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Cloud & AI | Competitive Dynamics | Demand | Innovation & R&D | Cost Pressure | Margin | Trade Tariffs | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 1 | 2 | 2 | 1 | 1 | |
| 2025Q1 | 4 | 2 | 2 | 1 | 2 | |||
| 2025Q2 | 4 | 1 | 2 | 1 | 1 | 2 | ||
| 2025Q3 | 5 | 2 | 1 | 2 | 2 | |||
| 2025Q4 | 4 | 2 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Cloud & AI | 4 | 4 | 4 | 5 | 4 |
| Competitive Dynamics | 1 | 2 | 1 | 2 | 2 |
| Demand | 1 | 2 | 2 | 1 | 1 |
| Innovation & R&D | 2 | 1 | 2 | ||
| Cost Pressure | 2 | 2 | 1 | ||
| Margin | 1 | 1 | 1 | 1 | |
| Trade Tariffs | 2 | 2 | |||
| Capex Investment | 1 | 2 |