Which companies discussed Supply Chain in Information Technology in earnings calls?
656 companies mentioned supply chain across 2,021 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Advanced Micro Devices, Inc. (14 calls), Lumentum Holdings 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 | 98 |
| 2024Q4 | 395 |
| 2025Q1 | 429 |
| 2025Q2 | 449 |
| 2025Q3 | 388 |
| 2025Q4 | 465 |
| 2026Q1 | 522 |
| 2026Q2 | 567 |
| 2026Q3 | 376 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 16 | Aug 18, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 14 | Aug 11, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 13 | Aug 27, 2026 |
| Cognex Corporation | CGNX | Information Technology | 13 | Aug 10, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 12 | Aug 26, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 12 | Aug 4, 2026 |
| SAP SE | SAP | Information Technology | 12 | Jul 23, 2026 |
| Western Digital Corporation | WDC | Information Technology | 11 | Jun 2, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | May 27, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Jul 28, 2026 |
| HP Inc. | HPQ | Information Technology | 9 | Aug 26, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 9 | Aug 26, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 9 | Aug 11, 2026 |
| JFrog Ltd. | FROG | Information Technology | 9 | Aug 6, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 9 | Aug 5, 2026 |
| Teradyne, Inc. | TER | Information Technology | 9 | Jul 29, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 9 | Jul 29, 2026 |
| Corning Incorporated | GLW | Information Technology | 9 | Jul 28, 2026 |
| KLA Corporation | KLAC | Information Technology | 9 | Jul 28, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | Jun 3, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 9 | Jun 2, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 8 | Aug 20, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 8 | Aug 19, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 8 | Aug 13, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 8 | Aug 12, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 8 | Aug 11, 2026 |
| MKS Inc. | MKSI | Information Technology | 8 | Aug 6, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 8 | Aug 6, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 8 | Aug 5, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 8 | Aug 5, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 8 | Aug 3, 2026 |
| SPS Commerce, Inc. | SPSC | Information Technology | 8 | Jul 30, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 8 | Jul 29, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 8 | Jul 27, 2026 |
| Tecsys Inc. | TCS | Information Technology | 8 | Jul 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 8 | Jun 2, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 7 | Aug 27, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 7 | Aug 26, 2026 |
| B.O.S. Better Online Solutions Ltd. | BOSC | Information Technology | 7 | Aug 20, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 7 | Aug 11, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 7 | Aug 6, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 7 | Aug 6, 2026 |
| Avnet, Inc. | AVT | Information Technology | 7 | Aug 5, 2026 |
| CDW Corporation | CDW | Information Technology | 7 | Aug 5, 2026 |
| Ralliant Corporation | RAL | Information Technology | 7 | Jul 30, 2026 |
| Logitech International S.A. | LOGN | Information Technology | 7 | Jul 28, 2026 |
| Manhattan Associates, Inc. | MANH | Information Technology | 7 | Jul 28, 2026 |
| Intel Corporation | INTC | Information Technology | 7 | Jul 23, 2026 |
Representative quotes
…somewhere in around 11% to 14% growth, much higher than we expected. When we started 2026, there was a massive degree of uncertainty, supply chain, price increases, how is SMB going to drive it. We knew that AI is going to accelerate, but how much acceleration…
…impressed us was not simply the scale of those businesses. Bryant combined strategy with real operating accountability, sales execution, P&L ownership, manufacturing, supply chain and scaling complex technology businesses. Bryant saw something in Ava that attracted him despite having spent much of his career leading organizations many…
…software, not just build the shell. The delivery matters, but the template matters more. Every Horizon uses the same design. The same supply chain, the same site team and each phase carries the lessons of the last. Horizon 2 is in the process of working towards commissioning…
…significantly in the fourth quarter of fiscal year 2026, our production was constrained by tightening credit availability and liquidity pressures across the global supply chain. These constraints have affected the entire electronics manufacturing services industry as suppliers, customers, and manufacturers navigate ongoing macroeconomic uncertainty. While not immune…
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 August 18, 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: August 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 (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.