Forrester Announces 2026 B2B ROI Honors at North America Summit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 02 2026
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Should l Buy FORR?
Source: Newsfilter
- Award Winners Overview: Forrester will honor Amazon Ads, Rockwell Automation, and ServiceNow at the 2026 North America B2B Summit for their exceptional performance in cross-functional collaboration and prioritizing customer needs, which has driven business success and enhanced customer experience.
- Amazon Ads Transformation: Through the “Matches Are Made” campaign, Amazon Ads successfully repositioned its value proposition to connect customers with service-based SMBs, significantly increasing brand awareness and opportunity conversion rates, driving substantial growth in Sponsored TV revenue.
- Rockwell Automation Collaboration Standard: Rockwell Automation set a new benchmark for cross-departmental collaboration by implementing a new CRM system with automated workflows, significantly improving account match rates and sales opportunity progression while also increasing average deal size, showcasing its leadership in industrial automation.
- ServiceNow Partner Marketing Innovation: ServiceNow launched a unified AI-enabled platform that eliminated fragmented tools and manual processes, enhancing partner self-service adoption, accelerating partner campaigns, and scaling partner-generated demand while reducing operational costs and enabling consistent global partner engagement.
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Analyst Views on FORR
About FORR
Forrester Research, Inc. is an independent research and advisory firm. The Company operates through three segments: Research, Consulting, and Events. The Research segment provides objective, independent and data-driven research insights utilizing both qualitative and quantitative data. Its primary subscription research services include Forrester Decisions. The Consulting segment includes consulting projects and advisory services. It delivers focused insights and recommendations to assist clients in developing and executing technology and business strategies. The Events segment hosts multiple events across North America, Europe, and the Asia-Pacific region. Its Events focused on business imperatives of significant interest to clients, including business-to-business marketing, sales and product leadership, customer experience, security and risk, technology and innovation, and data strategies and insights.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Forrester Research Q1 2026 Earnings Insights
- Improved Client Retention: Forrester's client retention rate rose by 2 percentage points to 89% in Q1 2026, with multiyear deals now comprising 72% of total contract value, indicating significant progress in client relationship management that enhances future revenue stability.
- Revenue and Profitability Pressure: The company reported revenue of $85.5 million in Q1, down 5% year-over-year, yet this marked an improvement from a 6% decline in Q4 2025, reflecting efforts in revenue recovery, although overall profitability remains challenged with operating income at negative $0.9 million.
- Strong Cash Flow Performance: Forrester generated $19 million in free cash flow this quarter, with cash reserves exceeding $145 million and only $35 million in debt, providing a solid financial foundation for future investments and operations despite the challenges posed by exiting the strategy consulting business.
- AI Product Development: The newly launched Forrester AI model has been certified for Microsoft Teams and is performing well in the market, with usage up 55% year-over-year, which not only enhances the product's competitive edge but also lays the groundwork for future revenue growth.
See More
Forrester (FORR) Q1 2026 Earnings Transcript
See More
Forrester Launches AI Agent to Enhance Workflow Efficiency
- AI Agent Launch: Forrester has launched the Forrester AI agent integrated into Microsoft 365 Copilot, available at no additional cost for existing license holders, aimed at enhancing client research access efficiency in daily workflows, thereby accelerating decision-making and improving client satisfaction.
- Real-Time Research Application: The agent embeds Forrester's proprietary research and analysis directly into workflows, enabling leaders to apply data-driven advice in real-time, enhancing decision accuracy and speed, which aligns with the demands of today's fast-paced AI-driven market.
- Multilingual Support: Forrester AI supports over 200 languages, ensuring global clients can access research and advice without barriers, further expanding Forrester's influence in international markets and enhancing its global competitiveness.
- Strategic Integration Plans: Forrester plans to further integrate with public large language models and productivity platforms through the Model Context Protocol (MCP) connector, aiming to enhance clients' research integration capabilities and drive the company's ongoing innovation and value delivery in the AI era.
See More
FORRESTER INTRODUCES AI AGENT FOR MICROSOFT 365 COPILOT TO PROVIDE RESEARCH-BASED INSIGHTS FOR LEADERS' WORKFLOWS
Launch of Forest AI Agent: Forester has introduced an AI agent designed for Microsoft 365 Copilot, aimed at enhancing productivity and efficiency in workplace environments.
Focus on Research-Driven Insights: The AI agent is intended to provide research-driven insights that can help leaders optimize their workflows and decision-making processes.
See More
Forrester Urges B2B Leaders to Redefine Market Strategies
- Market Strategy Transformation: Forrester's research unveiled at the B2B Summit North America calls for B2B firms to discard outdated go-to-market practices and adopt a new ARC (Augmented, Resilient, Collaborative) approach to adapt to increasingly complex buyer behaviors and AI-driven market dynamics, thereby enhancing customer value and driving business growth.
- Augmented Market Strategies: The study emphasizes that B2B leaders should integrate AI agents into key market initiatives and treat buyer agents as part of the buying network, providing them with relevant content to enhance customer experiences and improve market competitiveness.
- Resilience and Flexibility: Forrester advises B2B firms to abandon static annual market plans and instead rapidly adjust strategies based on customer needs to respond to fast-changing buyer behaviors and market volatility, thus increasing the company's adaptability.
