Which companies discussed Data Centers in earnings calls?
5,702 companies mentioned data centers across 15,272 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Salesforce, Inc. (18 calls), Advanced Micro Devices, Inc. (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 Data Centers |
|---|---|
| 2024Q3 | 220 |
| 2024Q4 | 3,119 |
| 2025Q1 | 3,507 |
| 2025Q2 | 2,550 |
| 2025Q3 | 3,134 |
| 2025Q4 | 3,540 |
| 2026Q1 | 4,104 |
| 2026Q2 | 3,911 |
| 2026Q3 | 3,451 |
Companies ranked by mentions
Representative quotes
…about 9,000 people. They're 650 with 8,000 people, but what they've done is they've created these global capability centers, so in Pune and Philippines, Monterrey. And us being able to leverage those, I think, is a real huge opportunity when we go through…
…gave into the fourth quarter, some sequential growth, given how strong demand is, and we've been hearing all week around the data center market, particularly being quite robust, and you guys have been , is there a reason that order should grow more than normal sequential seasonality…
…solutions. So it's -- again, we always say we eat our own dog food, right? Everything we build is deployed in our data centers first. And it's going very well in terms of driving our time to market with our engineering teams. James Schneider (Analysts): And then…
…that, what we're seeing with customers is -- in a number of cases, they're using this economic shift in the contact center, not to remove dollars, but to start reaching Tier 2, Tier 3 customers that they could have never afforded to engage with before. So interactions…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 20 calls referencing data centers, most recently on September 3, 2026.
How can I track data centers 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 →
Data Centers by sector
- Information Technology (337)
- Health Care (123)
- Industrials (103)
- Communication Services (36)
- Utilities (22)
- Financials (15)
Related technology themes
Last updated: September 14, 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 (data center, data center, data centre, data centers, data centres). 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.