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
| Quarter | Calls mentioning Generative AI |
|---|---|
| 2024Q3 | 713 |
| 2024Q4 | 766 |
| 2025Q1 | 799 |
| 2025Q2 | 634 |
| 2025Q3 | 783 |
| 2025Q4 | 887 |
| 2026Q1 | 897 |
| 2026Q2 | 936 |
| 2026Q3 | 44 |
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…
…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…
…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…
…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…
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.