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Gartner10-K: Channel shift

Website traffic at risk as search engines and LLMs provide direct, AI-generated answers.

What happened

Gartner's lead generation and content delivery model is threatened by search engines and large language models (LLMs) that provide substantive answers directly in search results. This shift could reduce the need for users to visit Gartner's websites, disrupting a key customer acquisition channel.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Gartner 10-K for FY2025

Filing excerpt

Some search engines and LLMs also provide substantive content in search results, including AI-generated content, which, if expanded to the areas in which we operate, could reduce the need to enter our websites.

sec.gov/Archives/edgar/data/749251/000074925126000112/it-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Channel shift

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

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The full record

From the Signal API record

Details

CIK
749251
Accession number
0000749251-26-000112
Filing year
2026
Why it matters
New channel tools needed
Signal category
Market

Topics and mentions

Technologies

  • large language models
  • LLM
  • AI
  • AI chatbots

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
channelShift

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/630f6300-aaa1-4d67-9225-f86b2df94385 returns this record as JSON. POST /v1/companies/enrich returns every signal for gartner.com.

{
  "signal_id": "630f6300-aaa1-4d67-9225-f86b2df94385",
  "signal_type": "sec-10k",
  "signal_subtype": "channelShift",
  "detected_at": "2026-02-17T06:34:29.808+00:00",
  "company": {
    "name": "Gartner",
    "domain": "gartner.com"
  },
  "data": {
    "detail": "Gartner's lead generation and content delivery model is threatened by search engines and large language models (LLMs) that provide substantive answers directly in search results. This shift could reduce the need for users to visit Gartner's websites, disrupting a key customer acquisition channel.",
    "summary": "Website traffic at risk as search engines and LLMs provide direct, AI-generated answers.",
    "excerpts": "Some search engines and LLMs also provide substantive content in search results, including AI-generated content, which, if expanded to the areas in which we operate, could reduce the need to enter our websites.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/749251/000074925126000112/it-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "New channel tools needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "large language models",
      "LLM",
      "AI",
      "AI chatbots"
    ]
  }
}

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