Which companies discussed Physical AI in Real Estate in earnings calls?
94 companies mentioned physical ai across 146 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were
Iron Mountain Incorporated (9 calls), American Tower Corporation (5 calls), Equinix, Inc. (5 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…they're looking at it and saying, I don't care about this noise in the short term. I see 5G densification. Is AI, IC 6G, and they're looking at that long runway of growth ahead, and that's why their value is higher than the public…
…seeing that flywheel continue to have earnings growth be a meaningful driver for these retailers because the e-commerce on top of a physical store, whether it's distributed from the store, whether it's pickup in store, whether they been return from the store, that flywheel just…
…edge. And the level of competition is actually the proof points that what we do is important in the era of AI. Carriers are on our network and competing with us and also collaborating -- you have other players as well doing the same. A lot of cooperation competition…
AI in the future. And that ability to upload large photographs of video streams is going to fundamentally change the way that AI is used. And so that bandwidth that's now required for uploads is diametrically going to grow as a result of that. So again…
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 Real Estate in the past year?
Iron Mountain Incorporated (IRM) led with 9 calls referencing physical ai, most recently on April 30, 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 →
Last updated: June 19, 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.
Heads up — we use cookies for analytics to improve the API.
Privacy Notice