Which companies discussed Data Centers in Real Estate in earnings calls?
327 companies mentioned data centers across 639 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (13 calls), American Tower Corporation (13 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 Data Centers |
|---|---|
| 2024Q3 | 71 |
| 2024Q4 | 127 |
| 2025Q1 | 173 |
| 2025Q2 | 97 |
| 2025Q3 | 158 |
| 2025Q4 | 123 |
| 2026Q1 | 190 |
| 2026Q2 | 152 |
| 2026Q3 | 117 |
Companies ranked by mentions
Representative quotes
Raouf Abdel (Executives): Yes. So think about my role as sort of the development end-to-end cycle of building our data centers from real estate to energy, to design, build the procurement aspects of that. And then ultimately, when we do build the data center…
…something that's very large. But always on the lookout. We want to invest in our developed markets, whether it's towers or data centers in the U.S. or towers in Europe. So we're active lookers in the space. Gregory Williams (Analysts): Can you talk about…
…expect in terms of construction? And then I just would like to understand how Power would be secure for -- in case there is data center users. Kelly Hanczyk (Executives): Yes. Okay. So I guess watch my word. So I'm looking at it like miners trying to find…
…policy stability continues to enforce its position as a preferred destination for multinational companies and global capability centers. The India office market has carried its strong momentum into 2026. Industry data indicates that office absorption has reached a record 45-plus million square feet in the first half…
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 Real Estate in the past year?
Equinix, Inc. (EQIX) led with 13 calls referencing data centers, most recently on August 11, 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.