Copyright and Quote Policy

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, customers or prospects. Provided you comply with the provisions of the Policy, including the limits set out in Sections 1, 3.3, 3.4a, 3.4b, 3.5, 3.8 and 3.9, you do not need approval to quote Gartner published research in “Limited Audience” documents. These documents include only:

• Documents or presentations tailored to a specific prospect or customer organization; examples include: Requests for Proposals (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;
• Confidential investment banking pitch books used to market investment/financing opportunities (but not the offering documents themselves);
• Road show presentations for securities offerings (but not the offering documents themselves), 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, and the approved Gartner content has not been altered in any way.
• Note: 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 equity, debt of any other securities offering documents (except for as noted within).

You must include the following disclaimer when you reference Gartner intellectual property that does not include “Gartner IDEAS Competitive Profiles Client & Prospect Reports” or ITKMD data (See Section 3.5 for the proper ITKMD disclaimer):

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, Takeovers and Antitrust/Competition Matters

We do not allow external use of Gartner IP in connection with 1) corporate takeovers; 2) federal, state, or international trademark application filings; 3) litigation or enforcement actions; or 4) antitrust or competition law matters (including but not limited to merger or joint venture filings). However, to the extent you are compelled by court order or other legal obligation to produce Gartner IP, you must:

1. If you already have a protective court order, identify for Gartner the documents that you believe must be produced and the justification for why you believe each document is responsive to a particular request, at least 45 days before you are required to produce the Gartner document(s);
2. If you do not have a protective court order, provide Gartner at least 60 days’ advance notice to move in the appropriate court for one; and
3. In the event that you produce a Gartner document, designate it “Highly Confidential — Attorneys’ Eyes Only,” or, if that designation is not available, the most protective designation of confidentiality pursuant to a protective order that has been entered by the court or regulator in the applicable litigation or enforcement action.

2.3 Materials Promoting Reprints, Custom Newsletters, Webcasts and/or Events That Feature a Gartner Expert

In addition to Section 1:

• Graphics: To include the Gartner Magic Quadrant, 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 Expert, John Doe”).
• Gartner content must be clearly differentiated from your marketing message.
• Gartner excerpts or references must be industry-general (that is, not about your company, products or services).

2.4 Securities-Related Materials

2.4a Securities Offerings and Reports to Stockholders

In addition to Section 1:

Except for Gartner’s logos, badges, images and “branded graphics” (for example, Magic Quadrant graphics; see Section 3.4b) and subject to certain conditions listed below, Gartner’s IP 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.

The conditions are as follows:

1. All requested quotes or excerpts from Gartner published research must be approved by Gartner Quote Requests in writing;
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. 
   1. The following is a list of the applicable Gartner Quote Indemnification Agreements:
      • Generic Annual/Quarterly Report to Stockholders
      • International 20F Annual Report Indemnification Agreement
      • International Private Placement Indemnification Agreement
      • International Public Offering Indemnification Agreement
      • US 10K/10Q Indemnification Agreement
      • US Private Placement Indemnification Agreement
      • US Public Offering Indemnification Agreement
      • US 8K Indemnification Agreement
   2. The Quote Indemnification Agreement is nonnegotiable.
   3. Each use of a Gartner quote, excerpt, or reference must be included in “Exhibit A” of the Quote Indemnification Agreement, with full attribution given to the relevant Gartner IP, applicable date, and all required disclaimers.
   4. 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. As stated above, Gartner logos, badges, and/or “branded graphics” (for example Magic Quadrant graphics; see Section 3.4b) may not be included in securities offerings or other documents; and
4. The following disclaimer must be included in the securities offering or other documents:
   
   The Gartner content described herein (the “Gartner Content”) represent(s) research opinion or viewpoints published, as part of a syndicated subscription service, by Gartner, Inc. ("Gartner"), and are not representations of fact. Gartner Content speaks as of its original publication date (and not as of the date of this [type of filing]), and the opinions expressed in the Gartner Content are subject to change without notice.

