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
QuarterCalls mentioning Physical AI
2025Q343
2025Q458
2026Q155
2026Q264

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…
Match Group, Inc. (MTCH), June 11, 2026. Read the full transcript →
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…
AT&T Inc. (T), June 9, 2026. Read the full transcript →
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…
S4 Capital plc (SFOR), June 4, 2026. Read the full transcript →
…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…
Alphabet Inc. (GOOGL), June 3, 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 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.