FORR 10-Q Quarterly Report Sept. 30, 2025 | Alphaminr
FORRESTER RESEARCH, INC.

FORR 10-Q Quarter ended Sept. 30, 2025

FORRESTER RESEARCH, INC.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(MARK ONE)

QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934.

FOR THE QUARTERLY PERIOD ENDED September 30, 2025

OR

TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934.

COMMISSION FILE NUMBER: 000-21433

FORRESTER RESEARCH, INC.

(Exact name of registrant as specified in its charter)

Delaware

04-2797789

(State or other jurisdiction of

incorporation or organization)

(I.R.S. Employer

Identification Number)

60 Acorn Park Drive

Cambridge , Massachusetts

02140

(Zip Code)

(Address of principal executive offices)

( 617 ) 613-6000

(Registrant’s telephone number, including area code)

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading Symbol(s)

Name of Each Exchange on Which Registered

Common Stock, $.01 Par Value

FORR

Nasdaq Global Select Market

Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

Large accelerated filer

Accelerated filer

Non-accelerated filer

Smaller reporting company

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No

As of November 3, 2025 , 19,003,000 sh ares of the registrant’s common stock were outstanding.


FORRESTER RESEARCH, INC.

INDEX TO FORM 10-Q

Page

PART I

FINANCIAL INFORMATION

Item 1.

Financial Statements (Unaudited)

3

Consolidated Balance Sheets as of September 30, 2025 and December 31, 2024

3

Consolidated Statements of Operations for the three and nine months ended September 30, 2025 and 2024

4

Consolidated Statements of Comprehensive Loss for the three and nine months ended September 30, 2025 and 2024

5

Consolidated Statements of Cash Flows for the nine months ended September 30, 2025 and 2024

6

Notes to Consolidated Financial Statements

7

Item 2.

Management’s Discussion and Analysis of Financial Condition and Results of Operations

24

Item 3.

Quantitative and Qualitative Disclosures About Market Risk

35

Item 4.

Controls and Procedures

35

PART II

OTHER INFORMATION

Item 1.

Legal Proceedings

36

Item 1A.

Risk Factors

36

Item 2.

Unregistered Sales of Equity Securities and Use of Proceeds

36

Item 3.

Defaults Upon Senior Securities

36

Item 4.

Mine Safety Disclosures

36

Item 5.

Other Information

37

Item 6.

Exhibits

37

SIGNATURES

38


PART I.

ITEM 1. FINANC IAL STATEMENTS

FORRESTER RESEARCH, INC.

CONSOLIDATED B ALANCE SHEETS

(In thousands, except per share data, unaudited)

September 30,

December 31,

2025

2024

ASSETS

Current Assets:

Cash and cash equivalents

$

65,121

$

56,087

Marketable investments

66,831

48,582

Accounts receivable, net of allowance for expected credit losses of $ 310 and $ 434 as
of September 30, 2025 and December 31, 2024, respectively

33,588

55,490

Deferred commissions

16,436

22,942

Prepaid expenses and other current assets

11,662

18,263

Total current assets

193,638

201,364

Property and equipment, net

9,702

11,699

Operating lease right-of-use assets

31,885

27,049

Goodwill

147,195

227,959

Intangible assets, net

20,824

27,475

Other assets

10,937

8,316

Total assets

$

414,181

$

503,862

LIABILITIES AND STOCKHOLDERS' EQUITY

Current Liabilities:

Accounts payable

$

1,824

$

965

Accrued expenses and other current liabilities

39,034

57,602

Deferred revenue

141,246

145,404

Total current liabilities

182,104

203,971

Long-term debt

35,000

35,000

Non-current operating lease liabilities

31,792

24,809

Other non-current liabilities

7,613

10,545

Total liabilities

256,509

274,325

Commitments and contingencies (Note 17)

Stockholders' Equity:

Preferred stock, $ 0.01 par value

Authorized - 500 shares; issued and outstanding - none

Common stock, $ 0.01 par value

Authorized - 125,000 shares

Issued - 25,511 and 25,119 shares as of September 30, 2025 and December 31, 2024,
respectively

Outstanding - 18,989 and 18,838 shares as of September 30, 2025 and
December 31, 2024, respectively

255

251

Additional paid-in capital

301,755

292,217

Retained earnings

86,449

171,934

Treasury stock - 6,522 and 6,282 shares as of September 30, 2025 and December 31, 2024, respectively

( 229,615

)

( 227,119

)

Accumulated other comprehensive loss

( 1,172

)

( 7,746

)

Total stockholders’ equity

157,672

229,537

Total liabilities and stockholders’ equity

$

414,181

$

503,862

The accompanying notes are an integral part of these consolidated financial statements.

3


FORRESTER RESEARCH, INC.

CONSOLIDATED STAT EMENTS OF OPERATIONS

(In thousands, except per share data, unaudited)

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Revenues:

Research

$

72,652

$

77,070

$

218,992

$

237,314

Consulting

21,475

23,369

66,404

71,321

Events

168

2,088

10,434

15,794

Total revenues

94,295

102,527

295,830

324,429

Operating expenses:

Cost of services and fulfillment

37,711

42,174

126,966

138,028

Selling and marketing

36,011

38,273

109,031

117,948

General and administrative

12,478

15,738

38,907

44,234

Depreciation

1,532

1,957

4,671

6,079

Amortization of intangible assets

2,217

2,404

6,651

7,431

Goodwill impairment

83,895

Restructuring costs

( 111

)

937

1,887

7,643

Loss from sale of divested operation

1,775

1,775

Total operating expenses

89,838

103,258

372,008

323,138

Income (loss) from operations

4,457

( 731

)

( 76,178

)

1,291

Interest expense

( 684

)

( 770

)

( 2,026

)

( 2,295

)

Loss on investments, net

( 114

)

Credit loss expense on note receivable

( 6,400

)

( 7,310

)

Other income, net

938

427

2,753

2,716

Income (loss) before income taxes

( 1,689

)

( 1,074

)

( 82,875

)

1,712

Income tax expense

437

4,724

2,610

7,891

Net loss

$

( 2,126

)

$

( 5,798

)

$

( 85,485

)

$

( 6,179

)

Basic loss per common share

$

( 0.11

)

$

( 0.30

)

$

( 4.49

)

$

( 0.32

)

Diluted loss per common share

$

( 0.11

)

$

( 0.30

)

$

( 4.49

)

$

( 0.32

)

Basic weighted average common shares outstanding

19,113

19,065

19,022

19,147

Diluted weighted average common shares outstanding

19,113

19,065

19,022

19,147

The accompanying notes are an integral part of these consolidated financial statements.

4


FORRESTER RESEARCH, INC.

CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS

(In thousands, unaudited)

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Net loss

$

( 2,126

)

$

( 5,798

)

$

( 85,485

)

$

( 6,179

)

Other comprehensive income (loss), net of tax:

Foreign currency translation

( 893

)

4,142

6,545

1,963

Net change in market value of investments

21

107

29

131

Other comprehensive income (loss)

( 872

)

4,249

6,574

2,094

Comprehensive loss

$

( 2,998

)

$

( 1,549

)

$

( 78,911

)

$

( 4,085

)

The accompanying notes are an integral part of these consolidated financial statements.

5


FORRESTER RESEARCH, INC.

CONSOLIDATED STATEM ENTS OF CASH FLOWS

(In thousands, unaudited)

Nine Months Ended

September 30,

2025

2024

Cash flows from operating activities:

Net loss

$

( 85,485

)

$

( 6,179

)

Adjustments to reconcile net loss to net cash provided by (used in) operating activities:

Depreciation

4,671

6,079

Impairment of property and equipment

67

991

Amortization of intangible assets

6,651

7,431

Deferred income taxes

( 3,537

)

( 359

)

Stock-based compensation

9,831

11,202

Credit losses on note receivable

7,310

Goodwill impairment

83,895

Reduction in the carrying amount of operating lease right-of-use assets

5,419

10,728

Loss from sale of divested operation

1,775

Other, net

941

1,172

Changes in assets and liabilities:

Accounts receivable

21,996

16,852

Deferred commissions

6,505

6,813

Prepaid expenses and other current assets

( 3,995

)

( 6,435

)

Accounts payable

845

( 219

)

Accrued expenses and other liabilities

( 15,363

)

( 36,455

)

Deferred revenue

( 6,924

)

( 4,479

)

Operating lease liabilities

( 8,534

)

( 10,948

)

Net cash provided by (used in) operating activities

24,293

( 2,031

)

Cash flows from investing activities:

Purchases of property and equipment

( 1,923

)

( 2,743

)

Purchases of marketable investments

( 32,283

)

( 55,800

)

Proceeds from maturities of marketable investments

12,050

49,735

Proceeds from sales of marketable investments

4,813

7,650

Proceeds from sale of divested operation

6,000

Other investing activity

1,638

( 68

)

Net cash provided by (used in) investing activities

( 15,705

)

4,774

Cash flows from financing activities:

Repurchases of common stock

( 2,407

)

( 12,984

)

Proceeds from issuance of common stock under employee equity incentive plans

1,264

2,426

Taxes paid related to net share settlements of stock-based compensation awards

( 1,231

)

( 2,490

)

Net cash used in financing activities

( 2,374

)

( 13,048

)

Effect of exchange rate changes on cash, cash equivalents and restricted cash

2,973

259

Net change in cash, cash equivalents and restricted cash

9,187

( 10,046

)

Cash, cash equivalents and restricted cash, beginning of period

58,186

75,042

Cash, cash equivalents and restricted cash, end of period

$

67,373

$

64,996

Supplemental disclosure of cash flow information:

Cash paid for interest

$

1,694

$

1,762

Cash paid for income taxes

$

6,455

$

8,542

The accompanying notes are an integral part of these consolidated financial statements.

6


FORRESTER RESEARCH, INC.

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

(Unaudited)

Note 1 — Interim Consolidated Financial Statements

Basis of Presentation

The accompanying unaudited interim consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States of America (“GAAP”) for interim financial information and pursuant to the rules and regulations of the Securities and Exchange Commission (“SEC”) for reporting on Form 10-Q. Accordingly, certain information and footnote disclosures required for complete financial statements are not included herein. The year-end balance sheet data was derived from audited financial statements, but does not include all disclosures required by GAAP. It is recommended that these financial statements be read in conjunction with the consolidated financial statements and related notes that appear in the Forrester Research, Inc. (“Forrester”) Annual Report on Form 10-K for the year ended December 31, 2024. In the opinion of management, all adjustments (consisting of normal recurring adjustments) considered necessary for a fair statement of the financial position, results of operations, comprehensive loss, and cash flows as of the dates and for the periods presented have been included. The results of operations for the three and nine months ended September 30, 2025 may not be indicative of the results for the year ending December 31, 2025 , or any other period.

Presentation of Restricted Cash

The following table summarizes the end-of-period cash and cash equivalents from the Company's Consolidated Balance Sheets and the total cash, cash equivalents and restricted cash as presented on the accompanying Consolidated Statements of Cash Flows (in thousands).

As of September 30,

2025

2024

Cash and cash equivalents shown in balance sheets

$

65,121

$

62,754

Restricted cash classified in other assets (1):

2,252

2,242

Cash, cash equivalents and restricted cash shown in statement of cash flows

$

67,373

$

64,996

(1)
Restricted cash consists of collateral required for leased office space. The short-term or long-term classification regarding the collateral for the leased office space is determined in accordance with the expiration of the underlying leases.

Adoption of New Accounting Pronouncements

There were no recent accounting pronouncements adopted by the Company during the nine months ended September 30, 2025.

Recent Accounting Pronouncements

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740) - Improvements to Income Tax Disclosures . The new standard enhances income tax disclosure requirements by requiring specified categories and greater disaggregation within the rate reconciliation table, disclosure of income taxes paid by jurisdiction, and providing clarification on uncertain tax positions and related financial statement impacts. The new standard will be effective for annual filings for the Company beginning in 2025, and quarterly filings thereafter. The adoption of the standard on a retrospective basis will result in additional disclosures in the Company's income tax footnote.

In November 2024, the FASB issued ASU No. 2024-03, Disaggregation of Income Statement Expenses . The new standard requires disclosures about specific types of expenses included in the expense captions presented on the face of the income statement as well as disclosures about selling expenses. The new standard will be effective for the Company on January 1, 2027, with early adoption permitted. The Company anticipates adopting this standard on January 1, 2027, which will result in additional disclosures of expenses in the footnotes to its financial statements.

7


Note 2 — Divestiture

In August 2024, the Company completed the sale of a non-core product line, FeedbackNow, for approximately $ 17.6 million. The Company received $ 6.0 million in cash from the sale, along with a note receivable of $ 9.0 million, and a non-marketable equity investment in the acquirer valued at $ 2.6 million, which is accounted for under the cost method. The Company recorded a pre-tax loss of $ 1.8 million on the sale of FeedbackNow, which is included in loss from sale of divested operation in the Consolidated Statements of Operations for the year ended December 31, 2024. The FeedbackNow product line was included in the Company’s Research segment. The principal components of the assets divested included goodwill, property and equipment, and accounts receivable, with carrying amounts of $ 14.8 million, $ 2.2 million, and $ 2.4 million, respectively, while the liabilities transferred with the sale primarily consisted of deferred revenue with a carrying amount of $ 1.8 million.