2.4b Earnings Calls and Announcements/Press Releases

In addition to Section 1:

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

1. Such references are preapproved by Gartner in writing;
2. Such references are submitted to Gartner within the immediate context (that is, the paragraph containing any Gartner references, as well as the paragraph before and after the paragraph containing the Gartner references); and
3. Attribution and all required disclaimers are 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 IP on a corporate digital media channel (for example, Facebook, LinkedIn, Twitter), you must obtain Gartner approval in advance. If you want to reference Gartner IP on a personal digital media channel (for example, using a personal Facebook, LinkedIn, Twitter, Instagram, Pinterest profile), you do not need permission; however, the provisions of this Policy still apply. We differentiate between “corporate” and “personal” channels because corporate channels represent a company’s overall point of view, while a personal channel represents an individual’s personal opinion. That said, Gartner reserves the right to pursue any gross misrepresentation of Gartner IP, even in personal digital media channels.

Corporate Digital Media Channels: Submit drafts posts for review and approval before posting. Subsequent responses do not require Gartner approval, but must follow the Policy.

Personal Digital Media Channels: While you do not need to submit postings to Gartner for review and approval, they must follow the Policy.

Click here for examples.

2.6 Booth/Event Signage

In addition to Section 1:

If you want to reference or incorporate Gartner IP in booth event signage, you must obtain Gartner approval before the signage is printed. The following rules apply:

• You must submit the complete draft booth layout design with the Gartner IP included.
• No more than 30% of your overall signage messaging may consist of Gartner IP based on expert opinion (that is, research written by Gartner Research and Advisory.
  • Gartner IP based on customer reviews, aka “User-generated content,” is not part of the 70/30 rule. Why?
• You must include attribution and the appropriate disclaimer when applicable (for example, when stating Magic Quadrant positioning). Why?
• Gartner’s logos and badges must be secondary in position to your logo and at least 10% smaller in size. This means your logo or other trademarks must be the primary image in your signage (relative to both size and positioning). See Proper Use of Gartner's Logos and Badges. Why?
• You may not place Gartner’s logos and badges 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.
• If you have licensing rights to a 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?
• You may display Gartner content alongside Gartner competitor content, but in so doing, you must clearly distinguish the different research reports from each other.

2.7 Video

In addition to Section 1:

If you want to reference Gartner IP or record a voice-over Gartner reference without any visuals in a video you are producing, you must obtain Gartner approval preproduction.

• You must submit thumbnails and/or a draft script of the complete video with the intended Gartner content for contextual review.
• Per Section 1, no more than 30% of your video messaging may consist of Gartner references or quotes.
• You must include full attribution and the appropriate legal disclaimers when applicable (for example, when stating Magic Quadrant positioning).

2.8 Quotes for Multiple Use in Proposals and Presentations

In addition to Section 1:

To use the same Gartner content in multiple presentations or proposals, please use the Approved Quote Sheet Template, which lets you submit once and use the content multiple times in these collaterals only. In your submission, you must EITHER include the slide that will immediately precede the slide with the Gartner content, as well as the slide that will immediately follow, OR submit a template proposal or presentation (that is, a proposal or presentation that is used repeatedly and where the order of the slides does not change).

2.9 Intellectual Property – Trademarks

Gartner’s logos, badges, and images may only be displayed after securing express, written permission from Gartner.

2.9a Proper Usage

1. Except when receiving something that Gartner has specifically classified as an “award,” Gartner’s logos, badges, and images may not be used to imply an award.
2. Your logo must be the primary image (in both size and positioning) in your promotional materials and at least 10% larger in size than Gartner’s logos, badges, and images.  Why?
3. Gartner’s logos, badges, and images may not be placed next to, or bundled with, your logo or any other logos.
4. You may not alter any element of Gartner’s logos, badges, and images (elements that may not be changed include typeface and font, proportion, orientation and color).
5. Gartner’s logos, badges, and images may not appear in:
   1. Your press release;
   2. Email signature blocks (except when using the approved Gartner Peer Insights, Gartner Conferences, or Gartner Digital Markets widgets);
   3. Securities offering documents; or
   4. Annual reports. Why?
6. Only the Gartner Cool Vendor badge, Gartner Peer Insights Customers’ Choice badge, Capterra “Best of” badge, Capterra “Top 20” badge, GetApp Category Leaders badge, and FrontRunners badge may be displayed in perpetuity.
   1. To use the Gartner Cool Vendor badge, you must include:
      
      • Full report attribution; and
      • Proper disclaimer as listed in Section 2.9b.
   2. To use any other Gartner badge, you must include:
      • The full report attribution;
      • Proper legal disclaimer as listed in Section 2.9b; and
      • A link to your official landing page.

