating Magic Quadrant positioning, you may say: named, placed, positioned, acknowledged, recognized, evaluated, identified.
  • You may not state your company is: featured, highlighted or showcased, or imply any of these.
  • All claims of “validation” “testament” “accolade” “evidence” (or other words with the same meaning) must appear as your company’s opinion and not reflective of a Gartner endorsement. Examples.
  • You may use retrospective and/or comparative wording. Examples.
  • When excerpting from “Magic Quadrant Descriptions,” you must lift the full description to ensure context. No partial excerpting is permitted.

Click here for helpful hints to expedite approvals.

For Critical Capabilities Research:

  • Critical Capabilities graphics may be included on homepage banners to promote licensed reprints, as long as they comply with the following:
    • The graphic must appear in full, without any alterations;
    • The graphic may only appear within a banner (that is, not dominate the homepage – see examples); and
    • The banner must link directly to (a) the full Critical Capabilities licensed reprint report, (b) a registration landing page, or to a press release that leads to either (a) or (b).
  • To reference specific Use Case(s) from a Critical Capabilities report, clearly name the specific Use Case(s) and include a link to the report for proper context.
  • To reference your Product or Service Score for a specific Use Case, you must also include the highest possible score to ensure proper context (e.g., 4.4 out of 5) and include a link to the report.
  • Product or Service “Ratings” on Critical Capabilities (“Table” data) may not be quoted or cited.
  • Only “Figure” graphics may be excerpted from these reports (provided licensing rights are secured); “Table” graphics are not allowed. What is the difference between them, and why?

Click here for helpful hints to expedite approvals.

For Gartner Cool Vendor Research:

  • If you want to use the Gartner Cool Vendor Logo, please refer to the parameters set forth in Section 2.9b.
  • The Gartner Cool Vendor designation may not be referred to as an award.
  • You may quote from Gartner Cool Vendor documents or reference your Gartner Cool Vendor status for 12 months from the report publication. After this, you may no longer quote text from the report.
  • If you are included in the “Where Are They Now?” section of a Cool Vendor report published after the report in which you were named a Cool Vendor, this does not entitle you to use the Cool Vendor logo from the most recent report. You may mention that you have been included in this section, but this mention is just that—NOT a new Cool Vendor designation.

Click here for helpful hints to expedite approvals

3.4b Displaying graphics from Gartner-branded research

In addition to Section 1:

  • External distribution of DRAFT graphics provided during Research Fact Review are strictly prohibited. Any external use of draft graphics is considered an egregious violation and may result in measures that may include an immediate quote ban and reprints black-out of up to three months (see Section 6.4).
  • Graphics may not be used in the following: advertisements (of any type), white papers, consultation documents, brochures, flyers, data sheets, books, magazines, press releases, event signage, equity and fixed income reports, earnings announcements and calls/press releases, or any of the following reports filed with, or furnished to, the Securities and Exchange Commission (“SEC”): annual, quarterly or current reports filed with the SEC, or any other reports to shareholders; registration statements, prospectuses or private placement or other confidential offering memoranda. If you would like to display graphics in any other context, please contact quote.requests@gartner.com.
    NOTE: The Gartner Cool Vendor Logo may not be used in press releases, email signature stamps, annual reports or SEC offerings.
  • Graphics from these documents may be used in specific approved contexts (for example, homepage banners or registration webpages, blogs and presentations), provided:
    • You comply with the provisions of this Copyright and Quote Policy.
    • The graphic is displayed exactly as the original. Edits, changes or enhancement are strictly prohibited and may result in an immediate quote and reprints ban of up to three months (see Section 6.4). Additionally, abstract representations of branded graphics in marketing materials are not allowed. Why?
    • You purchase reprint distribution rights: These graphics require the full report to ensure proper context. You may only promote these graphics EXTERNALLY AFTER receiving the reprint deliverable from your Reprints Program Manager, not before. This is a stipulation for approval.
    • The following disclaimer paragraphs MUST appear with the graphic:

      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 or other designation. 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.
  • You may not use “customized” graphics from interactive Magic Quadrant or Critical Capabilities reports externally.
  • You may use specific “Use Case” graphics from Critical Capabilities, provided you clearly label each and include a text reference to the total number of Use Cases in the document for proper context.
  • We do not allow Gartner published research graphics, such as Gartner Magic Quadrants, to be displayed in marketing and promotional materials next to research graphics from other research organizations. Placing research graphics produced by different research organizations side-by-side implies a direct comparison between research methodologies, analysis and conclusions, potentially diminishing and misrepresenting the value of Gartner research. Why?

