Which companies discussed Data Centers in Financials in earnings calls?
778 companies mentioned data centers across 1,683 earnings calls in Financials over the past year, spanning 1 sectors. The most active were S&P Global Inc. (16 calls), Ares Management Corporation (12 calls), Apollo Global Management, Inc. (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 Data Centers |
|---|---|
| 2024Q3 | 111 |
| 2024Q4 | 275 |
| 2025Q1 | 365 |
| 2025Q2 | 252 |
| 2025Q3 | 330 |
| 2025Q4 | 360 |
| 2026Q1 | 482 |
| 2026Q2 | 437 |
| 2026Q3 | 296 |
Companies ranked by mentions
Representative quotes
…improving our pricing models. And we've done quite some investment in this area also in this year, perhaps in particular on the data side. And with that, of course, we find new segments where we then expect to reach the 88% to 90% operating ratio…
…full cost reductions from synergies and outsourcing will only be achieved beyond 28. We also need to invest in areas such as data centers AI, cyber resilience and commercial initiatives. Sandi said, a good start has created some headroom, but it is too early to change the target…
…guess, is it -- I would have thought maybe like with the hyperscaler CapEx build-out and the demand for all this data center capacity you would have potentially seen that start to trickle down into the Freight segment? Or is that potentially too early? Jagtar Narula (Executives…
…many years where we actually developed proprietary algorithms to understand the patterns of that data. Those two things work together, high volume of data, high complexity of algorithms. You really can't have one without the other. And so that was on the technology side. At the same…
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 Financials in the past year?
S&P Global Inc. (SPGI) led with 16 calls referencing data centers, most recently on July 28, 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 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 (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.