Which companies discussed Physical AI in Financials in earnings calls?
345 companies mentioned physical ai across 522 earnings calls in Financials over the past year, spanning 1 sectors. The most active were MSCI Inc. (10 calls), UniCredit S.p.A. (7 calls), Visa Inc. (6 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 Physical AI |
|---|---|
| 2024Q3 | 35 |
| 2024Q4 | 62 |
| 2025Q1 | 85 |
| 2025Q2 | 67 |
| 2025Q3 | 73 |
| 2025Q4 | 121 |
| 2026Q1 | 151 |
| 2026Q2 | 139 |
| 2026Q3 | 69 |
Companies ranked by mentions
Representative quotes
…never based on SpaceX simply as a space launch company. We saw SpaceX as a global digital infra platform connecting space, communications, AI and national security built around Starlink as the base. Ultimately, we believe the essence of investing lies not in short-term price movement…
…expected to be broad-based, export-oriented, and productivity enhancing. To give you a few highlights in this area, Armenia launched the largest AI factory in the CIS region just a few days ago, and Georgia has moved on to the construction phase of its first deep…
AI to basically create hedge fund-like strategies, basically market-neutral strategies, alpha strategies. We've been actually working with quant pro traders in etoro and building pods. We launched 5 pods. Each pod is actually somebody coming from finance and somebody coming from physics or computer sciences…
…make them accessible through APIs and other actions. And we did that as part of transformative growth. We didn't do it knowing AI was coming. We just thought it made sense, but it's positioned us to do ALLIE well. And as it relates to like token…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Financials in the past year?
MSCI Inc. (MSCI) led with 10 calls referencing physical ai, most recently on July 21, 2026.
How can I track physical 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 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 (physical AI, physical ai). 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.