Which companies discussed Humanoid Robots in Information Technology in earnings calls?
75 companies mentioned humanoid robots across 148 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Allegro MicroSystems, Inc. (6 calls), Lattice Semiconductor Corporation (6 calls), Ambarella, Inc. (5 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 | 22 |
| 2025Q4 | 29 |
| 2026Q1 | 51 |
| 2026Q2 | 46 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Allegro MicroSystems, Inc. | ALGM | Information Technology | 6 | May 27, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 6 | May 19, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 5 | May 28, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 5 | May 20, 2026 |
| Synaptics Incorporated | SYNA | Information Technology | 5 | May 18, 2026 |
| Infineon Technologies AG | IFNNY | Information Technology | 5 | Feb 4, 2026 |
| Western Digital Corporation | WDC | Information Technology | 4 | Jun 3, 2026 |
| BlackBerry Limited | BB | Information Technology | 4 | Jun 2, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 4 | May 19, 2026 |
| Novanta Inc. | NOVT | Information Technology | 4 | May 12, 2026 |
| Vishay Precision Group, Inc. | VPG | Information Technology | 4 | May 12, 2026 |
| indie Semiconductor, Inc. | INDI | Information Technology | 4 | May 7, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 4 | May 7, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 3 | Jun 3, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 3 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 3 | May 20, 2026 |
| Ralliant Corporation | RAL | Information Technology | 3 | May 18, 2026 |
| Stereolabs Inc. | OUST | Information Technology | 3 | Mar 2, 2026 |
| Cognex Corporation | CGNX | Information Technology | 3 | Mar 2, 2026 |
| Renishaw plc | RSW | Information Technology | 2 | Jun 16, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 2 | May 28, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 2 | May 28, 2026 |
| Appen Limited | APX | Information Technology | 2 | May 22, 2026 |
| Innoviz Technologies Ltd. | INVZ | Information Technology | 2 | May 14, 2026 |
| NVE Corporation | NVEC | Information Technology | 2 | May 6, 2026 |
| Hexagon AB (publ) | HEXAB | Information Technology | 2 | Apr 30, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 2 | Mar 18, 2026 |
| Jabil Inc. | JBL | Information Technology | 2 | Mar 18, 2026 |
| Dassault Systèmes SE | DSY | Information Technology | 2 | Feb 11, 2026 |
| ams-OSRAM AG | AMS | Information Technology | 2 | Feb 10, 2026 |
| STMicroelectronics N.V. | STM | Information Technology | 2 | Dec 11, 2025 |
| Flex Ltd. | FLEX | Information Technology | 2 | Dec 4, 2025 |
| Melexis NV | MELE.BR | Information Technology | 2 | Nov 5, 2025 |
| Cheetah Mobile Inc. | CMCM | Information Technology | 1 | Jun 10, 2026 |
| Capgemini SE | CAP | Information Technology | 1 | May 27, 2026 |
| GMO internet group, Inc. | 9449 | Information Technology | 1 | May 15, 2026 |
| Valens Semiconductor Ltd. | VLN | Information Technology | 1 | May 13, 2026 |
| Peraso Inc. | PRSO | Information Technology | 1 | May 11, 2026 |
| Diodes Incorporated | DIOD | Information Technology | 1 | May 7, 2026 |
| Advantech Co., Ltd. | 2395 | Information Technology | 1 | May 6, 2026 |
| Samsung Electro-Mechanics Co., Ltd. | A009150 | Information Technology | 1 | Apr 30, 2026 |
| Samsung Electronics Co., Ltd. | A005930 | Information Technology | 1 | Apr 30, 2026 |
| Monolithic Power Systems, Inc. | MPWR | Information Technology | 1 | Apr 30, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 1 | Apr 23, 2026 |
| Sensirion Holding AG | SENS | Information Technology | 1 | Apr 14, 2026 |
| CENIT Aktiengesellschaft | CSH | Information Technology | 1 | Apr 9, 2026 |
| Kinatico Ltd | KYP | Information Technology | 1 | Mar 30, 2026 |
| Pureprofile Ltd | PPL | Information Technology | 1 | Mar 30, 2026 |
| Robosense Technology Co., Ltd | 2498 | Information Technology | 1 | Mar 25, 2026 |
| Intrusion Inc. | INTZ | Information Technology | 1 | Mar 24, 2026 |
Representative quotes
…interesting learning for us over the next 6 months. Harry Philips (Analysts): Sounds like more of an opportunity into the manufacturing of humanoids, rather than into the actual... William Lee (Executives): I think so, but I very much learning here at the moment. . Harry Philips (Analysts…
…performances in the next 3 to 5 years, no matter in factories or service industry or even in households. The difficulty of developing humanoid robots is extremely high. We have real domain the robotic arms, like XM factory. Those roboting products have been steadily growing in recent years…
…inductive position sensing. Why is that important, brake by wire, accelerated by wire, steer by wire and what has a ton of positions, humanoids and robots. So that even transitions to that. So these are content we didn't have a few years…
…last but not least, and that's just beginning, you have physical AI, right? Physical AI from autonomous cars, robotics in the future, humanoid, right? A lot of those devices, they have multiple cameras they shoot video footage 24 hours and that video focus is then being used…
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 6 calls referencing humanoid robots, most recently on May 27, 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 18, 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.