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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Technology sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Communication Equipment industry is 8.7/10 across 7 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 7-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Sentiment across the group climbed this quarter, with the average score rising from 7.86 to 8.71. AI-optical and data-center demand carried every name, and four of the seven companies moved up: Zebra Technologies went from 8 to 10, Motorola Solutions from 7 to 9, HPE from 8 to 9, and EchoStar from 4 to 5. Ciena, Cisco, and Lumentum held at 10, 9, and 9. Pricing pressure showed up in one narrative this quarter versus two prior, while cost pressure widened from two names to three as memory inflation spread.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Supply Chain | 6 | 33 |
| AI & Tech | 5 | 5 |
| Enterprise Spending | 4 | 4 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.