Which companies discussed Cloud Computing in Information Technology in earnings calls?
701 companies mentioned cloud computing across 2,458 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (21 calls), Tyler Technologies, Inc. (18 calls), NVIDIA Corporation (17 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 | 594 |
| 2025Q1 | 605 |
| 2025Q2 | 482 |
| 2025Q3 | 541 |
| 2025Q4 | 615 |
| 2026Q1 | 606 |
| 2026Q2 | 636 |
| 2026Q3 | 604 |
| 2026Q4 | 24 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 21 | Sep 16, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 18 | Sep 15, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 17 | Sep 10, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 17 | Sep 10, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 16 | Sep 8, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 16 | Aug 18, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 15 | Sep 29, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 15 | Sep 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 14 | Sep 30, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 14 | Sep 11, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 13 | Oct 6, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Sep 10, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 13 | Sep 8, 2026 |
| SAP SE | SAP | Information Technology | 13 | Sep 8, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 12 | Sep 30, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 12 | Sep 15, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 12 | Sep 9, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 12 | Sep 9, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 12 | Sep 8, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 12 | Sep 8, 2026 |
| Okta, Inc. | OKTA | Information Technology | 11 | Sep 23, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 11 | Sep 22, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 11 | Sep 10, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 11 | Sep 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 11 | Sep 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 11 | Sep 8, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 2026 |
| Elastic N.V. | ESTC | Information Technology | 10 | Sep 22, 2026 |
| UiPath, Inc. | PATH | Information Technology | 10 | Sep 22, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 10 | Sep 16, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 10 | Sep 9, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Sep 9, 2026 |
| Amdocs Limited | DOX | Information Technology | 10 | Sep 9, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Sep 8, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Sep 8, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 10 | Sep 8, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 10 | Aug 4, 2026 |
| Infosys Limited | INFY | Information Technology | 10 | Jul 23, 2026 |
| Cognex Corporation | CGNX | Information Technology | 9 | Sep 16, 2026 |
| Cellebrite DI Ltd. | CLBT | Information Technology | 9 | Sep 14, 2026 |
| CrowdStrike Holdings, Inc. | CRWD | Information Technology | 9 | Sep 10, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 9 | Sep 9, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 9 | Sep 9, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Sep 9, 2026 |
| International Business Machines Corporation | IBM | Information Technology | 9 | Sep 9, 2026 |
| Twilio Inc. | TWLO | Information Technology | 9 | Sep 8, 2026 |
| JFrog Ltd. | FROG | Information Technology | 9 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 9 | Aug 5, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 9 | Jul 29, 2026 |
| Tecsys Inc. | TCS | Information Technology | 8 | Oct 8, 2026 |
Representative quotes
…which means our new products go to market through relationships we already have. Mira gives our call handling customers a path to the cloud. Coral gives every agency on our networks a reason to use more of what the network can do, and the market is moving toward…
…right-hand side of this slide and explosion of applications requiring much more semiconductor content. Autonomous vehicles, intelligent factories, cloud infrastructure, next-generation communications networks, smart consumer devices, intelligent drones and robotics, all require specialized semiconductor solutions. We believe this strongly favors the differentiated technology portfolio…
…hugely successful on using address extensibility. We have continued to innovate on the core that are -- because we have more than 2,000 cloud customers. And so the core innovation has been growing just as fast as these other things. And lastly, on the operational side, we announced…
…globally in Europe, we are even much earlier in the cloud journey, for example, many clients are not talking about global clients, but national champions are still discussing how to approach the jury to cloud. And cloud is a big enabler of AI. So what I'm saying…
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 21 calls referencing cloud computing, most recently on September 16, 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.