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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 Information Technology Services industry is 5.7/10 across 14 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 14-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.
The group average score eased from 7.07 to 5.71, down 1.36, and the fall was broad rather than concentrated. Eleven of the fourteen names scored lower, and only Gartner (IT) and BigBear.ai (BBAI) moved up. Much of the decline is a revenue-band effect, where a decelerating top-line base pulls the score down even when management commentary stayed constructive, so several of the moves below read as base compression rather than weak quarters. Cost-pressure flags across the group fell 6 to 0, while a single pricing-pressure flag appeared 0 to 1, at EPAM.
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 | 12 | 111 |
| Enterprise Spending | 10 | 5122 |
| CAPEX | 3 | 21 |
| Credit | 3 | 111 |
| FX | 3 | 111 |
| Supply Chain | 3 | 111 |
| Company | Sentiment |
|---|---|
| IT Gartner | 9/10 |
| APLD Applied Digital Corp. | 8/10 |
| BBAI BigBear.ai Holdings, Inc. | 7/10 |
| CDW CDW | 7/10 |
| BR Broadridge Financial Solutions | 7/10 |
| CTSH Cognizant | 6/10 |
| EPAM EPAM Systems | 6/10 |
| JKHY Jack Henry & Associates | 6/10 |
| LDOS Leidos | 6/10 |
| ACN Accenture | 6/10 |
| FIS Fidelity National Information Services | 5/10 |
| IBM International Business Machines Corporation | 4/10 |
| IREN IREN Limited | 2/10 |
| FISV Fiserv, Inc. | 1/10 |
% 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.