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Cloud & AI | Demand | Margin | Competitive Dynamics | M&A | Innovation & R&D | Macroeconomic | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 3 | 1 | 3 | 2 | 2 |
| 2025Q1 | 5 | 5 | 1 | 1 | 1 | 2 | 3 | 2 |
| 2025Q2 | 5 | 4 | 3 | 1 | 2 | 1 | 1 | 3 |
| 2025Q3 | 4 | 4 | 5 | 4 | 1 | 2 | 1 | |
| 2025Q4 | 7 | 6 | 1 | 2 | 5 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Cloud & AI | 5 | 5 | 5 | 4 | 7 |
| Demand | 4 | 5 | 4 | 4 | 6 |
| Margin | 2 | 1 | 3 | 5 | 1 |
| Competitive Dynamics | 3 | 1 | 1 | 4 | 2 |
| M&A | 1 | 1 | 2 | 1 | 5 |
| Innovation & R&D | 3 | 2 | 1 | 2 | 1 |
| Macroeconomic | 2 | 3 | 1 | 1 | 1 |
| Revenue Growth | 2 | 2 | 3 |