Which companies discussed Humanoid Robots in Information Technology in earnings calls?

95 companies mentioned humanoid robots across 211 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Allegro MicroSystems, Inc. (8 calls), Ambarella, Inc. (6 calls), Lattice Semiconductor Corporation (6 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
QuarterCalls mentioning Humanoid Robots
2024Q44
2025Q131
2025Q220
2025Q325
2025Q436
2026Q154
2026Q254
2026Q359
2026Q415

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Allegro MicroSystems, Inc. ALGM Information Technology 8 Oct 29, 2026
Ambarella, Inc. AMBA Information Technology 6 Sep 9, 2026
Lattice Semiconductor Corporation LSCC Information Technology 6 Aug 4, 2026
Synaptics Incorporated SYNA Information Technology 6 Jun 25, 2026
Hexagon AB (publ) HEXAB Information Technology 5 Oct 23, 2026
Micron Technology, Inc. MU Information Technology 5 Sep 30, 2026
ON Semiconductor Corporation ON Information Technology 5 Sep 16, 2026
NVIDIA Corporation NVDA Information Technology 5 Sep 10, 2026
Stereolabs Inc. OUST Information Technology 5 Aug 11, 2026
Vishay Precision Group, Inc. VPG Information Technology 5 Aug 5, 2026
Infineon Technologies AG IFX Information Technology 5 Aug 5, 2026
Western Digital Corporation WDC Information Technology 5 Aug 5, 2026
Samsung Electro-Mechanics Co., Ltd. A009150 Information Technology 4 Oct 28, 2026
NVE Corporation NVEC Information Technology 4 Oct 21, 2026
BlackBerry Limited BB Information Technology 4 Sep 24, 2026
Cognex Corporation CGNX Information Technology 4 Sep 22, 2026
Ralliant Corporation RAL Information Technology 4 Sep 15, 2026
indie Semiconductor, Inc. INDI Information Technology 4 Aug 6, 2026
Novanta Inc. NOVT Information Technology 4 Aug 6, 2026
STMicroelectronics N.V. STMPA Information Technology 4 Jul 23, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 4 May 7, 2026
Flex Ltd. FLEX Information Technology 3 Oct 28, 2026
Dassault Systèmes SE DSY Information Technology 3 Oct 28, 2026
Zebra Technologies Corporation ZBRA Information Technology 3 Sep 9, 2026
Seco S.p.A. IOT Information Technology 3 Sep 8, 2026
Appen Limited APX Information Technology 3 Aug 27, 2026
QUALCOMM Incorporated QCOM Information Technology 3 Jun 24, 2026
GMO internet group, Inc. 9449 Information Technology 3 May 15, 2026
Realtek Semiconductor Corp. 2379 Information Technology 2 Oct 29, 2026
Silicon Motion Technology Corporation SIMO Information Technology 2 Oct 29, 2026
TE Connectivity plc TEL Information Technology 2 Oct 28, 2026
Texas Instruments Incorporated TXN Information Technology 2 Oct 21, 2026
Tata Technologies Limited TATATECH Information Technology 2 Oct 14, 2026
Jabil Inc. JBL Information Technology 2 Sep 30, 2026
SiTime Corporation SITM Information Technology 2 Sep 9, 2026
Sunny Optical Technology (Group) Company Limited 2382 Information Technology 2 Aug 27, 2026
Peraso Inc. PRSO Information Technology 2 Aug 11, 2026
Diodes Incorporated DIOD Information Technology 2 Aug 5, 2026
Vishay Intertechnology, Inc. VSH Information Technology 2 Aug 5, 2026
Elmos Semiconductor SE ELG Information Technology 2 Aug 4, 2026
Samsung Electronics Co., Ltd. A005930 Information Technology 2 Jul 30, 2026
Monolithic Power Systems, Inc. MPWR Information Technology 2 Jul 30, 2026
Arm Holdings plc ARM Information Technology 2 Jul 29, 2026
Telefonaktiebolaget LM Ericsson (publ) ERICB Information Technology 2 Jul 14, 2026
Renishaw plc RSW Information Technology 2 Jun 16, 2026
Microchip Technology Incorporated MCHP Information Technology 2 Jun 2, 2026
Analog Devices, Inc. ADI Information Technology 2 May 20, 2026
Innoviz Technologies Ltd. INVZ Information Technology 2 May 14, 2026
ams-OSRAM AG AMS Information Technology 2 Feb 10, 2026
Intelbras S.A. - Indústria de Telecomunicação Eletrônica Brasileira INTB3 Information Technology 1 Oct 29, 2026

Representative quotes

China. I'm visiting a number of companies, not only the partners we have already, and we see the -- well, humanoid robots, intelligence that has really improved incredibly. Some that are not used in practice yet, maybe with the 5x2, the 5 working days by 2 days…
— Intelbras S.A. - Indústria de Telecomunicação Eletrônica Brasileira (INTB3), October 29, 2026. Read the full transcript →
…with a leading Asian robotics developer who selected our discrete high-precision current sensors to monitor the heavy power loads across their humanoids primary drive joints. Earlier this month, we also secured a major win with a leading Chinese humanoid supplier. This humanoid company selected our market-leading…
— Allegro MicroSystems, Inc. (ALGM), October 29, 2026. Read the full transcript →
…emerging robotic market, we are actively engaged with several companies that want to use our storage product. We are seeing multiple opportunities in humanoid robots and other physical AI systems, including vision, LiDAR, and compute storage. Our early conversation suggests robotic opportunity may be larger than automotive…
— Silicon Motion Technology Corporation (SIMO), October 29, 2026. Read the full transcript →
…broadband infrastructure supporting these applications. Over the longer term, we also see potential in physical AI applications, including automotive, unmanned vehicles, and humanoid robots. Overall, we view edge AI as a broad multiyear growth opportunity with the pace of upgrades varying across applications. Operator (Operator): There…
— Realtek Semiconductor Corp. (2379), October 29, 2026. Read the full transcript →

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 Information Technology in the past year?

Allegro MicroSystems, Inc. (ALGM) led with 8 calls referencing humanoid robots, most recently on October 29, 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: October 30, 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.