The repayment terms of the note were modified during the first quarter of 2025 resulting in $ 1.5 million plus all accrued interest being due in December 2025, and the remainder due in the second quarter of 2026. The Company measures the note receivable on an amortized cost basis and records the estimate of any expected credit losses on the note receivable as an allowance for credit losses. In conjunction with the modification of the repayment terms of the note, the Company updated its analysis of the current expected credit loss for the note . As a result, during the three months ended March 31, 2025, the Company recorded a $ 0.9 million allowance for credit losses.

As a result of a change in the borrower's expected ability to make the scheduled payments on the note,during the three months ended September 30, 2025, the Company's assessment of default risk on the note increased. Accordingly, the Company updated its analysis of the current expected credit loss for the note. As a result, the Company recorded an additional $ 6.4 million allowance for credit losses during the three months ended September 30, 2025. If any amount of the note is determined by the Company to be uncollectible due to the borrower’s failure to meet repayment terms or due to the borrower's deteriorating financial condition, the write-off amount, reduced by any previously recorded allowances, would also be recorded as a credit loss expense. As of September 30, 2 025, the balance of the note receivable, inclusive of capitalized interest at the stated rate of 8 %, is $ 9.9 million. The carrying value of the note, net of the cumulative allowance for credit losses, is $ 2.6 million and is recorded within other assets in the Consolidated Balance Sheets. The allowance for credit losses is reported as a valuation account on the balance sheet that is deducted from the note re ceivable’s amortized cost basis and is included in credit loss expense on note receivable in the Consolidated Statement of Operations. During the year ended December 31, 2024, no material allowance or write-off amounts were recorded.

In addition, given that collection of interest on the loan is less than probable, interest income recognition was suspended during the three months ended September 30, 2025. As such, interest income will only be recognized to the extent that cash is received. In the future, the accrual of interest income will be restored only when the borrower is contractually current or the collection of future payments is reasonably assured. As of September 30, 2025, the note receivable remains in nonaccrual status. The amount of interest income recognized during the three and nine months ended September 30, 2025 , was $ 0.1 million and $ 0.5 million, respectively.

Note 3 — Marketable Investments

The following table summarizes the Company’s marketable investments (in thousands):

As of September 30, 2025

Gross

Gross

Amortized

Unrealized

Unrealized

Market

Cost

Gains

Losses

Value

Corporate obligations

$

18,229

$

81

$

( 1

)

$

18,309

Federal agency obligations

1,492

( 3

)

1,489

Money market funds

47,033

47,033

Total

$

66,754

$

81

$

( 4

)

$

66,831

As of December 31, 2024

Gross

Gross

Amortized

Unrealized

Unrealized

Market

Cost

Gains

Losses

Value

Corporate obligations

$

12,140

$

46

$

( 6

)

$

12,180

Money market funds

36,402

36,402

Total

$

48,542

$

46

$

( 6

)

$

48,582

8


Realized gains and losses on investments are included in earnings and are determined using the specific identification method. Sales of marketable investments during 2025 and 2024 primarily represent redemptions from non-U.S. based money market funds, and realized gains or losses on sales of marketable investments were immaterial during the three and nine months ended September 30, 2025 and 2024.

The following table summarizes the maturity periods of the marketable investments in the Company’s portfolio as of September 30, 2025 (in thousands).

FY 2025

FY 2026

FY 2027

FY 2028

Total

Corporate obligations

$

1,620

$

8,037

$

4,798

$

3,854

$

18,309

Federal agency obligations

992

497

1,489

Money market funds

47,033

47,033

Total

$

49,645

$

8,037

$

5,295

$

3,854

$

66,831

The following table shows the gross unrealized losses and market value of the Company’s available-for-sale securities with unrealized losses that are not deemed to be other-than-temporary, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position (in thousands):

As of September 30, 2025

Less Than 12 Months

12 Months or Greater

Market

Unrealized

Market

Unrealized

Value

Losses

Value

Losses

Corporate obligations

$

1,119

$

1

$

$

Federal agency obligations

497

3

Total

$

1,616

$

4

$

$

As of December 31, 2024

Less Than 12 Months

12 Months or Greater

Market

Unrealized

Market

Unrealized

Value

Losses

Value

Losses

Corporate obligations

$

803

$

4

$

997

$

2

Total

$

803

$

4

$

997

$

2

Note 4 — Goodwill and Other Intangible Assets

Goodwill

Goodwill represents the excess of the purchase price of acquired businesses over the estimated fair values of the tangible and identifiable intangible net assets acquired. Goodwill is not amortized; however, it is required to be tested for impairment annually, which requires assessment of the potential impairment at the reporting unit level. Reporting units are determined based on the components of the Company's operating segments that constitute a business for which discrete financial information is available and for which operating results are regularly reviewed by segment management. Testing for impairment is also required on an interim basis if an event or circumstance indicates it is more likely than not an impairment loss has been incurred.

As a result of the substantial and sustained decline in the Company's stock price and its overall market capitalization from mid-February 2025 through March 31, 2025, along with other qualitative considerations, including the continued impact from the conditions in the macroeconomic environment, uncertainty created by changes in the United States’ trade policies, and the larger than expected decline in contract bookings during the first quarter of 2025, it was determined that a triggering event occurred as of March 31, 2025, indicating goodwill may be impaired. Accordingly, the Company conducted a quantitative impairment test of its goodwill as of March 31, 2025 for its two reporting units (Research and Consulting) that have goodwill. The Company estimated the implied fair value of its reporting units using an equal weighting of an income approach and market approach. As a result of the quantitative impairment test performed, the Company determined goodwill was impaired for its Research reporting unit and recorded a goodwill impairment charge of $ 83.9 million during the period ended March 31, 2025.

The income approach was based upon projected future cash flows that were discounted to present value. The key underlying assumptions included forecasted revenues, operating expenses, terminal rate, as well as an applicable discount rate for each reporting unit. The key assumptions in the market approach were the earnings multiple and market participant acquisition premium. Fair value estimates are based on a complex series of judgments about future events and rely heavily on estimates and assumptions that have been deemed reasonable by the Company. Changes in the estimates or assumptions used in the quantitative impairment test could materially affect the determination of fair value of the Company’s reporting units and the associated goodwill impairment assessment.

9


Potential events and circumstances that could have an adverse impact on the Company's estimates and assumptions include, but are not limited to, lower than expected bookings growth, increases in costs, and other macroeconomic factors.

The Company will complete its annual goodwill impairment test as of November 30, 2025. In addition, throughout the remainder of 2025, the Company will continue to monitor relevant facts and circumstances, including future changes in its stock price, to determine if another interim impairment test is required. The Company may be required to record additional goodwill impairment charges. Management concluded that a triggering event did not occur during the three months ended June 30, 2025 and September 30, 2025 and as such, a quantitative impairment test of goodwill was not required during either period. While management cannot predict if or when additional goodwill impairments may occur, future goodwill impairments could have material adverse effects on the Company's results of operations and financial condition.

Goodwil l of $ 8.3 million is al located to the Company’s Consulting reporting unit, which had a negative carrying value as of March 31, 2025, the date of the last impairment test.

The change in the carrying amount of goodwill for the nine months ended September 30, 2025 is summarized as follows (in thousands):

Research Segment

Consulting Segment

Total

Balance at December 31, 2024

$

219,814

$

8,145

$

227,959

Impairment

( 83,895

)

( 83,895

)

Translation adjustments

2,980

151

3,131

Balance at September 30, 2025

$

138,899

$

8,296

$

147,195

The Company reviews long-lived assets, including property and equipment, operating lease right-of-use assets, and finite-lived intangible assets, for impairment when an event occurs that may indicate potential impairment. In connection with the identified triggering event as of March 31, 2025, the Company performed, prior to the goodwill impairment test, a quantitative assessment of its long-lived assets by comparing undiscounted future cash flows to the net carrying value of the underlying assets, and concluded that its long-lived assets were not impaired. However, if future events occur or if business conditions deteriorate, the Company may be required to record an impairment loss, and or accelerate the amortization of finite-lived intangible assets in the future, which could be material to its results of operations and financial condition.

Finite-Lived Intangible Assets

The carrying values of finite-lived intangible assets are as follows (in thousands):

September 30, 2025

Gross

Net

Carrying

Accumulated

Carrying

Amount

Amortization

Amount

Amortizable intangible assets:

Customer relationships

$

77,000

$

56,189

$

20,811

Technology

13,000

12,987

13

Total

$

90,000

$

69,176

$

20,824

December 31, 2024

Gross

Net

Carrying

Accumulated

Carrying

Amount

Amortization

Amount

Amortizable intangible assets:

Customer relationships

$

77,000

$

49,946

$

27,054

Technology

13,000

12,978

22

Trademarks

12,000

11,601

399

Total

$

102,000

$

74,525

$

27,475

Estimated intangible asset amortization expense for each of the four succeeding years is as follows (in thousands):

2025 (remainder)

$

2,095

2026

8,324

2027

8,324

2028

2,081

Total

$

20,824

10


Note 5 — Debt

The Company has a credit facility that provides up to $ 150.0 million of revolving credit commitments and matures in December of 2026 . The credit facility includes an expansion feature that permits the Company to increase the revolving credit commitments in an aggregate principal amount up to $ 50.0 million, subject to approval by the administrative agent and certain customary terms and conditions.

The credit facility contains certain customary restrictive loan covenants, including among others, financial covenants that apply a maximum leverage ratio, minimum interest coverage ratio, and maximum annual capital expenditures. The negative covenants limit, subject to various exceptions, the Company’s ability to incur additional indebtedness, create liens on assets, merge, consolidate, liquidate or dissolve any part of the Company, sell assets, change fiscal year, or enter into certain transactions with affiliates and subsidiaries. The Company was in full compliance with the covenants as of September 30, 2025.

The Company may voluntarily prepay revolving loans under the credit facility at any time and from time to time, without premium or penalty. No interim amortization payments are required to be made under the credit facility.

Up to $ 5.0 million of the credit facility is available for the issuance of letters of credit, and any drawings under the letters of credit must be reimbursed within one business day. As of September 30, 2025, $ 0.7 millio n in letters of credit were issued under the credit facility.

Outstanding Borrowings

The following table summarizes the Company’s total outstanding borrowings as of the dates indicated (in thousands):

Description:

September 30, 2025

December 31, 2024

Credit facility

$

35,000

$

35,000

The contractual annualized interest rate as of September 30, 2025 was 5.51 %.

The Company had $ 114.3 mi llion of available borrowing capacity on the credit facility (not including the expansion feature) as of September 30, 2025. The weighted average annual effective interest rate for both the three and nine months ended September 30, 2025, w as 5.68 %.

All obligations under the credit facility are unconditionally guaranteed by each of the Company’s existing and future, direct and indirect, material wholly-owned domestic subsidiaries, other than certain excluded subsidiaries, and are collateralized by a first priority lien on substantially all tangible and intangible assets, including intellectual property, and all of the capital stock of the Company's subsidiaries (limited to 65 % of the voting equity of certain subsidiaries).

Note 6 — Leases

All of the Company’s leases are operating leases, the majority of which are for office space. Operating lease right-of-use (“ROU”) assets and non-current operating lease liabilities are included as individual line items in the Consolidated Balance Sheets, while short-term operating lease liabilities are recorded within accrued expenses and other current liabilities. Leases with an initial term of twelve months or less are not recorded in the Consolidated Balance Sheets and are not material.

The components of lease expense were as follows (in thousands):

For the Three Months Ended September 30,

2025

2024

Operating lease cost

$

1,776

$

2,902

Short-term lease cost

444

291

Variable lease cost

880

1,311

Sublease income

( 133

)

Total lease cost

$

3,100

$

4,371

For the Nine Months Ended September 30,

2025

2024

Operating lease cost

$

6,096

$

8,893

Short-term lease cost

1,259

737

Variable lease cost

3,203

3,579

Sublease income

( 394

)

Total lease cost

$

10,558

$

12,815

11


Additional lease information is summarized in the following table (in thousands, except lease term and discount rate):

For the Nine Months Ended September 30,

2025

2024

Cash paid for amounts included in the measurement of operating
lease liabilities

$

8,534

$

10,948

Operating lease ROU assets obtained in exchange for lease
obligations

$

9,899

$

408

Weighted-average remaining lease term - operating leases (years)

9.0

3.8

Weighted-average discount rate - operating leases

5.1

%

4.2

%

Future minimum lease payments under non-cancelable leases as of September 30, 2025 are as follows (in thousands):

Operating Lease

Tenant Improvement

Net Undiscounted

Payments

Allowance

Cash Flows

2025 (remainder)

$

2,844

$

( 342

)

$

2,502

2026

7,590

( 16,809

)

( 9,219

)

2027

8,273

8,273

2028

6,547

6,547

2029

6,623

6,623

Thereafter

44,223

44,223

Total

76,100

( 17,151

)

58,949

Less imputed interest

( 19,661

)

Present value of lease liabilities

$

39,288

Lease balances as of September 30, 2025 are as follows (in thousands):

Operating lease ROU assets

$

31,885

Short-term operating lease liabilities (1)

$

7,496

Non-current operating lease liabilities

31,792

Total operating lease liabilities

$

39,288

(1)
Included in accrued expenses and other current liabilities in the Consolidated Balance Sheets.

