Which companies discussed Tariffs in Information Technology in earnings calls?

556 companies mentioned tariffs across 1,084 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (10 calls), MKS Inc. (9 calls), Motorola Solutions, Inc. (8 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
2025Q3385
2025Q4272
2026Q1252
2026Q2175

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Zebra Technologies Corporation ZBRA Information Technology 10 Jun 4, 2026
MKS Inc. MKSI Information Technology 9 May 7, 2026
Motorola Solutions, Inc. MSI Information Technology 8 Jun 3, 2026
KLA Corporation KLAC Information Technology 8 Jun 3, 2026
HP Inc. HPQ Information Technology 8 Jun 2, 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
Keysight Technologies, Inc. KEYS Information Technology 7 May 19, 2026
Ralliant Corporation RAL Information Technology 7 May 12, 2026
PAR Technology Corporation PAR Information Technology 7 May 7, 2026
Advanced Energy Industries, Inc. AEIS Information Technology 7 May 4, 2026
SPS Commerce, Inc. SPSC Information Technology 7 Apr 30, 2026
Gartner, Inc. IT Information Technology 6 Jun 4, 2026
Cisco Systems, Inc. CSCO Information Technology 6 May 13, 2026
Corsair Gaming, Inc. CRSR Information Technology 6 May 7, 2026
Vontier Corporation VNT Information Technology 6 May 7, 2026
Arista Networks, Inc. ANET Information Technology 6 May 5, 2026
Impinj, Inc. PI Information Technology 6 Apr 29, 2026
Crane NXT, Co. CXT Information Technology 6 Feb 25, 2026
Infineon Technologies AG IFNNY Information Technology 6 Feb 4, 2026
ON Semiconductor Corporation ON Information Technology 5 Jun 3, 2026
Avnet, Inc. AVT Information Technology 5 Jun 2, 2026
Analog Devices, Inc. ADI Information Technology 5 May 20, 2026
CDW Corporation CDW Information Technology 5 May 19, 2026
Vishay Intertechnology, Inc. VSH Information Technology 5 May 19, 2026
Intel Corporation INTC Information Technology 5 May 19, 2026
SolarEdge Technologies, Inc. SEDG Information Technology 5 May 14, 2026
Harmonic Inc. HLIT Information Technology 5 May 11, 2026
IPG Photonics Corporation IPGP Information Technology 5 May 5, 2026
OSI Systems, Inc. OSIS Information Technology 5 May 4, 2026
Belden Inc. BDC Information Technology 5 Apr 30, 2026
Universal Display Corporation OLED Information Technology 5 Apr 30, 2026
Xerox Holdings Corporation XRX Information Technology 5 Apr 30, 2026
Information Services Group, Inc. III Information Technology 5 Mar 6, 2026
SoundHound AI, Inc. SOUN Information Technology 5 Feb 26, 2026
Logitech International S.A. LOGI Information Technology 5 Jan 27, 2026
Tyler Technologies, Inc. TYL Information Technology 5 Jan 15, 2026
Zepp Health Corporation ZEPP Information Technology 4 Jun 9, 2026
Texas Instruments Incorporated TXN Information Technology 4 May 28, 2026
Canaan Inc. CAN Information Technology 4 May 19, 2026
Super Micro Computer, Inc. SMCI Information Technology 4 May 18, 2026
Nortech Systems Incorporated NSYS Information Technology 4 May 14, 2026
Canadian Solar Inc. CSIQ Information Technology 4 May 14, 2026
CVD Equipment Corporation CVV Information Technology 4 May 14, 2026
Unusual Machines, Inc. UMAC Information Technology 4 May 14, 2026
Valens Semiconductor Ltd. VLN Information Technology 4 May 13, 2026
Applied Optoelectronics, Inc. AAOI Information Technology 4 May 7, 2026
Turtle Beach Corporation TBCH Information Technology 4 May 7, 2026
Arlo Technologies, Inc. ARLO Information Technology 4 May 7, 2026

Representative quotes

…your customers to utilizing the AI that's embedded in your platform? And I just think about -- is it one old tariffs that don't have a lot of technical sophistication and getting them to use technology to begin with is really challenging or is there maybe…
Cellebrite DI Ltd. (CLBT), June 10, 2026. Read the full transcript →
…margin progression. So let's take a closer look. In the early months of H1, we repriced our open order book to address tariffs, mitigating the direct impacts. We also adjusted some of the product assembly, notably accelerating our China for China project to meet growing demand…
Oxford Instruments plc (OXIG), June 9, 2026. Read the full transcript →
…levers to help mitigate the impact, including continued increases in average selling prices and a potential refund of previously paid i.e. PA-related tariffs, which could provide some offsets. We believe we are managing this challenge from a position of preparation and discipline while staying focused on driving…
Zepp Health Corporation (ZEPP), June 9, 2026. Read the full transcript →
…consolidated revenue increased to $39.4 million in the quarter from $37.7 million a year ago and from $37.5 million in the fourth quarter. Tariff mitigation actions contributed approximately $0.7 million to revenue in the quarter and foreign currency translation provided a $0.6 million benefit. Aerospace was a clear…
AstroNova, Inc. (ALOT), June 8, 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 10 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: June 15, 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.