For most of 2024 and 2025, "humanoid robot" lived in keynote slides and CES demos. In Q2 2026 it crossed into earnings calls — across 108 different transcripts in EarningsCalls.dev's archive in the past 90 days, including TI, Microchip, ON Semi, Western Digital and a wave of Chinese auto OEMs.
The most useful read isn't from the humanoid makers themselves — it's from the picks-and-shovels suppliers quantifying how much chip, sensor and memory content goes into one unit. Below are ten verbatim mentions, all from calls reported between May 27 and June 10, 2026.
1. Texas Instruments (TXN) — Information Technology
Earnings call: 2026-05-28
Humanoid content is astonishingly high for TI, not only the TAM.
TI rarely uses the word "astonishingly". When the largest analog chipmaker in the world starts framing a single end-market that way on an earnings call, that's a forward-looking comment from a company that famously refuses to give forward guidance.
2. Allegro MicroSystems (ALGM) — Information Technology
Earnings call: 2026-05-27
I think of [the] home robot at like a $5 content opportunity increasing to $55 for [a] cobot and about $150 for the humanoid robot. And that's an area where we are focusing our sales team to drive engagement.
The cleanest dollar-content number on humanoids we've seen this cycle: roughly 30× the content of a home robot per Allegro chip BoM. That's the kind of math that drives sector rotation.
Read the full Allegro transcript →
3. ON Semiconductor (ON) — Information Technology
Earnings call: 2026-06-03
Brake-by-wire, accelerate-by-wire, steer-by-wire — and what has a ton of positions, humanoids and robots. So that even transitions to that.
ON is making the same architectural argument as TI: the by-wire automotive content road map carries over to humanoids almost one-for-one. Same MOSFETs, same sensors, different chassis.
Read the full ON Semi transcript →
4. Western Digital (WDC) — Information Technology
Earnings call: 2026-06-03
You have physical AI, right? Physical AI from autonomous cars, robotics in the future, humanoid, right? A lot of those devices, they have multiple cameras [that] shoot video footage 24 hours and that video [is] then being used to retrain and learn.
WD's pitch is the storage layer of physical AI: every humanoid is also a 24/7 multi-camera data-generation device. The training-data flywheel that's been the AI bull case for hyperscalers now extends to the edge.
Read the full Western Digital transcript →
5. Microchip Technology (MCHP) — Information Technology
Earnings call: 2026-06-02
All our parts going into humanoid and robotics and moving factory line and all that.
Short, but notable: Microchip listing humanoids alongside its bread-and-butter factory-automation business signals the unification of "industrial robotics" and "humanoid" inside its commercial pitch.
Read the full Microchip transcript →
6. Aptiv PLC (APTV) — Consumer Discretionary
Earnings call: 2026-06-10
We have a number of … proof of concept that are also transitioning to commercial opportunities now across the humanoid and AMR space. We're more focused on AMRs transparently than we are in the humanoid space, just given our view on maturity of the technology and the applications.
A useful counterweight to the rosy picture. Aptiv's automotive-tier-1 perspective is that AMRs (autonomous mobile robots) are the commercially mature bucket; humanoids are still POC. A reality check from a company that ships into actual production lines.
Read the full Aptiv transcript →
7. Zebra Technologies (ZBRA) — Information Technology
Earnings call: 2026-05-28
Humanoid robots are never going to pick as fast as a robot that's designed specifically for picking.
The contrarian take. Zebra, which sells fixed-function warehouse automation, is arguing the form-factor war is over before it started for picking-intensive tasks. Worth noting because Zebra has actual deployed-units data, not slideware.
Read the full Zebra transcript →
8. Li Auto (LI) — Consumer Discretionary
Earnings call: 2026-05-28
In the long run, we can clearly see whether it's our factories, our stores and our users, but all need humanoid [robots].
China's premium EV makers are now talking about humanoids on the same call as vehicle deliveries. Li Auto's CEO is folding them into three customer surfaces simultaneously — factory, retail, end-user.
Read the full Li Auto transcript →
9. XPeng Inc. (XPEV) — Consumer Discretionary
Earnings call: 2026-05-28
In the second half of this year, we will build on this momentum by launching a series of technology products at high price points, including humanoid robots and flying [cars], further strengthening our brand equity and profitability.
XPeng is the most committal of the Chinese EV makers on this call: humanoids are a 2H 2026 product launch, not an R&D project. Watch for hardware reveals at Auto Guangzhou.
Read the full XPeng transcript →
10. Ambarella (AMBA) — Information Technology
Earnings call: 2026-05-28
Last quarter, you mentioned warehouse robotics — any other engagements there? And then if you could talk about humanoid … engagements there.
Ambarella, the CV/edge-vision chip vendor, was asked about humanoid customer engagements by name — a signal that the sell-side is now tracking who's designed-in vs. not.
Read the full Ambarella transcript →
What the data actually says
Three patterns worth flagging:
- The supplier story leads the OEM story. Six of these ten mentions come from semis (TI, Allegro, ON, MCHP, AMBA, plus Aptiv as tier-1). The OEMs (Li Auto, XPeng) are aspirational; the suppliers are quantifying.
- There's no consensus on form factor. Zebra and Aptiv are openly skeptical of humanoid being the right shape for fixed tasks; Li Auto, XPeng, and the chip suppliers are betting on it. Take both sides seriously.
- The dollar-content disclosures matter more than the hype. Allegro's "$5 → $55 → $150" framing is the kind of number you can model. TI's "astonishingly high" isn't, but it's coming from a company that historically under-promises.
How we built this list
We queried EarningsCalls.dev for the phrase humanoid across all earnings call transcripts in the past 120 days, took the most recent call per ticker for ten distinct companies, and pulled a verbatim excerpt. The API exposes both keyword search and full-transcript text — same data, different access patterns.
curl https://earningscalls.dev/api/v1/search \
-H "Authorization: Bearer YOUR_KEY" \
--data-urlencode 'q=humanoid' \
--data-urlencode 'date_from=2026-03-01'