Which companies discussed Small Modular Reactors in Information Technology in earnings calls?
6 companies mentioned small modular reactors across 9 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Mirion Technologies, Inc. (4 calls), IonQ, Inc. (1 call), Lumentum Holdings Inc. (1 call). 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 Small Modular Reactors |
|---|---|
| 2024Q4 | 4 |
| 2025Q1 | 1 |
| 2025Q2 | 3 |
| 2025Q3 | 3 |
| 2025Q4 | 2 |
| 2026Q1 | 2 |
| 2026Q2 | 1 |
| 2026Q3 | 3 |
| 2026Q4 | 1 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Mirion Technologies, Inc. | MIR | Information Technology | 4 | Oct 28, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 1 | Sep 8, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 1 | Aug 11, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 1 | Jan 6, 2026 |
| Digi Power X Inc. | DGXX | Information Technology | 1 | Dec 9, 2025 |
| Senstar Technologies Corporation | SNT | Information Technology | 1 | Nov 25, 2025 |
Representative quotes
…close-in large order pipeline. But to be clear, that dynamic continues to improve. The second element would be the small modular reactor players. I know this is a sector that people are nervous about or have some degree of caution as they think about it overall…
…grid. It's not on the chart. It plugs into the wall. So you don't have to buy a nuclear power reactor to run the machine. We are privileged and proud now to have SkyWater and IonQ come together as 1 company called IonQ. Welcome…
…that's required and efficiency required to fit everything to a small optical engine is immense. Therefore, you need really the best laser technology and the best efficiencies in order to really fit everything in a small package. So Lumentum's advantage here really is to leverage…
Frequently asked questions
What is Small Modular Reactors and why are companies discussing it?
Nuclear technology being procured by hyperscalers to power AI data centers — early-stage but high-signal.
Which company mentioned small modular reactors most in Information Technology in the past year?
Mirion Technologies, Inc. (MIR) led with 4 calls referencing small modular reactors, most recently on October 28, 2026.
How can I track small modular reactors 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 energy themes
Last updated: October 29, 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 (small modular reactor, smr, small modular reactor, small modular reactors). 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.