Which companies discussed Pricing Power in Information Technology in earnings calls?
846 companies mentioned pricing power across 2,701 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (14 calls), Sandisk Corporation (13 calls), ServiceNow, Inc. (13 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 Pricing Power |
|---|---|
| 2024Q3 | 275 |
| 2024Q4 | 580 |
| 2025Q1 | 628 |
| 2025Q2 | 496 |
| 2025Q3 | 576 |
| 2025Q4 | 664 |
| 2026Q1 | 679 |
| 2026Q2 | 735 |
| 2026Q3 | 369 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Salesforce, Inc. | CRM | Information Technology | 14 | Jun 2, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Aug 5, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 13 | Jul 22, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 12 | Aug 10, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 12 | Aug 6, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Aug 4, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Aug 12, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 11 | Aug 12, 2026 |
| Western Digital Corporation | WDC | Information Technology | 11 | Aug 5, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 11 | Aug 4, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 11 | Aug 4, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Jul 23, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 11 | May 20, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 10 | Aug 11, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 11, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Aug 11, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 10 | Aug 5, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Jul 29, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 10 | Jul 28, 2026 |
| Intuit Inc. | INTU | Information Technology | 10 | Jun 9, 2026 |
| Asana, Inc. | ASAN | Information Technology | 10 | Jun 8, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 10 | Jun 2, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 9 | Aug 11, 2026 |
| Cognex Corporation | CGNX | Information Technology | 9 | Aug 10, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 9 | Aug 10, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 9 | Aug 5, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 9 | Aug 5, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 9 | Aug 5, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 9 | Aug 4, 2026 |
| Ralliant Corporation | RAL | Information Technology | 9 | Jul 30, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 9 | Jul 29, 2026 |
| Corning Incorporated | GLW | Information Technology | 9 | Jul 28, 2026 |
| Okta, Inc. | OKTA | Information Technology | 9 | Jul 13, 2026 |
| Seco S.p.A. | IOT | Information Technology | 9 | Jun 24, 2026 |
| GitLab Inc. | GTLB | Information Technology | 9 | Jun 10, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 9 | Jun 2, 2026 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 8 | Aug 11, 2026 |
| Tantalus Systems Holding Inc. | GRID | Information Technology | 8 | Aug 6, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 8 | Aug 6, 2026 |
| MKS Inc. | MKSI | Information Technology | 8 | Aug 6, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 8 | Aug 5, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 8 | Jul 29, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 8 | Jul 23, 2026 |
| SAP SE | SAP | Information Technology | 8 | Jul 23, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 8 | Jul 22, 2026 |
| Hewlett Packard Enterprise Company | HPE | Information Technology | 8 | Jun 16, 2026 |
| Elastic N.V. | ESTC | Information Technology | 8 | Jun 10, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 8 | Jun 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 8 | Jun 4, 2026 |
Representative quotes
Vice President of Supply Chain. This leadership addition comes at an important time as selected component constraints, longer lead times, allocation pressures and price volatility continue to affect many OEMs and EMS providers. We are working closely with customers and suppliers to plan ahead secure critical materials…
…enterprises, we have a very long set of data on the net retention, i.e., the expansion of that. That's a very, very powerful motion. So anything from car companies to banks, insurance companies metal vendors, video, all of the media -- all those companies are essentially weighted average…
…allows us to compete in many different verticals. And I think 1 area where we can command a lot of pricing power is in the high-performance verticals. So I think about aerospace and defense, anywhere where you have a customer that's willing to pay a premium…
…about 98% domestic in the U.S., most of the 2% is Canada. We provide a very broad range of software applications that really power the mission-critical functions of government. We're about 75-ish percent local governments, so cities, counties, school districts, local agencies, roughly…
Frequently asked questions
What is Pricing Power and why are companies discussing it?
Who can raise prices without losing volume — the clearest tell of a durable competitive moat in an earnings call.
Which company mentioned pricing power most in Information Technology in the past year?
Salesforce, Inc. (CRM) led with 14 calls referencing pricing power, most recently on June 2, 2026.
How can I track pricing power 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 finance 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 (pricing power, pricing power, price increase). 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.