Which companies discussed Cloud Computing in Real Estate in earnings calls?
67 companies mentioned cloud computing across 139 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were American Tower Corporation (11 calls), Equinix, Inc. (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 | 15 |
| 2024Q4 | 20 |
| 2025Q1 | 30 |
| 2025Q2 | 20 |
| 2025Q3 | 35 |
| 2025Q4 | 24 |
| 2026Q1 | 44 |
| 2026Q2 | 30 |
| 2026Q3 | 29 |
Companies ranked by mentions
Representative quotes
…with those that can actually deliver. That is where we believe Centuria and ResetData are well positioned. ResetData is 1 of 3 NVIDIA cloud partners in Australia. This is an important position that reflects the capability the team has built and the progress already being made…
…many counterparties that's with or maybe like a bit of a broad mix of customers, like 2/3 hyperscalers, 1/3 Neo cloud? Presumably there's no enterprise within that. But if you can give any color to that, that would be great. That's question one. And then…
…have at the moment under an MOU. This is the slide made by AI as it should be. When Europe needs more cloud, we keep it grounded. It's cold. It's a very heartly invitation to our Capital Markets Day. I will be there, and I will…
…customer commitments are progressing alongside the construction program. We continue to build into strong demand in supply-constrained low-latency metro markets, supporting cloud and AI inference deployments. Our data center work in progress has a completion value of over $15 billion and contains almost 500 megawatts…
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?
American Tower Corporation (AMT) led with 11 calls referencing cloud computing, most recently on August 11, 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: August 31, 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.