Which companies discussed Data Centers in Information Technology in earnings calls?
856 companies mentioned data centers across 2,949 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ServiceNow, Inc. (18 calls), Salesforce, Inc. (17 calls), Arista Networks, Inc. (17 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 | 488 |
| 2025Q1 | 629 |
| 2025Q2 | 498 |
| 2025Q3 | 580 |
| 2025Q4 | 686 |
| 2026Q1 | 687 |
| 2026Q2 | 760 |
| 2026Q3 | 752 |
| 2026Q4 | 151 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ServiceNow, Inc. | NOW | Information Technology | 18 | Oct 28, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 17 | Sep 16, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 17 | Sep 10, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 16 | Sep 15, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 16 | Sep 11, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 15 | Sep 10, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 15 | Sep 9, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 14 | Oct 27, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 14 | Oct 13, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 14 | Sep 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 13 | Oct 28, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 13 | Oct 28, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Oct 27, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 13 | Oct 21, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | Oct 14, 2026 |
| Western Digital Corporation | WDC | Information Technology | 13 | Sep 30, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 13 | Sep 9, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 12 | Sep 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 12 | Sep 8, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 11 | Sep 30, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 11 | Sep 16, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 11 | Sep 10, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 11 | Sep 10, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Aug 26, 2026 |
| Teradyne, Inc. | TER | Information Technology | 10 | Oct 28, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 10 | Oct 6, 2026 |
| PTC Inc. | PTC | Information Technology | 10 | Oct 5, 2026 |
| Cognex Corporation | CGNX | Information Technology | 10 | Sep 16, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 10 | Sep 10, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 10 | Sep 10, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Sep 8, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Sep 8, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 10 | Aug 12, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 9 | Oct 28, 2026 |
| Q2 Holdings, Inc. | QTWO | Information Technology | 9 | Oct 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Oct 27, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 9 | Oct 26, 2026 |
| Backblaze, Inc. | BLZE | Information Technology | 9 | Oct 8, 2026 |
| Tecsys Inc. | TCS | Information Technology | 9 | Oct 8, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 9 | Oct 6, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 9 | Sep 16, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 9 | Sep 15, 2026 |
| Ralliant Corporation | RAL | Information Technology | 9 | Sep 15, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Sep 9, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 9 | Sep 9, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 9 | Sep 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 9 | Sep 9, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | Sep 9, 2026 |
| Tantalus Systems Holding Inc. | GRID | Information Technology | 9 | Aug 12, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
Representative quotes
Look, this is a tough question for me to answer, Prateek, because I'm still like day 1, I don't have enough data points to tell you or a root cause analysis for saying what happened, what didn't happen. I can tell you about…
…higher. So therefore, the vast majority came from the contribution of IoT. And then there are 3 major factors here. Data center actual demand increased and also consumers and also the back-end supply improved. Therefore, we were able to have an increase in collection. And also…
…trend of expanding the AI ecosystem next year, we expect investment for AI server infrastructure to accelerate as major hyperscalers increased their data center investment and AI frontier customers build out their own data centers. In this situation, we aim to continue preemptively optimizing our product mix across…
…dynamically allocate capacity to the highest value opportunities across compute data, foundry and Copilot. Accelerating demand led to us adding 24 new data centers across 5 continents this quarter. And we are bringing capacity online faster, reducing doctor lifetimes by about 20% quarter-over-quarter for new GB300s…
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?
ServiceNow, Inc. (NOW) led with 18 calls referencing data centers, most recently on October 28, 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.