Which companies discussed Data Centers in Communication Services in earnings calls?

310 companies mentioned data centers across 755 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were TELUS Corporation (14 calls), Cogent Communications Holdings, Inc. (12 calls), Lumen Technologies, Inc. (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
QuarterCalls mentioning Data Centers
2024Q4127
2025Q1181
2025Q2134
2025Q3179
2025Q4175
2026Q1175
2026Q2211
2026Q3192
2026Q427

Companies ranked by mentions

Company Ticker Sector Calls Last mention
TELUS Corporation T Communication Services 14 Oct 21, 2026
Cogent Communications Holdings, Inc. CCOI Communication Services 12 Sep 10, 2026
Lumen Technologies, Inc. LUMN Communication Services 10 Sep 10, 2026
BCE Inc. BCE Communication Services 10 Aug 6, 2026
Alphabet Inc. GOOGL Communication Services 9 Oct 28, 2026
Match Group, Inc. MTCH Communication Services 9 Sep 9, 2026
Telenor ASA TEL Communication Services 8 Oct 28, 2026
Shenandoah Telecommunications Company SHEN Communication Services 8 Oct 28, 2026
Ooredoo Q.P.S.C. ORDS Communication Services 8 Aug 26, 2026
NTT, Inc. 9432 Communication Services 8 Aug 6, 2026
Charter Communications, Inc. CHTR Communication Services 7 Sep 10, 2026
KDDI Corporation 9433 Communication Services 7 Aug 7, 2026
SoftBank Group Corp. 9984 Communication Services 7 Aug 6, 2026
Deutsche Telekom AG DTE Communication Services 7 Aug 6, 2026
Verizon Communications Inc. VZ Communication Services 6 Oct 26, 2026
Comcast Corporation CMCSA Communication Services 6 Oct 22, 2026
Meta Platforms, Inc. META Communication Services 6 Oct 21, 2026
SoftBank Corp. 9434 Communication Services 6 Aug 4, 2026
Liberty Global Ltd. LBTYA Communication Services 6 Jul 24, 2026
Nazara Technologies Limited NAZARA Communication Services 5 Oct 27, 2026
REA Group Limited REA Communication Services 5 Oct 22, 2026
Vodafone Group Public Limited Company VOD Communication Services 5 Oct 8, 2026
Magnite, Inc. MGNI Communication Services 5 Sep 9, 2026
Bezeq The Israel Telecommunication Corp. Ltd BEZQ Communication Services 5 Sep 8, 2026
Advanced Info Service Public Company Limited ADVANC Communication Services 5 Aug 11, 2026
Roku, Inc. ROKU Communication Services 5 Jun 15, 2026
Sify Technologies Limited SIFY Communication Services 4 Oct 28, 2026
Rogers Communications Inc. RCIB Communication Services 4 Oct 23, 2026
Axtel, S.A.B. de C.V. AXTELCPO Communication Services 4 Oct 22, 2026
Hemnet Group AB (publ) HEM Communication Services 4 Oct 22, 2026
Elisa Oyj ELISA Communication Services 4 Oct 21, 2026
HFCL Limited HFCL Communication Services 4 Oct 19, 2026
Tata Communications Limited TATACOMM Communication Services 4 Oct 15, 2026
T-Mobile US, Inc. TMUS Communication Services 4 Sep 9, 2026
Sirius XM Holdings Inc. SIRI Communication Services 4 Sep 9, 2026
Uniti Group Inc. UNIT Communication Services 4 Sep 8, 2026
So-Young International Inc. SY Communication Services 4 Aug 31, 2026
MTN Group Limited MTN Communication Services 4 Aug 24, 2026
Autohome Inc. ATHM Communication Services 4 Aug 20, 2026
Oman Telecommunications Company SAOG OTEL Communication Services 4 Aug 20, 2026
Elauwit Connection, Inc. ELWT Communication Services 4 Aug 18, 2026
Taiwan Mobile Co., Ltd. 3045 Communication Services 4 Aug 14, 2026
Dentsu Group Inc. 4324 Communication Services 4 Aug 14, 2026
Turkcell Iletisim Hizmetleri A.S. TCELL Communication Services 4 Aug 13, 2026
Globe Telecom, Inc. GLO Communication Services 4 Aug 10, 2026
Ziff Davis, Inc. ZD Communication Services 4 Aug 7, 2026
Liberty Latin America Ltd. LILA Communication Services 4 Aug 6, 2026
Optimum Communications, Inc. OPTU Communication Services 4 Aug 6, 2026
Tripadvisor, Inc. TRIP Communication Services 4 Aug 6, 2026
Kakao Corp. A035720 Communication Services 4 Aug 6, 2026

Representative quotes

…infrastructure in Q3 was related to servers in networking equipment, which generally have useful lives of 6 years. The remaining 35% was for data centers, which have useful lives of 7 to 40 years. we had negative free cash flow of $9.1 billion in the third quarter, driven…
— Alphabet Inc. (GOOGL), October 28, 2026. Read the full transcript →
…global technology and innovation hub. At Sify, we continue to align our investments with these long-term trends. Our integrated portfolio of data centers, network and digital services enables us to support customers as they modernize their technology environment and prepare for an AI-enabled future. India…
— Sify Technologies Limited (SIFY), October 28, 2026. Read the full transcript →
…have a couple of questions. First on the -- any update on your footprint, I think you previously said you have around 20 data centers across the footprint. And last quarter, you announced a master service agreement with a hyperscaler. Any updates there on AI data center customers across…
— Shenandoah Telecommunications Company (SHEN), October 28, 2026. Read the full transcript →
…there any other initiatives that may be not obvious to us that KPN can explore to create value, whether it's data centers, satellite collaboration, fiber bolt-on acquisitions, just to sort of name a few examples, but great to get your thoughts. Joost Farwerck (Executives…
— Koninklijke KPN N.V. (KPN), October 28, 2026. Read the full transcript →

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 Communication Services in the past year?

TELUS Corporation (T) led with 14 calls referencing data centers, most recently on October 21, 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 →

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.