Which companies discussed GLP-1 Drugs in Information Technology in earnings calls?
6 companies mentioned glp-1 drugs across 12 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Jabil Inc. (5 calls), Flex Ltd. (3 calls), Dell Technologies Inc. (1 call). 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 GLP-1 Drugs |
|---|---|
| 2024Q3 | 1 |
| 2024Q4 | 1 |
| 2025Q1 | 4 |
| 2025Q2 | 1 |
| 2025Q3 | 2 |
| 2025Q4 | 4 |
| 2026Q1 | 2 |
| 2026Q2 | 4 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Jabil Inc. | JBL | Information Technology | 5 | Jun 17, 2026 |
| Flex Ltd. | FLEX | Information Technology | 3 | Dec 10, 2025 |
| Dell Technologies Inc. | DELL | Information Technology | 1 | May 18, 2026 |
| Appian Corporation | APPN | Information Technology | 1 | May 14, 2026 |
| PharmX Technologies Limited | PHX | Information Technology | 1 | Feb 24, 2026 |
| Cognex Corporation | CGNX | Information Technology | 1 | Nov 11, 2025 |
Representative quotes
…profile, highly attractive. Outsourcing in this industry is still relatively immature. And we continue to see good opportunities around. If you think of GLP-1s, you think of drug delivery, you think of continuous glucose monitors, med devices, chronic disease management. All of that is still well within…
…that same thing happened again with the Sapolio vaccine. It happened again with the first COVID antibody. It's happening again today with GLP-1s because medicine isn't just about discovering something new -- it only works if you get it out in mass numbers to help…
…think from a pharma perspective, about one-third to half of what I do on my daily basis is GxP, GCP, GLP validated. So different regulatory bodies will give specific guidance of how something needs to be followed. So when we go through and we build applications like…
Frequently asked questions
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in Information Technology in the past year?
Jabil Inc. (JBL) led with 5 calls referencing glp-1 drugs, most recently on June 17, 2026.
How can I track glp-1 drugs 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 healthcare themes
Last updated: August 8, 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 (GLP, glp-1, glp1, glp 1). 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.