Which companies discussed Generative AI in earnings calls?
6,315 companies mentioned generative ai across 14,765 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (18 calls), Salesforce, Inc. (17 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
| Quarter | Calls mentioning Generative AI |
|---|---|
| 2024Q3 | 2,336 |
| 2024Q4 | 2,392 |
| 2025Q1 | 2,880 |
| 2025Q2 | 2,078 |
| 2025Q3 | 2,993 |
| 2025Q4 | 3,415 |
| 2026Q1 | 4,297 |
| 2026Q2 | 3,958 |
| 2026Q3 | 167 |
Companies ranked by mentions
Representative quotes
…those areas. But interesting and stay tuned if I find some ways to really make AI a larger portion, I would totally explore that and figure out how to use it to generate more value for our customers. Okay. Right. So we're coming towards…
Trump accounts, expanding access to investing for U.S. children. Beyond the near-term asset gathering opportunity, the program introduces a new generation of investors to State Street Investment Management and reinforces our position in the growing U.S. wealth market. Turning to Slide 7. our global client franchise continued…
…growth is also having a spillover beyond the U.S., not only because this is something that other countries are also investing in the AI boom. But as you can see on the right-hand chart, there is a lot of imports that the U.S. needs in order…
…journey, really. And what I found both a technology that really solves a customer pain point, which excited me. So deploying physical AI in the food value chain is tremendous. It's an adacious goal. And with that comes to my second point also a meaningful long-term…
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 18 calls referencing generative ai, most recently on June 3, 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 (372)
- Financials (94)
- Health Care (65)
- Communication Services (49)
- Industrials (25)
- Consumer Staples (12)
Related technology themes
Last updated: July 16, 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.