| Schedule of Disaggregation of Revenue by Reportable Segment |
Disaggregated Revenue — The Company’s disaggregated revenue by reportable segment is presented in the tables below for the periods indicated (in thousands).
| | | | | | | | | | | | | | | | | | By Primary Geographic Market(1) | | | | | | | Three Months Ended September 30, 2026 | | | | | | | Primary Geographic Market | | Insights | Conferences | Consulting | Total | | United States and Canada | $ | 775,737 | | $ | 21,422 | | $ | 87,108 | | $ | 884,267 | | | Europe, Middle East and Africa | 353,260 | | 38,789 | | 27,645 | | 419,694 | | | Other International | 163,437 | | 25,792 | | 11,601 | | 200,830 | | | Total revenues | | $ | 1,292,434 | | $ | 86,003 | | $ | 126,354 | | $ | 1,504,791 | | | | | | | | | Three Months Ended September 30, 2025 | | | | | | | Primary Geographic Market | Insights | Conferences | Consulting | Other | Total | | United States and Canada | $ | 770,945 | | $ | 11,433 | | $ | 78,299 | | $ | 46,891 | | $ | 907,568 | | | Europe, Middle East and Africa | 340,492 | | 39,356 | | 32,987 | | 5,892 | | 418,727 | | | Other International | 159,287 | | 23,765 | | 12,287 | | 2,438 | | 197,777 | | | Total revenues | $ | 1,270,724 | | $ | 74,554 | | $ | 123,573 | | $ | 55,221 | | $ | 1,524,072 | | | | | | | | | Nine Months Ended September 30, 2026 | | | | | | | Primary Geographic Market | Insights | Conferences | Consulting | Other | Total | | United States and Canada | $ | 2,316,631 | | $ | 240,981 | | $ | 260,659 | | $ | 14,553 | | $ | 2,832,824 | | | Europe, Middle East and Africa | 1,065,438 | | 115,027 | | 94,172 | | 3,358 | | 1,277,995 | | | Other International | 494,430 | | 52,477 | | 32,568 | | 1,481 | | 580,956 | | | Total revenues | $ | 3,876,499 | | $ | 408,485 | | $ | 387,399 | | $ | 19,392 | | $ | 4,691,775 | | | | | | | | | Nine Months Ended September 30, 2025 | | | | | | | Primary Geographic Market | Insights | Conferences | Consulting | Other | Total | | United States and Canada | $ | 2,342,406 | | $ | 205,302 | | $ | 261,042 | | $ | 149,069 | | $ | 2,957,819 | | | Europe, Middle East and Africa | 977,139 | | 103,793 | | 108,086 | | 20,762 | | 1,209,780 | | | Other International | 470,253 | | 49,463 | | 49,745 | | 7,596 | | 577,057 | | | Total revenues | $ | 3,789,798 | | $ | 358,558 | | $ | 418,873 | | $ | 177,427 | | $ | 4,744,656 | |
(1)Revenue is reported based on where the sale is fulfilled.
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| Schedule of Disaggregation of Revenue |
By Timing of Revenue Recognition | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, 2026 | | | | | | | Timing of Revenue Recognition | | Insights | Conferences | Consulting | Total | Transferred over time(1) | $ | 1,290,381 | | $ | — | | $ | 94,196 | | $ | 1,384,577 | | Transferred at a point in time(2) | 2,053 | | 86,003 | | 32,158 | | 120,214 | | | Total revenues | | $ | 1,292,434 | | $ | 86,003 | | $ | 126,354 | | $ | 1,504,791 | | | | | | | | | Three Months Ended September 30, 2025 | | | | | | | Timing of Revenue Recognition | Insights | Conferences | Consulting | Other | Total | Transferred over time(1) | $ | 1,268,460 | | $ | — | | $ | 94,043 | | $ | 465 | | $ | 1,362,968 | | Transferred at a point in time(2) | 2,264 | | 74,554 | | 29,530 | | 54,756 | | 161,104 | | | Total revenues | $ | 1,270,724 | | $ | 74,554 | | $ | 123,573 | | $ | 55,221 | | $ | 1,524,072 | | | | | | | |
| | | | | | | | | | | | | | | | | | | Nine Months Ended September 30, 2026 | | | | | | | Timing of Revenue Recognition | Insights | Conferences | Consulting | Other | Total | Transferred over time(1) | $ | 3,870,284 | | $ | — | | $ | 280,155 | | $ | 74 | | $ | 4,150,513 | | Transferred at a point in time(2) | 6,215 | | 408,485 | | 107,244 | | 19,318 | | 541,262 | | | Total revenues | $ | 3,876,499 | | $ | 408,485 | | $ | 387,399 | | $ | 19,392 | | $ | 4,691,775 | | | | | | | | | Nine Months Ended September 30, 2025 | | | | | | | Timing of Revenue Recognition | Insights | Conferences | Consulting | Other | Total | Transferred over time(1) | $ | 3,781,197 | | $ | — | | $ | 308,077 | | $ | 1,227 | | $ | 4,090,501 | | Transferred at a point in time(2) | 8,601 | | 358,558 | | 110,796 | | 176,200 | | 654,155 | | | Total revenues | $ | 3,789,798 | | $ | 358,558 | | $ | 418,873 | | $ | 177,427 | | $ | 4,744,656 | | | | | | | |
(1)Insights revenues in this category are recognized in connection with performance obligations that are satisfied over time using a time-elapsed output method to measure progress. Consulting revenues in this category are recognized over time using costs incurred to date relative to total estimated costs at completion. (2)The revenues in this category are recognized in connection with performance obligations that are satisfied at the point in time that the contractual deliverables are provided to the customer.
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| Schedule for Contract with Customer, Asset and Liability |
The table below provides information regarding certain of the Company’s balance sheet accounts that pertain to its contracts with customers (in thousands). | | | | | | | | | | | | | September 30, | | December 31, | | 2026 | | 2025 | | Assets: | | | | Fees receivable, gross(1) | $ | 1,037,227 | | | $ | 1,689,522 | | Contract assets recorded in Prepaid expenses and other current assets(2) | $ | 54,678 | | | $ | 40,534 | | | | | | | Contract liabilities: | | | | Deferred revenues (current liability)(3) | $ | 2,576,041 | | | $ | 2,810,056 | | Non-current deferred revenues recorded in Other liabilities(3) | 28,758 | | | 31,569 | | | Total contract liabilities | $ | 2,604,799 | | | $ | 2,841,625 | |
(1)Fees receivable represent an unconditional right to payment from the Company’s customers and include both billed and unbilled amounts. (2)Contract assets represent recognized revenue for which the Company does not have an unconditional right to payment as of the balance sheet date because the project may be subject to a progress billing milestone or some other billing restrictions. (3)Deferred revenues represent amounts (i) for which the Company has received an upfront customer payment or (ii) that pertain to recognized fees receivable. Both situations occur before the completion of the Company’s performance obligation(s).
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