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
QuarterCalls mentioning Physical AI
2024Q338
2024Q439
2025Q130
2025Q235
2025Q350
2025Q469
2026Q160
2026Q274
2026Q315

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…
Universal Music Group N.V. (UMG), July 30, 2026. Read the full transcript →
…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…
Uniti Group Inc. (UNIT), July 30, 2026. Read the full transcript →
…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…
Helios Towers plc (HTWS), July 30, 2026. Read the full transcript →
…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…
Informa plc (INF), July 30, 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 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.