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Earnings sentiment for Software - Application — aggregated from 16 earnings calls in the Technology sector
Aggregated from 16 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
The average sentiment score was flat, 8.38 to 8.38, but the calm surface hides one of the busiest quarters of churn beneath it: nine of the sixteen companies moved. Pricing-pressure mentions eased from 2 to 1 while cost-pressure mentions rose from 1 to 2, a small but notable rotation in what management teams are flagging.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Enterprise Spending | 14 | 932 |
| AI & Tech | 13 | 13 |
| Consumer Demand | 4 | 22 |
| Trade & Tariffs | 4 | 211 |
| CAPEX | 3 | 21 |
| Regulation Policy | 3 | 12 |
| Company | Sentiment |
|---|---|
| DDOG Datadog | 10/10 |
| ADSK Autodesk | 10/10 |
| APP Applovin Corp | 9/10 |
| INTU Intuit | 9/10 |
| CRM Salesforce, Inc. | 9/10 |
| CDNS Cadence Design Systems | 9/10 |
| PTC PTC Inc. | 9/10 |
| FICO Fair Isaac | 9/10 |
| SHOP Shopify | 8/10 |
| TTD The Trade Desk, Inc. | 8/10 |
| TYL Tyler Technologies | 8/10 |
| UBER Uber | 8/10 |
| MSTR MicroStrategy Inc. | 7/10 |
| TEAM Atlassian | 7/10 |
| WDAY Workday, Inc. | 7/10 |
| NOW ServiceNow | 7/10 |