Which companies discussed Tariffs in Information Technology in earnings calls?
436 companies mentioned tariffs across 972 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Zebra Technologies Corporation (12 calls), SPS Commerce, Inc. (8 calls), HP Inc. (8 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…example, we -- the company was -- had a 10% revenue growth. That was despite about a $14 million headwind due to tariffs. So we had some tariff refunds, which were counter revenue, but we were up 10%. Our ARR has been up 12% in the quarter…
…rollingforward, folder structures, labels, figures, comments. Day 1 of the cycle, you're already ahead of the game. Now let's take tariffs, big topic this year. We want to update our tariff disclosure in the 10-K. It's all still new and everyone is trying…
…years have been anything -- nothing close to normal. I mean we had -- we've lived through COVID. We've lived through inflation and tariffs and all the refresh that happened post-COVID. We've seen networking supply constraints. We've seen ASP increases. We've seen the boom…
…revenue that counterbalance that a bit. It's also worth noting that at this time, we aren't being materially impacted by additional tariff costs. Turning to selling and admin expenses. S&A was $19.9 million in the first quarter. That's an increase of $0.9 million from…
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 →
Last updated: September 20, 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.
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