Please reference: Proper Use of Gartner's Logos and Badges.

2.9b Additional Guidance (if applicable) and Required Disclaimers

Except in digital media with character limitations (for example, Twitter), the disclaimers listed below MUST appear with any/all content reference(s) (when there is a true character limitation, you may forgo the disclaimer, provided that you link to something that hosts the full disclaimer, such as a blog post or a landing page):

1. Gartner logo
   You may include the Gartner logo when promoting a Gartner Custom Newsletter, a Gartner Webcast or an expert speaking engagement (see Section 2.3). To promote content you licensed from Gartner, you may only use the logo and brand that appears on the content (for example, licensed reprints).
   
   Required disclaimer: 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.
   
   
2. Gartner Cool Vendor badge
   
   Required disclaimer: The GARTNER COOL VENDOR badge 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 & Advisory 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.
   
   
3. Gartner Peer Insights logo
   The Gartner Peer Insights logo may be displayed in your email signature stamps only when you include the approved widget provided by Gartner Peer Insights.
    
   Required disclaimer: 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. 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.
   
   
4. Gartner Meerkat image
   
   Required disclaimer: The Gartner Meerkat image is a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. 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.
   
   
5. Gartner Peer Insights Customers’ Choice badge
   
   Required disclaimer: The GARTNER PEER INSIGHTS CUSTOMERS’ CHOICE badge is a trademark and service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.
   
   
6. Capterra logo
   
   Required disclaimer: CAPTERRA is a registered service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Capterra reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Capterra or its affiliates.
   
   
7. Capterra Arrow logo
   
   Required disclaimer: The Capterra Arrow logo is a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Capterra reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Capterra or its affiliates. 
   
   
8. Capterra “Best of” badge
   
   Required disclaimer: The CAPTERRA “BEST OF” badge is a trademark and service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. The Capterra “Best of” badges constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.
   
   
9. Capterra “Top 20” badge
   
   Required disclaimer: The CAPTERRA TOP 20 badge is a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. The Capterra Top 20 report the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.
   
   
10. GetApp Category Leaders badge
    
    Required disclaimer: The GETAPP CATEGORY LEADERS badge is a trademark and service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. GetApp Category Leaders constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, GetApp or its affiliates.
    
    
11. Software Advice logo
    
    Required disclaimer: SOFTWARE ADVICE is a registered service mark of Gartner, Inc. and/or its affiliates, and is used herein with permission. All rights reserved.
    
    
12. FrontRunners logo
    
    Required disclaimer: The FRONTRUNNERS logo is a registered trademark and service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. FrontRunners constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Software Advice or its affiliates.

3.1 Custom Client Engagements and Consulting Deliverables

Gartner does not allow any custom client reports, surveys, 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 and with whom the client has engaged to review or implement suggestions, or to further research the content contained in the deliverables; or
3. governmental or regulatory bodies as required by law.

Under no circumstances may custom client reports, surveys 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 noncommercial company use;
• for personal and private use; and
• 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.
• 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 content from any other source.
• To ensure complete context, you must include all ranking descriptors in your statement:
  
  • relevant region;
  • relevant time frame;
  • basis for ranking, and
  • 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.
• 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 specific 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], [expert name(s)], [publication date].
• When providing your own data points alongside Gartner’s (understanding your data may not be commingled with that of Gartner’s), include the following attribution: “Calculations performed by [company name].”
  

3.4 Gartner "Expert-Opinion Branded Research": Cool Vendors, Critical Capabilities, Hype Cycle, Magic Quadrant, Market Guide and Vendor Rating

Click here for examples and here for editorial guidelines when positioning branded research. Use the templates below to help in the preparation of your press release.

