Which companies discussed Generative AI in Information Technology in earnings calls?

1,160 companies mentioned generative ai across 3,528 earnings calls in Information Technology over the past year, spanning 1 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
QuarterCalls mentioning Generative AI
2024Q3713
2024Q4766
2025Q1799
2025Q2634
2025Q3783
2025Q4887
2026Q1897
2026Q2936
2026Q344

Companies ranked by mentions

Company Ticker Sector Calls Last mention
ServiceNow, Inc. NOW Information Technology 18 Jun 3, 2026
Salesforce, Inc. CRM Information Technology 17 Jun 9, 2026
Pegasystems Inc. PEGA Information Technology 17 Jun 8, 2026
NVIDIA Corporation NVDA Information Technology 16 Jun 4, 2026
Arista Networks, Inc. ANET Information Technology 16 Jun 2, 2026
Intel Corporation INTC Information Technology 15 Jun 2, 2026
NetApp, Inc. NTAP Information Technology 14 Jun 3, 2026
Western Digital Corporation WDC Information Technology 14 Jun 3, 2026
Astera Labs, Inc. ALAB Information Technology 14 Jun 3, 2026
Okta, Inc. OKTA Information Technology 13 Jul 13, 2026
SAP SE SAP Information Technology 13 Jun 10, 2026
Elastic N.V. ESTC Information Technology 13 Jun 10, 2026
Autodesk, Inc. ADSK Information Technology 13 Jun 4, 2026
Advanced Micro Devices, Inc. AMD Information Technology 13 Jun 2, 2026
Applied Materials, Inc. AMAT Information Technology 12 Jun 25, 2026
Micron Technology, Inc. MU Information Technology 12 Jun 24, 2026
Tyler Technologies, Inc. TYL Information Technology 12 Jun 11, 2026
Zebra Technologies Corporation ZBRA Information Technology 12 Jun 4, 2026
MongoDB, Inc. MDB Information Technology 12 Jun 3, 2026
Seagate Technology Holdings plc STX Information Technology 12 May 27, 2026
Cisco Systems, Inc. CSCO Information Technology 11 Jun 4, 2026
Microchip Technology Incorporated MCHP Information Technology 11 Jun 3, 2026
Flex Ltd. FLEX Information Technology 11 Jun 2, 2026
Cognex Corporation CGNX Information Technology 11 May 27, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 11 May 27, 2026
Dynatrace, Inc. DT Information Technology 11 May 19, 2026
Zeta Global Holdings Corp. ZETA Information Technology 10 Jul 6, 2026
RingCentral, Inc. RNG Information Technology 10 Jun 10, 2026
Intuit Inc. INTU Information Technology 10 Jun 9, 2026
NICE Ltd. NICE Information Technology 10 Jun 9, 2026
ON Semiconductor Corporation ON Information Technology 10 Jun 3, 2026
CoreWeave, Inc. CRWV Information Technology 10 Jun 3, 2026
DigitalOcean Holdings, Inc. DOCN Information Technology 10 Jun 3, 2026
Twilio Inc. TWLO Information Technology 10 Jun 2, 2026
Teradyne, Inc. TER Information Technology 10 Jun 2, 2026
Lam Research Corporation LRCX Information Technology 10 Jun 2, 2026
GoDaddy Inc. GDDY Information Technology 10 Jun 2, 2026
Sandisk Corporation SNDK Information Technology 10 May 28, 2026
HubSpot, Inc. HUBS Information Technology 10 May 28, 2026
Datadog, Inc. DDOG Information Technology 10 May 28, 2026
JFrog Ltd. FROG Information Technology 10 May 22, 2026
PTC Inc. PTC Information Technology 9 Jul 15, 2026
Seco S.p.A. IOT Information Technology 9 Jun 24, 2026
QUALCOMM Incorporated QCOM Information Technology 9 Jun 24, 2026
Cognizant Technology Solutions Corporation CTSH Information Technology 9 Jun 10, 2026
GitLab Inc. GTLB Information Technology 9 Jun 10, 2026
Ambarella, Inc. AMBA Information Technology 9 Jun 2, 2026
Dell Technologies Inc. DELL Information Technology 9 Jun 2, 2026
Fortinet, Inc. FTNT Information Technology 9 Jun 2, 2026
F5, Inc. FFIV Information Technology 9 May 28, 2026

Representative quotes

…growing request of energy deriving from digitalization of corporate and organization and AI adoption. In terms of value creation for our stakeholders, we work to combine sustainable growth with a solid shareholder value generation. In the fiscal year '26, the group raised its payout ratio at approximately…
SeSa S.p.A. (SES), July 16, 2026. Read the full transcript →
…their manual effort up to 90% for a leading global technology company. We are improving the quality, reasoning and safety of their next-generation AI models through expert-led data creation and AI evaluation. This is delivering significant gains in model accuracy and reasoning capability. With it, Life…
Wipro Limited (507685), July 16, 2026. Read the full transcript →
…general, that amount is increasing. We, as individual and companies are generating more and more data. And if you have data, that's the sort of the foundation to be and creating value out of AI because if you don't have good data…
Proact IT Group AB (publ) (PACT), July 16, 2026. Read the full transcript →
…constant currency basis. The pace of reported subscription revenue growth in the region reflects the faster growth of certain countries that generate lower ARPU and foreign exchange headwinds. As the second largest contributor to group revenue, Southeast Asia continues to present the most compelling growth opportunity…
Karooooo Ltd. (KARO), July 16, 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 Information Technology 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 →

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.