Which companies discussed Agentic AI in earnings calls?
2,553 companies mentioned agentic ai across 6,584 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (23 calls), Salesforce, Inc. (21 calls), Pegasystems Inc. (17 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Agentic AI |
|---|---|
| 2024Q4 | 464 |
| 2025Q1 | 777 |
| 2025Q2 | 676 |
| 2025Q3 | 1,005 |
| 2025Q4 | 1,266 |
| 2026Q1 | 1,728 |
| 2026Q2 | 1,752 |
| 2026Q3 | 1,639 |
| 2026Q4 | 362 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ServiceNow, Inc. | NOW | Information Technology | 23 | Oct 28, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 21 | Oct 20, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 17 | Oct 21, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 17 | Sep 10, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 16 | Sep 11, 2026 |
| C.H. Robinson Worldwide, Inc. | CHRW | Industrials | 15 | Oct 28, 2026 |
| S&P Global Inc. | SPGI | Financials | 15 | Oct 27, 2026 |
| Nasdaq, Inc. | NDAQ | Financials | 15 | Oct 22, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 15 | Sep 29, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 14 | Oct 22, 2026 |
| Mastercard Incorporated | MA | Financials | 14 | Sep 10, 2026 |
| SAP SE | SAP | Information Technology | 13 | Oct 21, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 13 | Oct 6, 2026 |
| Okta, Inc. | OKTA | Information Technology | 13 | Sep 23, 2026 |
| Walmart Inc. | WMT | Consumer Staples | 13 | Sep 15, 2026 |
| Visa Inc. | V | Financials | 12 | Oct 27, 2026 |
| SS&C Technologies Holdings, Inc. | SSNC | Industrials | 12 | Oct 22, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 12 | Sep 17, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 12 | Sep 15, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 12 | Sep 10, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 12 | Sep 9, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 12 | Sep 9, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 12 | Sep 9, 2026 |
| Twilio Inc. | TWLO | Information Technology | 12 | Sep 8, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 11 | Oct 28, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 11 | Oct 21, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 11 | Sep 22, 2026 |
| Recursion Pharmaceuticals, Inc. | RXRX | Health Care | 11 | Sep 15, 2026 |
| Workiva Inc. | WK | Information Technology | 11 | Sep 15, 2026 |
| Coinbase Global, Inc. | COIN | Financials | 11 | Sep 10, 2026 |
| Fiserv, Inc. | FISV | Financials | 11 | Sep 10, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 11 | Sep 10, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 11 | Aug 18, 2026 |
| Robinhood Markets, Inc. | HOOD | Financials | 10 | Oct 27, 2026 |
| IQVIA Holdings Inc. | IQV | Health Care | 10 | Oct 27, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 10 | Oct 26, 2026 |
| Infosys Limited | INFY | Information Technology | 10 | Oct 23, 2026 |
| Roper Technologies, Inc. | ROP | Information Technology | 10 | Oct 22, 2026 |
| Western Digital Corporation | WDC | Information Technology | 10 | Oct 22, 2026 |
| Moody's Corporation | MCO | Financials | 10 | Oct 21, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 2026 |
| Verisk Analytics, Inc. | VRSK | Industrials | 10 | Sep 23, 2026 |
| Elastic N.V. | ESTC | Information Technology | 10 | Sep 22, 2026 |
| UiPath, Inc. | PATH | Information Technology | 10 | Sep 22, 2026 |
| Intuit Inc. | INTU | Information Technology | 10 | Sep 17, 2026 |
| Absci Corporation | ABSI | Health Care | 10 | Sep 16, 2026 |
| RXO, Inc. | RXO | Industrials | 10 | Sep 16, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 10 | Sep 15, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 10 | Sep 10, 2026 |
| BILL Holdings, Inc. | BILL | Information Technology | 10 | Sep 10, 2026 |
Representative quotes
…recent projects illustrate our work. Work number one, we're helping a bank that specializes in cross-border payments use and autonomous AI agents to replace the static and rule-based routing. And we're replacing that with clear time orchestrated global commerce. Effectively, we are building…
…rising component costs. Starting with the DS division, we expect robust semiconductor market demand to continue driven by the rapid spread of agent AI. In memory, we solidify our market leadership by expanding sales of HBM4, high-performance DDR5, SSDs and server SSDs based on our industry-leading…
…impact from that, if you can comment on that point as well? That's my first question. Shuhei Shinkai (Executives): All right. Agentic AI impact. it's not possible for us to quantify that yet. However, the industrial and also the mass market business of ours…
…market. Then add to that more than USD 1 billion Beyond PE within our broad existing label that will be driven by AI quantification. The U.S. pulmonary embolism market is worth around USD 180 million a year from about 2,000 primary target sites. Around half…
Frequently asked questions
What is Agentic AI and why are companies discussing it?
Autonomous AI agents that plan and execute multi-step work — now showing up in earnings calls across software, retail, banking and travel.
Which company mentioned agentic ai most in the past year?
ServiceNow, Inc. (NOW) led with 23 calls referencing agentic ai, most recently on October 28, 2026.
How can I track agentic ai mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Agentic AI by sector
- Information Technology (422)
- Financials (98)
- Industrials (47)
- Health Care (31)
- Consumer Staples (13)
Related technology themes
Last updated: October 29, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (agentic AI, agentic ai, agentic-ai, agentic, AI agent). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.