Which companies discussed Cloud Computing in Financials in earnings calls?
449 companies mentioned cloud computing across 731 earnings calls in Financials over the past year, spanning 1 sectors. The most active were Jack Henry & Associates, Inc. (14 calls), Nasdaq, Inc. (14 calls), Visa Inc. (10 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 | 139 |
| 2024Q4 | 148 |
| 2025Q1 | 200 |
| 2025Q2 | 123 |
| 2025Q3 | 139 |
| 2025Q4 | 183 |
| 2026Q1 | 195 |
| 2026Q2 | 205 |
| 2026Q3 | 11 |
Companies ranked by mentions
Representative quotes
…across the franchise. Supporting this operating model is our technology simplification and modernization agenda. By reducing legacy applications, expanding the use of modern cloud platforms and further strengthening our enterprise data foundation, we are lowering unit costs, improving resiliency and reducing operational risk. At the same time…
…wealth and insurance platforms. is further fortified by our structural notes, our trusted brand, a massive capital base and an advanced modular cloud-native tech architecture with zero legacy . This enables smart cost engineering at scale across what we call the 4 Cs, cost of funds…
…comes in without all that history with all that relationship and the new guy will maybe say, oh, I want to have a cloud solution. Oh, I want to have -- oh yes, and I should have a microphone on my lips exactly. So these are kind of breaking…
…increase in compute capacity. -- applied to AI that would suggest a progression from roughly the last transformation, I think we'd agree was cloud, roughly $1 trillion of cloud compute, x10 is $10 trillion of AI compute. So if you think about the numbers I rolled out before…
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 Financials in the past year?
Jack Henry & Associates, Inc. (JKHY) led with 14 calls referencing cloud computing, most recently on June 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: 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.