Which companies discussed Data Centers in Real Estate in earnings calls?
285 companies mentioned data centers across 674 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (13 calls), American Tower Corporation (12 calls), SBA Communications Corporation (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
| Quarter | Calls mentioning Data Centers |
|---|---|
| 2024Q4 | 99 |
| 2025Q1 | 180 |
| 2025Q2 | 99 |
| 2025Q3 | 158 |
| 2025Q4 | 123 |
| 2026Q1 | 190 |
| 2026Q2 | 152 |
| 2026Q3 | 186 |
| 2026Q4 | 45 |
Companies ranked by mentions
Representative quotes
…picture. Capacity is what ultimately turns that demand into sustained growth. So I'll turn to that next. We've been building data centers for nearly 30 years. Whilst power availability, legislation and community sentiment have created some headwinds for the industry, our results continue to demonstrate…
…owned or managed 1,427 stores. Today, we operate over 4,400, more than 3x as many properties, vastly increasing our efficiency, scale, data and diversification. Our third-party management platform has grown from 411 stores to nearly 2,000. During the time period, we restructured and strengthened…
…year ago. In Portland, Hassalo on Eighth operates in a competitive urban apartment market, although recent market data also points to improving absorption and a slowing construction pipeline. Hassalo ended the quarter 92% leased and 91% occupied with flat blended rent growth. In both markets, our teams…
…million of noncore properties in the third quarter. We sold a portfolio in Richmond for $53 million, a building in our Century Center park in Atlanta for more than $20 million, and 2 buildings in Raleigh for nearly $12 million. As reflected in our outlook, we expect…
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 Real Estate in the past year?
Equinix, Inc. (EQIX) led with 13 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.