Which companies discussed Tariffs in Information Technology in earnings calls?

601 companies mentioned tariffs across 1,228 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (11 calls), KLA Corporation (10 calls), HP Inc. (9 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
QuarterCalls mentioning Tariffs
2024Q335
2024Q4140
2025Q1369
2025Q2632
2025Q3494
2025Q4339
2026Q1265
2026Q2193
2026Q344

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Zebra Technologies Corporation ZBRA Information Technology 11 Jun 4, 2026
KLA Corporation KLAC Information Technology 10 Jul 28, 2026
HP Inc. HPQ Information Technology 9 Jun 2, 2026
MKS Inc. MKSI Information Technology 9 May 7, 2026
Ralliant Corporation RAL Information Technology 8 Jul 30, 2026
Motorola Solutions, Inc. MSI Information Technology 8 Jun 3, 2026
Microchip Technology Incorporated MCHP Information Technology 8 May 20, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 8 May 7, 2026
Cognex Corporation CGNX Information Technology 8 May 7, 2026
SPS Commerce, Inc. SPSC Information Technology 7 Jul 30, 2026
Universal Display Corporation OLED Information Technology 7 Jul 30, 2026
ON Semiconductor Corporation ON Information Technology 7 Jun 3, 2026
Keysight Technologies, Inc. KEYS Information Technology 7 May 19, 2026
Cisco Systems, Inc. CSCO Information Technology 7 May 13, 2026
PAR Technology Corporation PAR Information Technology 7 May 7, 2026
Advanced Energy Industries, Inc. AEIS Information Technology 7 May 4, 2026
Xerox Holdings Corporation XRX Information Technology 6 Jul 30, 2026
Belden Inc. BDC Information Technology 6 Jul 30, 2026
Impinj, Inc. PI Information Technology 6 Jul 29, 2026
IPG Photonics Corporation IPGP Information Technology 6 Jul 17, 2026
Gartner, Inc. IT Information Technology 6 Jun 4, 2026
Texas Instruments Incorporated TXN Information Technology 6 May 28, 2026
Analog Devices, Inc. ADI Information Technology 6 May 20, 2026
CDW Corporation CDW Information Technology 6 May 19, 2026
Vontier Corporation VNT Information Technology 6 May 7, 2026
Corsair Gaming, Inc. CRSR Information Technology 6 May 7, 2026
Arista Networks, Inc. ANET Information Technology 6 May 5, 2026
Crane NXT, Co. CXT Information Technology 6 Feb 25, 2026
Infineon Technologies AG IFNNY Information Technology 6 Feb 4, 2026
First Solar, Inc. FSLR Information Technology 5 Jul 30, 2026
FormFactor, Inc. FORM Information Technology 5 Jul 29, 2026
Mirion Technologies, Inc. MIR Information Technology 5 Jul 29, 2026
Enphase Energy, Inc. ENPH Information Technology 5 Jul 28, 2026
Logitech International S.A. LOGN Information Technology 5 Jul 28, 2026
Daktronics, Inc. DAKT Information Technology 5 Jun 24, 2026
Avnet, Inc. AVT Information Technology 5 Jun 2, 2026
Intel Corporation INTC Information Technology 5 May 19, 2026
Vishay Intertechnology, Inc. VSH Information Technology 5 May 19, 2026
SolarEdge Technologies, Inc. SEDG Information Technology 5 May 14, 2026
M-tron Industries, Inc. MPTI Information Technology 5 May 12, 2026
OSI Systems, Inc. OSIS Information Technology 5 May 4, 2026
Information Services Group, Inc. III Information Technology 5 Mar 6, 2026
Extreme Networks, Inc. EXTR Information Technology 5 Mar 4, 2026
Flex Ltd. FLEX Information Technology 5 Mar 2, 2026
SoundHound AI, Inc. SOUN Information Technology 5 Feb 26, 2026
CI&T Inc. CINT Information Technology 5 Feb 19, 2026
Tyler Technologies, Inc. TYL Information Technology 5 Jan 15, 2026
Applied Materials, Inc. AMAT Information Technology 5 Dec 2, 2025
INFICON Holding AG IFCN Information Technology 4 Jul 30, 2026
Vusion S.A. VU Information Technology 4 Jul 30, 2026

Representative quotes

…million in the second quarter of 2025. As a reminder, the prior year period benefited from elevated customer purchases ahead of anticipated tariff increases. Turning to the broader environment. As Steve shared, we continue to see meaningful investment across the OLED ecosystem and encouraging progress in several long…
Universal Display Corporation (OLED), July 30, 2026. Read the full transcript →
…capacity for modules initiated at our international manufacturing sites, giving us greater flexibility to optimize our supply chain flexibility while also optimizing freight, tariffs, domestic content and Section 45X economics. With respect to our international manufacturing fleet, production planning and utilization levels in Malaysia and Vietnam continue…
First Solar, Inc. (FSLR), July 30, 2026. Read the full transcript →
…were coming off a tougher 2025, especially on the supplier side of our network where they did cite some headwinds related to tariffs and that did cause some contract rightsizing last year. We anticipated that, that would dissipate this year as we kind of did get those contracts…
SPS Commerce, Inc. (SPSC), July 30, 2026. Read the full transcript →
February -- in February '26, and we confirm an annual adjusted revenue growth expected between 15% and 20% at constant exchange rates and tariffs. I will pause here, just to let Thierry Lemaitre comment a paragraph that we have added on the tariff and ForEx, following a number…
Vusion S.A. (VU), July 30, 2026. Read the full transcript →

Frequently asked questions

What is Tariffs and why are companies discussing it?

Cross-border import duties driving sourcing, pricing and margin decisions across virtually every sector.

Which company mentioned tariffs most in Information Technology in the past year?

Zebra Technologies Corporation (ZBRA) led with 11 calls referencing tariffs, most recently on June 4, 2026.

How can I track tariffs 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 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 (tariff, tariff, tariffs, import duties, import duty). 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.