Which companies discussed Physical AI in Communication Services in earnings calls?

155 companies mentioned physical ai across 276 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were T-Mobile US, Inc. (10 calls), Lumen Technologies, Inc. (9 calls), SoftBank Group Corp. (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
QuarterCalls mentioning Physical AI
2024Q38
2024Q439
2025Q130
2025Q235
2025Q350
2025Q469
2026Q160
2026Q274
2026Q367

Companies ranked by mentions

Company Ticker Sector Calls Last mention
T-Mobile US, Inc. TMUS Communication Services 10 Sep 10, 2026
Lumen Technologies, Inc. LUMN Communication Services 9 Sep 10, 2026
SoftBank Group Corp. 9984 Communication Services 7 Aug 6, 2026
Cogent Communications Holdings, Inc. CCOI Communication Services 6 Sep 10, 2026
TELUS Corporation T Communication Services 6 Jul 31, 2026
Verizon Communications Inc. VZ Communication Services 5 Sep 9, 2026
The Walt Disney Company DIS Communication Services 5 Aug 5, 2026
Universal Music Group N.V. UMG Communication Services 5 Jul 30, 2026
TKO Group Holdings, Inc. TKO Communication Services 4 Sep 8, 2026
Airtasker Limited ART Communication Services 4 Aug 26, 2026
Baidu, Inc. BIDU Communication Services 4 Aug 18, 2026
Tencent Music Entertainment Group TME Communication Services 4 Aug 11, 2026
NTT, Inc. 9432 Communication Services 4 Aug 6, 2026
Warner Music Group Corp. WMG Communication Services 4 Aug 5, 2026
MTN Group Limited MTN Communication Services 3 Aug 24, 2026
Globe Telecom, Inc. GLO Communication Services 3 Aug 10, 2026
Affle 3i Limited AFFLE Communication Services 3 Aug 10, 2026
KDDI Corporation 9433 Communication Services 3 Aug 7, 2026
BCE Inc. BCE Communication Services 3 Aug 6, 2026
Angel Studios, Inc. ANGX Communication Services 3 Aug 5, 2026
Roblox Corporation RBLX Communication Services 3 Jul 30, 2026
Cellnex Telecom, S.A. CLNX Communication Services 3 Jul 30, 2026
KRAFTON, Inc. A259960 Communication Services 3 Jul 29, 2026
Orange S.A. ORA Communication Services 3 Jul 28, 2026
Embracer Group AB (publ) EMBRACB Communication Services 3 May 20, 2026
Sohu.com Limited SOHU Communication Services 3 May 18, 2026
Liberty Global Ltd. LBTYA Communication Services 3 May 1, 2026
Deutsche Telekom AG DTE Communication Services 3 Apr 1, 2026
Verve Group SE VRV Communication Services 2 Aug 27, 2026
NetEase, Inc. 9999 Communication Services 2 Aug 20, 2026
Basilic Fly Studio Limited BASILIC Communication Services 2 Aug 17, 2026
HUYA Inc. HUYA Communication Services 2 Aug 11, 2026
Saregama India Limited 532163 Communication Services 2 Aug 4, 2026
SoftBank Corp. 9434 Communication Services 2 Aug 4, 2026
Proximus PLC PROX Communication Services 2 Jul 31, 2026
Rai Way S.p.A. RWAY Communication Services 2 Jul 30, 2026
Informa plc INF Communication Services 2 Jul 30, 2026
Banijay Group N.V. BNJ Communication Services 2 Jul 29, 2026
Vodafone Group Public Limited Company VOD Communication Services 2 Jul 27, 2026
MPS Limited MPSLTD Communication Services 2 Jul 22, 2026
Tele2 AB (publ) TEL2B Communication Services 2 Jul 16, 2026
Match Group, Inc. MTCH Communication Services 2 Jun 11, 2026
Alphabet Inc. GOOGL Communication Services 2 Jun 3, 2026
TPG Telecom Limited TPG Communication Services 2 Jun 1, 2026
Navneet Education Limited NAVNETEDUL Communication Services 2 May 22, 2026
Spotify Technology S.A. SPOT Communication Services 2 May 21, 2026
Yelp Inc. YELP Communication Services 2 May 18, 2026
NIQ Global Intelligence plc NIQ Communication Services 2 May 18, 2026
CuriosityStream Inc. CURI Communication Services 2 May 14, 2026
Roku, Inc. ROKU Communication Services 2 May 13, 2026

Representative quotes

…little bit about PCF. Lumen has one of the largest fiber networks in the world. Obviously, some direct exposure to support distributed AI training in the case of PCF. Maybe you can just talk a little bit about PCF, the growth in that business, potential opportunities…
Lumen Technologies, Inc. (LUMN), September 10, 2026. Read the full transcript →
…compelling on the AI evolution revolution. And really, we're still only in the digital AI side, right? When you start talking about physical AI in the years to come, I'd even expand the market another fold. Eric Sheridan (Analysts): Yes. Understood. Okay. There's maybe…
Space Exploration Technologies Corp. (SPCX), September 10, 2026. Read the full transcript →
…only through a wireless network. You put all of that together and you have a compelling TAM opening up for edge and physical AI. And as the only real game in town from being able to provide all of that and pilot that at scale with the AI…
T-Mobile US, Inc. (TMUS), September 10, 2026. Read the full transcript →
…then look to buy a wavelength to protect as much of that physical path as they can. So the wavelength market continues to grow and the historic use cases are pretty static. It's really AI that's driving the growth. Michael Funk (Analysts): Okay. I have…
Cogent Communications Holdings, Inc. (CCOI), September 10, 2026. Read the full transcript →

Frequently asked questions

What is Physical AI and why are companies discussing it?

AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.

Which company mentioned physical ai most in Communication Services in the past year?

T-Mobile US, Inc. (TMUS) led with 10 calls referencing physical ai, most recently on September 10, 2026.

How can I track physical 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 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 (physical AI, physical ai). 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.