Which companies discussed Physical AI in Financials in earnings calls?
352 companies mentioned physical ai across 534 earnings calls in Financials over the past year, spanning 1 sectors. The most active were MSCI Inc. (11 calls), Bank of America Corporation (6 calls), Visa 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 |
|---|---|
| 2024Q3 | 7 |
| 2024Q4 | 62 |
| 2025Q1 | 85 |
| 2025Q2 | 67 |
| 2025Q3 | 73 |
| 2025Q4 | 121 |
| 2026Q1 | 151 |
| 2026Q2 | 139 |
| 2026Q3 | 113 |
Companies ranked by mentions
Representative quotes
Synopsys is 1 of the very few companies that has actually has the capability to do it. And AI agent must use Synopsys' decade old libraries of physic accurate models, foundry certified flows and then mission-critical in giving customers comfort in the tape-out and ramp…
…very strong lender. So -- but the key is just more advisers and deploying more advisers. Now AI, we talk more generally about it. AI is important to this business on the ability to assist an adviser to do even more and more for the clients and potentially handle…
…productivity. And when we talk about productivity, what I mean by productivity is about how we're changing the channel mix, less physical, more digital, how we're adding salespeople, how we're reducing nonsalespeople. -- how we're actually reducing the FTEs you have in the bank…
…expand and grow at an outsized pace scenarios like physical climate risk, our geospatial asset location data set, even understanding exposure to geopolitical and macro risks, even AI exposures, which is kind of an emerging risk that revolves around the broader sustainability investing, the tool -- the AI available…
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 Financials in the past year?
MSCI Inc. (MSCI) led with 11 calls referencing physical ai, most recently on September 14, 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.