The Company’s leases do not contain residual value guarantees, material restrictions, or covenants.

On April 11, 2025, the Company entered into a third amendment of its lease, and a new lease, for its principal headquarters located in Cambridge, Massachusetts. The effect of these agreements was to early terminate the original lease with respect to the first, second and third floors of the facility on or before May 31, 2026, while also extending the lease term with respect to the fourth, fifth and six floors of the facility through June 30, 2039. Variable lease costs in the new lease consist of operating costs, taxes and parking. The Company has the right to extend the new lease term for two terms of ten years each. The new lease does not contain residual value guarantees, material restrictions or covenants.

During the nine months ended September 30, 2024, the Company recorded $ 3.6 million of ROU asset impairments and $ 1.0 million of leasehold improvements impairments related to closing the 10th and 11th floors of its offices located in San Francisco, California. The impairments are included in restructuring costs in the Consolidated Statements of Operations. As a result of the impairments, the ROU assets were required to be recorded at their estimated fair values as Level 3 non-financial assets. The fair values of the asset groups were determined using a discounted cash flow model, which required the use of estimates, including projected cash flows for the related assets, the selection of a discount rate used in the model, and regional real estate industry data.

12


Note 7 – Revenue and Related Matters

Disaggregated Revenue

The Company disaggregates revenue as set forth in the following tables (in thousands):

Revenue by Geography

For the Three Months Ended September 30,

For the Nine Months Ended September 30,

Revenues: (1)

2025

2024

2025

2024

North America

$

73,648

$

81,932

$

237,151

$

260,611

Europe

13,046

13,274

37,248

41,715

Asia Pacific

5,840

5,058

16,371

15,259

Other

1,761

2,263

5,060

6,844

Total

$

94,295

$

102,527

$

295,830

$

324,429

(1)
Revenue location is determined based on where the products and services are consumed.

Contract Assets and Contract Liabilities

Accounts Receivable

Accounts receivable includes amounts billed and currently due from customers. Since the only condition for payment of the Company’s invoices is the passage of time, a receivable is recorded on the date an invoice is issued. Also included in accounts receivable are unbilled amounts resulting from revenue exceeding the amount billed to the customer, where the right to payment is unconditional. If the right to payment for services performed was conditional on something other than the passage of time, the unbilled amount would be recorded as a separate contract asset. There were no contract assets as of September 30, 2025 or December 31, 2024.

The majority of the Company’s contracts are non-cancelable. However, for contracts that are cancelable by the customer, the Company does not record a receivable when it issues an invoice. The Company records accounts receivable on these contracts only up to the amount of revenue earned but not yet collected.

In addition, since the majority of the Company’s contracts are invoiced for annual periods, and payment is expected within one year from the transfer of products and services, the Company does not adjust its receivables or transaction prices for the effects of a significant financing component.

Deferred Revenue

The Company refers to contract liabilities as deferred revenue in the Consolidated Balance Sheets. Payment terms in the Company’s customer contracts vary, but generally require payment in advance of fully satisfying the performance obligation(s). Deferred revenue consists of billings in excess of revenue recognized. Similar to accounts receivable, the Company does not record deferred revenue for unpaid invoices issued on a cancelable contract.

During the three months ended September 30, 2025 and 2024, the Company recognize d $ 20.6 m illion and $ 22.7 million, respectively, related to its deferred revenue balance at the beginning of each such period. During the nine months ended September 30, 2025 and 2024, the Company recognized $ 127.7 m illion and $ 133.2 million of revenue, respectively, related to its deferred revenue balance at January 1 of each such period.

Approximately $ 334.5 mil lion of revenue is expected to be recognized during the next 36 months from remaining performance obligations as of September 30, 2025.

Reserves for Credit Losses on Accounts Receivable

The allowance for expected credit losses on accounts receivable for the nine months ended September 30, 2025 is summarized as follows (in thousands):

Total
Allowance

Balance at December 31, 2024

$

434

Provision for expected credit losses

10

Write-offs

( 134

)

Balance at September 30, 2025

$

310

13


When evaluating the adequacy of the allowance for expected credit losses, the Company makes judgments regarding the collectability of accounts receivable based, in part, on the Company’s historical loss rate experience, customer concentrations, management’s expectations of future losses as informed by current economic conditions, and changes in customer payment terms. If the expected financial condition of the Company’s customers were to deteriorate, resulting in an impairment of their ability to make payments, additional allowances may be required. If the expected financial condition of the Company’s customers were to improve, the allowances may be reduced accordingly.

Cost to Obtain Contracts

The Company capitalizes commissions paid to sales representatives and related fringe benefits costs that are incremental to obtaining customer contracts. These costs are included in deferred commissions in the Consolidated Balance Sheets. The Company accounts for these costs at a portfolio level as the Company’s contracts are similar in nature and the amortization model used closely matches the amortization expense that would be recognized on a contract-by-contract basis. Costs to obtain a contract are amortized to earnings over the initial contract term, which is the same period the related revenue is recognized. Amortization expense related to deferred commissions for both the three months ended September 30, 2025 and 2024 was $ 8.4 million. Amortization expense related to deferred commissions for the nine months ended September 30, 2025 and 2024 was $ 24.9 million and $ 26.2 million, respectively. The Company evaluates the recoverability of deferred commissions at each balance sheet date and there were no impairments recorded during the nine months ended September 30, 2025 and 2024 .

Note 8 — Derivatives and Hedging

The Company enters into a limited number of foreign currency forward exchange contracts to mitigate the effects of adverse fluctuations in foreign currency exchange rates on transactions entered into in the normal course of business that are denominated in foreign currencies that differ from the local functional currency. These contracts generally have short durations and are recorded at fair value with both realized and unrealized gains and losses recorded in other income, net in the Consolidated Statements of Operations because the Company does not designate these contracts as hedges for accounting purposes.

During the nine months ended September 30, 2025, the Company entered into ten foreign currency forward exchange contracts, all of which settled by September 30, 2025. Accordingly, as of September 30, 2025, there is no amount recorded in the Consolidated Balance Sheets for these contracts. During the nine months ended September 30, 2024, the Company entered into eight foreign currency forward exchange contracts, all of which settled by September 30, 2024. Accordingly, as of September 30, 2024, there is no amount recorded in the Consolidated Balance Sheets for these contracts.

The Company’s derivative counterparties are investment grade financial institutions. The Company does not have any collateral arrangements with these counterparties and the derivative contracts do not contain credit risk-related contingent features. The table below provides information regarding gains (losses) recognized in the Consolidated Statements of Operations for the derivative contracts for the periods indicated (in thousands):

Three Months Ended

Nine Months Ended

September 30,

September 30,

Amount recorded in:

2025

2024

2025

2024

Other income, net

$

( 81

)

$

84

$

256

$

68

Note 9 — Fair Value Measurements

The carrying amounts reflected in the Consolidated Balance Sheets for cash, accounts receivable, accounts payable, and accrued expenses approximate fair value due to their short-term maturities. The Company’s financial instruments also include its outstanding variable-rate borrowings (refer to Note 5 – Debt ). The Company believes that the carrying amount of its variable-rate borrowings reasonably approximate their fair values because the rates of interest on those borrowings reflect current market rates of interest.

Additionally, the Company measures certain financial assets at fair value on a recurring basis including cash equivalents and marketable investments. The fair values of these financial assets have been classified as Level 1, 2, or 3 within the fair value hierarchy as described in the accounting standards for fair value measurements:

Level 1 — Fair value based on quoted prices in active markets for identical assets or liabilities.

Level 2 — Fair value based on inputs other than Level 1 inputs that are observable, either directly or indirectly, such as quoted prices for similar assets or liabilities, quoted prices in markets that are not active, or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.

Level 3 — Fair value based on unobservable inputs that are supported by little or no market activity and such inputs are significant to the fair value of the assets or liabilities.

14


The following table represents the Company’s fair value hierarchy for its financial assets that are measured at fair value on a recurring basis (in thousands):

As of September 30, 2025

Level 1

Level 2

Total

Assets:

Money market funds (1)

$

65,516

$

$

65,516

Marketable investments (3)

19,798

19,798

Total Assets

$

65,516

$

19,798

$

85,314

As of December 31, 2024

Level 1

Level 2

Total

Assets:

Money market funds (2)

$

52,395

$

$

52,395

Marketable investments (3)

12,180

12,180

Total Assets

$

52,395

$

12,180

$

64,575

(1)
U.S. based funds of $ 18.5 million are included in cash and cash equivalents and non-U.S. based funds of $ 47.0 mill ion are included in marketable investments in the Consolidated Balance Sheets.
(2)
U.S. based funds of $ 16.0 million are included in cash and cash equivalents and non-U.S. based funds of $ 36.4 million are included in marketable investments in the Consolidated Balance Sheets.
(3)
Marketable investments have been initially valued at the transaction price and subsequently valued, at the end of the reporting period, utilizing third party pricing services or other market observable data. The pricing services utilize industry standard valuation methods, including both income and market-based approaches and observable market inputs to determine value. These observable market inputs include reportable trades, benchmark yields, credit spreads, broker/dealer quotes, bids, offers, current spot rates and other industry and economic events.

During the nine months ended September 30, 2025 , the Company did not transfer assets between levels of the fair value hierarchy. Additionally, there have been no changes to the valuation techniques for Level 2 assets.

Note 10 – Non-Marketable Investments

At September 30, 2025 and December 31, 2024, the carrying value of the Company’s non-marketable investments, which were composed primarily of an interest in a standalone real-time feedback company (see Note 2 - Divestiture ) and of interests in technology-related private equity funds, wa s $ 3.1 million and $ 3.2 million, respectively, and are included in other assets in the Consolidated Balance Sheets.

One of the Company’s investments, with a carrying value of $ 2.6 milli on at September 30, 2025 is being accounted for using the cost method and, accordingly, is valued at cost less impairments, if any. The Company’s other investment is accounted for using the equity method. Accordingly, the Company records its share of the investee’s operating results each period, which are included in loss on investments, net in the Consolidated Statement of Operations. Gains and losses from non-marketable investments were immaterial during the three and nine months ended September 30, 2025 and 2024.

The Company uses the cumulative earnings approach to classify distributions received from equity method investments. During the nine months ended September 30, 2025 , $ 1.4 million was distributed from the funds to the Company. This amount was included within other investing activity in the Consolidated Statements of Cash Flows as it was considered a return on investment. During the nine months ended September 30, 2024 , no distributions were received from the funds.

Note 11 — Income Taxes

Forrester provides for income taxes on an interim basis according to management’s estimate of the effective tax rate expected to be applicable for the full fiscal year. Certain items such as changes in tax rates, tax benefits or expense related to settlements of share-based awards, tax effects of foreign currency gains or losses, goodwill impairments, and the tax effect from the divestment of operations are treated as discrete items and are recorded in the period in which they arise.

Income tax expense for the nine months ended September 30, 2025 was $ 2.6 mill ion resulting in an effective ta x rate of ( 3.1 )% for the period. Income tax expense for the nine months ended September 30, 2024 was $ 7.9 million resulting in an effective tax rate of 460.9 % for the period.

The decrease in the effective tax rate during the 2025 period was primarily due to the goodwill impairment charge, which is not deductible for tax purposes, in addition to transactions in 2024 that increased the Company’s tax expense and effective tax rate, including the divestiture of the FeedbackNow product line, foreign withholding taxes due to the dissolution of a foreign subsidiary,

15


and a valuation allowance recorded against non-realizable state net operating loss carryforwards due to the dissolution of a domestic subsidiary.

On July 4th, 2025, the One Big Beautiful Bill Act (“OBBBA”) was enacted, introducing changes to U.S. tax law. The effects of the OBBBA have been incorporated into the Company's estimated annual effective tax rate for the three and nine months ended September 30, 2025 and the impact was not material. The Company will continue to evaluate the changes from OBBBA, monitor developments, and assess its tax position as further guidance becomes available.

