Which companies discussed Generative AI in Information Technology in earnings calls?
965 companies mentioned generative ai across 3,670 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (20 calls), ServiceNow, Inc. (19 calls), Advanced Micro Devices, Inc. (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 | 761 |
| 2025Q1 | 818 |
| 2025Q2 | 639 |
| 2025Q3 | 783 |
| 2025Q4 | 888 |
| 2026Q1 | 897 |
| 2026Q2 | 936 |
| 2026Q3 | 937 |
| 2026Q4 | 41 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 20 | Sep 16, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 19 | Sep 9, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 16 | Sep 11, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 16 | Sep 10, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 16 | Sep 8, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 15 | Sep 15, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 14 | Oct 13, 2026 |
| Western Digital Corporation | WDC | Information Technology | 14 | Sep 30, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 14 | Sep 10, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 14 | Sep 9, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | Oct 14, 2026 |
| Cognex Corporation | CGNX | Information Technology | 13 | Sep 22, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 13 | Sep 9, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 13 | Sep 9, 2026 |
| SAP SE | SAP | Information Technology | 13 | Sep 8, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 13 | Sep 8, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 12 | Sep 30, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 12 | Sep 29, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 12 | Sep 10, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 12 | Sep 9, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 12 | Sep 9, 2026 |
| Intel Corporation | INTC | Information Technology | 12 | Jul 23, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 11 | Sep 30, 2026 |
| Okta, Inc. | OKTA | Information Technology | 11 | Sep 23, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 11 | Sep 17, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 11 | Sep 16, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 11 | Sep 10, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Sep 10, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 11 | Sep 10, 2026 |
| Flex Ltd. | FLEX | Information Technology | 11 | Sep 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 11 | Sep 9, 2026 |
| Twilio Inc. | TWLO | Information Technology | 11 | Aug 12, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 11 | Aug 6, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 10 | Oct 6, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 10 | Oct 6, 2026 |
| Aurora Innovation, Inc. | AUR | Information Technology | 10 | Sep 29, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 10 | Sep 22, 2026 |
| Intuit Inc. | INTU | Information Technology | 10 | Sep 17, 2026 |
| Workiva Inc. | WK | Information Technology | 10 | Sep 15, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 10 | Sep 9, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 10 | Sep 9, 2026 |
| Amdocs Limited | DOX | Information Technology | 10 | Sep 9, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Sep 9, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Sep 8, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Sep 8, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 10 | Aug 12, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Oct 5, 2026 |
| Elastic N.V. | ESTC | Information Technology | 9 | Sep 22, 2026 |
Representative quotes
…well. So I think the more difficult question is when will that start materializing, when will we see more AI devices out in the networks that probably will generate much more uplink traffic. The way we see -- of course, 6G will help in this. For example…
…annual capacity to more than double in 2027, supported by strong demand from both smartphone and HPC AI applications. We are also leveraging our manufacturing excellence to generate more end to wafer output, further increasing our capacity support to customers. In addition, we have already begun preparing…
…within some of the world's largest mobile networks. That breadth matters because both markets are at inflection points. In public safety, next-generation 9-1-1 is creating a secure IP-based foundation capable of carrying much more than the traditional voice call. The next opportunity…
…entering of the most exciting areas we have ever seen driven by the rapid scaling of AI data centers and the proliferation of AI into the physical world. These megatrends are creating strong sustained demand for a broad set of semiconductors that enable connectivity, power efficiency, sensing, communication…
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?
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 →
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.