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Earnings sentiment for Software - Infrastructure — aggregated from 18 earnings calls in the Technology sector
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Software - Infrastructure industry is 8.4/10 across 18 companies.
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).
Group sentiment rose from 8 to 8.44 quarter over quarter, with seven of the ten score changes to the upside. The macro-flag mix shifted at the same time: cost-pressure flags rose from 3 to 5 as memory, storage, and processor prices climbed on AI data center demand, while pricing-pressure flags eased from 4 to 2.
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 16 | 151 |
| Enterprise Spending | 10 | 811 |
| Supply Chain | 7 | 16 |
| FX | 5 | 311 |
| CAPEX | 4 | 4 |
| Inflation | 3 | 12 |
| Company | Sentiment |
|---|---|
| PLTR Palantir Technologies | 10/10 |
| FTNT Fortinet | 10/10 |
| CRWD CrowdStrike | 10/10 |
| XYZ Block, Inc. | 10/10 |
| NET Cloudflare, Inc. | 9/10 |
| CRWV CoreWeave, Inc. Class A Common Stock | 9/10 |
| PANW Palo Alto Networks | 9/10 |
| ORCL Oracle Corporation | 9/10 |
| ADBE Adobe Inc. | 9/10 |
| ZS Zscaler | 9/10 |
| FFIV F5, Inc. | 9/10 |
| MSFT Microsoft Corporation | 8/10 |
| CPAY Corpay | 8/10 |
| GEN Gen Digital | 8/10 |
| VRSN Verisign | 7/10 |
| SNPS Synopsys | 7/10 |
| GDDY GoDaddy | 7/10 |
| AKAM Akamai Technologies | 4/10 |
% 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.