Yankee Group Research, Inc. has been trusted for 40 years as a leading source of objective and independent research. Yankee Group maintains rigorous standards and adheres to strict guidelines that safeguard the objectivity and high ethical standards of the Yankee Group brand and research.

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Yankee Group Research, Inc. (“Yankee Group”) has been trusted for 40 years as a leading source of objective and independent research. Yankee Group maintains rigorous standards and adheres to strict guidelines that safeguard the objectivity and high ethical standards of the Yankee Group brand and research.

Yankee Group produces proprietary Syndicated Research and Custom Research (each as defined below) (collectively, the “Research”). The Research is designed for clients’ internal use; however, Yankee Group understands that clients and other third parties will frequently seek to use the Research externally. The Research, as well as Yankee Group’s name, logo and trademarks (collectively, the “Trademarks”), may only be used externally with Yankee Group’s prior approval. The following copyright and citation policy (the “Policy”) provides both clients and other third parties with guidelines for the internal and external use of the Research and Trademarks.

Please note that Yankee Group may agree to additional uses of the Research and Trademarks outside the scope of this Policy on a case-by-case basis. Please contact Yankee Group at citation@yankeegroup.com for additional information.

Violations

In the event of a violation of this Policy, Yankee Group reserves the right to ban violators from the use and/or citation of the Research and Trademarks. In addition, Yankee Group may seek any additional remedies available to it under applicable law.

Changes to the Policy

Yankee Group reserves the right to change the Policy at any time without notice. The Policy is for general informational purposes only, and does not constitute a waiver of any other legal rights or remedies available to Yankee Group.

Table of Contents

1. General Copyright and Citation Policy Guidelines
2. Guidelines for Use Based on Research Type
　　2.1 Syndicated Research
　　2.1a Reports Ranking Industry Players
　　2.2 Custom Research
3. Guidelines for Use Based on Context
　　3.1 Press Releases
3.2 Marketing Materials
3.3 Marketing Materials for Events Featuring a Yankee Group Analyst
3.4 Media Use
3.5 Mobile Now Daily Newsletter and Portal
4. How to Seek Approval

1. General Policy Guidelines

A client’s internal use of the Research or Trademarks, subject to the guidelines set forth in this Policy, does not require the prior approval of Yankee Group.
With the exception of certain uses by the media, a client’s or third party’s external or commercial use of the Research or Trademarks does require the prior approval of Yankee Group.
All citations of the Research must be accompanied by a source citation in the applicable form set forth below.
All citations of text from the Research must be accurately cited verbatim or briefly summarized within the appropriate context and spirit of the Research.
All reproductions of spreadsheets, graphics, tables or charts from the Research must not be altered, and all text labels, axis labels and other data included in such spreadsheets, graphics, tables or charts must remain in their original form.
All citations of the Research must be from published Research that is less than 12 months old.
The Research may not be used to endorse a client, product or service, nor can the Research be used to disparage a client’s competitor.
In all instances in which approval of the use of the Research or Trademarks is required, Yankee Group must be provided with a final draft of the document containing such Research or Trademarks. If there are any changes to the document, the revised document must be resubmitted in its entirety to Yankee Group for final approval.

2. Guidelines for Use Based on Research Type

2.1 Syndicated Research

General use of Syndicated Research is governed by the agreement between Yankee Group and each of its clients. Clients may cite internally Yankee Group’s syndicated research products, which include written research reports, market assessments, forecasts, trackers, dashboards, surveys, rankings, spreadsheets, graphics, tables, charts, formulas, algorithms, indices, statements made during analyst inquiries, market perspective presentations or strategy sessions, and other content or materials provided to a client by Yankee Group (“Syndicated Research”), in accordance with Section 1 and the following guidelines:
Clients may freely cite Syndicated Research in internal client materials and on client’s internal Web site.
Any external use of Syndicated Research must be submitted to citation@yankeegroup.com for prior approval and must comply with the guidelines set forth in this Policy.