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fool.comJUL 316 min read$FORR

Forrester (FORR) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer and Chairman - George F. Colony Chief Financial Officer - Leo Christian Finn Vice President of Corporate Development, and Investor Relations - Ed Bryce Morris Chief Product Officer - Carrie Johnson Fanlo Chief Sales Officer - Christophe Favre TAKEAWAYS Total Revenue -- Forrester Research, Inc.

Original reporting
fool.com
Published Jul 31, 2026, 4:15 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 31, 2026, 4:23 AM UTC. Informational, not investment advice.
How this was made
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Forrester (FORR) Q2 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$FORRBearishMed
01

Why it matters

The company exited strategy consulting to focus on core research and platform integrations, while maintaining full-year revenue and adjusted EPS guidance. Management highlighted stabilization in contract value metrics and strong growth in AI users, prompts, and AI access bookings.

02

Market read

Traders can update positioning based on the maintained FY2026 guidance alongside weaker Q2 revenue/EPS and segment declines, plus evidence of accelerating AI engagement and AI agent presence in Microsoft Copilot.

03

What to watch

Wallet retention is flat at 89% and client retention is only slightly up year over year, so the key question is whether AI-driven demand can translate into sustained contract value growth beyond the current stabilization.

Relevance 8/10Novelty 7/10Timing: pre-market today, after-hours earnings call transcript released

Background

Forrester held its Q2 2026 earnings call, discussing segment performance, contract value trends, and progress on its Forrester AI product and platform integrations.

Company-level read

Ticker impact

$FORRBearishMedium confidence
Context

Forrester reported Q2 2026 revenue of $100.2M, adjusted EPS of $0.40, and reiterated FY2026 guidance of $350M to $360M revenue and $0.72 to $0.82 EPS.

Expected impact

Near-term bias likely negative to neutral as investors weigh AI adoption growth against declining revenue and segment headwinds, while guidance is maintained.

Evidence & confidence

The article provides concrete Q2 datapoints (revenue, EPS, segment declines, margins) plus maintained full-year guidance and AI booking/adoption metrics, which together frame a mixed but risk-tilted outlook.

Market effects

Sector

Signals ongoing demand softness in consulting and events while research subscriptions and AI-enabled workflows gain traction.

Regional

North America government segment weakness is cited as a challenge area.

Global

AI product adoption and contract value dynamics may influence sentiment toward B2B research and advisory peers with similar subscription models.

Counterpoint

What could challenge this read

AI adoption and AI agent bookings could accelerate contract value growth later in 2026, making the Q2 revenue decline more of a transition period than a durable slowdown.

Key entities

  • public_company
    Forrester Research, Inc.

    Subject of the earnings call transcript, reporting Q2 2026 results and reiterating FY2026 guidance while emphasizing AI adoption and product bookings.

  • executive
    George F. Colony

    CEO and Chairman, commenting on consulting/events declines and visibility vacuum dynamics.

  • executive
    Leo Christian Finn

    CFO, discussing contract value growth path and guidance.

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