Note 12 — Accumulated Other Comprehensive Loss (“AOCL”)

The components of accumulated other comprehensive loss are as follows (net of tax, in thousands):

Marketable

Translation

Investments

Adjustment

Total AOCL

Balance at June 30, 2025

$

37

$

( 337

)

$

( 300

)

Foreign currency translation (1)

( 893

)

( 893

)

Unrealized gain, net of tax of $( 7 )

21

21

Balance at September 30, 2025

$

58

$

( 1,230

)

$

( 1,172

)

Marketable

Translation

Investments

Adjustment

Total AOCL

Balance at June 30, 2024

$

( 36

)

$

( 6,690

)

$

( 6,726

)

Foreign currency translation (1)

3,910

3,910

Reclassification adjustment for write-off of foreign currency translation loss (2)

232

232

Unrealized gain, net of tax of $( 36 )

107

107

Balance at September 30, 2024

$

71

$

( 2,548

)

$

( 2,477

)

Marketable

Translation

Investments

Adjustment

Total AOCL

Balance at December 31, 2024

$

29

$

( 7,775

)

$

( 7,746

)

Foreign currency translation (1)

6,545

6,545

Unrealized gain, net of tax of $( 9 )

29

29

Balance at September 30, 2025

$

58

$

( 1,230

)

$

( 1,172

)

Marketable

Translation

Investments

Adjustment

Total AOCL

Balance at December 31, 2023

$

( 60

)

$

( 4,511

)

$

( 4,571

)

Foreign currency translation (1)

1,731

1,731

Reclassification adjustment for write-off of foreign currency translation loss (2)

232

232

Unrealized gain, net of tax of $( 44 )

131

131

Balance at September 30, 2024

$

71

$

( 2,548

)

$

( 2,477

)

(1)
The Company does not record tax provisions or benefits for the net changes in foreign currency translation adjustments as it intends to permanently reinvest undistributed earnings of its foreign subsidiaries.
(2)
The reclassification adjustment for the write-off of a foreign currency translation loss relates to the liquidation of a non-U.S. subsidiary during 2024 and is reported in restructuring costs in the Consolidated Statements of Operations.

Note 13 — Ne t Loss Per Common Share

Basic net loss per common share is computed by dividing net loss by the basic weighted average number of common shares outstanding during the period. Diluted net loss per common share is computed by dividing net loss by the diluted weighted average number of common shares and common equivalent shares outstanding during the period. The weighted average number of common equivalent shares outstanding has been determined in accordance with the treasury-stock method. Common equivalent shares consist of common stock issuable on the exercise of outstanding stock options and the vesting of restricted stock units.

16


Basic and diluted weighted average common shares are as follows (in thousands):

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Basic weighted average common shares outstanding

19,113

19,065

19,022

19,147

Weighted average common equivalent shares

Diluted weighted average common shares outstanding

19,113

19,065

19,022

19,147

Options and restricted stock units excluded from diluted
weighted average share calculation as effect would have
been anti-dilutive

2,524

1,611

1,626

1,263

Note 14 — Stockholders’ Equity

The components of stockholders’ equity are as follows (in thousands):

Three Months Ended September 30, 2025

Common Stock

Treasury Stock

Accumulated

Number
of
Shares

$0.01ParValue

Additional
Paid-in
Capital

Retained
Earnings

Number
of
Shares

Cost

Other
Comprehensive
Loss

Total
Stockholders'
Equity

Balance at June 30, 2025

25,361

$

254

$

298,129

$

88,575

6,282

$

( 227,119

)

$

( 300

)

$

159,539

Issuance of common stock under
stock plans, including tax effects

150

1

238

239

Repurchases of common stock

240

( 2,496

)

( 2,496

)

Stock-based compensation expense

3,388

3,388

Net loss

( 2,126

)

( 2,126

)

Net change in marketable investments,
net of tax

21

21

Foreign currency translation

( 893

)

( 893

)

Balance at September 30, 2025

25,511

$

255

$

301,755

$

86,449

6,522

$

( 229,615

)

$

( 1,172

)

$

157,672

Three Months Ended September 30, 2024

Common Stock

Treasury Stock

Accumulated

Number
of
Shares

$0.01ParValue

Additional
Paid-in
Capital

Retained
Earnings

Number
of
Shares

Cost

Other
Comprehensive
Loss

Total
Stockholders'
Equity

Balance at June 30, 2024

24,897

$

249

$

285,395

$

177,300

5,841

$

( 219,164

)

$

( 6,726

)

$

237,054

Issuance of common stock under
stock plans, including tax effects

195

2

193

195

Repurchases of common stock

268

( 4,969

)

( 4,969

)

Stock-based compensation expense

3,603

3,603

Net loss

( 5,798

)

( 5,798

)

Net change in marketable investments,
net of tax

107

107

Foreign currency translation

4,142

4,142

Balance at September 30, 2024

25,092

$

251

$

289,191

$

171,502

6,109

$

( 224,133

)

$

( 2,477

)

$

234,334

Nine Months Ended September 30, 2025

Common Stock

Treasury Stock

Accumulated

Number
of
Shares

$0.01
Par
Value

Additional
Paid-in
Capital

Retained
Earnings

Number
of
Shares

Cost

Other
Comprehensive
Loss

Total
Stockholders'
Equity

Balance at December 31, 2024

25,119

$

251

$

292,217

$

171,934

6,282

$

( 227,119

)

$

( 7,746

)

$

229,537

Issuance of common stock under
stock plans, including tax effects

392

4

29

33

Repurchases of common stock

240

( 2,496

)

( 2,496

)

Stock-based compensation expense

9,509

9,509

Net loss

( 85,485

)

( 85,485

)

Net change in marketable investments,
net of tax

29

29

Foreign currency translation

6,545

6,545

Balance at September 30, 2025

25,511

$

255

$

301,755

$

86,449

6,522

$

( 229,615

)

$

( 1,172

)

$

157,672

17


Nine Months Ended September 30, 2024

Common Stock

Treasury Stock

Accumulated

Number
of
Shares

$0.01
Par
Value

Additional
Paid-in
Capital

Retained
Earnings

Number
of
Shares

Cost

Other
Comprehensive
Loss

Total
Stockholders'
Equity

Balance at December 31, 2023

24,684

$

247

$

278,057

$

177,681

5,437

$

( 211,149

)

$

( 4,571

)

$

240,265

Issuance of common stock under
stock plans, including tax effects

408

4

( 68

)

( 64

)

Repurchases of common stock

672

( 12,984

)

( 12,984

)

Stock-based compensation expense

11,202

11,202

Net loss

( 6,179

)

( 6,179

)

Net change in marketable investments,
net of tax

131

131

Foreign currency translation

1,963

1,963

Balance at September 30, 2024

25,092

$

251

$

289,191

$

171,502

6,109

$

( 224,133

)

$

( 2,477

)

$

234,334

Equity Plans

Restricted stock unit activity for the nine months ended September 30, 2025 is presented below (in thousands, except per share data):

Weighted-

Average

Number of

Grant Date

Shares

Fair Value

Unvested at December 31, 2024

1,253

$

27.42

Granted

1,306

9.43

Vested

( 362

)

29.11

Forfeited

( 150

)

24.69

Unvested at September 30, 2025

2,047

$

15.84

Stock option activity for the nine months ended September 30, 2025 is presented below (in thousands, except per share data and contractual term):

Weighted -

Weighted -

Average

Average

Exercise

Remaining

Aggregate

Number

Price Per

Contractual

Intrinsic

of Shares

Share

Term (in years)

Value

Outstanding at December 31, 2024

167

$

33.29

Granted

303

9.36

Forfeited

( 38

)

33.53

Outstanding at September 30, 2025

432

$

16.48

8.63

$

376

Exercisable at September 30, 2025

72

$

33.37

5.93

$

Vested and expected to vest at September 30, 2025

432

$

16.48

8.63

$

376

No stock options were exercised during the three and nine months ended September 30, 2025.

Stock-Based Compensation

Forrester recognizes the fair value of stock-based compensation over the requisite service period of the individual grantee, which generally equals the vesting period. Stock-based compensation was recorded in the following expense categories in the Consolidated Statements of Operations (in thousands):

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Cost of services and fulfillment

$

2,220

$

2,142

$

6,398

$

6,777

Selling and marketing

414

528

913

1,685

General and administrative

739

933

2,520

2,740

Total

$

3,373

$

3,603

$

9,831

$

11,202

18


Forrester utilizes the Black-Scholes valuation mod el for estimating the fair value of options granted under the equity incentive plans and shares subject to purchase under the employee stock purchase plan, which were valued using the following assumptions:

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Employee Stock Purchase Plan

Employee Stock Purchase Plan

Employee Stock Purchase Plan

Equity Incentive Plans

Employee Stock Purchase Plan

Average risk-free interest rate

3.84

%

4.55

%

3.84

%

3.91

%

4.55

%

Expected dividend yield

0.0

%

0.0

%

0.0

%

0.0

%

0.0

%

Expected life

0.5 Years

0.5 Years

0.5 Years

4.50 Years

0.5 Years

Expected volatility

52

%

38

%

52

%

36

%

38

%

Weighted average fair value

$

2.90

$

4.86

$

2.90

$

3.38

$

4.86

Liability-Classified Awards

During 2025, the Company granted stock awards that are being accounted for as liability awards, such that the fair value of the awards are determined on a quarterly basis beginning at the grant date until final vesting. Changes in the fair value of liability-classified awards do not result in an impact to the Company’s stockholders’ equity balance. During the nine months ended September 30, 2025 , the Company recorded $ 0.3 million of stock-based compensation expense related to these awards.

Treasury Stock

As of September 30, 2025, Forrester’s B oard of Directors had authorized an aggregate $ 610.0 million to purchase common stock under its stock repurchase program. The shares repurchased may be used, among other things, in connection with Forrester’s equity incentive and purchase plans. During the three and nine months ended September 30, 2025 , the Company repurchased approximately 0.2 million shares of common stock at an aggregate cost of approxim ately $ 2.5 m illion and the Company paid $ 44 thousand of excise taxes related to its 2024 purchases during the nine months ended September 30, 2025. During the three and nine months ended September 30, 2024 , the Company repurchased approximately 0.3 million shares and 0.7 million shares of common stock at an aggregate cost of approximately $ 5.0 million and $ 13.0 million, respectively. From the inception of the program through September 30, 2025, the Company repurc hased 18.2 millio n shares of common stock at an aggregate cost of $ 532.5 mi lli on.

Note 15 — Restructuring and Related Costs

In February 2024, the Company implemented a reduction in its workforce of approximately 3 % across various geographies and functions to better align its cost structure with the revenue outlook for the year. The Company recorded $ 0.7 million of severance and related costs for this action during the fourth quarter of 2023, and $ 2.8 million during the first quarter of 2024. The Company also recorded a restructuring charge of $ 3.8 million during the first quarter of 2024 related to closing one floor of its offices located in San Francisco, California, of which $ 3.2 million related to an impairment of a right-of-use asset and $ 0.6 million related to an impairment of leasehold improvements. During the third quarter of 2024, the Company recorded an incremental $ 0.2 million impairment to its California office.

In January 2025, the Company implemented a reduction in its workforce of approximately 6 % across various geographies and functions to better align its cost structure w ith the revenue outlook for the year. The Company recorded $ 4.2 million of severance and related costs for this action during the fourth quarter of 2024, $ 1.5 million during the first quarter of 2025, $ 0.4 million during the second quarter of 2025, and $( 0.1 ) million during the third quarter of 2025. The Com pany expects the majority of the accrued restructuring and related costs as of September 30, 2025 to be paid by the end of 2025.

The following table rolls forward the activity in the restructuring accrual for the January 2025 action for the nine months ended September 30, 2025 (in thousands):

Accrual at December 31, 2024

$

4,132

Additional restructuring and related costs

1,819

Non-cash charge (included above)

( 319

)

Cash payments

( 5,341

)

Foreign currency effect

39

Accrual at September 30, 2025

$

330

19


Note 16 — Operating Segments

The Company's chief operating decision-maker is the chief executive officer and the chief financial officer. The Company operates in three segments: Research, Consulting, and Events. These segments, which are also the Company's reportable segments, are based on the management structure of the Company and how the chief operating decision maker uses financial information to evaluate performance and determine how to allocate resources. The Company’s products and services are delivered through each segment as described below.

The Research segment includes the revenues from all of the Company's research products as well as consulting revenues from advisory services (such as speeches and advisory days) delivered by the Company's research organization. Research segment costs include the cost of the organizations responsible for developing and delivering these products in addition to the costs of the product management organization responsible for product pricing and packaging, and the launch of new products. During the third quarter of 2024, the Company realigned its technology teams and as such certain technology costs are no longer reported as a direct expense of the Research segment, and are now reported within selling, marketing, administrative and other expenses in the tables below. As of January 1, 2025, the Company realigned its citations team costs such that these costs are now reported as a direct expense of the Research segment, whereas they were previously reported in selling, marketing, administrative and other expenses in the tables below. Prior period amounts have been recast to conform to the current presentation.

The Consulting segment includes the revenues and the related costs of the Company's project consulting organization. The project consulting organization delivers a majority of the Company's project consulting revenue. As of January 1, 2025, the Company realigned its content marketing partner costs such that these costs are now reported as a direct expense of the Consulting segment, whereas they were previously reported in selling, marketing, administrative and other expenses in the tables below. Prior period amounts have been recast to conform to the current presentation.

