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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“HPE is proud to have been named a leader in the 2025 Gartner Magic Quadrant for Infrastructure Platform Consumption Services, positioned highest in execution and furthest in vision.”
Gartner Magic Quadrant leadership recognition for HPE; a third-party analyst positioning rather than a commercial relationship.
“in Gartner's critical capabilities, CrowdStrike earned the highest scores ahead of all vendors evaluated in both core endpoint protection and managed security services for the second year in a row.”
A second consecutive year of top Gartner Critical Capabilities scores underscores Gartner's evaluation as a recurring industry benchmark.
“the Gartner Magic Quadrant for endpoint protection. Even after the summer, CrowdStrike was placed highest for ability to execute and furthest provision in the whole Magic Quadrant ahead of all competitors in every dimension.”
Gartner's Magic Quadrant placed CrowdStrike highest on execution and vision, reinforcing Gartner's analyst-ranking credibility as an industry benchmark.
“Cisco was recently ranked as a market leader in Gartner's Magic Quadrant for data center switching.”
Gartner ranked Cisco a market leader in its Magic Quadrant for data center switching, an independent validation of Cisco's data center portfolio.
“Gartner just published the first ever 2025 Magic Quadrant for business orchestration and automation technologies, affectionately called BOAT.”
ServiceNow cites Gartner's inaugural 2025 Magic Quadrant for business orchestration/automation, in which it was named leader.
“We are on the Gartner's leader quadrant as one of the few”
Hughes cites its position on Gartner's leader quadrant as third-party validation of its enterprise satellite capabilities.
“we are recently named a leader in the 2025 Gartner Magic Quadrant for SASE platform”
Fortinet cites Gartner's Magic Quadrant as the authoritative SASE-platform ranking, underscoring the continued industry influence of Gartner's research franchise.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Toni Kaplan | Morgan Stanley | 12 (8%) |
| Joshua Chan | UBS | 11 (27%) |
| George Tong | Goldman Sachs | 11 (9%) |
| Andy Nicholas | William Blair | 11 (9%) |
| Jason Haas | Wells Fargo | 11 (9%) |
| Jeff Meuler | Robert W. Baird | 10 (20%) |
| Surinder Thind | Jefferies | 9 (11%) |
| Faiza Alwy | Deutsche Bank | 9 (0%) |
| Jeff Silber | BMO Capital Markets | 9 (11%) |
| Ashish Sabadra | RBC Capital Markets | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 12 (8%) |
| UBS | 1 | 11 (27%) |
| Goldman Sachs | 1 | 11 (9%) |
| William Blair | 1 |
| 11 (9%) |
| Wells Fargo | 1 | 11 (9%) |
| Robert W. Baird | 1 | 10 (20%) |
| BMO Capital Markets | 1 | 9 (11%) |
| Deutsche Bank | 1 | 9 (0%) |
Gartner closed FY2025 with Q4 revenue up 2% reported as CV growth decelerated to 1% with US federal CV bottoming at $126 million, while full-year adjusted EPS reached $13.17 supported by $2 billion in share repurchases. The BTI transformation across four dimensions defined the strategic narrative, with AskGartner driving higher renewal rates. New FY2026 guidance projected revenue of at least $6.455B (2% FX-neutral growth), EPS of at least $12.30, and the Digital Markets divestiture agreement reflected portfolio simplification. The selling environment remained challenging with longer conversion cycles.
Revenue Growth | Demand | Competitive Dynamics | Cloud & AI | Guidance Reliability | Macroeconomic | Capex Investment | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 4 | 1 | 3 | 1 | 3 | 2 |
| 2025Q1 | 5 | 4 | 1 | 1 | 1 | 2 | 1 | 5 |
| 2025Q2 | 2 | 7 | 6 | 6 | 2 | 1 | 1 | |
| 2025Q3 | 8 | 9 | 7 | 4 | 3 | 1 | 2 | 1 |
| 2025Q4 | 3 | 2 | 3 | 2 | 4 | 2 | 2 | 1 |
| 2026Q1 | 8 | 5 | 4 | 4 | 5 | 5 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 2 | 8 | 3 | 8 |
| Demand | 5 | 4 | 7 | 9 | 2 | 5 |
| Competitive Dynamics | 4 | 1 | 6 | 7 | 3 | 4 |
| Cloud & AI | 1 | 1 | 6 | 4 | 2 | 4 |
| Guidance Reliability | 3 | 1 | 3 | 4 | 5 | |
| Macroeconomic | 1 | 2 | 2 | 1 | 2 | 5 |
| Capex Investment | 3 | 1 | 1 | 2 | 2 | 3 |
| Regulation Policy | 2 | 5 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IT Gartner | 8 | +2.0% | |
| ACN Accenture | 6 | +5.6% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |