Which companies discussed Supply Chain in Information Technology in earnings calls?
668 companies mentioned supply chain across 2,098 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. (15 calls), Cognex Corporation (14 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 |
|---|---|
| 2024Q4 | 388 |
| 2025Q1 | 434 |
| 2025Q2 | 455 |
| 2025Q3 | 388 |
| 2025Q4 | 465 |
| 2026Q1 | 522 |
| 2026Q2 | 567 |
| 2026Q3 | 530 |
| 2026Q4 | 31 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 16 | Sep 10, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 15 | Sep 11, 2026 |
| Cognex Corporation | CGNX | Information Technology | 14 | Sep 16, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 13 | Sep 9, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 13 | Aug 27, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 12 | Oct 14, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 12 | Sep 10, 2026 |
| SAP SE | SAP | Information Technology | 12 | Sep 8, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 11 | Oct 13, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 11 | Sep 10, 2026 |
| Tecsys Inc. | TCS | Information Technology | 10 | Oct 8, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 10 | Sep 15, 2026 |
| KLA Corporation | KLAC | Information Technology | 10 | Sep 11, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Sep 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 10 | Sep 9, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 10 | Sep 9, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 10 | Sep 8, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 9 | Sep 30, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 9 | Sep 16, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 9 | Sep 10, 2026 |
| Corning Incorporated | GLW | Information Technology | 9 | Sep 9, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 9 | Sep 9, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 9 | Sep 8, 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 |
| Ralliant Corporation | RAL | Information Technology | 8 | Sep 15, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 8 | Sep 10, 2026 |
| DustPhotonics Ltd | CRDO | Information Technology | 8 | Sep 10, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 8 | Sep 9, 2026 |
| Manhattan Associates, Inc. | MANH | Information Technology | 8 | Sep 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 8 | Sep 9, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 8 | Sep 9, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 8 | Sep 9, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Sep 8, 2026 |
| Seco S.p.A. | IOT | Information Technology | 8 | Sep 8, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 8 | Sep 8, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 8 | Sep 8, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 8 | Aug 20, 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 |
| Wipro Limited | 507685 | Information Technology | 7 | Oct 15, 2026 |
| Marvell Technology, Inc. | MRVL | Information Technology | 7 | Oct 6, 2026 |
| Aurora Innovation, Inc. | AUR | Information Technology | 7 | Sep 23, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 7 | Sep 22, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 7 | Sep 16, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | Sep 15, 2026 |
Representative quotes
…have to engage selectively because we wanted to engage with the customers, they really value the U.S. made and for security -- for the supply chain surety. And we use this as a platform to design for a future and develop OCI, CW scale-up players working with…
…look at as for the Olam deal, we actually acquired Mindsprint, and that has given us capabilities around food and agri sector, supply chain and also form to for process. So we will look at those opportunities to it and constantly look out for that. Operator (Operator…
…insurance. Manufacturing grew 7% year-on-year. Aerospace saw good traction supported by engineering demand and industrial opportunities centered on AI-led efficiency, supply chain visibility and system consolidation. Hi-Tech grew 6.7% year-on-year, supported by new deal wins, AI-led product engineering and platform modernization…
…quality, delivery, performance and capabilities. Our execution teams have done a commendable job in fulfilling critical customer requirements despite the continued supply chain shortages, longer lead terms and geopolitical uncertainties, especially driven by what is happening in the memory market. This has resulted in a revenue growth…
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 September 10, 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: October 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.