The Events segment includes the revenues and the costs of the organization responsible for developing and hosting its events. As of January 1, 2025, the Company realigned its events sponsorship sales team and as such the costs of this team were not reported as a direct expense of the Events segment during the first and second quarters of 2025. During the third quarter of 2025, the events sponsorship sales team was aligned back to Events and the costs of this team are now being reported as a direct expense of the Events segment. The nine months ended September 30, 2025 have been conformed to the current presentation for the entire period.

The Company evaluates reportable segment performance and allocates resources based on segment operating income (loss). Segment expenses include the direct expenses of each segment organization and exclude selling and marketing expenses, general and administrative expenses, stock-based compensation expense, depreciation expense, adjustments to incentive bonus compensation from target amounts, amortization of intangible assets, goodwill impairment, restructuring costs, loss from sale of divested operation, interest expense, credit loss expense on note receivable, other income, and losses on investments. The accounting policies used by the segments are the same as those used in the consolidated financial statements. The Company does not review or evaluate assets as part of segment performance. Accordingly, the Company does not identify or allocate assets by reportable segment.

20


The Company provides information by reportable segment in the tables below (in thousands):

Research Segment

Consulting Segment

Events Segment

Consolidated

Three Months Ended September 30, 2025

Research revenues

$

72,652

$

$

$

72,652

Consulting revenues

5,487

15,988

21,475

Events revenues

168

168

Total segment revenues

78,139

15,988

168

94,295

Segment expenses (1):

Compensation, benefits and related costs

( 23,230

)

( 7,085

)

( 1,262

)

( 31,577

)

Direct cost of events

( 405

)

( 405

)

Professional services

( 1,050

)

( 960

)

49

( 1,961

)

Billable expenses

( 135

)

( 1,336

)

( 1,471

)

Travel and entertainment

( 453

)

( 143

)

( 51

)

( 647

)

Software

( 329

)

( 10

)

( 339

)

Other segment expenses (2)

( 24

)

( 12

)

( 4

)

( 40

)

Total segment expenses

( 25,221

)

( 9,536

)

( 1,683

)

( 36,440

)

Segment operating income (loss)

$

52,918

$

6,452

$

( 1,515

)

57,855

Selling, marketing, administrative and other expenses

( 51,292

)

Amortization of intangible assets

( 2,217

)

Restructuring and related costs

111

Interest expense, credit loss expense on note receivable and other income

( 6,146

)

Loss before income taxes

$

( 1,689

)

(1)
The significant expense categories and amounts align with the segment-level information that is regularly provided to the chief operating decision maker.
(2)
Other segment expenses for each reportable segment includes office supplies, maintenance, and training expenses.

Research Segment

Consulting Segment

Events Segment

Consolidated

Three Months Ended September 30, 2024

Research revenues

$

77,070

$

$

$

77,070

Consulting revenues

4,335

19,034

23,369

Events revenues

2,088

2,088

Total segment revenues

81,405

19,034

2,088

102,527

Segment expenses (1):

Compensation, benefits and related costs

( 24,636

)

( 7,612

)

( 1,431

)

( 33,679

)

Direct cost of events

( 1,512

)

( 1,512

)

Professional services

( 2,186

)

( 500

)

( 26

)

( 2,712

)

Billable expenses

( 135

)

( 1,990

)

( 2,125

)

Travel and entertainment

( 486

)

( 101

)

( 34

)

( 621

)

Software

( 460

)

( 20

)

( 480

)

Other segment expenses (2)

( 86

)

( 4

)

( 19

)

( 109

)

Total segment expenses

( 27,989

)

( 10,207

)

( 3,042

)

( 41,238

)

Segment operating income (loss)

$

53,416

$

8,827

$

( 954

)

61,289

Selling, marketing, administrative and other expenses

( 56,904

)

Amortization of intangible assets

( 2,404

)

Restructuring and related costs

( 937

)

Loss from sale of divested operation

( 1,775

)

Interest expense and other income

( 343

)

Loss before income taxes

$

( 1,074

)

(1)
The significant expense categories and amounts align with the segment-level information that is regularly provided to the chief operating decision maker.
(2)
Other segment expenses for each reportable segment includes office supplies, maintenance, and training expenses.

21


Research Segment

Consulting Segment

Events Segment

Consolidated

Nine Months Ended September 30, 2025

Research revenues

$

218,992

$

$

$

218,992

Consulting revenues

16,334

50,070

66,404

Events revenues

10,434

10,434

Total segment revenues

235,326

50,070

10,434

295,830

Segment expenses (1):

Compensation, benefits and related costs

( 69,196

)

( 21,248

)

( 3,976

)

( 94,420

)

Direct cost of events

( 9,378

)

( 9,378

)

Professional services

( 5,398

)

( 2,483

)

( 28

)

( 7,909

)

Billable expenses

( 320

)

( 4,449

)

( 4,769

)

Travel and entertainment

( 1,470

)

( 385

)

( 106

)

( 1,961

)

Software

( 1,060

)

( 44

)

( 1,104

)

Other segment expenses (2)

( 95

)

( 26

)

( 28

)

( 149

)

Total segment expenses

( 77,539

)

( 28,591

)

( 13,560

)

( 119,690

)

Segment operating income (loss)

$

157,787

$

21,479

$

( 3,126

)

176,140

Selling, marketing, administrative and other expenses

( 159,885

)

Amortization of intangible assets

( 6,651

)

Goodwill impairment

( 83,895

)

Restructuring and related costs

( 1,887

)

Interest expense, credit loss expense on note receivable, other income and loss on investments

( 6,697

)

Loss before income taxes

$

( 82,875

)

(1)
The significant expense categories and amounts align with the segment-level information that is regularly provided to the chief operating decision maker.
(2)
Other segment expenses for each reportable segment includes office supplies, maintenance, and training expenses.

Research Segment

Consulting Segment

Events Segment

Consolidated

Nine Months Ended September 30, 2024

Research revenues

$

237,314

$

$

$

237,314

Consulting revenues

14,478

56,843

71,321

Events revenues

15,794

15,794

Total segment revenues

251,792

56,843

15,794

324,429

Segment expenses (1):

Compensation, benefits and related costs

( 77,797

)

( 23,481

)

( 4,424

)

( 105,702

)

Direct cost of events

( 10,446

)

( 10,446

)

Professional services

( 8,947

)

( 1,371

)

( 44

)

( 10,362

)

Billable expenses

( 427

)

( 6,109

)

( 6,536

)

Travel and entertainment

( 1,446

)

( 264

)

( 79

)

( 1,789

)

Software

( 1,410

)

( 28

)

( 1,438

)

Other segment expenses (2)

( 362

)

( 14

)

( 22

)

( 398

)

Total segment expenses

( 90,389

)

( 31,239

)

( 15,043

)

( 136,671

)

Segment operating income

$

161,403

$

25,604

$

751

187,758

Selling, marketing, administrative and other expenses

( 169,618

)

Amortization of intangible assets

( 7,431

)

Restructuring and related costs

( 7,643

)

Loss from sale of divested operation

( 1,775

)

Interest expense and other income

421

Income before income taxes

$

1,712

(1)
The significant expense categories and amounts align with the segment-level information that is regularly provided to the chief operating decision maker.
(2)
Other segment expenses for each reportable segment includes office supplies, maintenance, and training expenses.

22


Note 17 — Contingencies

From time to time, the Company may be subject to legal proceedings and civil and regulatory claims that arise in the ordinary course of its business activities. Regardless of the outcome, legal proceedings and claims can have a material adverse effect on the Company because of defense and settlement costs, diversion of management resources, and other factors. It is the Company's policy to record accruals for legal contingencies to the extent that it has concluded that it is probable that a liability has been incurred and the amount of the loss can be reasonably estimated, and to expense costs associated with loss contingencies, including any related legal fees, as they are incurred. The Company reviews its loss contingencies at least quarterly and adjusts its accruals and/or disclosures to reflect the impact of negotiations, settlements, rulings, advice of legal counsel, or other new information, as deemed necessary. Once established, a provision may change in the future due to new developments or changes in circumstances and could increase or decrease the Company’s earnings in the period that the changes are made. The Company currently has no material pending litigation.

23


ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS O F FINANCIAL CONDITION AND RESULTS OF OPERATIONS

Overview

This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “believes,” “anticipates,” “intends,” “plans,” “estimates,” or similar expressions are intended to identify these forward-looking statements. Reference is made in particular to our statements about changing stakeholder expectations, migration of our clients into our Forrester Decisions products, product development, possible acquisitions, future dividends, future share repurchases, future growth rates, operating income and cash from operations, future deferred revenue, future compliance with financial covenants under our credit facility, future interest expense, anticipated increases in, and productivity of, our sales force and headcount, anticipated capital expenditures in connection with the lease for our principal headquarters and related tenant improvement allowance, the adequacy of our cash, and cash flows to satisfy our working capital and capital expenditures, the anticipated impact of accounting standards, and any future impairment charge we incur. These statements are based on our current plans and expectations and involve risks and uncertainties. Important factors that could cause actual future activities and results to differ include, among others, our ability to retain and enrich subscriptions to, and licenses of, our Research products and services, our ability to fulfill existing or generate new consulting engagements and advisory services, any adverse economic conditions, including from trade policies and tariffs, that result in a reduction in technology spending or demand for our products and services, our international operations expose us to a variety of operational risks which could negatively impact us, our ability to offer new products and services, the use of Generative AI in our business and by our clients and competitors, our dependence on key personnel, our ability to attract and retain qualified professional staff, our ability to respond to business and economic conditions and market trends, our business with the U.S. Government, the impact of our outstanding debt, competition and industry consolidation, possible variations in our quarterly operating results, the actual cost of capital expenditures that we undertake, concentration of our stock ownership, the possibility of network disruptions and security breaches, our ability to enforce and protect our intellectual property rights, compliance with privacy laws, taxation risks, any weakness identified in our system of internal controls, and any future impairment charge we incur. These risks are described more completely in our Annual Report on Form 10-K for the year ended December 31, 2024 and in this Quarterly Report on Form 10-Q. We undertake no obligation to update publicly any forward-looking statements, whether as a result of new information, future events, or otherwise.

We derive revenues from subscriptions to our Research products and services, subscriptions to, and individual licenses of, electronic “reprints” of our Research, performing consulting projects and advisory services, and hosting events. We offer contracts for our products as either multi-year contracts or annual contracts, which are typically payable in advance on an annual basis. For certain contracts, we offer to invoice the contract price in multiple invoices throughout the year. Billings in excess of revenue recognized are recorded as deferred revenue. Subscription products are recognized as revenue over the term of the contract. Individual reprint licenses include an obligation to deliver a customer-selected research document and certain usage data provided through our platform, which represents two performance obligations. We recognize revenue for the performance obligation for the data portion of the reprint ratably over the license term. We recognize revenue for the performance obligation for the research document at the time of providing access to the document. Clients purchase consulting projects and advisory services independently and/or to supplement their access to our subscription-based products. Consulting project revenues, which are based upon fixed-fee agreements, are recognized as the services are provided. Advisory service revenues, such as speeches and advisory days, are recognized when the service is complete. Events revenues consist of ticket and sponsorship sales for a Forrester-hosted event, and revenue is recognized upon completion of each event.

Our primary operating expenses consist of cost of services and fulfillment, selling and marketing expenses, and general and administrative expenses. Cost of services and fulfillment represents the costs associated with the production and delivery of our products and services, including salaries, bonuses, employee benefits, and stock-based compensation expense for all personnel that produce and deliver our products and services, including all associated editorial, travel, and support services. Selling and marketing expenses include salaries, sales commissions, bonuses, employee benefits, stock-based compensation expense, travel expenses, promotional costs, and other costs incurred in marketing and selling our products and services. General and administrative expenses include the costs of the technology, operations, finance, and human resources groups and our other administrative functions, including salaries, bonuses, employee benefits, and stock-based compensation expense. Overhead costs such as facilities, net of sublease income, and annual fees for cloud-based information technology systems are allocated to these categories according to the number of employees in each group.

Our key metrics focus on our contract value ("CV") products. We are focusing on CV products as these products are our most profitable products and historically our contracts for CV products have renewed at high rates (as measured by our client retention and wallet retention metrics). Our CV products make up essentially all of our research revenues, and research revenues as a percentage of total revenues increased from approximately 73% for the nine months ended September 30, 2024 to approximately 74% for the nine months ended September 30, 2025.

24


We calculate CV at the foreign currency rates used for internal planning purposes each year. For comparative purposes, we have recast historical CV and wallet retention at the planned 2025 foreign currency rates. In addition, the recast metrics reflect the correction of an insignificant error. We have included the recast metrics below for the nine months ended September 30, 2024, and we have also provided recast metrics dating back to the third quarter of 2023, on the investor relations section of our website.

