Which companies discussed Generative AI in earnings calls?
5,481 companies mentioned generative ai across 15,887 earnings calls over the past year, spanning 11 sectors. The most active were Salesforce, Inc. (20 calls), ServiceNow, Inc. (19 calls), Qiagen N.V. (16 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 |
|---|---|
| 2024Q4 | 2,302 |
| 2025Q1 | 2,880 |
| 2025Q2 | 2,078 |
| 2025Q3 | 2,993 |
| 2025Q4 | 3,416 |
| 2026Q1 | 4,297 |
| 2026Q2 | 3,958 |
| 2026Q3 | 4,191 |
| 2026Q4 | 139 |
Companies ranked by mentions
Representative quotes
…invest approximately $1 billion of equity in Long WALE triple-net list assets. Across the investments shown on this slide, CLW has generated more than $1.2 billion of equity value and income, representing a 123% total return on invested equity and sense. This track record reflects both…
…call out that specific stat. But I can say we're well into the 6-digit figures of revenue being generated from Pro Pass and well into the millions of dollars of GMV that is now spoken for or has been pre-committed by our taskers to Airtasker…
…focused, accountable and outcomes-based. We are committed to equipping our people with the skills they need in a dynamic environment, upskilling in AI capability and strengthening our leadership capabilities to adapt and better serve customers and compete in the future. Optimizing the bank economics is an approach…
During the year, no shares bought back on market, leaving 21.44 million shares on issue at year-end. Cash flow and liquidity. Group generated operating cash flows of $24.9 million in financial year 2026. In 2025, it was $22.4 million. After funding strategic acquisitions, providing development loans, funding…
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 20 calls referencing generative ai, most recently on September 16, 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 (384)
- Financials (77)
- Health Care (70)
- Industrials (63)
- Communication Services (27)
- Real Estate (23)
Related technology themes
Last updated: October 15, 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.