Which companies discussed Data Centers in Information Technology in earnings calls?
828 companies mentioned data centers across 2,809 earnings calls in Information Technology over the past year, spanning 1 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 | 290 |
| 2024Q4 | 562 |
| 2025Q1 | 618 |
| 2025Q2 | 494 |
| 2025Q3 | 580 |
| 2025Q4 | 685 |
| 2026Q1 | 687 |
| 2026Q2 | 760 |
| 2026Q3 | 444 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 18 | Aug 4, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 17 | Jun 9, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 16 | Aug 11, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 16 | Aug 6, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 16 | Jul 22, 2026 |
| Intel Corporation | INTC | Information Technology | 15 | Jul 23, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 15 | Jun 4, 2026 |
| Western Digital Corporation | WDC | Information Technology | 13 | Aug 5, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | Aug 5, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Jul 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 13 | Jun 25, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 13 | Jun 11, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Jun 9, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 12 | Aug 11, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 12 | Aug 11, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 12 | Aug 11, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 12 | Aug 10, 2026 |
| Flex Ltd. | FLEX | Information Technology | 12 | Jul 29, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 12 | Jul 22, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 12 | Jun 4, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 11 | Jul 29, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 11 | Jun 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 11, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Ralliant Corporation | RAL | Information Technology | 10 | Jul 30, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 10 | Jul 22, 2026 |
| Okta, Inc. | OKTA | Information Technology | 10 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 10 | Jun 4, 2026 |
| Cognex Corporation | CGNX | Information Technology | 9 | Aug 10, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Teradyne, Inc. | TER | Information Technology | 9 | Jul 29, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| Skyworks Solutions, Inc. | SWKS | Information Technology | 9 | Jul 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Jul 27, 2026 |
| SAP SE | SAP | Information Technology | 9 | Jul 23, 2026 |
| Tecsys Inc. | TCS | Information Technology | 9 | Jul 9, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 9 | Jun 11, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 9 | Jun 3, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 9 | Jun 3, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 9 | Jun 2, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | May 5, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 8 | Aug 11, 2026 |
| SailPoint, Inc. | SAIL | Information Technology | 8 | Aug 11, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Aug 11, 2026 |
| Information Services Group, Inc. | III | Information Technology | 8 | Aug 6, 2026 |
Representative quotes
…reached $399 million, up 12%, marking a terrific and record-setting quarter. Global end markets demonstrate broad strength, notably in data centers, utilities and energy infrastructure. Our civil construction team continues to drive mixed fleet technology adoption and market expansion through our bundled subscription offerings. In Geospatial…
…have rebranded as T1 NRI. NRI has a 50-year history of providing system solutions to blue chip customers in the industrial data center and government sectors. We believe this acquisition of a capital-light, high-margin business that provides T1 with a presence in the best…
…just this year, but in 2027 and well beyond. We have visibility into pricing and expect capacity coming online from our own data center to begin improving margins in the second half of next year. Now turning to our balance sheet. Prepayments from our customers reached…
…just talk about your microlens arrays a bit. I mean demand must be quite strong given what's happening in the data center space. Can you just provide some color how this business has performed in H1 and also on the capacity point, if you have enough capacity…
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 Information Technology 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 →
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.