Which companies discussed Generative AI in earnings calls?

5,417 companies mentioned generative ai across 15,599 earnings calls over the past year, spanning 11 sectors. The most active were Salesforce, Inc. (19 calls), ServiceNow, Inc. (19 calls), Pegasystems 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
QuarterCalls mentioning Generative AI
2024Q3656
2024Q42,392
2025Q12,880
2025Q22,078
2025Q32,993
2025Q43,416
2026Q14,297
2026Q23,958
2026Q33,152

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Salesforce, Inc. CRM Information Technology 19 Aug 27, 2026
ServiceNow, Inc. NOW Information Technology 19 Aug 18, 2026
Pegasystems Inc. PEGA Information Technology 17 Aug 17, 2026
NVIDIA Corporation NVDA Information Technology 16 Aug 26, 2026
Advanced Micro Devices, Inc. AMD Information Technology 16 Aug 11, 2026
TELUS Corporation T Communication Services 16 Jul 31, 2026
Arista Networks, Inc. ANET Information Technology 15 Aug 18, 2026
RocketDNA Ltd. RKT Information Technology 15 Aug 6, 2026
S&P Global Inc. SPGI Financials 15 Jul 28, 2026
Intel Corporation INTC Information Technology 15 Jul 23, 2026
Recursion Pharmaceuticals, Inc. RXRX Health Care 14 Aug 11, 2026
Absci Corporation ABSI Health Care 14 Aug 11, 2026
Qiagen N.V. QGEN Health Care 14 Aug 6, 2026
Western Digital Corporation WDC Information Technology 14 Aug 5, 2026
Atomos Limited AMS Information Technology 14 Aug 4, 2026
Strike Energy Limited STX Information Technology 14 Jul 28, 2026
Truworths International Limited TRU Industrials 13 Aug 28, 2026
Techstep ASA TECH Information Technology 13 Aug 20, 2026
Dynatrace, Inc. DT Information Technology 13 Aug 13, 2026
Astera Labs, Inc. ALAB Information Technology 13 Aug 4, 2026
Tempus AI, Inc. TEM Health Care 13 Jul 30, 2026
Mastercard Incorporated MA Financials 13 Jul 30, 2026
Tyler Technologies, Inc. TYL Information Technology 13 Jul 30, 2026
SAP SE SAP Information Technology 13 Jul 23, 2026
NetApp, Inc. NTAP Information Technology 13 Jun 3, 2026
Autodesk, Inc. ADSK Information Technology 12 Aug 27, 2026
Okta, Inc. OKTA Information Technology 12 Aug 26, 2026
Equinix, Inc. EQIX Real Estate 12 Aug 11, 2026
Micron Technology, Inc. MU Information Technology 12 Aug 10, 2026
Microchip Technology Incorporated MCHP Information Technology 12 Aug 6, 2026
Information Services Group, Inc. III Materials 12 Aug 6, 2026
Charles River Laboratories International, Inc. CRL Industrials 12 Aug 5, 2026
Zebra Technologies Corporation ZBRA Information Technology 12 Aug 4, 2026
Lloyds Banking Group plc LLOY Financials 12 Jul 30, 2026
Vertiv Holdings Co VRT Industrials 12 Jul 29, 2026
Nasdaq, Inc. NDAQ Financials 12 Jul 23, 2026
Regions Financial Corporation RF Financials 12 Jul 23, 2026
Elastic N.V. ESTC Information Technology 12 Jun 10, 2026
Sandisk Corporation SNDK Information Technology 11 Aug 13, 2026
Applied Materials, Inc. AMAT Information Technology 11 Aug 13, 2026
Twilio Inc. TWLO Information Technology 11 Aug 12, 2026
RingCentral, Inc. RNG Information Technology 11 Aug 12, 2026
TMX Group Limited X Financials 11 Aug 12, 2026
Smith & Nephew plc SN Health Care 11 Aug 11, 2026
WEX Inc. WEX Financials 11 Aug 11, 2026
GoDaddy Inc. GDDY Information Technology 11 Aug 11, 2026
Cognex Corporation CGNX Information Technology 11 Aug 10, 2026
Cresco Labs Inc. CL Health Care 11 Aug 6, 2026
CACI International Inc CACI Industrials 11 Aug 6, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 11 Aug 5, 2026

Representative quotes

…scale, more of our revenue is flowing through to the bottom line. Our reflecting confidence in the business and its cash generation, we've declared a fully franked final dividend of $0.0125 per share. That's $6.1 million for the whole business. taking the FY '26 total…
Praemium Limited (PPS), August 30, 2026. Read the full transcript →
…follow-on orders from 2 additional SmartGATE -- for additional 2 SmartGATE systems from Ontario school districts. These customers had previously purchased an earlier generation of SmartGATE primarily around energy savings. And these new systems are being purchased around a broader set of operating facility expense and capital infrastructure…
Legend Power Systems Inc. (LPS), August 28, 2026. Read the full transcript →
…half of 2026, we will remain focused on executing our strategy are prioritized, including advancing our digital asset initiatives and expanding our next-generation AI product ecosystem. As Mr. Kong has already discussed this initiative in detail, I will instead provide an update on our capital management efforts…
Nano Labs Ltd (NA), August 28, 2026. Read the full transcript →
…graded and categorized into the sales agent. And we're going to sell those numbers to frontline sales and outlet managers. Meanwhile, AI auto generates a pre-visit on 1 page and sales script Mass import feeds on to be screened by AI outbound holding, AI sales agent…
S.F. Holding Co., Ltd. (002352), August 28, 2026. Read the full transcript →

Frequently asked questions

What is Generative AI and why are companies discussing it?

How management teams are deploying generative models across products, support and internal workflows.

Which company mentioned generative ai most in the past year?

Salesforce, Inc. (CRM) led with 19 calls referencing generative ai, most recently on August 27, 2026.

How can I track generative ai 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 →

Generative AI by sector

Related technology themes

Last updated: August 31, 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 (generative AI, generative ai, genai, large language model). 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.