Which companies discussed Agentic AI in Information Technology in earnings calls?
602 companies mentioned agentic ai across 2,188 earnings calls in Information Technology over the past year, spanning 1 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 | 191 |
| 2025Q1 | 322 |
| 2025Q2 | 294 |
| 2025Q3 | 359 |
| 2025Q4 | 435 |
| 2026Q1 | 525 |
| 2026Q2 | 604 |
| 2026Q3 | 567 |
| 2026Q4 | 110 |
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 |
| MongoDB, Inc. | MDB | Information Technology | 15 | Sep 29, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 14 | Oct 22, 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 |
| 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 |
| Dynatrace, Inc. | DT | Information Technology | 12 | Sep 9, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 12 | Sep 9, 2026 |
| GoDaddy Inc. | GDDY | 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 |
| Workiva Inc. | WK | Information Technology | 11 | Sep 15, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 11 | Sep 10, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 11 | Aug 18, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 10 | Oct 26, 2026 |
| Infosys Limited | INFY | Information Technology | 10 | Oct 23, 2026 |
| Western Digital Corporation | WDC | Information Technology | 10 | Oct 22, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 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 |
| Snowflake Inc. | SNOW | Information Technology | 10 | Sep 15, 2026 |
| BILL Holdings, Inc. | BILL | Information Technology | 10 | Sep 10, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 10 | Sep 10, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Sep 9, 2026 |
| Amdocs Limited | DOX | Information Technology | 10 | Sep 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 10 | Sep 9, 2026 |
| Asana, Inc. | ASAN | Information Technology | 10 | Sep 9, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Sep 8, 2026 |
| Intel Corporation | INTC | Information Technology | 10 | Aug 26, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| Q2 Holdings, Inc. | QTWO | Information Technology | 9 | Oct 28, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 9 | Oct 28, 2026 |
| Intapp, Inc. | INTA | Information Technology | 9 | Oct 27, 2026 |
| SentinelOne, Inc. | S | Information Technology | 9 | Oct 21, 2026 |
| Tecsys Inc. | TCS | Information Technology | 9 | Oct 8, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Oct 5, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 9 | Sep 30, 2026 |
| Circle Internet Group, Inc. | CRCL | Information Technology | 9 | Sep 23, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 9 | Sep 15, 2026 |
| CrowdStrike Holdings, Inc. | CRWD | Information Technology | 9 | 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…
…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…
…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…
…quarter-over-quarter. As enterprises deploy more agents, they also need to govern them at scale. With Agent 365, we provide a platform for AI observability, enabling customers to manage, secure and optimize the performance and cost of their agents. Over 50 million agents…
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 Information Technology 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 →
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.