Contract value, client retention, wallet retention, and number of clients are metrics that we believe are important to understanding our research business. We define these metrics as follows:

Contract value (CV) — is defined as the value attributable to all of our recurring research-related contracts. Contract value is calculated as the annualized value of all contracts in effect at a specific point in time, without regard to how much revenue has already been recognized. Contract value primarily consists of subscription-based products for which revenue is recognized on a ratable basis, except for the entitlements embedded in our subscription products, such as event tickets and advisory sessions, for which the revenue is recognized when the item is delivered. Contract value also includes our reprint products, as these products are used throughout the year by our clients and are typically renewed.
Client retention — represents the percentage of client companies (defined as all clients that buy a CV product) at the prior year measurement date that have active contracts at the current year measurement date.
Wallet retention — represents a measure of the CV we have retained with clients over a twelve-month period, including increases or decreases in retained client CV during the period. Wallet retention is calculated on a percentage basis by dividing the annualized contract value of our current clients, who were also clients a year ago, by the total annualized contract value from a year ago.
Clients — is calculated at the enterprise level as all clients that have an active CV contract.

Client retention and wallet retention are not necessarily indicative of the rate of future retention of our revenue base. A summary of our key metrics is as follows (dollars in millions):

As of

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Contract value

$

288.1

$

309.8

$

(21.7

)

(7

%)

Client retention

74

%

73

%

1 point

Wallet retention

86

%

88

%

(2) points

Number of clients

1,774

2,002

(228

)

(11

%)

Contract value at September 30, 2025 decreased by 7% compared to the prior year period due to wallet retention being at 86% for the period (representing retention and enrichment of the prior year CV base) and new client acquisition not fully offsetting the net retention loss. Client retention increased by 1 percentage point at September 30, 2025 compared to the prior year period, and was consistent compared to the prior quarter. However, wallet retention decreased by 2 percentage points at September 30, 2025 compared to the prior year period, and increased by 1 percentage point compared to the prior quarter. The decline in wallet retention compared to the prior year period was primarily due to lower enrichment of contracts as they renewed during the current year period.

Management’s discussion and analysis of financial condition and results of operations are based upon our consolidated financial statements, which have been prepared in accordance with generally accepted accounting principles in the United States of America (“GAAP”). The preparation of these financial statements requires us to make estimates and judgments that affect the reported amounts of assets, liabilities, revenues and expenses, and related disclosure of contingent assets and liabilities. On an ongoing basis, we evaluate our estimates, including but not limited to, those related to our revenue recognition, credit losses on the note receivable, goodwill, intangible and other long-lived assets, and income taxes. Management bases its estimates on historical experience, data available at the time the estimates are made, and various assumptions that are believed to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources. Actual results may differ from these estimates under different assumptions or conditions. Our critical accounting estimates are described in our Annual Report on Form 10-K for the year ended December 31, 2024 and in this Quarterly Report on Form 10-Q.

25


Results of Operations

The following table sets forth our statement of operations as a percentage of total revenues for the periods indicated:

Three Months Ended

Nine Months Ended

September 30,

September 30,

2025

2024

2025

2024

Revenues:

Research revenues

77.0

%

75.2

%

74.1

%

73.1

%

Consulting revenues

22.8

22.8

22.4

22.0

Events revenues

0.2

2.0

3.5

4.9

Total revenues

100.0

100.0

100.0

100.0

Operating expenses:

Cost of services and fulfillment

40.0

41.1

42.9

42.5

Selling and marketing

38.2

37.3

36.9

36.4

General and administrative

13.2

15.4

13.2

13.6

Depreciation

1.6

1.9

1.6

1.9

Amortization of intangible assets

2.4

2.3

2.2

2.3

Goodwill impairment

28.4

Restructuring costs

(0.1

)

1.0

0.6

2.4

Loss from sale of divested operation

1.7

0.5

Income (loss) from operations

4.7

(0.7

)

(25.8

)

0.4

Interest expense

(0.7

)

(0.8

)

(0.7

)

(0.7

)

Loss on investments, net

Credit loss expense on note receivable

(6.8

)

(2.4

)

Other income, net

1.0

0.5

0.9

0.8

Income (loss) before income taxes

(1.8

)

(1.0

)

(28.0

)

0.5

Income tax expense

0.5

4.7

0.9

2.4

Net loss

(2.3

%)

(5.7

%)

(28.9

%)

(1.9

%)

Three and Nine Months Ended September 30, 2025 and 2024

Revenues

Three Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

(dollars in millions)

Total revenues

$

94.3

$

102.5

$

(8.2

)

(8

%)

Research revenues

$

72.7

$

77.1

$

(4.4

)

(6

%)

Consulting revenues

$

21.5

$

23.4

$

(1.9

)

(8

%)

Events revenues

$

0.2

$

2.1

$

(1.9

)

(92

%)

Revenues attributable to customers outside of
the U.S.

$

23.3

$

23.6

$

(0.3

)

(1

%)

Percentage of revenue attributable to customers
outside of the U.S.

25

%

23

%

2 points

Nine Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

(dollars in millions)

Total revenues

$

295.8

$

324.4

$

(28.6

)

(9

%)

Research revenues

$

219.0

$

237.3

$

(18.3

)

(8

%)

Consulting revenues

$

66.4

$

71.3

$

(4.9

)

(7

%)

Events revenues

$

10.4

$

15.8

$

(5.4

)

(34

%)

Revenues attributable to customers outside of
the U.S.

$

66.7

$

73.4

$

(6.7

)

(9

%)

Percentage of revenue attributable to customers
outside of the U.S.

23

%

23

%

26


Research revenues are recognized as revenue primarily on a ratable basis over the term of the contracts, which are generally 12 or 24-month periods. Research revenues decreased 6% and 8% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods, primarily due to the decrease in CV, as discussed above, and the divestiture of the FeedbackNow product line in the third quarter of 2024, which resulted in an approximate 2% decline in revenue in both periods. From a product perspective, the decrease in revenues during both the three and nine months ended September 30, 2025 was primarily due to a decline in revenue from subscriptions to our research and to the effect of the divestiture of the FeedbackNow product line, partially offset by an increase in reprint revenue. Research subscription products, including our subscription reprint product that was launched in the third quarter of 2024, declined 5% during both the three and nine months ended September 30, 2025 primarily due to revenue growth from our Forrester Decisions and subscription reprint products being offset by revenue declines from our heritage research products.

Consulting revenues decreased 8% and 7% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in revenues during the three and nine months ended September 30, 2025 was due to a decrease in delivery of consulting services due to lower client bookings.

Events revenues decreased 92% and 34% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in revenues during the three months ended September 30, 2025 was primarily due to us holding one of our larger U.S. events in the fourth quarter of 2025 compared to the third quarter of 2024. The decrease in revenues during the nine months ended September 30, 2025 was also due to a decrease in sponsorship revenues for the events held during the period.

Refer to the “Segments Results” section below for a discussion of revenues and expenses by segment.

Cost of Services and Fulfillment

Three Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Cost of services and fulfillment (dollars in millions)

$

37.7

$

42.2

$

(4.5

)

(11

%)

Cost of services and fulfillment as a percentage of
total revenues

40

%

41

%

(1) point

Service and fulfillment employees
(at end of period)

653

690

(37

)

(5

%)

Nine Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Cost of services and fulfillment (dollars in millions)

$

127.0

$

138.0

$

(11.1

)

(8

%)

Cost of services and fulfillment as a percentage of
total revenues

43

%

43

%

Cost of services and fulfillment expenses decreased 11% during the three months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to (1) a $1.5 million decrease in compensation and benefit costs due to a decrease in headcount, (2) a $1.3 million decrease in professional services costs primarily due to a decrease in billable fees and the effect of the divestiture of the FeedbackNow product line, partially offset by an increase in contractor costs, (3) a $1.1 million decrease in event expenses primarily due to holding one of our larger U.S. events in the fourth quarter of 2025 compared to the third quarter of 2024, and (4) a $0.7 million decrease in facilities costs primarily due to a decrease in lease expense.

Cost of services and fulfillment expenses decreased 8% during the nine months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to (1) a $4.6 million decrease in compensation and benefit costs due to a decrease in headcount, partially offset by an increase in incentive bonus costs, (2) a $3.8 million decrease in professional services costs primarily due to a decrease in billable fees, consulting fees, and the effect of the divestiture of the FeedbackNow product line, partially offset by an increase in contractor costs, (3) a $1.5 million decrease in facilities costs primarily due to a decrease in lease expense and (4) a $1.1 million decrease in event expenses as discussed for the three month period.

Selling and Marketing

Three Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Selling and marketing expenses (dollars in millions)

$

36.0

$

38.3

$

(2.3

)

(6

%)

Selling and marketing expenses as a percentage of
total revenues

38

%

37

%

1 point

Selling and marketing employees (at end of period)

604

663

(59

)

(9

%)

27


Nine Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Selling and marketing expenses (dollars in millions)

$

109.0

$

117.9

$

(8.9

)

(8

%)

Selling and marketing expenses as a percentage of
total revenues

37

%

36

%

1 point

Selling and marketing expenses decreased 6% during the three months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to (1) a $1.8 million decrease in compensation and benefit costs due to a decrease in headcount and (2) a $0.6 million decrease in facilities costs primarily due to a decrease in lease expense.

Selling and marketing expenses decreased 8% during the nine months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to (1) a $6.6 million decrease in compensation and benefit costs due to a decrease in headcount and commissions expense, partially offset by an increase in incentive bonus costs, (2) a $1.0 million decrease in professional services costs primarily due to a decrease in consulting fees, (3) a $0.9 million decrease in facilities costs primarily due to a decrease in lease expense and (4) a $0.8 million decrease in stock compensation expense. These decreases were partially offset by a $0.9 million increase in travel and entertainment expenses.

General and Administrative

Three Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

General and administrative expenses (dollars in
millions)

$

12.5

$

15.7

$

(3.3

)

(21

%)

General and administrative expenses as a percentage
of total revenues

13

%

15

%

(2) points

General and administrative employees (at end of
period)

228

255

(27

)

(11

%)

Nine Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

General and administrative expenses (dollars in
millions)

$

38.9

$

44.2

$

(5.3

)

(12

%)

General and administrative expenses as a percentage
of total revenues

13

%

14

%

(1) point

General and administrative expenses decreased 21% during the three months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to a $2.0 million decrease in compensation and benefit costs due to a decrease in headcount.

General and administrative expenses decreased 12% during the nine months ended September 30, 2025 compared to the prior year period. The decrease was primarily due to (1) a $3.5 million decrease in compensation and benefit costs due to a decrease in headcount, partially offset by an increase in incentive bonus costs, (2) a $0.6 million decrease in software costs and (3) a $0.5 million decrease in non-income taxes.

Depreciation

The fluctuation for depreciation expense was immaterial during the three months ended September 30, 2025 compared to the prior year period. Depreciation expense decreased by $1.4 million during the nine months ended September 30, 2025 compared to the prior year period due to certain software assets becoming fully depreciated.

Amortization of Intangible Assets

The fluctuation for amortization expense was immaterial during the three months ended September 30, 2025 compared to the prior year period. Amortization expense decreased by $0.8 million during the nine months ended September 30, 2025 compared to the prior year period primarily due to the divestiture of the FeedbackNow product line.

Goodwill Impairment

As a result of the substantial and sustained decline in our stock price and our overall market capitalization from mid-February 2025 through March 31, 2025, along with other qualitative considerations, including the continued impact from the conditions in the

28


macroeconomic environment, uncertainty created by changes in the United States’ trade policies, and the larger than expected decline in contract bookings during the first quarter of 2025, it was determined that a triggering event occurred as of March 31, 2025, indicating goodwill may be impaired. Accordingly, we conducted a quantitative impairment test of our goodwill as of March 31, 2025 for our two reporting units (Research and Consulting) that have goodwill. We estimated the implied fair value of our reporting units using an equal weighting of an income approach and market approach. As a result of the quantitative impairment test, we determined goodwill was impaired for our Research reporting unit and recorded a goodwill impairment charge of $83.9 million during the period ended March 31, 2025, which is not deductible for tax purposes.

The income approach was based upon projected future cash flows that were discounted to present value. The key underlying assumptions included forecasted revenues, operating expenses, terminal rate, as well as an applicable discount rate for each reporting unit. The key assumptions in the market approach were the earnings multiple and market participant acquisition premium. Fair value estimates are based on a complex series of judgments about future events and rely heavily on estimates and assumptions that we deemed to be reasonable. Changes in the estimates or assumptions used in the quantitative impairment test could materially affect the determination of fair value of our reporting units and the associated goodwill impairment assessment. Potential events and circumstances that could have an adverse impact on our estimates and assumptions include, but are not limited to, lower than expected bookings growth, increases in costs, and other macroeconomic factors.