- Collaboration and Transparency: The report highlights the critical need for collaboration among sales, marketing, customer success, and product teams, urging companies to establish a unified view of customers to ensure information transparency across teams, ultimately improving overall business efficiency and customer satisfaction.
See More
Forrester to Host Q1 2026 Earnings Call on May 6
- Earnings Call Schedule: Forrester Research will hold its Q1 2026 earnings conference call on May 6 at 4:30 p.m. ET, requiring investors to log in 15 minutes early to ensure smooth participation.
- Participant Pre-registration: Investors can pre-register for the call via Forrester's website, ensuring they complete necessary audio application downloads and installations ahead of time to enhance their experience.
- Replay Availability: For those unable to attend the live broadcast, Forrester will provide a replay on its website, ensuring all stakeholders can access financial information and company updates.
- Company Background: Forrester Research is one of the most influential research and advisory firms globally, dedicated to empowering leaders in technology, customer experience, and marketing to make confident decisions in an AI-driven environment and drive business growth.
See More
Forrester Research Q1 2026 Earnings Insights
- Improved Client Retention: Forrester's client retention rate rose by 2 percentage points to 89% in Q1 2026, with multiyear deals now comprising 72% of total contract value, indicating significant progress in client relationship management that enhances future revenue stability.
- Revenue and Profitability Pressure: The company reported revenue of $85.5 million in Q1, down 5% year-over-year, yet this marked an improvement from a 6% decline in Q4 2025, reflecting efforts in revenue recovery, although overall profitability remains challenged with operating income at negative $0.9 million.
- Strong Cash Flow Performance: Forrester generated $19 million in free cash flow this quarter, with cash reserves exceeding $145 million and only $35 million in debt, providing a solid financial foundation for future investments and operations despite the challenges posed by exiting the strategy consulting business.
- AI Product Development: The newly launched Forrester AI model has been certified for Microsoft Teams and is performing well in the market, with usage up 55% year-over-year, which not only enhances the product's competitive edge but also lays the groundwork for future revenue growth.
See More
Forrester (FORR) Q1 2026 Earnings Transcript
See More
Forrester Launches AI Agent to Enhance Workflow Efficiency
- AI Agent Launch: Forrester has launched the Forrester AI agent integrated into Microsoft 365 Copilot, available at no additional cost for existing license holders, aimed at enhancing client research access efficiency in daily workflows, thereby accelerating decision-making and improving client satisfaction.
- Real-Time Research Application: The agent embeds Forrester's proprietary research and analysis directly into workflows, enabling leaders to apply data-driven advice in real-time, enhancing decision accuracy and speed, which aligns with the demands of today's fast-paced AI-driven market.
- Multilingual Support: Forrester AI supports over 200 languages, ensuring global clients can access research and advice without barriers, further expanding Forrester's influence in international markets and enhancing its global competitiveness.
- Strategic Integration Plans: Forrester plans to further integrate with public large language models and productivity platforms through the Model Context Protocol (MCP) connector, aiming to enhance clients' research integration capabilities and drive the company's ongoing innovation and value delivery in the AI era.
See More
FORRESTER INTRODUCES AI AGENT FOR MICROSOFT 365 COPILOT TO PROVIDE RESEARCH-BASED INSIGHTS FOR LEADERS' WORKFLOWS
Launch of Forest AI Agent: Forester has introduced an AI agent designed for Microsoft 365 Copilot, aimed at enhancing productivity and efficiency in workplace environments.
Focus on Research-Driven Insights: The AI agent is intended to provide research-driven insights that can help leaders optimize their workflows and decision-making processes.
See More
Forrester Urges B2B Leaders to Redefine Market Strategies
- Market Strategy Transformation: Forrester's research unveiled at the B2B Summit North America calls for B2B firms to discard outdated go-to-market practices and adopt a new ARC (Augmented, Resilient, Collaborative) approach to adapt to increasingly complex buyer behaviors and AI-driven market dynamics, thereby enhancing customer value and driving business growth.
- Augmented Market Strategies: The study emphasizes that B2B leaders should integrate AI agents into key market initiatives and treat buyer agents as part of the buying network, providing them with relevant content to enhance customer experiences and improve market competitiveness.
- Resilience and Flexibility: Forrester advises B2B firms to abandon static annual market plans and instead rapidly adjust strategies based on customer needs to respond to fast-changing buyer behaviors and market volatility, thus increasing the company's adaptability.
- Collaboration and Transparency: The report highlights the critical need for collaboration among sales, marketing, customer success, and product teams, urging companies to establish a unified view of customers to ensure information transparency across teams, ultimately improving overall business efficiency and customer satisfaction.
See More
Forrester to Host Q1 2026 Earnings Call on May 6
- Earnings Call Schedule: Forrester Research will hold its Q1 2026 earnings conference call on May 6 at 4:30 p.m. ET, requiring investors to log in 15 minutes early to ensure smooth participation.
- Participant Pre-registration: Investors can pre-register for the call via Forrester's website, ensuring they complete necessary audio application downloads and installations ahead of time to enhance their experience.
- Replay Availability: For those unable to attend the live broadcast, Forrester will provide a replay on its website, ensuring all stakeholders can access financial information and company updates.
- Company Background: Forrester Research is one of the most influential research and advisory firms globally, dedicated to empowering leaders in technology, customer experience, and marketing to make confident decisions in an AI-driven environment and drive business growth.
See More
