Which companies discussed Data Centers in Communication Services in earnings calls?
315 companies mentioned data centers across 749 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were BCE Inc. (12 calls), TELUS Corporation (12 calls), Cogent Communications Holdings, Inc. (11 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 | 72 |
| 2024Q4 | 148 |
| 2025Q1 | 172 |
| 2025Q2 | 133 |
| 2025Q3 | 179 |
| 2025Q4 | 175 |
| 2026Q1 | 175 |
| 2026Q2 | 211 |
| 2026Q3 | 111 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| BCE Inc. | BCE | Communication Services | 12 | Aug 6, 2026 |
| TELUS Corporation | T | Communication Services | 12 | Jul 31, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 11 | Aug 6, 2026 |
| Lumen Technologies, Inc. | LUMN | Communication Services | 10 | Aug 4, 2026 |
| NTT, Inc. | 9432 | Communication Services | 9 | Aug 6, 2026 |
| Ooredoo Q.P.S.C. | ORDS | Communication Services | 8 | Aug 3, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 8 | Jul 22, 2026 |
| KDDI Corporation | 9433 | Communication Services | 7 | Aug 7, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 7 | Aug 6, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 7 | Aug 6, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 7 | Jul 29, 2026 |
| T-Mobile US, Inc. | TMUS | Communication Services | 7 | Jul 23, 2026 |
| SoftBank Corp. | 9434 | Communication Services | 6 | Aug 4, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 6 | Jul 24, 2026 |
| Telenor ASA | TEL | Communication Services | 6 | Jul 16, 2026 |
| Match Group, Inc. | MTCH | Communication Services | 6 | May 19, 2026 |
| Advanced Info Service Public Company Limited | ADVANC | Communication Services | 5 | Aug 11, 2026 |
| Ziff Davis, Inc. | ZD | Communication Services | 5 | Aug 7, 2026 |
| Türk Telekomünikasyon Anonim Sirketi | TTKOM | Communication Services | 5 | Aug 6, 2026 |
| REA Group Limited | REA | Communication Services | 5 | Aug 5, 2026 |
| Nazara Technologies Limited | NAZARA | Communication Services | 5 | Aug 4, 2026 |
| Pinterest, Inc. | PINS | Communication Services | 5 | Aug 4, 2026 |
| Telecom Italia S.p.A. | TIT | Communication Services | 5 | Jul 30, 2026 |
| Roblox Corporation | RBLX | Communication Services | 5 | Jul 30, 2026 |
| Shenandoah Telecommunications Company | SHEN | Communication Services | 5 | Jul 29, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 5 | Jul 24, 2026 |
| Charter Communications, Inc. | CHTR | Communication Services | 5 | Jul 24, 2026 |
| Rogers Communications Inc. | RCIB | Communication Services | 5 | Jul 22, 2026 |
| Roku, Inc. | ROKU | Communication Services | 5 | Jun 15, 2026 |
| Comcast Corporation | CMCSA | Communication Services | 5 | Jun 2, 2026 |
| Magnite, Inc. | MGNI | Communication Services | 4 | Aug 11, 2026 |
| Cablevisión Holding S.A. | CVH | Communication Services | 4 | Aug 11, 2026 |
| Globe Telecom, Inc. | GLO | Communication Services | 4 | Aug 10, 2026 |
| Kakao Corp. | A035720 | Communication Services | 4 | Aug 6, 2026 |
| Liberty Latin America Ltd. | LILA | Communication Services | 4 | Aug 6, 2026 |
| Optimum Communications, Inc. | OPTU | Communication Services | 4 | Aug 6, 2026 |
| Tripadvisor, Inc. | TRIP | Communication Services | 4 | Aug 6, 2026 |
| Bharti Airtel Limited | 532454 | Communication Services | 4 | Aug 5, 2026 |
| Bezeq The Israel Telecommunication Corp. Ltd | BEZQ | Communication Services | 4 | Aug 5, 2026 |
| Chunghwa Telecom Co., Ltd. | 2412 | Communication Services | 4 | Aug 5, 2026 |
| Criteo S.A. | CRTO | Communication Services | 4 | Aug 5, 2026 |
| ZoomInfo Technologies Inc. | GTM | Communication Services | 4 | Aug 5, 2026 |
| RailTel Corporation of India Limited | RAILTEL | Communication Services | 4 | Jul 31, 2026 |
| Rai Way S.p.A. | RWAY | Communication Services | 4 | Jul 30, 2026 |
| Cellnex Telecom, S.A. | CLNX | Communication Services | 4 | Jul 30, 2026 |
| KRAFTON, Inc. | A259960 | Communication Services | 4 | Jul 29, 2026 |
| Orange S.A. | ORA | Communication Services | 4 | Jul 28, 2026 |
| Telefônica Brasil S.A. | VIVT3 | Communication Services | 4 | Jul 28, 2026 |
| IMAX Corporation | IMAX | Communication Services | 4 | Jul 23, 2026 |
| Airtel Africa Plc | AAF | Communication Services | 4 | Jul 23, 2026 |
Representative quotes
…platform overall, not just to VIDAA, but across the board, what we see is that the way that we are basically utilizing the data on our platform is helping us to generate better results and people are, again, like to spend where it's working for them…
…global 20 versus 20 tournament. In terms of production, the Delta Force team have integrated AI across multiple workflows, including using data agents for performance analysis and the Hunyuan 3D model for asset generation. VALORANT PC also achieved lifetime high average DAU in the second quarter, benefiting from…
Finnish market, as I said. And the services are working pretty good. So we have good quality, high quality and good load of data there as well. Secondly, the driver for our second quarter growth and profitability improvement is the Marketplaces. Just to remind you, we have marketplaces…
…that across multiple economies. You did call out Malaysia. Malaysia is not a unique beneficiary, but it also has upside forces from data center build-out and things like that. And so yes, Malaysia is going very strong. But in general, the overriding thesis for our assumption…
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 Communication Services in the past year?
BCE Inc. (BCE) led with 12 calls referencing data centers, most recently on August 6, 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 →
Related technology themes
Last updated: August 13, 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.