Which companies discussed Cloud Computing in Real Estate in earnings calls?
72 companies mentioned cloud computing across 140 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (12 calls), American Tower Corporation (11 calls), Iron Mountain Incorporated (10 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 | 23 |
| 2024Q4 | 20 |
| 2025Q1 | 30 |
| 2025Q2 | 20 |
| 2025Q3 | 35 |
| 2025Q4 | 24 |
| 2026Q1 | 44 |
| 2026Q2 | 30 |
| 2026Q3 | 22 |
Companies ranked by mentions
Representative quotes
…sites puts us in a good position to have a lot of great locations. We have CoreSite. We have their Open Cloud Exchange, so we can have the interconnection between our edge facilities and the big regional facilities that CoreSite has and distributing power, right? Being able…
…were delivered. So point #2, the market. You know that the Iran conflict temporarily weighed on inflation and interest rate expectations and briefly clouded the investment environment. But as tensions eased, sentiment recovered to pre-conflict levels by the end of the reporting period. So you could argue…
…just add on to that as well. The other thing that we're seeing is kind of similar to what we saw with cloud. But there is a density forming from a network perspective around, say, new clouds, around, say, LLM and the focus for some of those…
…being conducted on 2 parallel tracks. The first is a company-wide modernization of our technology infrastructure using Agentic AI powered by Google Cloud to automate routine workflows, consolidate our technology stack and beginning in 2027, gradually achieve meaningful savings in our non-commission operating expenses. This…
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 Real Estate in the past year?
Equinix, Inc. (EQIX) led with 12 calls referencing cloud computing, most recently on August 10, 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.