Which companies discussed Cloud Computing in Information Technology in earnings calls?
820 companies mentioned cloud computing across 2,437 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (20 calls), Arista Networks, Inc. (18 calls), Pegasystems Inc. (18 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 Cloud Computing |
|---|---|
| 2024Q3 | 335 |
| 2024Q4 | 598 |
| 2025Q1 | 592 |
| 2025Q2 | 479 |
| 2025Q3 | 541 |
| 2025Q4 | 614 |
| 2026Q1 | 606 |
| 2026Q2 | 636 |
| 2026Q3 | 266 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 20 | Jun 9, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 18 | Aug 4, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 18 | Jul 22, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 17 | Jun 4, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 16 | Jul 30, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 15 | Aug 6, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 15 | Jul 22, 2026 |
| Western Digital Corporation | WDC | Information Technology | 14 | Aug 5, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 14 | Jun 11, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 14 | Jun 3, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 13 | Aug 11, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Jul 28, 2026 |
| SAP SE | SAP | Information Technology | 13 | Jul 23, 2026 |
| Okta, Inc. | OKTA | Information Technology | 13 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 13 | Jun 10, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 13 | Jun 4, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 12 | Aug 11, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 12 | Aug 5, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 12 | Jul 29, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 11 | Aug 4, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Jul 23, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 11 | Jun 9, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 11 | Jun 4, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 10 | Aug 10, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 10 | Aug 5, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Aug 4, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Flex Ltd. | FLEX | Information Technology | 10 | Jul 29, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 10 | Jul 29, 2026 |
| Infosys Limited | INFY | Information Technology | 10 | Jul 23, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 10 | Jun 9, 2026 |
| Nutanix, Inc. | NTNX | Information Technology | 10 | Jun 2, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 9 | Aug 11, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| JFrog Ltd. | FROG | Information Technology | 9 | Aug 6, 2026 |
| Intapp, Inc. | INTA | Information Technology | 9 | Aug 4, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 9 | Jul 29, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Jul 27, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 9 | Jun 2, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 9 | May 19, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 8 | Aug 10, 2026 |
| Cognex Corporation | CGNX | Information Technology | 8 | Aug 10, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 8 | Aug 6, 2026 |
| Twilio Inc. | TWLO | Information Technology | 8 | Aug 6, 2026 |
| Bentley Systems, Incorporated | BSY | Information Technology | 8 | Aug 6, 2026 |
| Open Text Corporation | OTEX | Information Technology | 8 | Aug 6, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 8 | Aug 5, 2026 |
Representative quotes
…power and supply chain foundation that will support years of growth. AI is transforming every organization. The debate around future demand for AI cloud infrastructure will likely continue. But what we know with certainty is informed by our customers' actions. Demand continues to intensify as the market broadens…
…computes, storage, 800G and 1.6T high-speed switch, upcoming optical networking, and our management software suite including SCM, Super Micro Cloud Composer; SDM, Super Micro Data Center Manager, and SOM, Super Micro Orchestration Manager delivers the complete, one-stop shop experience that modern enterprises, Neocloud…
…becoming increasingly clear. IPM is evolving into a higher-value enterprise infrastructure-focused company built around recurring managed services enterprise cybersecurity and cloud infrastructure. While this quarter's results reflected temporary supply chain disruptions that delayed revenue recognition and compressed margins on 1 large customer order, the underlying…
…come on with a detailed review of our financial results. So let me begin with the quarter's most important development. Newly contracted cloud revenue exceeded the cloud revenue loss through our legacy customer churn. This is a critical inflection point for Altigen. During the company's transformation…
Frequently asked questions
What is Cloud Computing and why are companies discussing it?
Cloud growth rates, migration and hyperscaler capex — the infrastructure layer under every software business.
Which company mentioned cloud computing most in Information Technology in the past year?
Salesforce, Inc. (CRM) led with 20 calls referencing cloud computing, most recently on June 9, 2026.
How can I track cloud computing 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 (cloud, cloud, cloud computing, hyperscaler). 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.