Which companies discussed Data Centers in Financials in earnings calls?
780 companies mentioned data centers across 1,802 earnings calls in Financials over the past year, spanning 1 sectors. The most active were S&P Global Inc. (17 calls), Ares Management Corporation (12 calls), Nasdaq, Inc. (11 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 | 198 |
| 2025Q1 | 376 |
| 2025Q2 | 258 |
| 2025Q3 | 330 |
| 2025Q4 | 360 |
| 2026Q1 | 482 |
| 2026Q2 | 437 |
| 2026Q3 | 454 |
| 2026Q4 | 142 |
Companies ranked by mentions
Representative quotes
…opportunity to ask questions. If you're attending in-person and wish to ask a question, please approach the microphone in the center of the room there when the relevant item of business is introduced. The Notice of Meeting and accompanying explanatory notes have been circulated to shareholders…
…community, in Pennsylvania and Ohio, which is a little different texture. But quite frankly, there's a lot happening here with energy data centers in our backyard that could really propel us even if we were to get into a ticket you might not have a recession…
…attract people and businesses with its business-friendly state government and lack of state income tax. Major construction projects across Texas include new data centers, factories producing various products from chips to new drugs and SpaceX and Tesla projects. Both states remain attractive places to live…
…macro question, given you guys have a bird's eye view into a lot of markets. In terms of kind of data center-related premiums, a couple of industry executives have talked about kind of $10 billion net new insurance premiums in the marketplace this year and likely…
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 Financials in the past year?
S&P Global Inc. (SPGI) led with 17 calls referencing data centers, most recently on October 27, 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.