3.4b Displaying Graphics From Gartner-Branded Research

In addition to Section 1:

• External distribution of DRAFT graphics provided during Research Fact Review is strictly prohibited. Any external use of draft graphics is considered an egregious violation and may result in an immediate quote and reprints ban of up to three months (see Section 6.4).
• Graphics may be displayed in specific approved contexts: homepage banners or registration webpages, blogs, e-newsletters, other social media, videos, and presentations — provided:
  • The graphic is displayed exactly as the original. Edits, changes or enhancements are strictly prohibited and may result in an immediate quote and reprints ban of up to three months (see Section 6.4). Abstract representations of branded graphics in marketing materials are also prohibited. Why?
    
  • You purchase reprint distribution rights: You may only promote these graphics EXTERNALLY AFTER you receive the reprint deliverable from your Reprints Marketing Program Manager, not before. These graphics require the full report to ensure proper context. 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.
• You may not position Gartner published research graphics, such as Gartner Magic Quadrants, in marketing and promotional materials next to research graphics from other research organizations.. Why?

Example Slides:

• Gartner Cool Vendor
• Gartner Critical Capabilities
• Gartner Hype Cycle
• Gartner Magic Quadrant
• Gartner Market Guide
• Gartner Vendor Rating

3.5 IT Key Metrics Data

Materials and/or data in Gartner published IT Key Metrics Data (ITKMD) reports may be accessed by any client with access rights. However, only licensed users of Professional Services and the Professional Services Knowledge Specialist product (collectively, “PS”) may share with their clients or prospects (to a Limited Audience only—see Section 2.1) select results of ITKMD reports as long as they do not:

• imply that the Gartner ITKMD methodology is one that the vendor follows itself in its own calculations; 
• benchmark customers’ data against ITKMD data;
• commingle ITKMD data with any other data; or
• use ITKMD for setting outsourcing contract pricing with vendors. 

3.6 Toolkits

Unless otherwise marked for external use, the items in Gartner Toolkits are for internal, noncommercial use by the licensed Gartner client.

3.7 Gartner Peer Insights and Gartner Digital Markets

This section covers the sites, honest reviews, ratings and any content derived from Gartner Peer Insights and Gartner Digital Markets, which includes Capterra, GetApp, and Software Advice.    

3.7a Excerpting From Gartner Peer Insights

Excerpting from this research

• You must submit your promotional content to Gartner Quote Requests for approval to reference Gartner Peer Insights Customers’ Choice designations in any promotional materials.
  Note: Use the Gartner Peer Insights Tech Provider Tool templates for faster turnaround time. All promos must comply with the Gartner Peer Insights Customers’ Choice external use guidelines.
• You may use data (honest reviews and ratings) from Gartner Peer Insights in social media, press releases, and PPT presentations.
  • All use must comply with Sections 1, 2.5, 2.9, and 3.7 of this Policy.
• You must follow the reprint process (Sections 3.7b and 6.3) for any reference to promote graphics from Gartner Peer Insights Voice of the Customer reports.
• You may quote or excerpt individual review comments about your company or its products.
• You may not quote or excerpt individual review comments made about any other provider or its products.
• You may not use ratings or reviews to criticize a competitor.
• You may not perform your own calculations to be used in promotional materials using data from Gartner Peer Insights.

Guidelines for Promoting Honest Reviews and Ratings From Gartner Peer Insights

• Vendor data comparisons must include:
  1) companies listed in the same market on Gartner Peer Insights;
  2) at least three vendors — your company plus at least two other companies; and
  3) the “as of date.”
  The Overall Rating of the companies you compare yourself with must be within five positions of your Overall Rating. For example, if your product has the 15th highest Overall Rating or number of reviews, you could compare yourself against the 10th highest, but not the ninth. One-to-one vendor comparisons are not allowed. Here are three examples that would be approved:
  • “[Your Company] has more reviews than Vendor A and Vendor B combined in Solid-State Arrays as of 10 Aug. 2018! https://www.gartner.com/reviews/market/solid-state-arrays”
  • “[Your Company] has the most reviews of all vendors in the Data Integration Tools Market as of 10 Aug. 2018. See for yourself: https://www.gartner.com/reviews/market/data-integration-tools”
  • “Check Gartner Peer Insights and see why [Your Company] has more than twice the number of reviews of any other vendor in the Web Application Firewalls market as of 10 Aug. 2018! https://www.gartner.com/reviews/market/web-application-firewalls”
• 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 to show the full context in which the snippet appears;
  • In traditional print media, the excerpt must be accompanied by a URL or QR code link to the entire review;
  • In digital media, the excerpt must be accompanied by a link to the entire review on Gartner Peers Insights; and
  • You may correct obvious typos (such as spacing errors, typos in acronyms — with the following disclaimer): “Reviews have been edited to account for errors and readability.” But you may not amend the review in any manner that changes its meaning.
• To quote average ratings of a product across all reviews (either the Overall Rating or Sub-Category Rating, such as the Evaluation & Contracting rating on Gartner Peer Insights):
  • 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 & 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 on Gartner Peer Insights using the existing five-star model and/or a histogram of the rating distribution, you must include the “as of date.”
• You may not quote or display your company’s current Product Adoption Review Coverage (PARC) score or the median score for the market in which you are listed.

