Which companies discussed Data Centers in earnings calls?
5,755 companies mentioned data centers across 15,843 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (24 calls), ServiceNow, Inc. (18 calls), S&P Global 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 |
|---|---|
| 2024Q4 | 2,530 |
| 2025Q1 | 3,507 |
| 2025Q2 | 2,550 |
| 2025Q3 | 3,134 |
| 2025Q4 | 3,540 |
| 2026Q1 | 4,104 |
| 2026Q2 | 3,911 |
| 2026Q3 | 3,974 |
| 2026Q4 | 807 |
Companies ranked by mentions
Representative quotes
Look, this is a tough question for me to answer, Prateek, because I'm still like day 1, I don't have enough data points to tell you or a root cause analysis for saying what happened, what didn't happen. I can tell you about…
…trend of expanding the AI ecosystem next year, we expect investment for AI server infrastructure to accelerate as major hyperscalers increased their data center investment and AI frontier customers build out their own data centers. In this situation, we aim to continue preemptively optimizing our product mix across…
…higher. So therefore, the vast majority came from the contribution of IoT. And then there are 3 major factors here. Data center actual demand increased and also consumers and also the back-end supply improved. Therefore, we were able to have an increase in collection. And also…
…that we stay true to our core values and that the safety and well-being of our team members is always front and center in everything we do. To conclude, the Rowe family remains a passionate, loyal and stable shareholder and their DNA still runs through this organization…
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 24 calls referencing data centers, most recently on October 20, 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 (288)
- Industrials (145)
- Health Care (129)
- Financials (51)
- Communication Services (26)
- Real Estate (25)
Related technology themes
Last updated: October 29, 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.