Which companies discussed Physical AI in Communication Services in earnings calls?
174 companies mentioned physical ai across 263 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were T-Mobile US, Inc. (9 calls), Lumen Technologies, Inc. (9 calls), EchoStar 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
| Quarter | Calls mentioning Physical AI |
|---|---|
| 2024Q3 | 38 |
| 2024Q4 | 39 |
| 2025Q1 | 30 |
| 2025Q2 | 35 |
| 2025Q3 | 50 |
| 2025Q4 | 69 |
| 2026Q1 | 60 |
| 2026Q2 | 74 |
| 2026Q3 | 15 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| T-Mobile US, Inc. | TMUS | Communication Services | 9 | Jul 23, 2026 |
| Lumen Technologies, Inc. | LUMN | Communication Services | 9 | May 18, 2026 |
| EchoStar Corporation | T | Communication Services | 6 | Jun 9, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 5 | Jun 24, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 5 | May 18, 2026 |
| Universal Music Group N.V. | UMG | Communication Services | 4 | Jul 30, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 4 | Jul 24, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 4 | May 18, 2026 |
| Sohu.com Limited | SOHU | Communication Services | 4 | May 18, 2026 |
| The Walt Disney Company | DIS | Communication Services | 4 | May 14, 2026 |
| Tencent Music Entertainment Group | TME | Communication Services | 4 | May 12, 2026 |
| Warner Music Group Corp. | WMG | Communication Services | 4 | May 7, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 4 | May 1, 2026 |
| Roblox Corporation | RBLX | Communication Services | 4 | Mar 4, 2026 |
| KRAFTON, Inc. | A259960 | Communication Services | 3 | Jul 29, 2026 |
| Orange S.A. | ORA | Communication Services | 3 | Jul 28, 2026 |
| Match Group, Inc. | MTCH | Communication Services | 3 | Jun 11, 2026 |
| CuriosityStream Inc. | CURI | Communication Services | 3 | May 14, 2026 |
| NTT, Inc. | NTT.WA | Communication Services | 3 | Feb 5, 2026 |
| Vodafone Group Public Limited Company | VOD | Communication Services | 2 | Jul 27, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 2 | Jun 3, 2026 |
| TPG Telecom Limited | TPG | Communication Services | 2 | Jun 1, 2026 |
| Spotify Technology S.A. | SPOT | Communication Services | 2 | May 21, 2026 |
| TKO Group Holdings, Inc. | TKO | Communication Services | 2 | May 18, 2026 |
| Yelp Inc. | YELP | Communication Services | 2 | May 18, 2026 |
| NIQ Global Intelligence plc | NIQ | Communication Services | 2 | May 18, 2026 |
| Globe Telecom, Inc. | GLO | Communication Services | 2 | May 13, 2026 |
| Roku, Inc. | ROKU | Communication Services | 2 | May 13, 2026 |
| KDDI Corporation | 9433 | Communication Services | 2 | May 12, 2026 |
| Snap Inc. | SNAP | Communication Services | 2 | May 6, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 2 | Apr 29, 2026 |
| Grameenphone Ltd. | GP | Communication Services | 2 | Apr 23, 2026 |
| Airtasker Limited | ART | Communication Services | 2 | Apr 22, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 2 | Apr 1, 2026 |
| CD Projekt S.A. | CDR | Communication Services | 2 | Mar 19, 2026 |
| BCE Inc. | BCE | Communication Services | 2 | Mar 16, 2026 |
| Angel Studios, Inc. | ANGX | Communication Services | 2 | Mar 13, 2026 |
| Storytel AB (publ) | STORYB | Communication Services | 2 | Feb 11, 2026 |
| Embracer Group AB (publ) | EMBJ | Communication Services | 2 | Nov 17, 2025 |
| Cars.com Inc. | CARS | Communication Services | 2 | Nov 6, 2025 |
| Charter Communications, Inc. | CHTR | Communication Services | 2 | Oct 31, 2025 |
| Universal Music Group N.V. | UMG.AS | Communication Services | 2 | Oct 30, 2025 |
| Helios Towers plc | HTWS | Communication Services | 1 | Jul 30, 2026 |
| Informa plc | INF | Communication Services | 1 | Jul 30, 2026 |
| Uniti Group Inc. | UNIT | Communication Services | 1 | Jul 30, 2026 |
| Banijay Group N.V. | BNJ | Communication Services | 1 | Jul 29, 2026 |
| Scholastic Corporation | SCHL | Communication Services | 1 | Jul 23, 2026 |
| Tata Communications Limited | TATACOMM | Communication Services | 1 | Jul 22, 2026 |
| MPS Limited | MPSLTD | Communication Services | 1 | Jul 22, 2026 |
| Tele2 AB (publ) | TEL2B | Communication Services | 1 | Jul 16, 2026 |
Representative quotes
…trained AI models. Pumping AI slope or fraud designed to divert royalties from artists, songwriters, labels and music publishers. Fans don't want AI slop. And there's no justifiable reason that this content should be algorithmically served to audiences on streaming platforms or siphoning money from human…
…agents, cybersecurity threat hunting and mitigation, and automation of corporate functions are only a precursor to more bandwidth intensive functions like physical robotics, autonomous driving, personal AI agents, scientific research, and many others. Unity is building the infrastructure to enable this growth and benefit our shareholders. This growth…
…role in mobile networks of the future. And rather than discussing these topics only at a high level, we've examined the underlying physics, the engineering, and the market dynamics that will shape mobile networks for the coming decades. Look, the conclusion is clear. Data demand…
…would expect, fellow travelers. So I don't think there's anything that's materially changed in our confidence. On AI deals, yes, we're in discussion with -- we haven't seen any material change on pricing to your specific question. Different people want different things in different…
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 9 calls referencing physical ai, most recently on July 23, 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: July 31, 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.