Example Slides:

3.5 IT Key Metrics Data

Materials and/or data in Gartner published IT Key Metrics Data reports are for internal, non-commercial use only by licensed users. External use may be considered by Gartner on a case-by-case basis.

  • Under no circumstances may ITKMD be used for setting outsourcing contract pricing with vendors. Why?
  • You may not commingle ITKMD data with any other source.
  • Reprint licensing rights are not available for this content type.

3.6 Toolkits

Unless otherwise marked for external use, the items in Gartner Toolkits are for internal, noncommercial use by the licensed Gartner client. The materials contained in Toolkits may not be repackaged or resold.

Click here for examples.

3.7 Gartner Peer Insights

  • Provided you comply with (i) the provisions of this Policy, including the limits set out in Sections 1 and 2.9(c) and (ii) the media kits offered to you by the Gartner Peer Insights team, you do not need pre-approval to use Gartner Peer Insights data in social media, press releases, or PPT presentations. However, you do need to submit your content to Gartner Quote Requests for approval to use Gartner Peer Insights data in any other promotional materials (for example, booth signage); further, you must follow the reprint process (Section 6.3) for any reference to reprints of PI content.
  • You may quote or display your company’s current Overall Peer Insights Ratings for markets that have been evaluated, as well as excerpt individual review comments about your company or its products.
  • You may not quote or display the ratings or excerpt review comments made about any other provider or use Gartner Peer Insights ratings or reviews to criticize a competitor.
  • All references to Gartner Peer Insights Logo, ratings, bar charts and/or review excerpts must include a link to corresponding public Gartner Peer Insights page. (Note: registration is required to see the details of individual reviews.)
  • When excerpting from an individual Gartner Peer Insights review:
  • All excerpted reviews must be less than 12 months old;
    • Partial excerpts (for example, review snippets) must link back to the full review;
    • In digital media, the excerpt must be accompanied by a link to the individual review; and
    • In traditional print media, the excerpt must be accompanied by a URL or QR code link to the individual review.
  • To quote average ratings (either the overall rating or sub-category ratings) of a product across all reviews:
    • You must include the “as of” date and number of reviews on which the rating is based (for example, “As of 23 Oct. 2015, [Your Company] has an Overall Rating of 4.7 out of 5 in the Advanced Analytics Platforms market, based on 53 reviews.” Or “As of 23 Oct. 2015 [Your Company] has an Evaluation and Contracting rating of 4.6 out of 5 in the Advanced Analytics Platforms market, based on 223 reviews.”).
    • When displaying the Overall Rating or Sub-Category Rating using the existing 5-star model and/or a histogram of the rating distribution, you must include the “as of” date and provide a visual of how these will appear within your marketing material(s).

      Except in digital media with character limitations (e.g., Twitter), the following disclaimer MUST appear with any/all Gartner Peer Insights content reference(s):

      Gartner Peer Insights reviews constitute the subjective opinions of individual end-users based on their own experiences, and do not represent the views of Gartner or its affiliates.

3.8 Gartner IDEAS Competitive Profiles

In addition to Section 2.1:

You must have purchased legitimate access to Gartner’s competitive landscape database (Gartner IDEAS Competitive Profiles). Provided you comply with the provisions of this Copyright and Quote Policy, you do not need pre-approval to use Gartner IDEAS Competitive Profiles Client & Prospect Reports in Requests for Proposal (RFPs), Requests for Information (RFIs), Invitations for Bid (IFBs), Invitations to Bid (ITBs). No other external use is allowed. In addition:

  • Client & Prospect Reports generated by Gartner IDEAS Competitive Profiles may not be altered in any way and must be used in their entirety.
  • You may not commingle Gartner IDEAS Competitive Profiles data with any other source.
  • Reprint licensing rights are not available for this content type.

4. External Sharing of Research Documents

Licensed Users of Gartner published research are entitled to use documents in accordance with their scope of service (that is, documents are for their personal use within their jobs). Gartner published research documents may not be shared outside of clients’ enterprises, or via email, internet posting or other external information storage & retrieval systems. Clients who wish to share Gartner published research outside of their enterprises must purchase a Reprint License for External Use.

5. Internal Usage

Clients may quote published research documents internally without pre-approval, as long as you comply with the Gartner Usage Policy. 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.

