Which companies discussed Data Centers in Real Estate in earnings calls?
302 companies mentioned data centers across 555 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were American Tower Corporation (12 calls), Equinix, Inc. (10 calls), Iron Mountain Incorporated (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 |
|---|---|
| 2025Q3 | 130 |
| 2025Q4 | 96 |
| 2026Q1 | 182 |
| 2026Q2 | 147 |
Companies ranked by mentions
Representative quotes
…auditorium, meeting rooms and also dedicated services to the office clients from a restaurant to a cafe as well as a fitness center and by park. I have many other examples of this kind of project I could talk to you about cloud, about Washington Plaza. And this…
…think about that, that's the more solid fundamental footing. But I also want to remind people we have CoreSite. We have a data center company that's not just a data center. It's a interconnection-rich network dense environment that gives us another high-growth vehicle…
…other. So in the recent past, multifamily has not been a favorable asset class. Funds have been going to, say, the data centers and industrial, for example. The private market has a very different view when it comes to investing. They invest in long horizons…
…look at the combination of what we deliver to the consumer, it has changed over time. There are more uses coming into shopping centers today than ever before. Medical retailer, medtail, medi spas, all of these new categories of services have actually been the driving force of some…
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?
American Tower Corporation (AMT) led with 12 calls referencing data centers, most recently on June 3, 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: June 18, 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.