Which companies discussed AI CapEx in Communication Services in earnings calls?
305 companies mentioned ai capex across 559 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were Lumen Technologies, Inc. (11 calls), BCE Inc. (9 calls), T-Mobile US, Inc. (8 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 AI CapEx |
|---|---|
| 2025Q3 | 125 |
| 2025Q4 | 113 |
| 2026Q1 | 160 |
| 2026Q2 | 161 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Lumen Technologies, Inc. | LUMN | Communication Services | 11 | May 27, 2026 |
| BCE Inc. | BCE | Communication Services | 9 | May 18, 2026 |
| T-Mobile US, Inc. | TMUS | Communication Services | 8 | Jun 2, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 8 | May 18, 2026 |
| Charter Communications, Inc. | CHTR | Communication Services | 6 | May 20, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 6 | May 1, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 6 | Apr 29, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 5 | Jun 3, 2026 |
| Reddit, Inc. | RDDT | Communication Services | 5 | Jun 3, 2026 |
| Roku, Inc. | ROKU | Communication Services | 5 | Jun 2, 2026 |
| Uniti Group Inc. | UNIT | Communication Services | 5 | May 18, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 5 | May 4, 2026 |
| Ooredoo Q.P.S.C. | ORDS | Communication Services | 4 | May 25, 2026 |
| Oman Telecommunications Company SAOG | OTEL | Communication Services | 4 | May 20, 2026 |
| The Walt Disney Company | DIS | Communication Services | 4 | May 14, 2026 |
| VEON Ltd. | VEON | Communication Services | 4 | May 13, 2026 |
| Vodafone Group Public Limited Company | VOD | Communication Services | 4 | May 12, 2026 |
| Getty Images Holdings, Inc. | GETY | Communication Services | 4 | May 11, 2026 |
| Magnite, Inc. | MGNI | Communication Services | 4 | May 6, 2026 |
| Roblox Corporation | RBLX | Communication Services | 4 | Apr 30, 2026 |
| NIQ Global Intelligence plc | NIQ | Communication Services | 3 | Jun 2, 2026 |
| Telkom SA SOC Ltd | TKG | Communication Services | 3 | Jun 2, 2026 |
| Orange S.A. | ORA | Communication Services | 3 | May 19, 2026 |
| AST SpaceMobile, Inc. | ASTS | Communication Services | 3 | May 18, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 3 | May 18, 2026 |
| Universal Music Group N.V. | UMG | Communication Services | 3 | May 18, 2026 |
| Ziff Davis, Inc. | ZD | Communication Services | 3 | May 18, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 3 | May 13, 2026 |
| Ströer SE & Co. KGaA | SAX | Communication Services | 3 | May 12, 2026 |
| TELUS Corporation | T | Communication Services | 3 | May 8, 2026 |
| PubMatic, Inc. | PUBM | Communication Services | 3 | May 7, 2026 |
| Safaricom PLC | SCOM | Communication Services | 3 | May 7, 2026 |
| Optimum Communications, Inc. | OPTU | Communication Services | 3 | May 7, 2026 |
| Angi Inc. | ANGI | Communication Services | 3 | May 6, 2026 |
| Criteo S.A. | CRTO | Communication Services | 3 | May 6, 2026 |
| Live Nation Entertainment, Inc. | LYV | Communication Services | 3 | May 5, 2026 |
| Vivid Seats Inc. | SEAT | Communication Services | 3 | May 5, 2026 |
| Cable One, Inc. | CABO | Communication Services | 3 | Apr 30, 2026 |
| Banijay Group N.V. | BNJ | Communication Services | 3 | Mar 26, 2026 |
| Cinemark Holdings, Inc. | CNK | Communication Services | 3 | Mar 10, 2026 |
| Teads Holding Co. | TEAD | Communication Services | 3 | Mar 5, 2026 |
| AMC Entertainment Holdings, Inc. | AMC | Communication Services | 3 | Feb 24, 2026 |
| News Corporation | NWSA | Communication Services | 3 | Feb 5, 2026 |
| LG Uplus Corp. | 032640.KS | Communication Services | 3 | Feb 5, 2026 |
| Chunghwa Telecom Co., Ltd. | CHT | Communication Services | 3 | Feb 3, 2026 |
| Vodafone Idea Limited | IDEA.NS | Communication Services | 3 | Jan 28, 2026 |
| Embracer Group AB (publ) | EMBJ | Communication Services | 3 | Nov 17, 2025 |
| Deutsche Telekom AG | DTEGY | Communication Services | 3 | Nov 13, 2025 |
| Spark New Zealand Limited | SPK.AX | Communication Services | 3 | Nov 6, 2025 |
| Telecom Italia S.p.A. | TIT.MI | Communication Services | 3 | Nov 6, 2025 |
Representative quotes
…normalizing. But at the same time, we're returning a focus towards more investment in product development and CapEx as we're building out on those 3 vectors of AI and data analytics growth that we are highlighting earlier here. So those are the kind of 2 major…
…machine learning, not everything is an LLM, not everything requires generative AI. The reality is, I know the market is obsessed with generative AI. Most applications of AI in the market are predictive AI kind of traditional machine learning models. those are super cheap, like too cheap…
…when you're building a digital billboard business, a lot different to a static, there was a fair bit of CapEx required. So CapEx was invested, but we made sure that the focus of the assets we had were not only premium, but we could get the right…
…design and thinking about the AI inside. And we're increasingly focusing on acquiring talent that's fit for the future. And you'll even see when -- so speaks about IT, you see an increasing amount of our CapEx spend is going to IT. We need to build…
Frequently asked questions
What is AI CapEx and why are companies discussing it?
Capital-expenditure commitments tied specifically to AI infrastructure — hyperscaler spend, factory modernization, vertical platforms.
Which company mentioned ai capex most in Communication Services in the past year?
Lumen Technologies, Inc. (LUMN) led with 11 calls referencing ai capex, most recently on May 27, 2026.
How can I track ai capex 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: June 18, 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 (AI CapEx, ai capex, AI capital expenditure, ai investment). 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.