Which companies discussed Supply Chain in Information Technology in earnings calls?
767 companies mentioned supply chain across 1,955 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Cognex Corporation (13 calls), GLOBALFOUNDRIES Inc. (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 Supply Chain |
|---|---|
| 2024Q3 | 372 |
| 2024Q4 | 395 |
| 2025Q1 | 429 |
| 2025Q2 | 449 |
| 2025Q3 | 388 |
| 2025Q4 | 464 |
| 2026Q1 | 522 |
| 2026Q2 | 567 |
| 2026Q3 | 22 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 16 | Jun 3, 2026 |
| Cognex Corporation | CGNX | Information Technology | 13 | May 27, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | May 27, 2026 |
| SAP SE | SAP | Information Technology | 12 | Jun 10, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 12 | Jun 4, 2026 |
| Western Digital Corporation | WDC | Information Technology | 12 | Jun 2, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 12 | May 20, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 11 | Jun 9, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 11 | Jun 3, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 11 | Jun 2, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Jun 2, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 10 | Jun 2, 2026 |
| JFrog Ltd. | FROG | Information Technology | 9 | Jun 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 9 | Jun 3, 2026 |
| Flex Ltd. | FLEX | Information Technology | 9 | Jun 2, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 9 | Jun 2, 2026 |
| HP Inc. | HPQ | Information Technology | 9 | Jun 2, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 9 | Jun 2, 2026 |
| Corning Incorporated | GLW | Information Technology | 9 | May 19, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | May 18, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 9 | May 18, 2026 |
| Teradyne, Inc. | TER | Information Technology | 9 | Apr 29, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 8 | Jun 16, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 8 | Jun 3, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 8 | Jun 3, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Jun 3, 2026 |
| KLA Corporation | KLAC | Information Technology | 8 | Jun 3, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 8 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 8 | Jun 2, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 8 | Jun 2, 2026 |
| Avnet, Inc. | AVT | Information Technology | 8 | Jun 2, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 8 | Jun 2, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Jun 2, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 8 | May 21, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 8 | May 19, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 8 | May 14, 2026 |
| SPS Commerce, Inc. | SPSC | Information Technology | 8 | Apr 30, 2026 |
| Seco S.p.A. | IOT | Information Technology | 7 | Jun 24, 2026 |
| Gartner, Inc. | IT | Information Technology | 7 | Jun 4, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 7 | Jun 4, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 7 | Jun 3, 2026 |
| Manhattan Associates, Inc. | MANH | Information Technology | 7 | Jun 3, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 7 | Jun 3, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 7 | Jun 2, 2026 |
| Intel Corporation | INTC | Information Technology | 7 | Jun 2, 2026 |
| Ralliant Corporation | RAL | Information Technology | 7 | May 28, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 7 | May 20, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 7 | May 18, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 7 | Apr 28, 2026 |
Representative quotes
…from our leading U.S. customers. We believe this investment will help to further foster the development of the U.S. semiconductor ecosystem, strengthen the supply chain, and support an increasing number of high-tech, high-paying jobs in the United States. At the same time, we are building…
…questions. Unknown Executive (Executives): Thank you, Robert and Steinar. The first question here is, how much of the Hardware growth comes from the supply chain and price situation? Steinar Sonsteby (Executives): So that is actually a pretty large question. So I have to concentrate my answer a little…
…combination of continued strong momentum in customer demand and our ability to respond to that by driving higher output to strength in our supply chain, our manufacturing and our installed teams in the field are the primary drivers of our improved guidance. Strong end market demand this year…
…teams and practices is one of the most complex challenges our customers face. Complex geopolitical dynamics, of course, changing the cost profile and supply chain network, which is forcing companies to rethink where and how they design, source for and make their product. There are expectations to make…
Frequently asked questions
What is Supply Chain and why are companies discussing it?
Logistics, inventory and sourcing commentary — from bottlenecks to normalization across manufacturing and retail.
Which company mentioned supply chain most in Information Technology in the past year?
Arista Networks, Inc. (ANET) led with 16 calls referencing supply chain, most recently on June 3, 2026.
How can I track supply chain 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 macro themes
Last updated: July 16, 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 (supply chain, supply chain, supply chains). 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.