Which companies discussed Data Centers in Information Technology in earnings calls?
966 companies mentioned data centers across 2,797 earnings calls in Information Technology over the past year, spanning 1 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 |
|---|---|
| 2024Q3 | 294 |
| 2024Q4 | 562 |
| 2025Q1 | 618 |
| 2025Q2 | 494 |
| 2025Q3 | 580 |
| 2025Q4 | 685 |
| 2026Q1 | 687 |
| 2026Q2 | 760 |
| 2026Q3 | 349 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 18 | Aug 4, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 17 | Jun 9, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 16 | Aug 6, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 15 | Aug 4, 2026 |
| Intel Corporation | INTC | Information Technology | 15 | Jul 23, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 15 | Jun 4, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 14 | Aug 5, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 14 | Jul 22, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 13 | Aug 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 13 | Aug 5, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Jul 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 13 | Jun 25, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 13 | Jun 11, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Jun 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 12 | Jul 29, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 12 | Jul 22, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 12 | Jun 4, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 11 | Jul 29, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 11 | Jul 28, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 11 | Jun 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 11 | Jun 4, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 11 | Jun 3, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 3, 2026 |
| Ralliant Corporation | RAL | Information Technology | 10 | Jul 30, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 10 | Jul 22, 2026 |
| Okta, Inc. | OKTA | Information Technology | 10 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 10 | Jun 4, 2026 |
| Cognex Corporation | CGNX | Information Technology | 9 | Aug 10, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Teradyne, Inc. | TER | Information Technology | 9 | Jul 29, 2026 |
| Skyworks Solutions, Inc. | SWKS | Information Technology | 9 | Jul 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Jul 27, 2026 |
| SAP SE | SAP | Information Technology | 9 | Jul 23, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 9 | Jun 11, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 9 | Jun 3, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 9 | Jun 3, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 9 | Jun 2, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | May 5, 2026 |
| SailPoint, Inc. | SAIL | Information Technology | 8 | Aug 11, 2026 |
| Information Services Group, Inc. | III | Information Technology | 8 | Aug 6, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 8 | Aug 6, 2026 |
| Twilio Inc. | TWLO | Information Technology | 8 | Aug 6, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Aug 5, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 8 | Aug 4, 2026 |
Representative quotes
…seeing it in actual foundry results, not just in industry forecasts. In their latest calls, Global Foundries said its communication infrastructure and data center business grew more than 60% year-over-year, driven in part by optical networking, and that it expects its Silicon Satellites revenue to more…
…edge. For more than 25 years, enterprises have trusted Rackspace to operate complex mission-critical infrastructure across private cloud, public cloud, and data centers worldwide. As enterprise AI becomes operational infrastructure, the things that have always mattered most to our customers, governance, security, sovereignty, resilience, and accountability matter…
…strong capabilities in radar core components. We also won significant contracts from key defense and space entities, including BDL and Space Application Center. Our production lines demonstrated timely execution and robust delivery capabilities. We successfully built and delivered wide profile of high-technology systems like 5G, Ashlesha…
…your department, your cost center, your start date, your end date, everything that we can learn about you. Are you on leave? Are you on long service leave? Have you been suspended? Are you under investigation or something like that? All of that data matters. We use that…
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 Information Technology in the past year?
Arista Networks, Inc. (ANET) led with 18 calls referencing data centers, most recently on August 4, 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: August 11, 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.