Which companies discussed Data Centers in earnings calls?
6,626 companies mentioned data centers across 15,151 earnings calls over the past year, spanning 11 sectors. The most active were Arista Networks, Inc. (18 calls), Salesforce, Inc. (17 calls), Advanced Micro Devices, Inc. (16 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 Data Centers |
|---|---|
| 2024Q3 | 1,430 |
| 2024Q4 | 3,119 |
| 2025Q1 | 3,507 |
| 2025Q2 | 2,550 |
| 2025Q3 | 3,134 |
| 2025Q4 | 3,539 |
| 2026Q1 | 4,104 |
| 2026Q2 | 3,911 |
| 2026Q3 | 2,072 |
Companies ranked by mentions
Representative quotes
…into my next question. So the -- the business is transitioning all of tech seems to be transitioning. You guys have Airo front and center would love kind of a quick primer kind of what is how is that differentiated from what you guys are offering today…
…manufacturing when we started looking at free, what are really the things that drive freight. There certainly are tech industrials going on with data centers and things of that nature. That is certainly active. But if I look at housing and I look at retail on consumer spending…
…position itself as an integrated service provider for large customers by offering convergent ICT solutions, including fixed and mobile voice, data, Internet multimedia data center and application services through sales, consulting, management and specialized and targeted cost sales customer services. Internet services revenues increased 3.7% year-over-year…
…business is going to be pretty phenomenal from a growth perspective. We talked about the server business growing more than 70%, but the data center business inclusive of AI growing much more than 100% next year. So that will leave quite a lot of -- I don't know…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in the past year?
Arista Networks, Inc. (ANET) led with 18 calls referencing data centers, most recently on August 4, 2026.
How can I track data centers 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 →
Data Centers by sector
- Information Technology (307)
- Industrials (124)
- Health Care (111)
- Communication Services (46)
- Financials (28)
- Real Estate (26)
Related technology themes
Last updated: August 11, 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 (data center, data center, data centre, data centers, data centres). 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.