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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 IT Services & Consulting industry is 6/10 across 13 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 13-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.
Ten of the 13 companies scored lower this quarter and the industry average fell from 7.15 to 6, even though most of them grew revenue and several raised guidance. The weaker read came from full-year revenue outlooks. Accenture, IBM, Cognizant, EPAM, FIS and Fiserv all trimmed or cut theirs as discretionary client spending stayed tight, while Leidos, CDW and Gartner raised guidance. Companies flagged for cost pressure went from 5 to 0, and pricing pressure went from 0 to 1, with EPAM the only company flagged.
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 | 11 | 101 |
| Enterprise Spending | 10 | 5122 |
| FX | 3 | 111 |
| Supply Chain | 3 | 111 |
| Company | Sentiment |
|---|---|
| IT Gartner | 9/10 |
| APLD Applied Digital Corp. | 8/10 |
| BR Broadridge Financial Solutions | 7/10 |
| CDW CDW | 7/10 |
| BBAI BigBear.ai Holdings, Inc. | 7/10 |
| EPAM EPAM Systems | 6/10 |
| JKHY Jack Henry & Associates | 6/10 |
| LDOS Leidos | 6/10 |
| CTSH Cognizant | 6/10 |
| ACN Accenture | 6/10 |
| FIS Fidelity National Information Services | 5/10 |
| IBM International Business Machines Corporation | 4/10 |
| 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.