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
QuarterCalls mentioning Cloud Computing
2024Q3591
2024Q4598
2025Q1592
2025Q2479
2025Q3541
2025Q4614
2026Q1606
2026Q2636
2026Q335

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…
Wipro Limited (507685), July 16, 2026. Read the full transcript →
…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…
Tech Mahindra Limited (TECHM), July 16, 2026. Read the full transcript →
…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…
Proact IT Group AB (publ) (PACT), July 16, 2026. Read the full transcript →
…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…
Pricer AB (publ) (PRICB), July 16, 2026. Read the full transcript →

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.