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Earnings sentiment for Software - Infrastructure — aggregated from 18 earnings calls in the Technology sector
Aggregated from 18 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).
Average sentiment eased from 8.06 to 7.94 across the group, a small step down that hides wide dispersion: eight scores moved, with security and edge names stepping up while several strong operators eased on the revenue-band scoring base rather than on deteriorating fundamentals. Pricing-pressure flags rose from 2 to 4 companies, with memory and component costs the common thread at Adobe, F5, Microsoft, and Synopsys, while cost-pressure flags held at 3.
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 17 | 161 |
| Enterprise Spending | 15 | 1221 |
| Consumer Demand | 5 | 14 |
| Supply Chain | 4 | 121 |
| CAPEX | 3 | 3 |
| Trade & Tariffs | 3 | 111 |
| Company | Sentiment |
|---|---|
| NET Cloudflare, Inc. | 10/10 |
| PLTR Palantir Technologies | 10/10 |
| FTNT Fortinet | 10/10 |
| ORCL Oracle Corporation | 9/10 |
| CRWD CrowdStrike | 9/10 |
| ZS Zscaler | 9/10 |
| CRWV CoreWeave, Inc. Class A Common Stock | 8/10 |
| MSFT Microsoft Corporation | 8/10 |
| XYZ Block, Inc. | 8/10 |
| CPAY Corpay | 8/10 |
| FFIV F5, Inc. | 8/10 |
| ADBE Adobe Inc. | 7/10 |
| VRSN Verisign | 7/10 |
| SNPS Synopsys | 7/10 |
| GDDY GoDaddy | 7/10 |
| PANW Palo Alto Networks | 6/10 |
| AKAM Akamai Technologies | 6/10 |
| GEN Gen Digital | 6/10 |