Which companies discussed Cloud Computing in Industrials in earnings calls?
393 companies mentioned cloud computing across 652 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), Equifax Inc. (9 calls), Verisk Analytics, 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 | 128 |
| 2024Q4 | 139 |
| 2025Q1 | 170 |
| 2025Q2 | 119 |
| 2025Q3 | 144 |
| 2025Q4 | 151 |
| 2026Q1 | 153 |
| 2026Q2 | 188 |
| 2026Q3 | 18 |
Companies ranked by mentions
Representative quotes
…taken are driving improved performance. Experis, our technology resourcing and Services business delivered encouraging improvement driven by sustained demand for specialized capabilities in cloud migration, application development, data and AI. Our partnership approach and human plus agent offerings are addressing new market needs, all contributing to a pipeline…
…more is to come through the course of this year in terms of incremental product capability and also the extent to which the cloud migration work has helped your sort of speed to market that? Brian Cassin (Executives): Right. Okay. On the EMEA APAC question, really, that…
…within the data center orders, can you comment on customer and product mix or customer was the colo orders faster than neo-cloud or hyperscale or the other way around? And on product, is it that you're seeing a much higher growth in medium voltage say than…
…straightforward. Schneider Electric wants to position itself at the center of the next phase of industrial intelligence. Cognite provides the foundation. Its cloud-native platform combines a unified industrial data model with agentic AI capabilities. This enables customers to operationalize AI directly within plant operations. asset management…
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 June 11, 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.