6. Notes

Gartner, Inc. reserves the right to change its policies or explanations of its policies at any time, without notice. The policy in its most current form is available on www.gartner.com under the Office of the Ombudsman link.

6.1 Attribution

Gartner Group is no longer our company name. 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 are “Gartner, Inc.” or “Gartner.”

Attribution Formats

For Gartner Research Documents:
Gartner [Title of research document], [Author Name(s)], [Publication date]

For Gartner Event Presentations:
Gartner [Name of Gartner event] Presentation, [Title of presentation], [Author name(s)], [Event date(s)].

For Gartner Press Releases:
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 business prospects. Use of reprints is subject to Gartner’s Reprint Agreement terms and conditions. Gartner must pre-approve the marketing or promotional verbiage that advertises the availability of reprints, which is subject to the parameters outlined in this Policy. To purchase reprints, please contact reprints.reprints@gartner.com.

NOTE: Company-, product-, or services-specific research reports are not eligible for external licensing by competing technology providers (that is, you may not use this research as a “weapon” against a competitor).

Multimedia Products

Quoting of Gartner published research via any Multimedia product must clearly indicate that the contents include or feature Gartner research. All promotional materials and packaging must reflect this emphasis. Gartner must pre-approve the marketing or promotional verbiage related to these products. The Gartner logo may not appear next to a vendor logo (see Gartner Logo Usage Guidelines). 

Gartner Custom Newsletter Programs 

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

6.4 Violations

If you fail to comply with this policy, Gartner reserves the right to take appropriate steps to address violations. For instance, an immediate quote ban and reprints black-out of up to three months may be imposed in the event that: 

  • You have shared text, graphics or made ANY reference to DRAFT Gartner research externally, or with anyone in your organization outside of the small group of fact review participants.
  • You use Gartner published research or references in an earnings call or earnings announcement/press release that has not been pre-approved by Gartner Quote Requests.

Other actions include, but are not limited to:

  • A company-wide email distributed to all associates as a reminder of their contractual obligation to follow Gartner Policy.
  • A “correction” email issued to external recipients of a non-compliant email communication along with a required compliance copy provided to Gartner to ensure execution.
  • Blog post on the Ombudsman page exposing the violation.
  • Stop allowing Gartner analysts to be listed as press contacts.


Gartner may seek additional remedies available under contract, trademark, copyright and other applicable law.

Click here to view what factors Gartner considers when assessing violations.

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?

Company-specific quotes may appear endorsing when used outside their original context and in vendor materials and compromises Gartner’s integrity and objectivity.

Why can’t I include the Gartner logo, reference to Gartner published research or a link to our licensed reprint in my email signature?

The reason for this parameter is to disassociate Gartner’s branding from vendors’ branding, which is represented by email signature stamps. We consider everything under the closing salutation of your email to represent your company’s branding. We encourage you to promote a licensed reprint or research recognition, but not through your corporate email signature stamp.

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 honor 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 Critical Capabilities, Hype Cycle, Magic Quadrant, Market Guide and Vendor Rating research for marketing purposes, and we want to ensure the entire document is available as background information to the graphic so that the full context of the analysis is available to the audience.

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. Gartner research over 12 months old and not marked as “Gartner Foundational” may not be quoted externally.

Revision History

28 February 2018

  • Clarified text in Section 2.2 regarding what is not permitted
  • Corrected usage parameters in Section 3.7 for Gartner Peer Insights usage

21 December 2017

  • Added Section 1, item “s” regarding the acquisition of CEB, Inc
  • Clarifying text throughout the document that only Gartner Quote Requests is empowered to grant final approval for external use of our intellectual property
  • Clarifying text to Section 2.6 regarding the different Gartner logos
  • Clarifying text in Section 3.4a regarding rules surrounding Gartner Cool Vendor research

29 August 2016

  • A new Section 2.4b “Earnings Announcements/Press Releases”
  • Two new bullets in Section 3.4b prohibiting external use of draft MQ provided during Fact Review and limiting external use of published MQ graphic in promotions until the reprint is delivered

27 May 2016

  • A new Section 3.8 “Gartner IDEAS Competitive Profiles”
  • Clarified Section 1, item “n” regarding the use of “Gartner” in press release titles
  • Clarifying text to Sections 2.3 and 3.4a regarding what is and is not allowed
  • Links in Section 2.4 to Gartner Indemnification Agreements
  • Corrected usage parameters in Section 3.5 for IT Key Metrics Data content