Which companies discussed Generative AI in Information Technology in earnings calls?
949 companies mentioned generative ai across 3,578 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ServiceNow, Inc. (20 calls), Pegasystems Inc. (17 calls), Salesforce, Inc. (17 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 Generative AI |
|---|---|
| 2024Q3 | 378 |
| 2024Q4 | 766 |
| 2025Q1 | 799 |
| 2025Q2 | 634 |
| 2025Q3 | 783 |
| 2025Q4 | 887 |
| 2026Q1 | 897 |
| 2026Q2 | 936 |
| 2026Q3 | 537 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ServiceNow, Inc. | NOW | Information Technology | 20 | Jul 22, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 17 | Jul 22, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 17 | Jun 9, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 16 | Aug 11, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 16 | Aug 4, 2026 |
| Intel Corporation | INTC | Information Technology | 16 | Jul 23, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 16 | Jun 4, 2026 |
| Western Digital Corporation | WDC | Information Technology | 14 | Aug 5, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 14 | Aug 4, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 14 | Jun 3, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 13 | Jul 30, 2026 |
| SAP SE | SAP | Information Technology | 13 | Jul 23, 2026 |
| Okta, Inc. | OKTA | Information Technology | 13 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 13 | Jun 10, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 13 | Jun 4, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 12 | Aug 10, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 12 | Aug 10, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 12 | Aug 6, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 12 | Aug 4, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 12 | Jul 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 12 | Jun 25, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 12 | Jun 3, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 11 | Aug 11, 2026 |
| Cognex Corporation | CGNX | Information Technology | 11 | Aug 10, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | Aug 5, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 11 | Aug 5, 2026 |
| Flex Ltd. | FLEX | Information Technology | 11 | Jul 29, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 11 | Jun 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 11, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 10 | Aug 6, 2026 |
| Twilio Inc. | TWLO | Information Technology | 10 | Aug 6, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 10 | Aug 5, 2026 |
| NICE Ltd. | NICE | Information Technology | 10 | Aug 5, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Aug 4, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Jul 29, 2026 |
| Teradyne, Inc. | TER | Information Technology | 10 | Jul 29, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 10 | Jul 23, 2026 |
| Intuit Inc. | INTU | Information Technology | 10 | Jun 9, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Jun 3, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 9 | Aug 11, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
| Intapp, Inc. | INTA | Information Technology | 9 | Aug 4, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 9 | Jul 29, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 9 | Jul 29, 2026 |
Representative quotes
…greater degree of intimacy there so it's very important On the technology side, as you've heard, we recently launched our next generation enterprise grade BOHA SaaS, that's Software as a Service platform, with the completion of our migration from our legacy hosted infrastructure to Microsoft…
…managed information technology business, the foundation of our company grew more than 8% year-over-year. We believe this recurring revenue business generates long-term customer relationships, predictable cash flows and multiple opportunities to expand wallet share over time. At this point, let me turn the call over…
…challenge. These platforms typically require the continuous upload of massive volumes of sensor and camera data as well as the download of large AI models and software updates. This often entails not only multi-gigabit data transfers, but doing so well operating in close physical proximity to many…
…risks include, but are not limited to, dependence on a limited number of customers and partners, rapid technological change in the communications and AI markets, competition from companies with significantly greater resources, Altigen's ability to develop, market and deliver new and enhanced products and services, the company…
Frequently asked questions
What is Generative AI and why are companies discussing it?
How management teams are deploying generative models across products, support and internal workflows.
Which company mentioned generative ai most in Information Technology in the past year?
ServiceNow, Inc. (NOW) led with 20 calls referencing generative ai, most recently on July 22, 2026.
How can I track generative ai 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 (generative AI, generative ai, genai, large language model). 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.