Which companies discussed Physical AI in Communication Services in earnings calls?
150 companies mentioned physical ai across 220 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were T-Mobile US, Inc. (8 calls), Lumen Technologies, Inc. (8 calls), Cogent Communications Holdings, 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 Physical AI |
|---|---|
| 2025Q3 | 43 |
| 2025Q4 | 58 |
| 2026Q1 | 55 |
| 2026Q2 | 64 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| T-Mobile US, Inc. | TMUS | Communication Services | 8 | Jun 2, 2026 |
| Lumen Technologies, Inc. | LUMN | Communication Services | 8 | May 18, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 5 | May 18, 2026 |
| AT&T Inc. | T | Communication Services | 4 | Jun 9, 2026 |
| Sohu.com Limited | SOHU | Communication Services | 4 | May 18, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 4 | May 18, 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 |
| Match Group, Inc. | MTCH | Communication Services | 3 | Jun 11, 2026 |
| Universal Music Group N.V. | UMG | Communication Services | 3 | May 18, 2026 |
| CuriosityStream Inc. | CURI | Communication Services | 3 | May 14, 2026 |
| The Walt Disney Company | DIS | Communication Services | 3 | May 14, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 3 | May 13, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 3 | Apr 29, 2026 |
| Roblox Corporation | RBLX | Communication Services | 3 | Mar 4, 2026 |
| NTT, Inc. | NTT.WA | Communication Services | 3 | Feb 5, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 2 | Jun 3, 2026 |
| Spotify Technology S.A. | SPOT | Communication Services | 2 | May 21, 2026 |
| Orange S.A. | ORA | Communication Services | 2 | May 19, 2026 |
| Verizon Communications Inc. | VZ | 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 |
| TKO Group Holdings, Inc. | TKO | Communication Services | 2 | May 18, 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 |
| KRAFTON, Inc. | A259960 | Communication Services | 2 | Apr 30, 2026 |
| Airtasker Limited | ART | Communication Services | 2 | Apr 22, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 2 | Apr 1, 2026 |
| BCE Inc. | BCE | Communication Services | 2 | Mar 16, 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 |
| S4 Capital plc | SFOR | Communication Services | 1 | Jun 4, 2026 |
| Basilic Fly Studio Limited | BASILIC | Communication Services | 1 | Jun 2, 2026 |
| Canal+ SA | CAN | Communication Services | 1 | May 29, 2026 |
| Navneet Education Limited | NAVNETEDUL | Communication Services | 1 | May 22, 2026 |
| NetEase, Inc. | 9999 | Communication Services | 1 | May 21, 2026 |
| Embracer Group AB (publ) | EMBRACB | Communication Services | 1 | May 20, 2026 |
| Live Nation Entertainment, Inc. | LYV | Communication Services | 1 | May 20, 2026 |
| Yalla Group Limited | YALA | Communication Services | 1 | May 19, 2026 |
| Kyivstar Group Ltd. | KYIV | Communication Services | 1 | May 14, 2026 |
| oOh!media Limited | OML | Communication Services | 1 | May 14, 2026 |
| Saregama India Limited | 532163 | Communication Services | 1 | May 14, 2026 |
| Bemobi Mobile Tech S.A. | BMOB3 | Communication Services | 1 | May 13, 2026 |
| HUYA Inc. | HUYA | Communication Services | 1 | May 12, 2026 |
| PT XLSMART Telecom Sejahtera Tbk | EXCL | Communication Services | 1 | May 12, 2026 |
| DoubleVerify Holdings, Inc. | DV | Communication Services | 1 | May 12, 2026 |
Representative quotes
…office, they ask if they can wait in the lobby. And so it's that intersection of physical safety because they know they're meeting a stranger and they want to make sure that they're safe, but also emotional safety, they know there's someone nearby that…
Fritzsche (Analysts): Yes, no. Pascal Desroches (Executives): We've been at this for a while. And we are building a network that is AI ready. There will be a lot looking to catch up and trying to figure out how to catch up as those consumption trends materialize…
After a year-long exhaustive vetting process that we went through, we were fortunate in the fall to be named 1 of 3 AI partners, marketing partners for Google. So that was a great achievement and a significant unlock for the business, especially as we look going forward…
…with us because of the unique value of our integrated stack. We are also extending our AI leadership into 2 frontiers through our long-term Bets, bringing unique services to the physical world and the life sciences. First, the physical world. Waymo is on an extraordinary commercial trajectory…
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 8 calls referencing physical ai, most recently on June 2, 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: June 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.