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Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2025 Q1Free· the newest quarter (2026 Q3) is Pro.
Sector Sentiment Index · Calendar 2025 Q1
As of 2025 Q1, the Tellvest aggregate earnings-call sentiment for the Technology sector is 7.1/10 across 116 companies.
2024 Q4–2025 Q1. Each earlier point averages the available scores of this quarter’s 116-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 2025 Q1
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Trade & Tariffs | 88 | 182743 |
| AI & Tech | 82 | 784 |
| Enterprise Spending | 71 | 2824136 |
| Consumer Demand | 28 | 61462 |
| CAPEX | 27 | 22311 |
| Regulation Policy | 14 | 7232 |
| Supply Chain | 14 | 4541 |
| FX | 8 | 1124 |
| Credit | 5 | 122 |
| Labor Market | 4 | 121 |
| Inflation | 3 | 12 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2025 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| NOW ServiceNow | 10/10 |
| CDNS Cadence Design Systems | 10/10 |
| DUOL Duolingo, Inc. | 10/10 |
| CRDO Credo Technology Group Holding Ltd | 10/10 |
| AVGO Broadcom Inc. | 9/10 |
| AMD Advanced Micro Devices, Inc. | 9/10 |
| ASML ASML Holding | 9/10 |
| TYL Tyler Technologies | 9/10 |
| CRWD CrowdStrike | 9/10 |
| ARM Arm Holdings | 9/10 |
| LRCX Lam Research | 9/10 |
| PANW Palo Alto Networks | 9/10 |
| GLW Corning Inc. | 9/10 |
| APH Amphenol | 9/10 |
| MDB MongoDB, Inc. | 9/10 |
| ZS Zscaler | 9/10 |
| META Meta Platforms, Inc. | 9/10 |
| INTU Intuit | 9/10 |
| ADSK Autodesk | 9/10 |
| MRVL Marvell Technology | 9/10 |
| IOT Samsara Inc. | 9/10 |
| PLTR Palantir Technologies | 9/10 |
| TTD The Trade Desk, Inc. | 9/10 |
| WDC Western Digital | 9/10 |
| WDAY Workday, Inc. | 9/10 |
| MU Micron Technology, Inc. | 9/10 |
| STX Seagate Technology Holdings | 9/10 |
| MPWR Monolithic Power Systems | 9/10 |
| CRWV CoreWeave, Inc. Class A Common Stock | 9/10 |
| APP Applovin Corp | 9/10 |
| SNOW Snowflake Inc. | 9/10 |
| RBLX Roblox Corporation | 9/10 |
| TWLO Twilio Inc. | 9/10 |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9/10 |
| IREN IREN Limited | 9/10 |
| KLAC KLA Corporation | 9/10 |
| QCOM Qualcomm | 9/10 |
| ORCL Oracle Corporation | 9/10 |
| LITE Lumentum Holdings Inc. | 8/10 |
| HPE Hewlett Packard Enterprise | 8/10 |
| EA Electronic Arts | 8/10 |
| ANET Arista Networks | 8/10 |
| FTNT Fortinet | 8/10 |
| SHOP Shopify | 8/10 |
| UBER Uber | 8/10 |
| CRM Salesforce, Inc. | 8/10 |
| COHR Coherent, Inc. | 8/10 |
| GOOGL Alphabet Inc. | 8/10 |
| NVDA NVIDIA Corporation | 8/10 |
| NET Cloudflare, Inc. | 8/10 |
| SOUN SoundHound AI, Inc. | 8/10 |
| QBTS D-Wave Quantum Inc. | 8/10 |
| TTWO Take-Two Interactive | 8/10 |
| DELL Dell Technologies | 8/10 |
| DDOG Datadog | 8/10 |
| FFIV F5, Inc. | 8/10 |
| ALAB Astera Labs, Inc. Common Stock | 8/10 |
| FLEX Flex Ltd. | 8/10 |
| CTSH Cognizant | 8/10 |
| FICO Fair Isaac | 8/10 |
| MSFT Microsoft Corporation | 8/10 |
| JBL Jabil | 8/10 |
| GRMN Garmin | 8/10 |
| APLD Applied Digital Corp. | 8/10 |
| LDOS Leidos | 7/10 |
| FISV Fiserv, Inc. | 7/10 |
| BR Broadridge Financial Solutions | 7/10 |
| ACN Accenture | 7/10 |
| GEN Gen Digital | 7/10 |
| CSCO Cisco Systems, Inc. | 7/10 |
| GDDY GoDaddy | 7/10 |
| MSI Motorola Solutions | 7/10 |
| VRSN Verisign | 7/10 |
| TEAM Atlassian | 7/10 |
| P Everpure, Inc. | 7/10 |
| IT Gartner | 7/10 |
| JKHY Jack Henry & Associates | 7/10 |
| ADBE Adobe Inc. | 7/10 |
| IBM International Business Machines Corporation | 6/10 |
| CDW CDW | 6/10 |
| CPAY Corpay | 6/10 |
| ZBRA Zebra Technologies | 6/10 |
| AMAT Applied Materials | 6/10 |
| KEYS Keysight Technologies | 6/10 |
| TEL TE Connectivity | 6/10 |
| PTC PTC Inc. | 6/10 |
| AI C3.ai, Inc. | 6/10 |
| TDY Teledyne Technologies | 6/10 |
| TXN Texas Instruments | 6/10 |
| CART Maplebear Inc. | 6/10 |
| BBAI BigBear.ai Holdings, Inc. | 6/10 |
| PATH UiPath Inc. | 6/10 |
| AAPL Apple Inc. | 6/10 |
| FIS Fidelity National Information Services | 5/10 |
| AKAM Akamai Technologies | 5/10 |
| EPAM EPAM Systems | 5/10 |
| TRMB Trimble Inc. | 5/10 |
| CIEN Ciena Corporation | 5/10 |
| INTC Intel Corporation | 5/10 |
| TER Teradyne | 5/10 |
| SMCI Supermicro | 5/10 |
| IONQ IonQ, Inc. | 5/10 |
| ECHO EchoStar Corporation | 4/10 |
| SNPS Synopsys | 4/10 |
| MSTR MicroStrategy Inc. | 4/10 |
| HPQ HP Inc. | 4/10 |
| ADI Analog Devices | 4/10 |
| NTAP NetApp | 4/10 |
| U Unity Software Inc. | 3/10 |
| XYZ Block, Inc. | 3/10 |
| FTV Fortive | 3/10 |
| NXPI NXP Semiconductors | 2/10 |
| SWKS Skyworks Solutions | 2/10 |
| RGTI Rigetti Computing, Inc. | 2/10 |
| MCHP Microchip Technology | 1/10 |
| ON ON Semiconductor | 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.