Which companies discussed Cloud Computing in Real Estate in earnings calls?
70 companies mentioned cloud computing across 134 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (12 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 |
|---|---|
| 2024Q3 | 40 |
| 2024Q4 | 20 |
| 2025Q1 | 30 |
| 2025Q2 | 20 |
| 2025Q3 | 35 |
| 2025Q4 | 24 |
| 2026Q1 | 44 |
| 2026Q2 | 30 |
| 2026Q3 | 1 |
Companies ranked by mentions
Representative quotes
…messages I'd like to share with you. Demand in key availability zones is expected to be strong, driven primarily by cloud and inference AI uses. Land with proximity to availability zones with power and planning are key to meeting that demand. These are in scarce supply…
…players into this. The data center developers with the infrastructure, the sovereign wealth funds, those guys are very interested. Obviously, we have Neo clouds very interested as well. One of the most preeminent ones has reached out and the chip makers need us. And I actually think when…
…impact that we've had. Operating expenses have come down primarily due to some of the leasing that we've done in Saint-Cloud. Investment management fees obviously falling on the back of valuations falling. And I guess the other sort of point here is where…
…provides 25-plus year real estate platform and access to land, capital and power pipelines. ResetData brings specialist AI infrastructure capability and NVIDIA Cloud partner status. Together, this creates a vertically integrated AI infrastructure platform spanning land, power, capital and compute. This is a key differentiator versus traditional…
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 12 calls referencing cloud computing, most recently on June 3, 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.