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
| Quarter | Calls mentioning Physical AI |
|---|---|
| 2024Q3 | 8 |
| 2024Q4 | 39 |
| 2025Q1 | 30 |
| 2025Q2 | 35 |
| 2025Q3 | 50 |
| 2025Q4 | 69 |
| 2026Q1 | 60 |
| 2026Q2 | 74 |
| 2026Q3 | 67 |
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…
…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…
…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…
…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…
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.