Which companies discussed Cloud Computing in Materials in earnings calls?
57 companies mentioned cloud computing across 67 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Steel Dynamics, Inc. (3 calls), Royal Gold, Inc. (2 calls), K92 Mining Inc. (2 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 | 17 |
| 2025Q1 | 25 |
| 2025Q2 | 13 |
| 2025Q3 | 14 |
| 2025Q4 | 17 |
| 2026Q1 | 20 |
| 2026Q2 | 21 |
| 2026Q3 | 10 |
Companies ranked by mentions
Representative quotes
…nonetheless, this is a huge advantage to allow us to land planes more effectively, more safely. Also when there's low ceiling clouds. This gives us the ability to do that. And you could see some of the images on the bottom that show the camera that takes…
…market to catch up. I think whenever you do M&A, you end up with this -- there's a bit of a cloud, people want to see how things settle. You want to see how the business actually performs for a period of time before they come back…
…allocation will become no more granular. So we're not looking at certainly we have 4 business units and our business unit enter cloud to grow and they were fighting for resources and timing for CapEx. They don't get that in that sense anymore. That…
…they fit in that sweet spot of what you're talking about. And then since the '90s, I think, over 10 million homes, cloud and vinyl. So that's why we see this as a tremendous opportunity. We saw it years ago. think that we finally are bringing…
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 Materials in the past year?
Steel Dynamics, Inc. (STLD) led with 3 calls referencing cloud computing, most recently on April 21, 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.