Which companies discussed Physical AI in Financials in earnings calls?
371 companies mentioned physical ai across 508 earnings calls in Financials over the past year, spanning 1 sectors. The most active were MSCI Inc. (10 calls), Visa Inc. (6 calls), Bank of America Corporation (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 | 45 |
| 2024Q4 | 62 |
| 2025Q1 | 85 |
| 2025Q2 | 67 |
| 2025Q3 | 73 |
| 2025Q4 | 121 |
| 2026Q1 | 151 |
| 2026Q2 | 139 |
| 2026Q3 | 39 |
Companies ranked by mentions
Representative quotes
…approximately $8 million of onetime items. Data Network Technology revenues grew 11%, reflecting strong demand for our global network from both traditional and AI-driven workflows. As a result, we are raising our full year FIDs recurring revenue growth guidance to 7% to 8%, up from our prior…
…will be coming back to AI. We discussed actually AI lot, agentic AI, generic AI. And just wanted to know if you could actually quantify revenue benefits of AI as well as the cost benefit that you expect from AI. I know that quantification can be difficult exercise…
…further growth opportunities for Vordur through our bancassurance strategy, leveraging on Arion's customer base, both in the app as well as with physical presence within our branches to deepen the relationship and increase cost selling. We continue to make strong progress in our capital optimization with CET1…
…into a B2C type job. M&A has not been that special. And it is -- we are now moving into an age of AI. We are trying to properly handle this and create a new business model. This is Vision 300 Next Genesis and our second founding…
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 10 calls referencing physical ai, most recently on July 21, 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.