All references to Gartner Peer Insights ratings or review excerpts must include a link to the corresponding public landing page. (Note: registration is required to see the details of individual reviews on Gartner Peer Insights.)

• For digital media with character limitations (for example, Twitter), you do not need to include a disclaimer, provided that you link to something that hosts the full disclaimer (such as a blog post, a press release, or a landing page). For any other digital media, the following disclaimers MUST appear with any content reference(s):
  • Gartner Peer Insights
    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.
  • Gartner Peer Insights Customers’ Choice
    Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

iii. Excerpting From Gartner Digital Markets

• You must submit your promotional content to Gartner Quote Requests for approval to use data from, or badges and logos promoting, Gartner Digital Markets on booth signage. All other promotional materials do not require approval from Gartner Quote Requests but must follow this Policy.
• All use of Reviews Insights must comply with the Reviews Insights Guidelines. For any proposed use that falls outside the Reviews Insights Guidelines, please submit a request to Gartner Quote Requests for approval.
• You may use data (honest reviews and ratings) from Gartner Digital Markets in social media, press releases, and PPT presentations.
  •  All use must comply with Sections 1, 2.5, 2.9, and 3.7 of this Policy.
• You must follow the reprint process (Sections 3.7b and 6.3) for any reference to reprint eligible Gartner Digital Markets intellectual property
• You may quote or excerpt individual review comments about your company or its products.
• You may not quote or excerpt review comments made about any other provider.
• You may not use ratings or reviews to criticize a competitor.
• You may not perform your own calculations to be used in promotional materials using data from Gartner Digital Markets.
• See the following specific external use guidelines not specifically included in this Policy:
  • Software Advice FrontRunners
  • Capterra “Best of” badges
  • Capterra Top 20
  • GetApp Category Leaders

iv. Guidelines for Promoting Reviews and Ratings From Gartner Digital Markets

• All references to Gartner Digital Markets ratings or review excerpts on booth signage must include a link to the corresponding public landing page on the relevant Gartner Digital Markets site.
• For digital media with character limitations (for example, Twitter), you do not need to include a disclaimer, provided that you link to something that hosts the full disclaimer (such as a blog post, a press release, or a landing page). For any other digital media, the following disclaimers MUST appear with any content reference(s):
  • Capterra
    Capterra reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Capterra or its affiliates.
  • Capterra “Best of” Badges
    The Capterra “Best of” badges constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.
  • Capterra Top 20
    The Capterra Top 20 report constitutes the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.
  • GetApp
    GetApp reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of GetApp or its affiliates.
  • GetApp Category Leaders
    GetApp Category Leaders constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, GetApp or its affiliates.
  • Software Advice
    Software Advice reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Software Advice or its affiliates.
  • Software Advice FrontRunners
    FrontRunners constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Software Advice or its affiliates.

v. Guidelines for Using Data From Gartner Digital Markets Buyer Discovery

• The following guidelines apply to all users of Gartner’s Digital Markets Buyer Discovery product, including its data extracts and website module (you must use the latest version of the Buyer Discovery application) and are included in the document itself:
• You may:
  • Analyze firmographic and intent details of identified companies to inform prospect segmentation for marketing and sales activities.
  • Retarget identified companies through social media/advertising campaigns.
  • Use provided intent details to tailor marketing and sales outreach to a given company.
  • Identify current customer companies that are reaching competitors and actioning this data to prevent possible customer attrition.
  • Analyze identified companies and intent histories to inform marketing and sales strategies and tactics.
•  You may not:
  • Sell or share Buyer Discovery data with any party.
  • Alter or modify the data in any way.
  • Use the Buyer Discovery output to criticize a competitor or another company
  • Take screenshots of the Buyer Discovery data extracts or the Buyer Discovery website and module and share externally. For example, you may not share screenshots of buyer discovery data on social media or in a sales presentation or utilize screen-sharing to share data with users outside of your organization.
  • Cite Gartner, its affiliates (Capterra, GetApp, Software Advice), or any Gartner brand (for example, Gartner Digital Markets) when leveraging Buyer Discovery data.

