FORRMEDIUM SIGNALFINANCIAL10-K

Forrester demonstrates improved operational performance with meaningfully higher gross profits, while simultaneously reducing debt levels and share repurchase activity.

The company appears to be executing a more disciplined capital allocation strategy, substantially reducing share buybacks while generating stronger gross margins. The decreased debt burden and lower interest expense suggest improved financial flexibility, though the decline in stockholders' equity warrants monitoring for potential underlying factors.

Comparing 2026-03-13 vs 2025-03-07View on EDGAR →
FINANCIAL ANALYSIS

Forrester's financial profile shows meaningful operational improvements with gross profit growing notably to $279.1M, accompanied by a substantial reduction in debt to $75.0M and corresponding decrease in interest expense. The company dramatically reduced share buybacks from $15.9M to $2.5M, reflecting a shift toward capital preservation. However, stockholders' equity declined significantly to $126.5M while current liabilities increased, suggesting potential working capital pressures despite the overall positive operational trends.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
-84%
$15.9M$2.5M

Buyback activity reduced 84% — capital being redeployed elsewhere or cash conservation underway.

Stockholders Equity
Balance Sheet
-44.9%
$229.5M$126.5M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Interest Expense
P&L
-41.7%
$4.2M$2.5M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Total Debt
Balance Sheet
-30.4%
$107.8M$75.0M

Debt reduced 30.4% — deleveraging strengthens balance sheet and reduces financial risk.

Gross Profit
P&L
+22.5%
$227.9M$279.1M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Total Assets
Balance Sheet
-19.8%
$503.9M$404.0M

Total assets contracted 19.8% — asset sales, write-downs, or balance sheet optimization underway.

Current Liabilities
Balance Sheet
+17.7%
$204.0M$240.1M

Current liabilities rose 17.7% — increased short-term obligations, watch current ratio.

Cash & Equivalents
Balance Sheet
+12.9%
$56.1M$63.3M

Cash grew 12.9% — improving liquidity position supports investment and shareholder returns.

LANGUAGE CHANGES
NEW — 2026-03-13
PRIOR — 2025-03-07
ADDED
We empower leaders in technology, customer experience, digital, marketing, sales, and product functions to accelerate growth through customer obsession.
Forrester s unique research and continuance guidance model helps executives and their teams achieve their initiatives and outcomes faster and with confidence.
Market Overview We believe that market dynamics from empowered customers and changing business-to-business buying behaviors to rapid advancements in AI have fundamentally changed the business and technology landscape.
These dynamics demand that leaders architect change rather than react to disruption.
In this era of continuous disruption, AI and public large language models ("LLMs") are increasingly positioned as decision support partners, despite lacking the accuracy, the human judgment, and the reliability needed to make confident business decisions.
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REMOVED
Reference is made in particular to our statements about changing stakeholder expectations, 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, the adequacy of our cash, and cash flows to satisfy our working capital and capital expenditures, and the anticipated impact of accounting standards.
We empower leaders in technology, customer experience, digital, marketing, sales, and product functions to be bold at work and accelerate growth through customer obsession.
Forrester s proprietary research, consulting and continuance guidance model, and events help executives and their teams achieve their initiatives and outcomes faster and with confidence.
Our unique insights are grounded in annual surveys of more than 700,000 consumers, business leaders, and technology leaders worldwide, rigorous and objective research methodologies, and the shared wisdom of our clients.
Market Overview We believe that market dynamics from empowered customers to the emergence of new technologies like generative AI have fundamentally changed business and technology.
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