Which companies discussed Data Centers in earnings calls?
6,676 companies mentioned data centers across 15,045 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (18 calls), Salesforce, Inc. (17 calls), S&P Global Inc. (16 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 | 2,449 |
| 2024Q4 | 3,119 |
| 2025Q1 | 3,507 |
| 2025Q2 | 2,550 |
| 2025Q3 | 3,134 |
| 2025Q4 | 3,539 |
| 2026Q1 | 4,104 |
| 2026Q2 | 3,911 |
| 2026Q3 | 938 |
Companies ranked by mentions
Representative quotes
…example, at the recently held Society for Obstetric Anesthesia and Perinatology meeting in Montreal, Dr. Jonathan Tucci of Vanderbilt University Medical Center presented data evaluating the use of ISB in the treatment of postpartum hemorrhage. In his analysis, Dr. Tucci noted that pre-thought ISB reduced the time…
…cause context of use. At ATC, CARDIAC's data were featured in more than 30 abstracts and nine oral presentations spanning kidney, heart, lung, and multi-organ transplantation, with findings generated from studies conducted across more than 110 transplant centers in the United States. One of the clearest…
…opportunity and Luna has been very active on it, is Luna already taking some of the calls or some of the data that would go to people. And some of those easy answers or some of those what-if questions are being answered with Luna as opposed…
…policy environment and how it is informing our commercial approach. The underlying drivers for utility-scale solar remain intact, including load growth, data center development, electrification, aging generation assets and the need for affordable, scalable new capacity. The policy landscape continues to evolve, particularly as it relates…
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?
Arista Networks, Inc. (ANET) led with 18 calls referencing data centers, most recently on June 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 (293)
- Industrials (123)
- Health Care (110)
- Financials (50)
- Real Estate (25)
- Communication Services (23)
Related technology themes
Last updated: July 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 (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.