Which companies discussed Cloud Computing in Communication Services in earnings calls?
226 companies mentioned cloud computing across 515 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were Lumen Technologies, Inc. (12 calls), TELUS Corporation (8 calls), BCE 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 Cloud Computing |
|---|---|
| 2024Q3 | 6 |
| 2024Q4 | 114 |
| 2025Q1 | 122 |
| 2025Q2 | 94 |
| 2025Q3 | 122 |
| 2025Q4 | 133 |
| 2026Q1 | 124 |
| 2026Q2 | 138 |
| 2026Q3 | 119 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Lumen Technologies, Inc. | LUMN | Communication Services | 12 | Sep 10, 2026 |
| TELUS Corporation | T | Communication Services | 8 | Sep 10, 2026 |
| BCE Inc. | BCE | Communication Services | 8 | Aug 6, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 7 | Sep 8, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 7 | Aug 6, 2026 |
| Magnite, Inc. | MGNI | Communication Services | 6 | Sep 9, 2026 |
| KDDI Corporation | 9433 | Communication Services | 6 | Aug 7, 2026 |
| SoftBank Corp. | 9434 | Communication Services | 6 | Aug 4, 2026 |
| Bandwidth Inc. | BAND | Communication Services | 6 | Jul 29, 2026 |
| Koninklijke KPN N.V. | KPN | Communication Services | 6 | Jul 22, 2026 |
| Bezeq The Israel Telecommunication Corp. Ltd | BEZQ | Communication Services | 5 | Sep 8, 2026 |
| Telenor ASA | TEL | Communication Services | 5 | Aug 13, 2026 |
| Advanced Info Service Public Company Limited | ADVANC | Communication Services | 5 | Aug 11, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 5 | Aug 6, 2026 |
| Telecom Italia S.p.A. | TIT | Communication Services | 5 | Jul 30, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 5 | Jul 29, 2026 |
| Vodafone Group Public Limited Company | VOD | Communication Services | 5 | May 12, 2026 |
| T-Mobile US, Inc. | TMUS | Communication Services | 4 | Sep 10, 2026 |
| Pentanet Limited | 5GG | Communication Services | 4 | Sep 4, 2026 |
| Oman Telecommunications Company SAOG | OTEL | Communication Services | 4 | Aug 20, 2026 |
| NetEase, Inc. | 9999 | Communication Services | 4 | Aug 20, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 4 | Aug 18, 2026 |
| Amagi Media Labs Limited | AMAGI | Communication Services | 4 | Aug 14, 2026 |
| Turkcell Iletisim Hizmetleri A.S. | TCELL | Communication Services | 4 | Aug 13, 2026 |
| Tencent Holdings Limited | 700 | Communication Services | 4 | Aug 12, 2026 |
| Alma Media Oyj | ALMA | Communication Services | 4 | Aug 12, 2026 |
| Vodafone Idea Limited | IDEA | Communication Services | 4 | Aug 11, 2026 |
| RUM Group Inc. | RUM | Communication Services | 4 | Aug 10, 2026 |
| Swisscom AG | SCMN | Communication Services | 4 | Aug 6, 2026 |
| Far EasTone Telecommunications Co., Ltd. | 4904 | Communication Services | 4 | Aug 6, 2026 |
| Bumble Inc. | BMBL | Communication Services | 4 | Aug 5, 2026 |
| Bharti Airtel Limited | 532454 | Communication Services | 4 | Aug 5, 2026 |
| Chunghwa Telecom Co., Ltd. | 2412 | Communication Services | 4 | Aug 5, 2026 |
| Pinterest, Inc. | PINS | Communication Services | 4 | Aug 4, 2026 |
| Telkom SA SOC Ltd | TKG | Communication Services | 4 | Aug 3, 2026 |
| Ooredoo Q.P.S.C. | ORDS | Communication Services | 4 | Aug 3, 2026 |
| Proximus PLC | PROX | Communication Services | 4 | Jul 31, 2026 |
| Rai Way S.p.A. | RWAY | Communication Services | 4 | Jul 30, 2026 |
| Roblox Corporation | RBLX | Communication Services | 4 | Jul 30, 2026 |
| Telefónica, S.A. | TEF | Communication Services | 4 | Jul 29, 2026 |
| Telefônica Brasil S.A. | VIVT3 | Communication Services | 4 | Jul 28, 2026 |
| Orange S.A. | ORA | Communication Services | 4 | Jul 28, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 4 | Jul 24, 2026 |
| Tata Communications Limited | TATACOMM | Communication Services | 4 | Jul 22, 2026 |
| Tele2 AB (publ) | TEL2B | Communication Services | 4 | Jul 16, 2026 |
| Sify Technologies Limited | SIFY | Communication Services | 4 | Jul 15, 2026 |
| Zedge, Inc. | ZDGE | Communication Services | 4 | Jun 11, 2026 |
| NTT, Inc. | 9432 | Communication Services | 4 | May 8, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 3 | Sep 10, 2026 |
| Sinclair, Inc. | SBGI | Communication Services | 3 | Sep 10, 2026 |
Representative quotes
…also a large corp accelerate their digital transformation journeys. And this includes the public sector. We continue to support customers through connectivity, cloud, cybersecurity and managed services and digital services. And we started this business during the period. We can talk about it in a minute. That…
…that side. But as we go forward, Alkira, combined with what Lumen's footprint is today and our ability to provide direct cloud access, when you combine that direct cloud access and our NaaS capabilities to get you from premise to the cloud, we now have what…
…which point the device becomes too expensive, right, and runs at the battery problems? Do I let all my AI stay on the cloud, at which point you have a latency problem. You have kind of robots running into each other in factories -- because the signal justice…
…across those silo boundaries? And we are obviously working on that. And as Chris likes to say, when we think about cloud, that we have paid our tuition there, we have moved a significant amount of operations to the cloud. which obviously increases the operating expenditures, but release…
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 12 calls referencing cloud computing, most recently on September 10, 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: September 22, 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.