3.7b. Displaying Graphics From Gartner Peer Insights and Gartner Digital Markets

In addition to Section 3.7a:

1.  Gartner Peer Insights Voice of the Customer:
   Graphics from Gartner Peer Insights Voice of the Customer may only be displayed in homepage banners or registration webpages, blogs, social media, and presentations, provided:
   • You comply with the provisions of the 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). Abstract representations of branded graphics in marketing materials are not allowed. Why?
   • You purchase reprint distribution rights: These graphics require access to the full report to ensure the viewer has 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 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.
2. Software Advice FrontRunners
   Graphics from Software Advice FrontRunners may only be displayed in homepage banners or registration webpages, blogs, social media, and presentations, provided:
   • You comply with the provisions of the 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. 
   • The following disclaimer paragraph MUST appear with the graphic:
     FrontRunners constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Software Advice or its affiliates.
3. Gartner Digital Markets Reviews Insights Competitive Comparison Charts
   • You may use graphics from Gartner Digital Markets Reviews Insights Competitive Comparison charts, provided:
   • You comply with the provisions of the Policy and the Reviews Insights Competitive Comparisons External Use Guidelines.
   • You do not alter or modify the charts. The collateral asset must be displayed in its entirety, without any alterations.
   • Collateral may be displayed externally for no more than six months from the date of creation.
   • Reports generated by embedding Competitive Comparisons html code may not be altered in any way, must be displayed in their entirety, and must include the following disclaimer:
     Reviews Insights Competitive Comparison data constitutes the subjective opinion of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, [Capterra, etc.] or its affiliates.
   • When providing your own data points alongside Gartner’s Reviews Insights data (understanding your data cannot be commingled with Gartner’s), include the following attribution: 
     “Calculations performed by [Company name].”

3.8 Gartner IDEAS Competitive Profiles

In addition to Sections 1 and 2.1:

You must have legitimate access to Gartner’s competitive landscape database (Gartner IDEAS Competitive Profiles). You do not need approval to use Gartner IDEAS Competitive Profiles Client & Prospect Reports in Requests for Proposal (RFPs), Requests for Information (RFIs), Invitations for Bid (IFBs), and 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 content from any other source.
• Reprint licensing rights are not available for IDEAS content.

3.9 Gartner Cloud Decisions

In addition to Sections 1 and 2.1:

You must have legitimate access to use the Gartner Cloud Decisions database. Materials and/or data in Gartner Cloud Decisions are for internal, noncommercial use only by licensed users. In addition:

• External use is not permitted.
• You may not commingle Gartner Cloud Decisions data with any other source.
• Reprint licensing rights are not available for this content type.
• You may not alter or customize this data, content representations, visualizations or graphics under any circumstances.
• You may not use this data, content representations, visualizations or graphics as a weapon against your competitors.
•  You may not create derivative works from this data. This includes derivative graphics or visualizations.

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 gartner.com under the Office of the Ombuds link.

6.1 Attribution

We are Gartner. Gartner Group is not 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 Conference Presentations:
Gartner, [Name of Gartner Conference] Presentation, [Title of presentation], [Author name(s)], [Conference date(s)].

For Gartner Press Releases:
Gartner Press Release, “[Title of Gartner press release],” [Date issued]. [URL to press release on gartner.com].

For Smarter With Gartner Posts
Smarter With Gartner, “[Title of the Smarter with Gartner post],” [Date issued]. [URL to post on gartner.com].

