Terms and Conditions


Changed Terms.

DoubleCheck Research may change or discontinue any aspect of its website at any time, including, its content or features. DoubleCheck Research reserves the right to change the terms and conditions applicable to use of the Products. Such changes shall be effective immediately upon notice, which shall be placed on the website. Use of the Products after notice shall be deemed to be acceptance by User of such changes.


DoubleCheck Research may terminate User's access at any time for any reason. The provisions regarding Disclaimer of Warranty, Accuracy of Information, Indemnification, and Third Party Rights shall survive.

Copyright and License of Product.

The Products are the property of DoubleCheck Research and are protected by U.S. and international copyright law and conventions. User acknowledges that access to the Products is limited to the License terms set forth herein and any expansion must be in writing. The granting of the License to access and use the Products is conditioned on User's agreement not to disclose, copy, disseminate, redistribute, or publish a Product, or any portion of or excerpts of a Product to any other party.

User shall have the right to use the Products solely for its own internal information purposes. Reproduction of the Products in any form or by any means is forbidden without DoubleCheck Research’s written permission, including but not limited to:

  • information storage and retrieval systems;
  • recordings and retransmittals over any network (including any local area network);
  • use in any timesharing, service bureau, bulletin board or similar arrangement or public display;
  • posting any Product to any other online service (including bulletin boards or the Internet); or
  • sublicensing, leasing, selling, offering for sale or assigning the Product.

Copyright and Quote Policy

DoubleCheck Research’s name and published materials are subject to trademark and copyright protection, regardless of source. To use the “DoubleCheck Research” name, take excerpts of DoubleCheck Research research or quote DoubleCheck Research analysts, a usage request must be submitted in writing to DoubleCheck Research for approval. Such approval is at the discretion of DoubleCheck Research management. DoubleCheck Research reserves the right of refusal.


Should a requestor fail to comply with this policy, DoubleCheck Research reserves the right to impose quote bans of varying durations, including a ban on all use of the DoubleCheck Research name. For repeat or persistent violators, such ban will be for a minimum period of (3) months. In addition, DoubleCheck Research may seek additional remedies available under contract, copyright and other applicable law.

1. Quotation and Usage Policy Principles

  • All DoubleCheck Research intellectual property is subject to this Quotation and Usage Policy. DoubleCheck Research must approve any external use in writing.
  • Custom quotes are quotes developed for specific purpose by an analyst. Custom quotes must be approved by the appropriate research analyst, consultant and DoubleCheck Research management in the context of the materials in which the quote will appear. Custom quotes are not permitted in white papers, advertisements, technology provider publications, releases announcing merger and acquisition, funding, earnings, new executive hire, survey results, or when a release is based solely on DoubleCheck Research research. Custom quotes may not contain numbers or statistics without being properly sourced to the DoubleCheck Research published research report.
  • Quotes from published research must be properly attributed to the original research source. Please refer to section 3.0 for attribution format.
  • The DoubleCheck Research name may not appear in the title/sub-title of a press release, newsletter or subject line of an email distribution.

2. Guidelines for Usage and Quotes Based on Context

2.1 Advertising

In addition to section 1:

DoubleCheck Research reserves the right to approve the appropriateness of the creative copy of the overall ad in which the DoubleCheck Research name and research will appear.

2.2 Materials Promoting Events Featuring a DoubleCheck Research Analyst

In addition to section 1:

  • It must be clear that DoubleCheck Research is being featured and not co-hosting or sponsoring the event.
  • The DoubleCheck Research logo may only appear next to the analyst name, session information or analyst biography within promotional material. The DoubleCheck Research logo may not appear next to a vendor or other third-party logo, including that of the event sponsor. The DoubleCheck Research logo may not exceed the size of the vendor logo.

