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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Communication Services sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Internet Content & Information industry is 7.8/10 across 11 companies.
2024 Q4–2026 Q1. 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 Q1
What management and analysts said on calls mapped to this calendar quarter.
Average sentiment across the 8 companies rose from 7.13 to 7.88, up 0.75, and almost all of the gain came from the two weakest names of the prior quarter. MediaAlpha (MAX) climbed from 4 to 8 and Yelp (YELP) from 4 to 6, Meta Platforms (META) added a point from 7 to 8, and EverQuote (EVER) eased from 9 to 8. Cost-pressure flags fell from 2 to 1, and no company in the group carried a pricing-pressure flag in either period.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
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 | 81 |
| Enterprise Spending | 5 | 23 |
| FX | 4 | 31 |
| Consumer Demand | 4 | 211 |
| CAPEX | 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.