Which companies discussed Data Centers in Real Estate in earnings calls?
326 companies mentioned data centers across 635 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (13 calls), American Tower Corporation (13 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 |
|---|---|
| 2024Q3 | 71 |
| 2024Q4 | 127 |
| 2025Q1 | 173 |
| 2025Q2 | 97 |
| 2025Q3 | 158 |
| 2025Q4 | 123 |
| 2026Q1 | 190 |
| 2026Q2 | 152 |
| 2026Q3 | 99 |
Companies ranked by mentions
Representative quotes
…focused on core markets, critical workloads, colocation, enterprise serving, and that's very different than sort of the broader spectrum of the data center space. There's decent barriers to entry, both from an operational perspective and from a new supply perspective. So we've done…
Mumbai is getting their market share due to the international airport and -- and new infrastructure developments coming around as well as the data centers and job creations by the GCCs happening up due to the participants in this region. Moving to the operational highlights of our strategy…
…have capital and help them reinvest in the properties and scale their businesses. Two, you need to support them with data and analytics, and we're working on enhancing that real time every day. here. Three, we've got the Trilogy platform, which can provide support…
…broad outreach to solicit proposals from interested parties. Those efforts have been supported by a virtual data room containing comprehensive property and corporate data for those participants that sign nondisclosure agreements. With several parties continuing to conduct diligence, we believe it is in shareholders' interest to see 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 Real Estate in the past year?
Equinix, Inc. (EQIX) led with 13 calls referencing data centers, most recently on August 10, 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.