Which companies discussed Cloud Computing in Industrials in earnings calls?
352 companies mentioned cloud computing across 659 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Verisk Analytics, Inc. (12 calls), Axon Enterprise, Inc. (10 calls), Equifax 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 |
|---|---|
| 2024Q4 | 135 |
| 2025Q1 | 173 |
| 2025Q2 | 119 |
| 2025Q3 | 144 |
| 2025Q4 | 151 |
| 2026Q1 | 153 |
| 2026Q2 | 188 |
| 2026Q3 | 170 |
| 2026Q4 | 4 |
Companies ranked by mentions
Representative quotes
…course, AI and programming self-programming software has been topic. Ed Bastian (Executives): Dan, this is Ed. We moved to the cloud a few years ago. And so that is been a very significant source of savings in terms of efficiency, productivity on our software development and technology…
…capability that will dramatically increase its operational utility and underlying economics. We intend to pursue IFR capabilities, so the ability to fly in cloud, something nearly all helicopters strictly avoid and a capability that will challenge modern eVTOL aircraft. We also intend to pursue a certification for flight…
…cycle. The efficiency program will underpin the cost trajectory and the operating leverage with a new operating model. So the base plan is cloud opportunity with timing or contribution cannot yet be assessed but could -- with the sufficient confidence but could deliver upsides. We mentioned tax collection…
…applications. At the components layer, Elbow LED is transforming LED drivers from traditional hardware components into configurable solutions through Elbow LED Studio, a cloud-based application that enables customers to configure, deploy, manage and update drivers efficiently. The newly released Accella 85-watt driver leverages elderly studio…
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?
Verisk Analytics, Inc. (VRSK) led with 12 calls referencing cloud computing, most recently on September 23, 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: October 15, 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.