We concluded that a triggering event did not occur during the three months ended June 30, 2025 and September 30, 2025 and as such, a quantitative impairment test of goodwill was not required during either period. We will continue to monitor relevant facts and circumstances, including future changes in our stock price. We may be required to record additional goodwill impairment charges. While we cannot predict if or when additional goodwill impairments may occur, future goodwill impairments could have material adverse effects on our results of operations and financial condition.

Restructuring and Related Costs

In February 2024, we implemented a reduction in our workforce of approximately 3% across various geographies and functions to better align our cost structure with the revenue outlook for the year. We recorded $0.7 million of severance and related costs for this action during the fourth quarter of 2023, and $2.8 million during the first quarter of 2024. We recorded a restructuring charge of $3.8 million during the first quarter of 2024 related to closing one floor of our offices in San Francisco, California, of which $3.2 million related to an impairment of a right-of-use asset and $0.6 million related to an impairment of leasehold improvements.

During the third quarter of 2024, we recorded an additional restructuring charge of $0.7 million related to the prior closure of both floors of our offices located in San Francisco, California, of which $0.4 million related to an impairment of the right-of-use assets and $0.3 million related to an impairment of leasehold improvements. Also, during the third quarter of 2024, we recognized $0.2 million of expense from the write-off of foreign currency translation adjustments related to the liquidation of a small foreign operation.

In January 2025, we implemented a reduction in our workforce of approximately 6% across various geographies and functions to better align our cost structure with the revenue outlook for the year. We recorded $4.2 million of severance and related costs for this action during the fourth quarter of 2024, $1.5 million during the first quarter of 2025, $0.4 million during the second quarter of 2025, and $(0.1) million during the third quarter of 2025.

Loss from Sale of Divested Operation

Loss from sale of divested operation of $1.8 million was attributable to the sale of our FeedbackNow product line in August 2024.

Interest Expense

Interest expense consists of interest on our borrowings. The fluctuation in interest expense was immaterial during the three and nine months ended September 30, 2025 compared to the prior year periods.

Loss on Investments, Net

Loss on investments, net primarily represents our share of equity method investment gains and losses from our technology-related investment funds. The fluctuation for loss on investments, net was immaterial during the three and nine months ended September 30, 2025 compared to the prior year periods.

Credit Loss Expense on Note Receivable

Credit loss expense on note receivable consists of an allowance for credit losses on a note receivable from the divestiture of FeedbackNow during the third quarter of 2024.

29


Other Income, Net

Other income, net primarily consists of interest income, gains and losses on foreign currency, and gains and losses on foreign currency forward contracts. Other income, net increased by $0.5 million during the three months ended September 30, 2025 compared to the prior year period primarily due to a decrease in foreign currency losses. The fluctuation in other income, net was immaterial during the nine months ended September 30, 2025 compared to the prior year period.

Income Tax Expense

Three Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Provision for income taxes (dollars in millions)

$

0.4

$

4.7

$

(4.3

)

(91

%)

Effective tax rate

(26

%)

(440

%)

414 points

Nine Months Ended

Absolute

Percentage

September 30,

Increase

Increase

2025

2024

(Decrease)

(Decrease)

Provision for income taxes (dollars in millions)

$

2.6

$

7.9

$

(5.3

)

(67

%)

Effective tax rate

(3

%)

461

%

(464) points

The decrease in the effective tax rate during the nine months ended September 30, 2025 compared to the prior year period is primarily due to the goodwill impairment charge, which is not deductible for tax purposes, in addition to transactions in 2024 that increased our tax expense and effective tax rate, including the divestiture of the FeedbackNow product line, foreign withholding taxes due to the dissolution of a foreign subsidiary, and a valuation allowance recorded against non-realizable state net operating loss carryforwards due to the dissolution of a domestic subsidiary. For the full year 2025, we anticipate that our effective tax rate will be in the range of negative 2% to 5%.

Segment Results

We operate in three segments: Research, Consulting, and Events. These segments, which are also our reportable segments, are based on our management structure and how management uses financial information to evaluate performance and determine how to allocate resources. Our products and services are delivered through each segment as described below.

The Research segment includes the revenues from all of our research products as well as consulting revenues from advisory services (such as speeches and advisory days) delivered by our research organization. Research segment costs include the cost of the organizations responsible for developing and delivering these products in addition to the costs of the product management organization that is responsible for product pricing and packaging, and the launch of new products. During the third quarter of 2024, we realigned our technology teams and as such certain technology costs are no longer reported as a direct expense of the Research segment in the table below. As of January 1, 2025, we realigned our citations team costs such that these costs are now reported as a direct expense of the Research segment in the table below. Prior period amounts have been recast to conform to the current presentation.

The Consulting segment includes the revenues and the related costs of our project consulting organization. The project consulting organization delivers a majority of our project consulting revenue. As of January 1, 2025, we realigned our content marketing partner costs such that these costs are now reported as a direct expense of the Consulting segment in the table below. Prior period amounts have been recast to conform to the current presentation.

The Events segment includes the revenues and the costs of the organization responsible for developing and hosting our events. As of January 1, 2025, the Company realigned its events sponsorship sales team and as such the costs of this team were not reported as a direct expense of the Events segment during the first and second quarters of 2025. During the third quarter of 2025, the events sponsorship sales team was aligned back to Events and the costs of this team are now being reported as a direct expense of the Events segment. The nine months ended September 30, 2025 have been conformed to the current presentation for the entire period.

We evaluate reportable segment performance and allocate resources based on segment operating income (loss). Segment expenses include the direct expenses of each segment organization and exclude selling and marketing expenses, general and administrative expenses, stock-based compensation expense, depreciation expense, adjustments to incentive bonus compensation from target amounts, amortization of intangible assets, goodwill impairment, restructuring costs, loss from sale of divested operation, interest expense, credit loss expense on note receivable, other income, and losses on investments. The accounting policies used by the segments are the same as those used in the consolidated financial statements.

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Research Segment

Consulting Segment

Events Segment

Consolidated

(dollars in thousands)

Three Months Ended September 30, 2025

Research revenues

$

72,652

$

$

$

72,652

Consulting revenues

5,487

15,988

21,475

Events revenues

168

168

Total segment revenues

78,139

15,988

168

94,295

Segment expenses

(25,221

)

(9,536

)

(1,683

)

(36,440

)

Segment operating income (loss)

52,918

6,452

(1,515

)

57,855

Year over year revenue change

(4

%)

(16

%)

(92

%)

(8

%)

Year over year expense change

(10

%)

(7

%)

(45

%)

(12

%)

Research Segment

Consulting Segment

Events Segment

Consolidated

(dollars in thousands)

Three Months Ended September 30, 2024

Research revenues

$

77,070

$

$

$

77,070

Consulting revenues

4,335

19,034

23,369

Events revenues

2,088

2,088

Total segment revenues

81,405

19,034

2,088

102,527

Segment expenses

(27,989

)

(10,207

)

(3,042

)

(41,238

)

Segment operating income (loss)

53,416

8,827

(954

)

61,289

Research Segment

Consulting Segment

Events Segment

Consolidated

(dollars in thousands)

Nine Months Ended September 30, 2025

Research revenues

$

218,992

$

$

$

218,992

Consulting revenues

16,334

50,070

66,404

Events revenues

10,434

10,434

Total segment revenues

235,326

50,070

10,434

295,830

Segment expenses

(77,539

)

(28,591

)

(13,560

)

(119,690

)

Segment operating income (loss)

157,787

21,479

(3,126

)

176,140

Year over year revenue change

(7

%)

(12

%)

(34

%)

(9

%)

Year over year expense change

(14

%)

(8

%)

(10

%)

(12

%)

Research Segment

Consulting Segment

Events Segment

Consolidated

(dollars in thousands)

Nine Months Ended September 30, 2024

Research revenues

$

237,314

$

$

$

237,314

Consulting revenues

14,478

56,843

71,321

Events revenues

15,794

15,794

Total segment revenues

251,792

56,843

15,794

324,429

Segment expenses

(90,389

)

(31,239

)

(15,043

)

(136,671

)

Segment operating income

161,403

25,604

751

187,758

Research segment revenues decreased 4% and 7% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. For the three and nine months ended September 30, 2025, research product revenues within this segment decreased 6% and 8%, respectively, primarily due to the decrease in CV, as discussed above, as well as due to the divestiture of the FeedbackNow product line in the third quarter of 2024, partially offset by an increase in reprint revenue. For the three and nine months ended September 30, 2025, consulting product revenues within this segment increased 27% and 13%, respectively, primarily due to increased delivery of advisory services by our research analysts.

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Research segment expenses decreased 10% and 14% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in expenses during the three months ended September 30, 2025 was primarily due to (1) a $1.4 million decrease in compensation and benefit costs primarily due to a decrease in headcount and (2) a $1.1 million decrease in professional services due to the effect of the divestiture of the FeedbackNow product line, partially offset by an increase in contractor costs. The decrease in expenses during the nine months ended September 30, 2025 was primarily due to (1) a $8.6 million decrease in compensation and benefit costs primarily due to a decrease in headcount and (2) a $3.5 million decrease in professional services due to a decrease in consulting fees and the effect of the divestiture of the FeedbackNow product line, partially offset by an increase in contractor costs.

Consulting segment revenues decreased 16% and 12% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in revenues during the three and nine months ended September 30, 2025 was due to a decrease in delivery of consulting services due to lower client bookings.

Consulting segment expenses decreased 7% and 8% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in expenses during the three months ended September 30, 2025 was primarily due to (1) a $0.7 million decrease in billable fees and (2) a $0.5 million decrease in compensation and benefit costs primarily due to a decrease in headcount. These decreases were partially offset by a $0.5 million increase in professional services due primarily to an increase in contractor costs. The decrease in expenses during the nine months ended September 30, 2025 was primarily due to (1) a $2.2 million decrease in compensation and benefit costs primarily due to a decrease in headcount and (2) a $1.7 million decrease in billable fees. These decreases were partially offset by a $1.1 million increase in professional services due primarily to an increase in contractor costs.

Event segment revenues decreased 92% and 34% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods. The decrease in revenues during the three months ended September 30, 2025 was primarily due to us holding one of our larger U.S. events in the fourth quarter of 2025 compared to the third quarter of 2024. The decrease in revenues during the nine months ended September 30, 2025 was also due to a decrease in sponsorship revenues for the events held during the period.

Event segment expenses decreased 45% and 10% during the three and nine months ended September 30, 2025, respectively, compared to the prior year periods due primarily to the move of a U.S. event that occurred in the third quarter of 2024 to the fourth quarter of 2025.

Liquidity and Capital Resources

We have historically financed our operations primarily through funds generated from operations. Research revenues, which constituted approximately 74% of our revenues during the nine months ended September 30, 2025, are generally renewable and are typically payable in advance. We generated cash from operating activities of $24.3 million during the nine months ended September 30, 2025 and used cash in operating activities of $2.0 million during the nine months ended September 30, 2024. The $26.3 million increase in cash from operations for the nine months ended September 30, 2025 compared to the prior year period was primarily due to a $21.1 million decrease in cash used for accrued expenses resulting primarily from a decrease in the payment of year end incentive compensation during 2025 as compared to the prior year period, and the payment of a legal settlement during the prior year period.

During the nine months ended September 30, 2025, we used cash in investing activities of $15.7 million primarily from $15.4 million in net purchases of marketable investments and $1.9 million of purchases of property and equipment, primarily consisting of computer software, partially offset by a $1.4 million distribution received from an equity method investment. During the nine months ended September 30, 2024, we generated cash from investing activities of $4.8 million primarily from $6.0 million in proceeds from the sale of the FeedbackNow product line and $1.6 million in net maturities and sales of marketable investments, partially offset by $2.7 million of purchases of property and equipment, primarily consisting of computer software.

On April 11, 2025, we entered into a third amendment of our lease, and a new lease, for our principal headquarters located in Cambridge, Massachusetts. The effect of these agreements was to early terminate the original lease with respect to the first, second and third floors of the facility on or before May 31, 2026, while also extending the lease term with respect to the fourth, fifth and six floors of the facility through June 30, 2039. As a result of reducing the number of floors that we will occupy, we intend to renovate floors four to six and currently expect to incur capital expenditures of approximately $33.0 million, of which $6.0 million is expected to be incurred during the fourth quarter of 2025 and the remainder will be incurred in the first half of 2026. Under the terms of the lease agreement, the landlord is providing a tenant improvement allowance of $17.2 million, of which $0.3 million is expected to be received in the fourth quarter of 2025 and the remainder in the first half of 2026. Future cash receipts for the tenant improvement allowance will be classified as operating cash flows in the cash flow statement.

During the nine months ended September 30, 2025, we used $2.4 million of cash in financing activities primarily due to $2.4 million for purchases of our common stock and $1.2 million in taxes paid related to net share settlements of restricted stock units, partially offset by $1.3 million of net proceeds from the issuance of common stock under our stock-based incentive plans. We used

32


$13.0 million of cash in financing activities during the nine months ended September 30, 2024 primarily due to $13.0 million for purchases of our common stock and $2.5 million in taxes paid related to net share settlements of restricted stock units, partially offset by $2.4 million of net proceeds from the issuance of common stock under our stock-based incentive plans. As of September 30, 2025, our remaining stock repurchase authorization was approximately $77.5 million.

