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Cloud & AI | Revenue Growth | Demand | Capital Allocation | Capex Investment | Competitive Dynamics | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 8 | 3 | 2 | 1 | 1 | 2 | 2 | |
| 2025Q3 | 6 | 5 | 4 | 2 | 3 | 1 | 1 | 1 |
| 2025Q4 | 5 | 3 | 3 | 2 | 2 | 1 | 2 | |
| 2026Q1 | 4 | 2 | 3 | 4 | 1 | 3 | 1 | 1 |
| 2026Q2 | 5 | 3 | 2 | 2 | 3 | 1 | 2 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|
| Cloud & AI | 8 | 6 | 5 | 4 | 5 |
| Revenue Growth | 3 | 5 | 3 | 2 | 3 |
| Demand | 2 | 4 | 3 | 3 | 2 |
| Capital Allocation | 1 | 2 | 2 | 4 | 2 |
| Capex Investment | 1 | 3 | 2 | 1 | 3 |
| Competitive Dynamics | 2 | 1 | 1 | 3 | 1 |
| Margin | 1 | 2 | 1 | 2 | |
| Innovation & R&D | 2 | 1 | 1 | 1 |