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
QuarterCalls mentioning Cloud Computing
2024Q3335
2024Q4598
2025Q1592
2025Q2479
2025Q3541
2025Q4614
2026Q1606
2026Q2636
2026Q3266

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…
CoreWeave, Inc. (CRWV), August 11, 2026. Read the full transcript →
…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…
Super Micro Computer, Inc. (SMCI), August 11, 2026. Read the full transcript →
…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…
Intelligent Protection Management Corp. (IPM), August 11, 2026. Read the full transcript →
…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…
Altigen Communications, Inc. (ATGN), August 11, 2026. Read the full transcript →

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.