We have a credit facility that provides up to $150.0 million of revolving credit commitments. The amount outstanding under the credit facility was $35.0 million at September 30, 2025 and the facility expires in December of 2026. The credit facility permits us to increase the revolving credit commitments in an aggregate principal amount up to $50.0 million, subject to approval by the administrative agent and certain customary terms and conditions.

The credit facility contains certain customary restrictive loan covenants, including among others, financial covenants that apply a maximum leverage ratio, minimum interest coverage ratio, and maximum annual capital expenditures. The negative covenants limit, subject to various exceptions, our ability to incur additional indebtedness, create liens on assets, merge, consolidate, liquidate or dissolve any part of the company, sell assets, change fiscal year, or enter into certain transactions with affiliates and subsidiaries. We were in full compliance with the covenants as of September 30, 2025 and expect to continue to be in compliance through the next 12 months.

Additional future contractual cash obligations extending over the next 12 months and beyond primarily consist of operating lease payments. We lease office space under non-cancelable operating lease agreements (refer to Note 6 – Leases in the Notes to Consolidated Financial Statements for additional information). The remaining duration of non-cancelable office space leases ranges from less than 1 year to 14 years. Remaining lease payments within one year, within two to three years, within four to five years, and after five years from September 30, 2025, are $2.8 million, $15.9 million, $13.2 million, and $44.2 million respectively.

In addition to the contractual cash commitments included above, we have other payables and liabilities that may be legally enforceable but are not considered contractual commitments.

As of September 30, 2025, we had cash, cash equivalents, and marketable investments of $132.0 million. This balance includes $87.9 million held outside of the U.S. If the cash outside of the U.S. is needed for operations in the U.S., we would be required to accrue and pay U.S. state taxes and may be required to pay withholding taxes to foreign jurisdictions to repatriate these funds. However, our intent is to permanently reinvest these funds outside of the U.S. and our current plans do not demonstrate a need to repatriate these funds for our U.S. operations. We believe that our current cash balance and cash flows from operations will satisfy working capital, financing activities, and capital expenditure requirements for the next twelve months and to meet our known long-term cash requirements.

Recent Accounting Pronouncements

Refer to Note 1 – Interim Consolidated Financial Statements in the Notes to Consolidated Financial Statements for a full description of recent accounting pronouncements including the expected dates of adoption and effects on results of operations and financial condition. There have been no material changes to the critical accounting policies and estimates previously disclosed in that report.

Critical Accounting Policies and Estimates

For information regarding our critical accounting policies and estimates, please refer to Note 1, "Summary of Significant Accounting Policies" and Item 7, “Critical Accounting Estimates” contained in our Annual Report on Form 10-K for the fiscal year ended December 31, 2024. The critical accounting estimate below supplements the critical accounting estimates discussed in our Annual Report on Form 10-K for the year ended December 31, 2024.

Allowance for Credit Losses on Note Receivable

As part of the proceeds from the sale of a non-core product line in August 2024, we received a note receivable with an original face value of $9.0 million. We measure the note receivable on an amortized cost basis and record an estimate of any expected credit losses on the note receivable as an allowance for credit losses each reporting period. The allowance represents our best estimate of credit losses over the contractual life of the note and is calculated using the loss given default method. This method involves estimating the likelihood that the borrower will default on its obligations and the expected losses from such default. Our estimates under the loss given default method reflect the borrower’s liquidity position and our judgments about their risk of default and expected financial performance as of the balance sheet date.

The allowance for credit losses is reported as a valuation account on the balance sheet that is deducted from the note receivable’s amortized cost basis and is included in credit loss expense on note receivable in the Consolidated Statement of Operations. As of September 30, 2025, the balance of the note receivable, inclusive of capitalized interest at the stated rate of 8%, is $9.9 million. The carrying value of the note, net of the cumulative allowance for credit losses, is $2.6 million. We will update our assessment of expected credit loss each quarter and if the borrower’s financial condition worsens in the future, we could be required to record an additional allowance for credit loss. If any amount of the note is determined by the Company to be uncollectible due to the

33


borrower’s failure to meet repayment terms or due to the borrower's deteriorating financial condition, the write-off amount, reduced by any previously recorded allowances, would also be recorded as a credit loss expense on note receivable. Alternatively, if the borrower’s financial condition improves, we could be required to reverse all or a portion of the previously recorded allowance for credit loss.

34


ITEM 3. QUANTITATIVE AND QUALITAT IVE DISCLOSURES ABOUT MARKET RISK

There have been no material changes in our assessment of our sensitivity to market risk since our presentation set forth in Item 7A, “Quantitative and Qualitative Disclosures About Market Risk,” in our Annual Report on Form 10-K for the year ended December 31, 2024.

ITEM 4. CON TROLS AND PROCEDURES

Evaluation of Disclosure Controls and Procedures

We maintain “disclosure controls and procedures,” as such term is defined under Securities Exchange Act Rule 13a-15(e), that are designed to ensure that information required to be disclosed in our Exchange Act reports is recorded, processed, summarized and reported within the time periods specified in the SEC’s rules and forms, and that such information is accumulated and communicated to our management, including our principal executive officer and principal financial officer, as appropriate, to allow timely decisions regarding required disclosures. In designing and evaluating the disclosure controls and procedures, our management recognized that any controls and procedures, no matter how well designed and operated, can provide only reasonable assurance of achieving the desired control objectives and our management necessarily was required to apply its judgment in evaluating the cost-benefit relationship of possible controls and procedures. Our management, with the participation of our principal executive officer and principal financial officer, has evaluated the effectiveness of our disclosure controls and procedures as of September 30, 2025. Based upon their evaluation and subject to the foregoing, the principal executive officer and principal financial officer concluded that our disclosure controls and procedures were effective to provide reasonable assurance as of that date.

Changes in Internal Control Over Financial Reporting

There was no change in our internal control over financial reporting (as defined in Rules 13a-15(f) of the Exchange Act) that occurred during the quarter ended September 30, 2025, which has materially affected, or is reasonably likely to materially affect, our internal control over financial reporting.

35


PART II. OT HER INFORMATION

The information set forth in the "Note 17 - Contingencies ", in Part I, Item 1 of this Quarterly Report is incorporated herein by reference.

ITEM 1A. RI SK FACTORS

In addition to the other information set forth in this Form 10-Q, you should carefully consider the factors discussed in Part I, “Item 1A: Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2024, which could materially affect our business, financial condition or future results. The risk factors below supplement and update the risk factors and information discussed in our Annual Report on Form 10-K for the year ended December 31, 2024. The risk factors described in our Annual Report on Form 10-K remain applicable to our business. The risks described in this Form 10-Q and in our Annual Report on Form 10-K are not the only risks that we face. Additional risks and uncertainties not currently known to us or that we currently deem to be immaterial also may materially adversely affect our business, financial condition and/or operating results.

Risks Relating to our Business

We have recently recorded a substantial impairment charge. Any future impairments of our assets could negatively impact our results of operations.

We test goodwill for impairment annually or whenever events or changes in circumstances indicate that the carrying value may not be recoverable. An impairment test is also required for other long-lived assets if events or changes in circumstances indicate that the carrying value may not be recoverable. Examples of events or changes in circumstances indicating that the carrying value of such long-lived assets may not be recoverable could be a significant decline in our stock price for a sustained period; significant negative industry or economic trends; our overall financial performance, such as negative or declining cash flows or a decline in actual or planned revenue or earnings compared with actual and projected results of relevant prior periods; other relevant entity-specific events including changes in management, key personnel, strategy, or customers; and other events affecting our reporting units. During the three months ended March 31, 2025, we recorded an impairment of goodwill in the amount of $83.9 million related to our Research segment as a result of a triggering event arising from a sustained decline in our share price and our overall market capitalization from mid-February 2025 through March 31, 2025, along with other qualitative considerations, including the continued impact from the conditions in the macroeconomic environment, uncertainty created by changes in the United States’ trade policies, and the larger than expected decline in contract bookings during the first quarter of 2025. Any future impairment of goodwill or other long-lived assets could have a negative impact on our profitability and financial results.

ITEM 2. UNREG ISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

Through September 30, 2025, our Board of Directors authorized an aggregate $610.0 million to purchase common stock under our stock repurchase program. During the quarter ended September 30, 2025, we purchased the following shares of our common stock under the stock repurchase program:

Maximum Approximate Dollar

Total Number of Shares

Value of Shares that May

Total Number of

Average Price

Purchased as Part of Publicly

Yet be Purchased

Shares Purchased

Paid per Share

Announced Plans or Programs

Under the Plans or Programs

Period

(#)

($)

(#)

(In thousands)

July 1 - July 31

$

$

79,964

August 1 - August 31

$

$

79,964

September 1 - September 30

239,762

$

10.41

239,762

$

77,468

Total for the quarter

239,762

239,762

ITEM 3. DEF AULTS UPON SENIOR SECURITIES

Not applicable.

ITEM 4. M INE SAFETY DISCLOSURES

Not applicable.

36


ITEM 5. OTH ER INFORMATION

During the three months ended September 30, 2025 , no director or officer of the Company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.

ITEM 6. EX HIBITS

3.1

Restated Certificate of Incorporation of Forrester Research, Inc. (see Exhibit 3.1 to Registration Statement on Form S-1A filed on November 5, 1996)

3.2

Certificate of Amendment of the Certificate of Incorporation of Forrester Research, Inc. (see Exhibit 3.1 to Annual Report on Form 10-K for the year ended December 31, 1999)

3.3

Certificate of Amendment to Restated Certificate of Incorporation of Forrester Research, Inc. (see Exhibit 3.1 to Form 8-K filed on May 25, 2017)

3.4

Amended and Restated By-Laws of Forrester Research, Inc. (see Exhibit 3.4 to Annual Report on Form 10-K for the year ended December 31, 2022)

4.1

Specimen Certificate for shares of Common Stock, $.01 par value, of Forrester Research, Inc. (see Exhibit 4 to Registration Statement on Form S-1A filed on November 5, 1996)

31.1

Certification of the Principal Executive Officer. (filed herewith)

31.2

Certification of the Principal Financial Officer. (filed herewith)

32.1

Certification of the Chief Executive Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. (furnished herewith)

32.2

Certification of the Chief Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. (furnished herewith)

101.INS

Inline XBRL Instance Document – the instance document does not appear in the Interactive Data File because XBRL tags are embedded within the Inline XBRL document. (filed herewith)

101.SCH

Inline XBRL Taxonomy Extension Schema Document With Embedded Linkbase Documents. (filed herewith)

104

Cover Page Interactive Data File (embedded within the Inline XBRL Document). (filed herewith)

37


SIGN ATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

FORRESTER RESEARCH, INC.

By:

/s/ L. CHRISTIAN FINN

L. Christian Finn

Chief Financial Officer

(Principal financial officer)

Date: November 10, 2025

38


TABLE OF CONTENTS
Part IItem 1. Financial StatementsItem 1. FinancNote 1 Interim Consolidated Financial StatementsNote 2 DivestitureNote 3 Marketable InvestmentsNote 4 Goodwill and Other Intangible AssetsNote 5 DebtNote 6 LeasesNote 7 Revenue and Related MattersNote 8 Derivatives and HedgingNote 9 Fair Value MeasurementsNote 10 Non-marketable InvestmentsNote 11 Income TaxesNote 12 Accumulated Other Comprehensive Loss ( Aocl )Note 13 Net Loss Per Common ShareNote 13 NeNote 14 Stockholders EquityNote 15 Restructuring and Related CostsNote 16 Operating SegmentsNote 17 ContingenciesItem 2. Management S Discussion and Analysis Of Financial Condition and Results Of OperationsItem 2. Management S Discussion and Analysis OItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 3. Quantitative and QualitatItem 4. Controls and ProceduresItem 4. ConPart II. Other InformationPart II. OtItem 1. Legal ProceedingsItem 1. LeItem 1A. Risk FactorsItem 1A. RiItem 2. Unregistered Sales Of Equity Securities and Use Of ProceedsItem 2. UnregItem 3. Defaults Upon Senior SecuritiesItem 3. DefItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 5. OthItem 6. ExhibitsItem 6. Ex

Exhibits

3.3 Certificate of Amendment to Restated Certificate of Incorporation of Forrester Research, Inc. (see Exhibit 3.1 to Form 8-K filed on May 25, 2017) 3.4 Amended and Restated By-Laws of Forrester Research, Inc. (see Exhibit 3.4 to Annual Report on Form 10-K for the year ended December 31, 2022) 31.1 Certification of the Principal Executive Officer. (filed herewith) 31.2 Certification of the Principal Financial Officer. (filed herewith) 32.1 Certification of the Chief Executive Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. (furnished herewith) 32.2 Certification of the Chief Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. (furnished herewith)