Which companies discussed Cloud Computing in Communication Services in earnings calls?
285 companies mentioned cloud computing across 520 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were Lumen Technologies, Inc. (13 calls), BCE Inc. (8 calls), Alphabet Inc. (7 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 Cloud Computing |
|---|---|
| 2024Q3 | 125 |
| 2024Q4 | 114 |
| 2025Q1 | 122 |
| 2025Q2 | 94 |
| 2025Q3 | 122 |
| 2025Q4 | 133 |
| 2026Q1 | 124 |
| 2026Q2 | 138 |
| 2026Q3 | 7 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Lumen Technologies, Inc. | LUMN | Communication Services | 13 | May 27, 2026 |
| BCE Inc. | BCE | Communication Services | 8 | May 18, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 7 | Jun 3, 2026 |
| TELUS Corporation | T | Communication Services | 7 | May 19, 2026 |
| Vodafone Group Public Limited Company | VOD | Communication Services | 6 | May 12, 2026 |
| Bandwidth Inc. | BAND | Communication Services | 6 | Apr 30, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 6 | Apr 29, 2026 |
| Sify Technologies Limited | SIFY | Communication Services | 5 | Jul 15, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 5 | May 13, 2026 |
| ZoomInfo Technologies Inc. | GTM | Communication Services | 5 | May 11, 2026 |
| Roblox Corporation | RBLX | Communication Services | 5 | Apr 30, 2026 |
| Telenor ASA | TEL | Communication Services | 4 | Jul 16, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 4 | Jun 24, 2026 |
| Zedge, Inc. | ZDGE | Communication Services | 4 | Jun 11, 2026 |
| Azerion Group N.V. | AZRN | Communication Services | 4 | May 28, 2026 |
| Oman Telecommunications Company SAOG | OTEL | Communication Services | 4 | May 20, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 4 | May 18, 2026 |
| Rumble Inc. | RUM | Communication Services | 4 | May 14, 2026 |
| VEON Ltd. | VEON | Communication Services | 4 | May 13, 2026 |
| Intelligent Protection Management Corp. | IPM | Communication Services | 4 | May 12, 2026 |
| SoftBank Corp. | 9434 | Communication Services | 4 | May 11, 2026 |
| Magnite, Inc. | MGNI | Communication Services | 4 | May 6, 2026 |
| Bumble Inc. | BMBL | Communication Services | 4 | May 5, 2026 |
| Ziff Davis, Inc. | ZD | Communication Services | 4 | Feb 24, 2026 |
| Tele2 AB (publ) | TEL2B | Communication Services | 3 | Jul 16, 2026 |
| Grameenphone Ltd. | GP | Communication Services | 3 | Jul 15, 2026 |
| Amagi Media Labs Limited | AMAGI | Communication Services | 3 | Jul 7, 2026 |
| John Wiley & Sons, Inc. | WLY | Communication Services | 3 | Jun 16, 2026 |
| Telkom SA SOC Ltd | TKG | Communication Services | 3 | Jun 2, 2026 |
| Orange S.A. | ORA | Communication Services | 3 | May 19, 2026 |
| Bezeq The Israel Telecommunication Corp. Ltd | BEZQ | Communication Services | 3 | May 13, 2026 |
| uCloudlink Group Inc. | UCL | Communication Services | 3 | May 13, 2026 |
| NHN Corporation | A181710 | Communication Services | 3 | May 12, 2026 |
| Millicom International Cellular S.A. | TIGO | Communication Services | 3 | May 12, 2026 |
| PubMatic, Inc. | PUBM | Communication Services | 3 | May 7, 2026 |
| Entravision Communications Corporation | EVC | Communication Services | 3 | May 5, 2026 |
| Pinterest, Inc. | PINS | Communication Services | 3 | May 4, 2026 |
| Cinemark Holdings, Inc. | CNK | Communication Services | 3 | May 1, 2026 |
| Stagwell Inc. | STGW | Communication Services | 3 | Apr 30, 2026 |
| Koninklijke KPN N.V. | KPN | Communication Services | 3 | Apr 29, 2026 |
| PT Indosat Ooredoo Hutchison Tbk | ISAT | Communication Services | 3 | Apr 29, 2026 |
| Vivendi SE | VIV | Communication Services | 3 | Apr 21, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 3 | Mar 24, 2026 |
| Grupo Clarín S.A. | GCLA | Communication Services | 3 | Mar 11, 2026 |
| NAVER Corporation | A035420 | Communication Services | 3 | Feb 6, 2026 |
| NTT, Inc. | NTT.WA | Communication Services | 3 | Feb 5, 2026 |
| Snap Inc. | SNAP | Communication Services | 3 | Feb 4, 2026 |
| Chunghwa Telecom Co., Ltd. | CHT | Communication Services | 3 | Feb 3, 2026 |
| Vodafone Idea Limited | IDEA.NS | Communication Services | 3 | Jan 28, 2026 |
| Deutsche Telekom AG | DTEGY | Communication Services | 3 | Nov 13, 2025 |
Representative quotes
…also continue to expand the variety of our entertainment offering. You see us launch new types of content like live like video podcasts, cloud TV games, those are all doing things -- different things in our portfolio to support different needs from our members. And then on quantity, view…
…product complexity and digitizing remaining manual interfaces. And we are now carrying out the heavy lifting on IT migration, legacy platform exit, cloud transformation and robust litigation. And as you may understand, this temporarily increases our cost because part of the old and new platforms run in parallel…
…continued to generate healthy equity free cash flow of SEK 1.5 billion. We also announced a partnership with Scaleway, Europe's leading public cloud provider to launch sovereign and scalable cloud and AI offering in Sweden. The offering combined Scaleway's public cloud capabilities with Tele2's private…
…portfolios. We continue to invest in capacity expansion, network modernization and technology platforms that position us to address emerging demand from AI, cloud, and data-intensive workloads. At the same time, we remain vigilant in managing costs, optimizing cash flow and enhancing operational efficiency across the organization. While…
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 Communication Services in the past year?
Lumen Technologies, Inc. (LUMN) led with 13 calls referencing cloud computing, most recently on May 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 →
Related technology themes
Last updated: July 16, 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.