Which companies discussed Generative AI in Materials in earnings calls?
290 companies mentioned generative ai across 537 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (10 calls), Corteva, Inc. (7 calls), Solstice Advanced Materials, Inc. (7 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 | 4 |
| 2024Q4 | 64 |
| 2025Q1 | 72 |
| 2025Q2 | 50 |
| 2025Q3 | 75 |
| 2025Q4 | 126 |
| 2026Q1 | 150 |
| 2026Q2 | 126 |
| 2026Q3 | 131 |
Companies ranked by mentions
Representative quotes
…years? And to me, this chart we're looking at right now, is what drives it. If you believe that decarbonization, electrification, AI infrastructure and technology refresh are all growing, then it would be . We haven't and we won't put out a target growth percentage…
…well with revenue growth of 27% and EBITDA margin of 18%. Our revenue is growing. We have positive bottom line, and we are generating cash. Our revenue CAGR of 25% has been going on since 2017. As we mentioned, we had a record $8.3 million in adjusted EBITDA…
…innovation, both in the new technologies, but now bringing a lot of these things back into the core, I think, is going to generate a lot of opportunities. Speed has been a big issue for us in driving the innovation. Asset competitiveness, as I said, very, very important…
…pullback in crosstie replacements and unpredictable tariff environment, inflationary costs and a carbon products market upended by two wars while also still generating historic cash flow. The value of these initiatives should become visible as markets improve and the benefits flow through on top of a healthier earnings…
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 Materials in the past year?
MP Materials Corp. (MP) led with 10 calls referencing generative ai, most recently on September 9, 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: September 20, 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.