Which companies discussed Humanoid Robots in Communication Services in earnings calls?
8 companies mentioned humanoid robots across 11 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were T-Mobile US, Inc. (2 calls), SoftBank Group Corp. (2 calls), Baidu, Inc. (2 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 Humanoid Robots |
|---|---|
| 2025Q3 | 1 |
| 2026Q1 | 5 |
| 2026Q2 | 5 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| T-Mobile US, Inc. | TMUS | Communication Services | 2 | May 18, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 2 | May 13, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 2 | Feb 26, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 1 | Apr 27, 2026 |
| Airtasker Limited | ART | Communication Services | 1 | Apr 22, 2026 |
| AT&T Inc. | T | Communication Services | 1 | Mar 26, 2026 |
| Zhihu Inc. | ZH | Communication Services | 1 | Mar 25, 2026 |
| KRAFTON, Inc. | A259960 | Communication Services | 1 | Feb 9, 2026 |
Representative quotes
…thought, right? The second piece it does bring is voice built in. So as physical AI scales, the need to interact with robots, humanoids, drone delivery, et cetera, et cetera, will need voice built into the core network. And thirdly, you'd need the drones or the humanoids…
…hesitate to ask any questions to him. Physical AI, this is actually a long history in us. [ Pippa ], you may recall, the humanoid robots that we started with. So physical AI section is -- has several good portfolio companies, of which, about 20 of those portfolios has been covered…
…about the time we live in. It's one of ferocious technological change, not just AI, quantum coming in the next 3 years, humanoid robotics coming after that. I think it's important we openly talk about it and talk about the implications or potential implications…
…this is -- Anthropic research indicates this is not really the case in the real world. Now that's not to say there's humanoid robots and other methods of taking AI and bring it to the real world on the horizon. I think they are. I also think…
Frequently asked questions
What is Humanoid Robots and why are companies discussing it?
From the chip suppliers quantifying $-per-unit content to the OEMs naming launch dates — humanoids crossed into earnings calls in 2026.
Which company mentioned humanoid robots most in Communication Services in the past year?
T-Mobile US, Inc. (TMUS) led with 2 calls referencing humanoid robots, most recently on May 18, 2026.
How can I track humanoid robots 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: June 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 (humanoid, humanoid, humanoid robot, humanoid robots). 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.