Which companies discussed Data Centers in Utilities in earnings calls?
191 companies mentioned data centers across 513 earnings calls in Utilities over the past year, spanning 1 sectors. The most active were Veolia Environnement SA (7 calls), NextEra Energy, Inc. (7 calls), Fortum Oyj (6 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 | 5 |
| 2024Q4 | 91 |
| 2025Q1 | 108 |
| 2025Q2 | 96 |
| 2025Q3 | 98 |
| 2025Q4 | 122 |
| 2026Q1 | 125 |
| 2026Q2 | 135 |
| 2026Q3 | 124 |
Companies ranked by mentions
Representative quotes
…which will increase this item in the balance sheet significantly. Now going to the storage. And the first H1, we were preparing the centers. Now we are choosing the right contractors in total for the energy storage and renewables, 492 megawatts are covered by the tenders and this…
Google. As we have been highlighting already for quite some time, the Nordics is a very attractive market for various industrial companies, including data centers to establish their businesses in. There are a few clear reasons. One is the power price level. There are large variations between power…
…demand. And the demand for the next 25 years is 40% growth, 1.3% growth annually. A large of it coming to data center, but not just data center, the world is moving to electrification and that is creating the additional demand. And when you look at the demand…
…underlying trends supporting the development of renewables remain quite positive. And I thinking year but electrification of the economy in Europe, development of data centers that give us confidence in the future of this energy. And we are adapting pragmatically the pace of -- the base of our investment…
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 Utilities in the past year?
Veolia Environnement SA (VIE) led with 7 calls referencing data centers, most recently on July 30, 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: September 14, 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.