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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 Computers, Servers & Storage industry is 8.4/10 across 11 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 11-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.
Dell Technologies (DELL) reported revenue up 88% to $43.8 billion and raised its FY27 revenue and EPS guidance by approximately $27 billion and $5, yet it was the only company in the group whose sentiment score fell, easing from 10 to 9. Dell's themes ran six positive to one negative, so the one-point dip is a scoring-rubric effect on an exceptionally strong base rather than a weaker call. The lone negative theme was memory: management called it the primary supply constraint, and gross margin rate was 18.1% on lower-margin AI server mix.
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 |
|---|---|---|
| AI & Tech | 9 | 9 |
| Enterprise Spending | 6 | 6 |
| Supply Chain | 5 | 23 |
| CAPEX | 4 | 4 |
| Regulation Policy | 3 | 3 |
% 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.