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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 Infrastructure, Security & Cloud Software industry is 8.4/10 across 23 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 23-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 industry average sentiment score rose from 8 to 8.39, yet Microsoft (MSFT), the anchor of the group, eased from 9 to 8 on a quarter with Azure growth of 43% and commercial remaining performance obligation up 84% to $678 billion. Cloudflare (NET) also slipped, from 10 to 9, while revenue grew 36%. Both declines came on quarters whose themes read net-positive, so neither is a weak quarter in the operating sense.
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 | 20 | 191 |
| Enterprise Spending | 14 | 1031 |
| Supply Chain | 9 | 18 |
| CAPEX | 6 | 51 |
| FX | 5 | 2111 |
| Inflation | 4 | 13 |
| Company | Sentiment |
|---|---|
| IOT Samsara Inc. | 10/10 |
| TWLO Twilio Inc. | 10/10 |
| XYZ Block, Inc. | 10/10 |
| PLTR Palantir Technologies | 10/10 |
| FTNT Fortinet | 10/10 |
| CRWD CrowdStrike | 10/10 |
| CRWV CoreWeave, Inc. Class A Common Stock | 9/10 |
| FFIV F5, Inc. | 9/10 |
| MDB MongoDB, Inc. | 9/10 |
| NET Cloudflare, Inc. | 9/10 |
| NTAP NetApp | 9/10 |
| ORCL Oracle Corporation | 9/10 |
| PANW Palo Alto Networks | 9/10 |
| PATH UiPath Inc. | 9/10 |
| ZS Zscaler | 9/10 |
| CPAY Corpay | 8/10 |
| GEN Gen Digital | 8/10 |
| MSFT Microsoft Corporation | 8/10 |
| GDDY GoDaddy | 7/10 |
| SNPS Synopsys | 7/10 |
| VRSN Verisign | 7/10 |
| AKAM Akamai Technologies | 4/10 |
| AI C3.ai, Inc. | 3/10 |
% 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.