Which companies discussed Agentic AI in Information Technology in earnings calls?
671 companies mentioned agentic ai across 2,034 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ServiceNow, Inc. (19 calls), Salesforce, Inc. (18 calls), Pegasystems Inc. (17 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 Agentic AI |
|---|---|
| 2024Q3 | 106 |
| 2024Q4 | 217 |
| 2025Q1 | 321 |
| 2025Q2 | 293 |
| 2025Q3 | 359 |
| 2025Q4 | 435 |
| 2026Q1 | 525 |
| 2026Q2 | 604 |
| 2026Q3 | 283 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ServiceNow, Inc. | NOW | Information Technology | 19 | Jul 22, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 18 | Jun 9, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 17 | Jul 22, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 17 | Jun 4, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 15 | Aug 11, 2026 |
| Okta, Inc. | OKTA | Information Technology | 15 | Jul 13, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 14 | Jun 11, 2026 |
| Elastic N.V. | ESTC | Information Technology | 13 | Jun 10, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Aug 4, 2026 |
| SAP SE | SAP | Information Technology | 12 | Jul 23, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 11 | Aug 10, 2026 |
| Twilio Inc. | TWLO | Information Technology | 11 | Aug 6, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 11 | Aug 5, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Jul 23, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Jul 23, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 11 | Jun 9, 2026 |
| Intuit Inc. | INTU | Information Technology | 11 | May 20, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 10 | Aug 11, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 10 | Aug 6, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Aug 4, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 10 | Jul 30, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 10 | Jul 29, 2026 |
| GitLab Inc. | GTLB | Information Technology | 10 | Jun 10, 2026 |
| Asana, Inc. | ASAN | Information Technology | 10 | Jun 8, 2026 |
| BILL Holdings, Inc. | BILL | Information Technology | 10 | Jun 3, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 9 | Aug 10, 2026 |
| Commerce.com, Inc. | CMRC | Information Technology | 9 | Aug 6, 2026 |
| Workiva Inc. | WK | Information Technology | 9 | Aug 4, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Microsoft Corporation | MSFT | Information Technology | 9 | Jul 29, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 9 | Jul 29, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| Infosys Limited | INFY | Information Technology | 9 | Jul 23, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 9 | Jun 4, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 9 | Jun 4, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 9 | Jun 2, 2026 |
| SailPoint, Inc. | SAIL | Information Technology | 8 | Aug 11, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 8 | Aug 10, 2026 |
| Bentley Systems, Incorporated | BSY | Information Technology | 8 | Aug 6, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 8 | Aug 6, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 8 | Aug 6, 2026 |
| Open Text Corporation | OTEX | Information Technology | 8 | Aug 6, 2026 |
| Klaviyo, Inc. | KVYO | Information Technology | 8 | Aug 5, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 8 | Aug 5, 2026 |
| Western Digital Corporation | WDC | Information Technology | 8 | Aug 5, 2026 |
| Teradata Corporation | TDC | Information Technology | 8 | Aug 4, 2026 |
Representative quotes
Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to your host, Corey, our AI agent. You may begin. Unknown Executive (Executives): [AI Agent] Good afternoon, and welcome to the Altigen Technologies Fiscal Third Quarter 2026 Earnings Call…
…growing, but also just the more standard foundational, CPU-based server infrastructure that is enabling this agentic workload being broadly deployed. And at the highest level, both phenomenon, growth in the AI server and the more general purpose service is very beneficial to us. We've historically been…
…power supply and battery backup systems. How meaningful are these wins? Hassane El-Khoury (Executives): Look, I think every win in AI data center is meaningful as far as exposure to the end market. And that goes back to the breadth of the approach that we have…
…compound on that free cash flow. Those underlying principles still remain intact even as we're transforming the company to our new Airo Agentic AI platform. So I'll stop there. I can keep going, obviously, but I do want to once the question. Christie Masoner (Executives…
Frequently asked questions
What is Agentic AI and why are companies discussing it?
Autonomous AI agents that plan and execute multi-step work — now showing up in earnings calls across software, retail, banking and travel.
Which company mentioned agentic ai most in Information Technology in the past year?
ServiceNow, Inc. (NOW) led with 19 calls referencing agentic ai, most recently on July 22, 2026.
How can I track agentic ai 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 technology themes
Last updated: August 12, 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 (agentic AI, agentic ai, agentic-ai, agentic, AI agent). 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.