2.3 Press Releases

In addition to section 1:

  • The “About DoubleCheck Research” boilerplate may appear only in DoubleCheck Research corporate press releases.
  • The use of the DoubleCheck Research name or research in corporate boilerplates or signature is not permitted.
  • For specific information for press releases based on the DoubleCheck Research Grid, please refer to section 3.2.
  • If there are any changes to the release after the receipt of approval from DoubleCheck Research, the revised press release must be re-submitted in its entirety for final approval.
  • One custom quote permitted per press release.

3. Guidelines for Usage and Quotes Based on Research Source

3.1 DoubleCheck Research Metrics and Data

In addition to section 1:

  • Use data only from the most recently published DoubleCheck Research report (most recent quarter or year). If actual reported data is available, use it instead of previously published estimates.
  • DoubleCheck Research data may not be comingled with any other analyst firm’s data.

To excerpt tables, charts and data points from DoubleCheck Research research reports you must do the following:

  • Note the excerpted DoubleCheck Research research report in the attribution as “Source: DoubleCheck Research, Inc. [Name of Report]”
  • If you want to provide your own data points alongside DoubleCheck Research’s (understanding it cannot be commingled with DoubleCheck Research’s), include the following attribution: “Calculations performed by [my company’s name].”
  • In any given document, you may publish up to three tables or charts that are based on, or contain excerpts from DoubleCheck Research research.

If you are publishing a press release based solely on DoubleCheck Research research, you may not include any custom quotes from DoubleCheck Research analysts.

When submitting requests for quotation of table-based content, please make sure to provide the report name, table name and relevant table numbers. This speeds up the approval process.

3.2 DoubleCheck Research Weblogs

  • Comments or opinions expressed on DoubleCheck Research Weblogs may be copied and redistributed on other weblogs, or otherwise for private, non-commercial or journalistic purposes. No other use is permitted.

4.0 Policy Regarding Copies of Published Research in its Entirety

DoubleCheck Research does not permit the following uses of its research without prior written permission:

  • Scanning, or otherwise importing publications into an electronic storage/retrieval system
  • Broad distribution of publications to other units of the organization through electronic data transmission systems such as e-mail without the purchase of reprints
  • Distribution of publications to external organizations via hard copy or electronically such as via e-mail without the purchase of reprints
  • Distributing copies of publications to customers or prospective customers by company salespeople without the purchase of reprints
  • Posting complete documents on an Internet or Intranet site without the purchase of reprints
  • Posting partial sections of documents on an Internet or Intranet site without approval
  • Placing DoubleCheck Research content on a Web site other than one belonging to DoubleCheck Research. DoubleCheck Research content must always reside on our Web site, with the exception of PDF reprints.

5.0 How to submit a quote or usage request for approval

Requests to quote, excerpt or reference the DoubleCheck Research, Inc. name or research in any materials must be submitted to ryan.sorley@doublecheckresearch.com unless another email address is noted herein.

We require the following to approve your quote request:

  • The quote you wish to use
  • The original research source of the quote, attached
  • The materials in which the quote will appear, attached
  • Indicate the location of the quote in both documents

Estimated turnaround time if all of the required information has been provided is 48-72 hours.

6.0 Who to contact

  • Quote Requests, Approval and Questions

Primary Contacts:

Ryan Sorley, Founder ryan.sorley@doublecheckresearch.com

Main phone number: (617) 285-6722.

Changes to Policy:

DoubleCheck Research, Inc. reserves the right to change its policies or explanations of its policies at any time, without notice. These explanations and policies are for general information purposes only and do not constitute a waiver with respect to any of DoubleCheck Research’s rights, all of which are specifically reserved.

7.0 Notes

7.1 Attribution

The proper ways to reference DoubleCheck Research when providing attribution to us is DoubleCheck Research, Inc. When permission is granted, DoubleCheck Research requires that proper attribution is included and, depending on the circumstances, that the material is reprinted with permission.

  • Attribution to a DoubleCheck Research analyst: According to John Doe, Research Director, DoubleCheck Research, Inc. and date if not ascertainable from the context.
  • Attribution from published research: DoubleCheck Research, Inc. plus the full title of the research note.

