Which companies discussed Cloud Computing in earnings calls?

2,283 companies mentioned cloud computing across 5,441 earnings calls over the past year, spanning 11 sectors. The most active were Salesforce, Inc. (21 calls), NVIDIA Corporation (17 calls), Arista Networks, 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

Companies ranked by mentions

Representative quotes

Frequently asked questions

What is Cloud Computing and why are companies discussing it?

Cloud growth rates, migration and hyperscaler capex — the infrastructure layer under every software business.

Which company mentioned cloud computing most in the past year?

Salesforce, Inc. (CRM) led with 21 calls referencing cloud computing, most recently on August 27, 2026.

How can I track cloud computing 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 →

Cloud Computing by sector

• Information Technology (460)
• Financials (39)
• Real Estate (32)
• Health Care (21)
• Industrials (20)
• Materials (13)

Related technology themes

• Agentic AI
• Data Centers
• Humanoid Robots
• Physical AI
• AI Inference Demand
• All trends →

Last updated: August 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 (cloud, cloud, cloud computing, hyperscaler). 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.