"Agentic AI" went from analyst-deck buzzword to executive-script staple in about three quarters. We searched EarningsCalls.dev's archive of 33,000+ transcripts and found the phrase "agentic AI" in 559 distinct calls in the past 90 days alone — across software, banking, retail, education and travel. The theme isn't tech-only anymore.
Below are ten verbatim mentions from companies that reported between June 9 and June 11, 2026. Each quote links to the full free-reading transcript so you can read the surrounding context.
1. Adobe Inc. (ADBE) — Information Technology
Earnings call: 2026-06-11
We launched Adobe CX Enterprise, a new end-to-end agentic AI system that simplifies how enterprises manage their entire customer life cycle, from acquiring and engaging prospects to driving conversion and lasting loyalty.
Adobe is now positioning its enterprise offering as agentic AI, not as software with AI features. The framing shift matters: it's how Salesforce, ServiceNow and SAP started talking about their platforms in late 2025.
Read the full Adobe transcript →
2. Thomson Reuters (TRI) — Industrials
Earnings call: 2026-06-10
In 2025, we executed on our product road map built around agentic AI that can carry out complex multistep work with accuracy and accountability.
Thomson Reuters has spent 2025 rebuilding its legal-research and tax workflows around agents. The "multistep work" framing is the litmus test — that's what separates agentic AI from prompt-and-response generative AI.
Read the full Thomson Reuters transcript →
3. Walmart Inc. (WMT) — Consumer Staples
Earnings call: 2026-06-10
Where do you see AI — agentic AI creating the most leverage for the business? And where do you see human oversight as most needed to sort of make sure we don't go off the rails on this?
The interesting signal here isn't Walmart's answer — it's the question itself. Sell-side analysts are now asking large-cap retailers about agentic AI by name, the way they asked about cloud migration in 2017.
Read the full Walmart transcript →
4. KeyCorp (KEY) — Financials
Earnings call: 2026-06-10
Once you get tokenized money market funds and you have agentic AI and you have the ability to move your money around a lot faster, what do you think happens with [bank deposit costs]?
Banks are starting to model agentic AI as a deposit-pricing risk: if a personal AI agent can sweep cash to the highest-yielding venue automatically, sticky deposit franchises become less sticky. KeyCorp got asked the question — expect the rest of the regional banks to as well.
Read the full KeyCorp transcript →
5. U.S. Bancorp (USB) — Financials
Earnings call: 2026-06-10
One area … was a competition that might not be near term, but people are talking about as the impact of having a stable coin and agent AI — well, agentic AI — and that driving deposit costs.
Same theme as KeyCorp, same week, different bank. When two regional banks get the identical question in the same reporting cycle, that's the consensus risk being priced in.
Read the full U.S. Bancorp transcript →
6. McGraw Hill (MH) — Consumer Discretionary
Earnings call: 2026-06-11
I'm excited about our use of AI because I'm seeing how we are expanding this precision experience and creating new opportunities for TAM expansion. One great example is the emerging agentic AI landscape.
Education-publishing isn't the first sector you'd guess. McGraw Hill is treating agentic AI as a TAM-expansion lever — new product categories, not just margin defense.
Read the full McGraw Hill transcript →
7. GitLab Inc. (GTLB) — Information Technology
Earnings call: 2026-06-10
How are you approaching the use of agentic AI for your software delivery?
GitLab's own users — developers — are now asking GitLab how they should be using agentic AI inside their CI/CD pipelines. Tools-for-tool-makers feedback loops tend to compress timelines fast.
Read the full GitLab transcript →
8. DXC Technology (DXC) — Information Technology
Earnings call: 2026-06-11
As we continue to evaluate our processes with an Agentic AI lens, there'll be opportunity for continuous improvement from those levels.
DXC is the legacy-IT-services bellwether. When it talks about applying an "Agentic AI lens" to its own delivery, it's signalling pricing pressure on the human-FTE-based outsourcing model.
Read the full DXC transcript →
9. Elastic N.V. (ESTC) — Information Technology
Earnings call: 2026-06-10
Maybe if you can comment from Elastic's perspective on Agentic AI adoption within your customer bases.
Elastic's search-and-observability platform sits underneath many agent workflows (retrieval). Analyst interest in "customer-base adoption" of agentic AI is a leading indicator of inference-time spend.
Read the full Elastic transcript →
10. Sabre Corporation (SABR) — Consumer Discretionary
Earnings call: 2026-06-10
In the age of AI or Agentic AI, who will be the biggest winners, potential winners and losers and the shift in [the] world of distribution?
Travel-distribution platforms (GDSs) sit at the natural agent-to-supplier interface. The question Sabre is being asked — who wins distribution in an agent-mediated world — is the same one Booking.com, Expedia and the airlines are wrestling with right now.
Read the full Sabre transcript →
The pattern
Three things stand out across these ten calls:
- Cross-sector spread. Software (Adobe, GitLab, Elastic, DXC), retail (Walmart), banking (KeyCorp, USB), education (McGraw Hill), professional services (Thomson Reuters), travel (Sabre) — agentic AI is showing up in every sector, not just IT.
- Analyst-driven framing. Five of the ten mentions came from analyst questions, not management-prepared remarks. That's the demand side of attention — Wall Street pushing executives to articulate strategy.
- Banks are pricing in deposit risk. Two regional banks got the same agent-driven-deposit-flight question in the same week. Worth tracking how the rest of the regional bank earnings cycle handles it.
How we built this list
We queried EarningsCalls.dev's search endpoint for the phrase agentic AI across all earnings call transcripts in the past 120 days, picked one most-recent call per company for sector diversity, and pulled a verbatim excerpt around the first occurrence. Two lines of code.
curl https://earningscalls.dev/api/v1/search \
-H "Authorization: Bearer YOUR_KEY" \
--data-urlencode 'q=agentic AI' \
--data-urlencode 'date_from=2026-03-01'
The same data is available across our entire archive. Sign up for a key →