7.2 Basics of Copyright Law

Copyrights protect original works of authorship. The types of works covered by copyright vary widely, from literary works such as books, poems, technical manuals, or software code, to audiovisual works, musical works or works of fine art. Only the copyright owner of a work, or someone who has the copyright owner’s permission, may (1) make copies of the work; (2) create adaptations (“derivative works”) based on the work; (3) distribute copies of the work; (4) perform the work publicly; or (5) display the work publicly. These are referred to as the “exclusive rights” of a copyright owner.

Copyright protection attaches to a newly created work as soon as it is “fixed in a tangible medium of expression”. For example, spoken works alone, such as a speech delivered extemporaneously that is not written down, would not be protected by copyright because it is not “fixed in a tangible medium.” Works do not have to be registered with the U.S. Copyright Office, and do not have to display a copyright notice, in order to enjoy copyright protection.

The United States and most of the industrialized world are parties to the Berne Copyright Convention, which means that each member country will respect and enforce the copyrights that originate in other member states.

Virtually all of DoubleCheck Research’s published research is protected by copyright, whether in printed or electronic form.

User agrees to maintain all copyright, trademark and other notices contained in such Product.

User agrees that it shall not use DoubleCheck Research’s name or any excerpts from the Products in the promotion of its products or services.

Disclaimer of Warranties.

DoubleCheck Research does not make any warranties, express or implied, including, without limitation, those of merchantability and fitness for a particular purpose, with respect to the Products. Although DoubleCheck Research takes reasonable steps to screen Products for infection by viruses, worms, Trojan horses or other code manifesting contaminating or destructive properties before making the Products available, DoubleCheck Research cannot guarantee that any Product will be free of infection.

Accuracy of Information.

The information contained in the Products has been obtained from sources believed to be reliable. DoubleCheck Research disclaims all warranties as to the accuracy, completeness or adequacy of such information. The reader assumes sole responsibility for the selection of the Products to achieve its intended results. The opinions expressed in the Products are subject to change without notice.

Limitation of Liability.

In no event will DoubleCheck Research be liable for:

  • damages of any kind, including without limitation, direct, incidental or consequential damages (including, but not limited to, damages for lost profits, business interruption and loss of programs or information) arising out of the use of or inability to use DoubleCheck Research’s website or the Products, or any information provided on the website, or in the Products
  • any claim attributable to errors, omissions or other inaccuracies in the Product or interpretations thereof.


This Web site contains links to other Web sites, which are provided as resources for the convenience of users. Because DoubleCheck Research is not responsible for maintaining these sites, please direct your concerns about any of the linked sites to that site's administrator.


User agrees to indemnify, defend and hold harmless DoubleCheck Research, its affiliates, licensors, and their respective officers, directors, employees and agents from and against all losses, expenses, damages and costs, including reasonable attorneys' fees, arising out of the use of the Products by User or User's account.

Third Party Rights.

The provisions regarding Disclaimer of Warranty, Limitation of Liability and Indemnification are for the benefit of DoubleCheck Research, and its licensors, employees and agents. Each shall have the right to assert and enforce those provisions against a User.

General Provisions.

Any provision in any memorandum received by DoubleCheck Research in connection with the Product which is inconsistent with, or adds to, the provisions of this Agreement is void. Neither the parties' course of conduct or trade practice will modify the terms of this Agreement. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, all other terms and conditions shall remain in full force and effect.

Governing Law.

This Agreement and the resolution of any dispute arising hereunder shall all be governed and construed in accordance with the laws of the state of Massachusetts, without regard to its conflicts of law principles. User consents to the jurisdiction of the courts of the state of Massachusetts.

Privacy Statement.

A customer's right to privacy is of paramount importance to DoubleCheck Research. When you register to use our site, DoubleCheck Research will ask you to provide your name, organization, email address, and other information. We use that information to provide you a more personalized online experience and to process orders, as well as to keep track of what topics are of interest to our readers. This information will not be shared with any third party.