Which companies discussed Generative AI in earnings calls?
5,418 companies mentioned generative ai across 15,584 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (19 calls), Salesforce, Inc. (19 calls), Advanced Micro Devices, 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
| Quarter | Calls mentioning Generative AI |
|---|---|
| 2024Q3 | 193 |
| 2024Q4 | 2,392 |
| 2025Q1 | 2,880 |
| 2025Q2 | 2,078 |
| 2025Q3 | 2,993 |
| 2025Q4 | 3,416 |
| 2026Q1 | 4,297 |
| 2026Q2 | 3,958 |
| 2026Q3 | 3,679 |
Companies ranked by mentions
Representative quotes
…being to continue to execute on the opportunities that are out there. We have to drive the -- and keep our focus on next-generation development. We've got a lot of programs in the company to deliver new capability to support, which is, I think, a compelling market…
…associated with electrical and optical signals, and we're agnostic to that and from a portfolio, we're working to characterize how these AI data centers would behave under a range of conditions under different LLMs and other things And those kinds of use cases are growing…
…what you want to do over the next number of generations and put solutions together that can support that across end point across inference at the edge across the server on-prem and in the cloud, AI deployments massive data center scale or in PCs or that there…
…starting to realize is that the architecture for on-prem really does not support the best outcomes for things like the new generation of voice AI and other capabilities. And that is -- and a lot of it is forcing customers to lift their heads…
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?
ServiceNow, Inc. (NOW) led with 19 calls referencing generative ai, most recently on September 9, 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
- Information Technology (436)
- Health Care (63)
- Financials (61)
- Communication Services (38)
- Industrials (36)
- Materials (12)
Related technology themes
Last updated: September 12, 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.