FORRESTER RESEARCH, INC. (FORR) Earnings History

FORRESTER RESEARCH, INC. - Q4 FY2025 EarningsMissed

Filed at: Feb 12, 2026, 4:05 PM EST|Read from source

EXECUTIVE SUMMARY

Forrester Research reported a challenging fourth quarter and full year, with revenues declining year-over-year and significant GAAP net losses driven by goodwill impairment and restructuring costs. While adjusted net income showed a profit, it was down from the prior year, and contract value also decreased, signaling ongoing business headwinds.

POSITIVE HIGHLIGHTS

  • •

    Adjusted net income for Q4 2025 was $3.2 million, or $0.17 per diluted share, indicating profitability on an adjusted basis.

    positive
  • •

    Client retention improved to 77% in 2025 from 73% in 2024.

    positive
  • •

    Cash flow from operations turned positive in FY2025, reaching $21.1 million, a significant improvement from -$3.9 million in FY2024.

    positive
  • •

    Launched Forrester AI Access, a new self-service offering.

    neutral

CONCERNS & RISKS

  • •

    GAAP net loss for Q4 2025 was $33.9 million, or $1.78 per diluted share, compared to a net income of $0.4 million in Q4 2024.

    negative
  • •

    GAAP net loss for FY2025 was $119.4 million, or $6.28 per diluted share, a significant deterioration from a net loss of $5.7 million in FY2024.

    negative
  • •

    Total revenues declined to $101.1 million in Q4 2025 from $108.0 million in Q4 2024, and full-year revenues decreased to $396.9 million from $432.5 million.

    negative
  • •

    Contract value (CV) decreased by 6% to $292.4 million in 2025 from $311.9 million in 2024.

    negative
  • •

    Goodwill impairment charges of $26.8 million in Q4 2025 and $110.7 million for FY2025 significantly impacted GAAP results.

    negative
  • •

    Restructuring costs of $9.8 million in Q4 2025 and $11.7 million for FY2025 were incurred.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$101.06B
-6.5%
Prior year: $108.04B
Annual (YTD)
$396.89B
N/A
Prior year: $432.47B
Net Income
Quarterly
$-33.88B
-7900.0%
Prior year: $432.00M
Annual (YTD)
$-119.36B
N/A
Prior year: $-5.75B
EPS (Diluted)
Quarterly
$-1.78
-8900.0%
Prior year: $0.02
Operating Income
Quarterly
$-36.99B
+6600.0%
Prior year: $-551.00M
Annual (YTD)
$-113.17B
N/A
Prior year: $740.00M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
-36.6%
Prior Year
-0.5%
YoY Change
-3610 bps
Net Margin
Current Quarter
-33.5%
Prior Year
0.4%
YoY Change
-3392 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Research
0.0%
N/A
Consulting
0.0%
N/A
Events
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Research
N/A———
Consulting
N/A———
Events
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$345000000.0B—$360000000.0B
Mid-point: $352500000.0B
"Decline of 13% to 9% versus the prior year"
operating_margin
-0.8%—-0.3%
Mid-point: -0.6%
"GAAP operating margin"
eps
$-0.20—$-0.10
Mid-point: $-0.15
"GAAP diluted loss per share"
adjusted_operating_margin
6.0%—6.5%
Mid-point: 6.3%
"Adjusted operating margin"
adjusted_eps
$0.72—$0.82
Mid-point: $0.77
"Adjusted diluted earnings per share"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Goodwill impairment charge
Non-cash charge
+$26,812M
$1.41 per share
FY2025
Goodwill impairment charges
Non-cash charges
+$110,707M
$5.80 per share
Q4 2025
Restructuring costs
+$9,837M
$0.52 per share
FY2025
Restructuring costs
+$11,724M
$0.61 per share
FY2025
Credit loss expense on note receivable
From divestiture of a product line in 2024
+$7,310M
$0.38 per share
Total Impact
+$166,390M$-5.70 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

While we saw areas of momentum in cash flow, client retention, and client count — partly fueled by the launch of Forrester AI Access, our new self-service offering — our fourth-quarter and full-year financials fell short of expectations.

— FORRESTER RESEARCH, INC., Q4 FY2025 2025 Earnings Call

As a result, we announced a restructuring this week to improve our cost efficiency, focus on CV growth, and inform the 2026 guidance.

— FORRESTER RESEARCH, INC., Q4 FY2025 2025 Earnings Call

To drive CV growth, we will continue to refine our go-to-market execution, advance measures that drive stronger customer retention, and accelerate the integration of AI across our product portfolio.

— FORRESTER RESEARCH, INC., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Client Retention
77
+5.5% YoY
Prior year: 73
Contract Value
292400.0M
-6.3% YoY
Prior year: 311900.0M
Number Of Clients
1.8K
-7.5% YoY
Prior year: 1.9K
Sales Force Headcount
553
-4.7% YoY
Prior year: 580
Total Headcount
1.5K
-6.2% YoY
Prior year: 1.6K
Wallet Retention
87
-2.3% YoY
Prior year: 89

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.