Which companies discussed Pricing Power in Information Technology in earnings calls?
870 companies mentioned pricing power across 2,795 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (16 calls), ServiceNow, Inc. (13 calls), Sandisk Corporation (13 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 Pricing Power |
|---|---|
| 2024Q4 | 570 |
| 2025Q1 | 641 |
| 2025Q2 | 502 |
| 2025Q3 | 576 |
| 2025Q4 | 665 |
| 2026Q1 | 679 |
| 2026Q2 | 735 |
| 2026Q3 | 707 |
| 2026Q4 | 29 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 16 | Sep 16, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 13 | Sep 9, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Sep 8, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 12 | Oct 13, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 12 | Sep 30, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Sep 10, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 12 | Sep 9, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 12 | Sep 9, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 12 | Sep 9, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 11 | Sep 30, 2026 |
| Cognex Corporation | CGNX | Information Technology | 11 | Sep 22, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 11 | Sep 16, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Sep 15, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 11 | Sep 10, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 11 | Sep 10, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 11 | Sep 10, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 11 | Sep 9, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 11 | Aug 26, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 10 | Sep 24, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 10 | Sep 22, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 10 | Sep 17, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 10 | Sep 15, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 10 | Sep 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 10 | Sep 9, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 10 | Sep 9, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 10 | Aug 17, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 9 | Oct 6, 2026 |
| Okta, Inc. | OKTA | Information Technology | 9 | Sep 23, 2026 |
| Intuit Inc. | INTU | Information Technology | 9 | Sep 17, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 9 | Sep 9, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 9 | Sep 9, 2026 |
| Corning Incorporated | GLW | Information Technology | 9 | Sep 9, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 9 | Sep 9, 2026 |
| Seco S.p.A. | IOT | Information Technology | 9 | Sep 8, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 9 | Sep 8, 2026 |
| SAP SE | SAP | Information Technology | 9 | Sep 8, 2026 |
| Intel Corporation | INTC | Information Technology | 9 | Aug 26, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 9 | Aug 4, 2026 |
| UiPath, Inc. | PATH | Information Technology | 8 | Sep 22, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 8 | Sep 22, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 8 | Sep 10, 2026 |
| CrowdStrike Holdings, Inc. | CRWD | Information Technology | 8 | Sep 10, 2026 |
| Box, Inc. | BOX | Information Technology | 8 | Sep 9, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 8 | Sep 9, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 8 | Sep 8, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 8 | Sep 8, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 8 | Sep 8, 2026 |
| Nebius Group N.V. | NBIS | Information Technology | 8 | Sep 8, 2026 |
| GitLab Inc. | GTLB | Information Technology | 8 | Sep 1, 2026 |
Representative quotes
…going to be like the cloud. The model capabilities like the compute and storage capability, which continues to diminish in terms of pricing power and clients will always have the flexibility like there's not a single enterprise client, I know, a Fortune 500 company that uses only…
…cloud-native policy administration platform. The first phase of the program powered by our proprietary AI accelerators will demonstrate automated part from legacy to modern architecture. Subsequent phases will reduce operating costs, accelerate product and pricing rollouts, retire legacy spend and expand into adjacent lines of business…
…cases and leveraging Ericsson's purpose-built silicon, we enable our customers to get more out of their spectrum assets without increasing power consumption. So we will continue to invest and make sure we stay on the forefront of this development. At the same time, we remain realistic…
…longer term. And also given that the CapEx entity are also getting much higher how should we think about that the pricing power and also the long-term gross margin, the capital efficiency return. Jeff Su (Executives): Okay. That's actually two questions, but okay, just very quickly…
Frequently asked questions
What is Pricing Power and why are companies discussing it?
Who can raise prices without losing volume — the clearest tell of a durable competitive moat in an earnings call.
Which company mentioned pricing power most in Information Technology in the past year?
Salesforce, Inc. (CRM) led with 16 calls referencing pricing power, most recently on September 16, 2026.
How can I track pricing power 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 finance themes
Last updated: October 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 (pricing power, pricing power, price increase). 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.