Which companies discussed Data Centers in earnings calls?
6,147 companies mentioned data centers across 12,850 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (18 calls), Salesforce, Inc. (17 calls), Microchip Technology Incorporated (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 |
|---|---|
| 2025Q3 | 2,522 |
| 2025Q4 | 2,885 |
| 2026Q1 | 3,895 |
| 2026Q2 | 3,548 |
Companies ranked by mentions
Representative quotes
…majority of our revenue and accounting for 41.1% of our consolidated net revenue in the second quarter 2026, and it remains the strategic center piece of our long-term growth ambitions. The specific addressable markets that we operate in are the imaging sonar market and diving markets where…
…capacity to activate their T cell responses while receiving aza plus bex. Juho Jalkanen (Executives): Next slide. Thank you, Mika. Very nice biomarker data, really, I would say, capturing and highlighting the effect of the bex has on the immune system and activating the immune system and activating…
…defensible moat. As customers integrate more deeply into Unity, ingesting data from ERP, HR, safety, maintenance and IoT systems, the stickiness compounds. Our data highway helps us to become mission-critical embedded in our customers' workflows and making it increasingly difficult for us to be displaced. And finally…
…leader in next-generation public safety technologies and services. Alerium's growing portfolio of software, cloud native, data-driven and AI enabled capabilities put it at the center of next-generation 911 handling, location-based services and data management. Upon closing, our transition to Alerium will mark…
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 (277)
- Health Care (113)
- Industrials (88)
- Financials (45)
- Real Estate (22)
- Communication Services (21)
Related technology themes
Last updated: June 15, 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.