Which companies discussed Cloud Computing in Industrials in earnings calls?
350 companies mentioned cloud computing across 653 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), Verisk Analytics, Inc. (10 calls), Axon Enterprise, Inc. (9 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 | 36 |
| 2024Q4 | 139 |
| 2025Q1 | 170 |
| 2025Q2 | 119 |
| 2025Q3 | 144 |
| 2025Q4 | 151 |
| 2026Q1 | 153 |
| 2026Q2 | 188 |
| 2026Q3 | 122 |
Companies ranked by mentions
Representative quotes
…building solutions that evolve with our clients' needs and follow that value stream with them. We look at our suite of proprietary cloud-based AI-enabled digital solutions. They really allow our clients to easily visualize and interrogate spatial data for their most important assets…
Technology infrastructure investments in the U.S. is currently dominated by capital spending on data centers to support the growth of generative AI, cloud computing and digital lifestyle. This is currently the largest growth driver for our communications our infrastructure solutions and our commercial and industrial segments. Continued…
…replacement. It's using technology as a positive beneficiary, I suppose, of the world we live in, and particularly around AI and the cloud. So that's sort of how I would characterize it. In terms of the opportunity, if you look purely at the intrusion space…
…premise environment and multiple legacy systems inherited through acquisitions to a position where 85% of our compute infrastructure now operates in the cloud, up from 45% at the end of 2025, moving us steadily towards our target of 100% cloud-based infrastructure by 2028. At the same time…
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 Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 10 calls referencing cloud computing, most recently on August 4, 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: 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.