For Gartner IT Glossary Terms:
Gartner IT Glossary, “[Glossary term],” [Date]. [URL to term 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 Relicensed Content

Print or Web Reprints 

Gartner sells reprints of most of its published research. Use of reprints is subject to Gartner’s Reprint Service Description terms and conditions. Gartner must approve the marketing or promotional verbiage that advertises the availability of reprints, which is subject to the parameters outlined in the Policy. To purchase reprints, please contact the Reprints Team.

Note: Company-, product-, or services-specific research reports, or research reports that provide a one-to-one analysis of two companies 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.” All promotional materials and packaging must reflect this emphasis. Gartner must preapprove the marketing or promotional verbiage related to these products. The Gartner logo may not appear next to a vendor logo (see Proper Use of Gartner’s Logos and Badges). 

Gartner Custom Newsletter Programs 

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

6.4 Violations

Should you fail to comply with the Policy, Gartner reserves the right to take appropriate steps to address violations. These could include, but are not limited to: 

• An immediate quote and reprints ban 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 without preapproval by Gartner Quote Requests.
• A companywide 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 noncompliant email communication; this correction must be shared with Gartner.
• Blog post on the Ombuds blog exposing the violation.
• Termination of permission to allow Gartner experts 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.

August 26, 2020

• Updated the Why slides in Sections 1.f, g, k, and q
• Updated the Indemnification Agreements in Section 2.4a
• Updated the title of Section 3.4 to specify that the research is based on expert opinion
• Updated the Cool Vendors One sheet in Section 3.4a

July 15, 2020

• Clarified the language in Section 2.9 regarding appropriate use of the Gartner logo

March 4, 2020

• Streamlined references to the Copyright and Quote Policy to “the Policy” and compliance review “preapproval” to “approval” throughout the Policy.
• Replaced Gartner “event” with “conference” throughout the Policy.
• Added Section 1, items “s, t”
• Updated the guidance in various sub-sections in Section 1.
• Added a new Why? slide to Section 1q to provide additional insight.
• Expanded Section 1 to include parameters surrounding use of Gartner content in any manner that competes with an existing Gartner offering.
• Reorganized text in Section 2.1 on road show presentations for clarity.
• Updated the Quote Indemnification Agreement templates and disclaimer in Section 2.4.
• Added example slide to Section 2.6 to describe permissible use of Gartner content alongside Gartner competitor content.
• Updated Section 2.7 to reflect revised list reference for Section 1k.
• Clarified the language in Section 2.9 regarding Gartner’s logos, badges, and images.
• Updated the Proper Use of Gartner’s Logos and Badges pdf in Sections 2.9 and 6.3.
• Updated the press release templates and examples and added editorial style guidelines in Section 3.4a.
• Clarified the Critical Capabilities guidance to make clear individual calculations using data from that research is prohibited in Section 3.4a.
• Updated Section 3.5
• Updated and restructured Section 3.7
• Added Section 3.9 for Gartner Cloud Decisions.
• Clarified text in two Q&As regarding email signatures and editing customer reviews for typos.

September 19, 2019

• Added the ability to submit quote requests via a web-based form.

November 26, 2018

• Replaced “analyst” with “expert” throughout the policy.
• Updated the guidance in Sections 1b, 1f, 1g, and 1i-s. 
• Clarified text in Section 2.2 regarding what is not permitted.
• Updated Section 2.6 to include usage parameters for monitors fixed to booth signage and on the 70/30 rule. Included a new Why? slide to provide additional insight.
• Updated Section 2.8 to require the slides that immediately precede and follow the slide containing Gartner IP. Multiple use of the same quotes in press releases are not approved because just approving the quote, without the surrounding text, does not provide the full context of how you will use the quote.
• Expanded Section 2.9 to include usage parameters for Gartner’s trademarks.
• Clarified Section 3.5 that external use of ITKMD data may be considered on a case-by-case basis for end-user clients only.
• Expanded Section 3.7 to include external usage parameters for Gartner Digital Markets and added Section 3.7b to include external usage parameters for graphics from Gartner Peer Insights’ Voice of the Customer, Software Advice, FrontRunners.
• Expanded Section 6.3 to clarify that reports providing a one-to-one comparison of providers are not eligible for external reprint distribution rights.
• Added two new Q&As to the FAQ to highlight the Japanese version of this policy and a question related to correcting typos in reviews.

February 28, 2018

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

December 21, 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

August 29, 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

May 27, 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