Which companies discussed Cloud Computing in Information Technology in earnings calls?
821 companies mentioned cloud computing across 2,418 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (20 calls), Pegasystems Inc. (18 calls), Arista Networks, Inc. (18 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 | 591 |
| 2024Q4 | 598 |
| 2025Q1 | 592 |
| 2025Q2 | 479 |
| 2025Q3 | 541 |
| 2025Q4 | 614 |
| 2026Q1 | 606 |
| 2026Q2 | 636 |
| 2026Q3 | 35 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 20 | Jun 9, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 18 | Jun 8, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 18 | Jun 3, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 17 | Jun 4, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 16 | Jun 11, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 15 | Jun 3, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 15 | Jun 3, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 14 | Jun 11, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 14 | Jun 3, 2026 |
| Western Digital Corporation | WDC | Information Technology | 14 | Jun 3, 2026 |
| Okta, Inc. | OKTA | Information Technology | 13 | Jul 13, 2026 |
| SAP SE | SAP | Information Technology | 13 | Jun 10, 2026 |
| Elastic N.V. | ESTC | Information Technology | 13 | Jun 10, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 13 | Jun 4, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Jun 2, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 12 | Jun 2, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Jun 10, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Jun 10, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 11 | Jun 9, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 11 | Jun 9, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Jun 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 11 | Jun 4, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 11 | Jun 3, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 11 | Jun 3, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Jul 6, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Jun 24, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 10 | Jun 9, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Jun 3, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 10 | Jun 3, 2026 |
| Flex Ltd. | FLEX | Information Technology | 10 | Jun 2, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 10 | Jun 2, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 10 | Jun 2, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 10 | May 19, 2026 |
| Infosys Limited | INFY | Information Technology | 9 | Jun 23, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 9 | Jun 16, 2026 |
| JFrog Ltd. | FROG | Information Technology | 9 | Jun 4, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 9 | Jun 2, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 9 | Jun 2, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | May 28, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 9 | May 21, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | May 7, 2026 |
| Information Services Group, Inc. | III | Information Technology | 8 | Jul 9, 2026 |
| SentinelOne, Inc. | S | Information Technology | 8 | Jul 8, 2026 |
| Rubrik, Inc. | RBRK | Information Technology | 8 | Jun 10, 2026 |
| Bentley Systems, Incorporated | BSY | Information Technology | 8 | Jun 10, 2026 |
| Cellebrite DI Ltd. | CLBT | Information Technology | 8 | Jun 10, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 8 | Jun 10, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 8 | Jun 3, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 8 | Jun 3, 2026 |
| nCino, Inc. | NCNO | Information Technology | 8 | Jun 3, 2026 |
Representative quotes
…uncertainty continues to shape vision making. Technology investment has not slowed. They have become more focused. Clients continue to invest in AI, data, cloud, modernization, cybersecurity and productivity-led transformation. Spending today is measured with more regal and longer decision cycles. The AI disruption is expanding the market…
…areas for Tech Mahindra. It also strengthens our position in a structurally high-growth segment. Payments modernization, particularly real-time payment rails and cloud-native transformation is expected to grow faster than traditional IT services, Avant Techno Solutions adds capabilities and talent, capabilities and client relevance in areas…
…beginning, everything we sell, we can also provide that as a service to our customer. And this is what we call our managed cloud service. This is a key area for us because this is recurring revenue. We are focusing a lot around this one because…
…have the positive contribution from Plaza, where also we've made -- we made changes to the software. So actually -- so we have less cloud cost with the new software. But then also, we have the nonrecurring services where we have a lot of installation services that's also…
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 Information Technology in the past year?
Salesforce, Inc. (CRM) led with 20 calls referencing cloud computing, most recently on June 9, 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.