Which companies discussed Agentic AI in earnings calls?

2,732 companies mentioned agentic ai across 5,937 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (19 calls), Salesforce, Inc. (18 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
QuarterCalls mentioning Agentic AI
2024Q3363
2024Q4541
2025Q1777
2025Q2676
2025Q31,005
2025Q41,266
2026Q11,728
2026Q21,752
2026Q3350

Companies ranked by mentions

Company Ticker Sector Calls Last mention
ServiceNow, Inc. NOW Information Technology 19 Jul 22, 2026
Salesforce, Inc. CRM Information Technology 18 Jun 9, 2026
Pegasystems Inc. PEGA Information Technology 17 Jul 22, 2026
NVIDIA Corporation NVDA Information Technology 17 Jun 4, 2026
Mastercard Incorporated MA Financials 15 Jul 30, 2026
S&P Global Inc. SPGI Financials 15 Jul 28, 2026
Okta, Inc. OKTA Information Technology 15 Jul 13, 2026
Advanced Micro Devices, Inc. AMD Information Technology 14 Jul 23, 2026
Nasdaq, Inc. NDAQ Financials 14 Jul 23, 2026
MongoDB, Inc. MDB Information Technology 14 Jun 11, 2026
ZoomInfo Technologies Inc. GTM Communication Services 14 May 18, 2026
Walmart Inc. WMT Consumer Staples 13 Jun 10, 2026
Elastic N.V. ESTC Information Technology 13 Jun 10, 2026
Visa Inc. V Financials 12 Jul 28, 2026
SS&C Technologies Holdings, Inc. SSNC Industrials 12 Jul 23, 2026
SAP SE SAP Information Technology 12 Jul 23, 2026
RingCentral, Inc. RNG Information Technology 12 Jul 23, 2026
Arista Networks, Inc. ANET Information Technology 12 Jun 3, 2026
Fortinet, Inc. FTNT Information Technology 11 Jul 29, 2026
C.H. Robinson Worldwide, Inc. CHRW Industrials 11 Jul 29, 2026
Intel Corporation INTC Information Technology 11 Jul 23, 2026
Moody's Corporation MCO Financials 11 Jul 22, 2026
Atlassian Corporation TEAM Information Technology 11 Jun 10, 2026
Zscaler, Inc. ZS Information Technology 11 Jun 9, 2026
HubSpot, Inc. HUBS Information Technology 11 Jun 3, 2026
Twilio Inc. TWLO Information Technology 11 Jun 2, 2026
Intuit Inc. INTU Information Technology 11 May 20, 2026
Tyler Technologies, Inc. TYL Information Technology 10 Jul 30, 2026
Verisk Analytics, Inc. VRSK Industrials 10 Jul 29, 2026
IQVIA Holdings Inc. IQV Health Care 10 Jul 28, 2026
Zeta Global Holdings Corp. ZETA Information Technology 10 Jul 6, 2026
GitLab Inc. GTLB Information Technology 10 Jun 10, 2026
Fidelity National Information Services, Inc. FIS Financials 10 Jun 9, 2026
Recursion Pharmaceuticals, Inc. RXRX Health Care 10 Jun 9, 2026
NICE Ltd. NICE Information Technology 10 Jun 9, 2026
Asana, Inc. ASAN Information Technology 10 Jun 8, 2026
JFrog Ltd. FROG Information Technology 10 Jun 4, 2026
DigitalOcean Holdings, Inc. DOCN Information Technology 10 Jun 3, 2026
BILL Holdings, Inc. BILL Information Technology 10 Jun 3, 2026
Datadog, Inc. DDOG Information Technology 10 Jun 3, 2026
Dynatrace, Inc. DT Information Technology 10 May 19, 2026
DoubleVerify Holdings, Inc. DV Consumer Staples 10 May 18, 2026
Bristol-Myers Squibb Company BMY Health Care 9 Jul 30, 2026
QUALCOMM Incorporated QCOM Information Technology 9 Jul 29, 2026
Microsoft Corporation MSFT Information Technology 9 Jul 29, 2026
PTC Inc. PTC Information Technology 9 Jul 29, 2026
Cognizant Technology Solutions Corporation CTSH Information Technology 9 Jul 29, 2026
Infosys Limited INFY Information Technology 9 Jul 23, 2026
MSCI Inc. MSCI Financials 9 Jun 25, 2026
Coinbase Global, Inc. COIN Financials 9 Jun 16, 2026

Representative quotes

…indiscernible] conference next month. We are also accelerating materials discovery and development through our internal advanced computational tools, artificial intelligence, machine learning and agentic AI as well as strategic collaborations, including our role as a founding member of Cusp AI's recently launched AI materials foundry…
Universal Display Corporation (OLED), July 30, 2026. Read the full transcript →
…approach. A narrative has emerged that companies will not need CIOs and IT in the future. Our report rejects this view, asserting that agentic AI will present serious risks and vulnerabilities in large organizations. Firm but opportunistic centralized management of technology will be critical to maintain operations…
Forrester Research, Inc. (FORR), July 30, 2026. Read the full transcript →
…already far along in the AI evolution journey. We witnessed an over 30% increase in platform adoptions with Luna, our AI agent since the first quarter. And the number of interactions with Luna has increased by approximately 38% versus the first quarter. Additionally, 147,000 voice mail calls…
Asure Software, Inc. (ASUR), July 30, 2026. Read the full transcript →
…proprietary intelligence from trading partner activity, transaction patterns, digital specifications and compliance rules strengthening the supply chain rules engine that powers MAX, SPS' AI agent. By leveraging SPS's network intelligence within everyday workflows MAX enables customers to interact with their supply chains in a more intuitive, proactive…
SPS Commerce, Inc. (SPSC), July 30, 2026. Read the full transcript →

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 19 calls referencing agentic ai, most recently on July 22, 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

Related technology themes

Last updated: July 31, 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.