Forrester Research, Inc. 8-K Summary
Business Context and Reporting Period
This Form 8-K, dated May 6, 2026, reports the financial results for Forrester Research, Inc. for the quarter ended March 31, 2026. The filing serves as a current report pursuant to Item 2.02, referencing a press release issued on the same date.
Key Financial Metrics
The filing text does not provide specific values for revenue, profit, cash flow, margins, debt, or liquidity. It focuses on the methodology for calculating adjusted financial results rather than reporting the absolute figures.
Key adjustments excluded from adjusted results include:
- Amortization of acquisition-related intangible assets.
- Gains and losses from investments in non-marketable securities.
- Credit loss expense on a promissory note from a 2024 product line sale.
- Goodwill impairment charges.
- Stock-based compensation expense.
- Restructuring costs related to reductions in force and office space asset impairments.
Material Changes and Unusual Items
The filing highlights significant goodwill impairment charges as unusual items excluded from adjusted results to ensure comparability:
- First Quarter 2026: $10.8 million goodwill impairment charge.
- First Quarter 2025: $83.9 million goodwill impairment charge.
The company notes that these adjusted measures are used for internal management and compensation targets but should not be viewed as a substitute for GAAP operating income.
Guidance and Management Commentary
The filing text does not contain specific forward-looking guidance, outlook figures, or detailed management commentary beyond the explanation of the adjusted financial metrics. It explicitly states that the information is furnished and not "filed" for purposes of Section 18 of the Exchange Act and shall not be incorporated by reference into other SEC filings.
Investor Verification Checklist
- Verify the specific GAAP revenue and net income figures for the quarter ended March 31, 2026, in the referenced press release (Exhibit 99.1).
- Confirm the total amount of goodwill impairment charges recognized in the current quarter versus the prior year.
- Review the detailed breakdown of restructuring costs and stock-based compensation excluded from adjusted results.
- Check the company's cash flow statement to assess liquidity, as this 8-K summary does not provide cash flow data.