Which companies discussed Cloud Computing in Real Estate in earnings calls?
68 companies mentioned cloud computing across 144 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (11 calls), American Tower Corporation (11 calls), Iron Mountain Incorporated (10 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 | 21 |
| 2025Q1 | 31 |
| 2025Q2 | 20 |
| 2025Q3 | 35 |
| 2025Q4 | 24 |
| 2026Q1 | 44 |
| 2026Q2 | 30 |
| 2026Q3 | 44 |
| 2026Q4 | 2 |
Companies ranked by mentions
Representative quotes
…account for around 40% of turnover. At the same time, we are now also seeing positive development in more cyclical categories such as clouds, shoes, and home furnishings. During July and August, visitor numbers increased by 3.3% compared with the corresponding period in the previous year. Year…
…sales cycle, and then our pricing of passing income rather than an equivalent yield as they have historically done, and clouding diligence is taking 2 to 3 months to complete. We remain pragmatic with disciplined when selling assets. We're not sellers at any price, and we will…
…customers being present on our platform. So very strong. Jonathan Atkin (Analysts): And maybe just dive into kind of the comp drivers, cloud connectivity, AI training, AI inference, traditional enterprise any kind of quick bullet points on where you're seeing particular strength or expect growth going forward…
…played in the large language model campuses. So our capacity -- historically, it continues to be focused on what I would call cloud build-out and now inference, right, where they're actually going to run the models. And we still see that the top hyperscalers…
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 Real Estate in the past year?
Equinix, Inc. (EQIX) led with 11 calls referencing cloud computing, most recently on September 29, 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.