Which companies discussed Tariffs in Information Technology in earnings calls?

494 companies mentioned tariffs across 1,095 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (11 calls), MKS Inc. (9 calls), KLA Corporation (9 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
QuarterCalls mentioning Tariffs
2024Q324
2024Q4140
2025Q1369
2025Q2632
2025Q3494
2025Q4339
2026Q1265
2026Q2193
2026Q394

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Zebra Technologies Corporation ZBRA Information Technology 11 Aug 4, 2026
MKS Inc. MKSI Information Technology 9 Aug 6, 2026
KLA Corporation KLAC Information Technology 9 Jul 28, 2026
Logitech International S.A. LOGN Information Technology 9 Jul 28, 2026
HP Inc. HPQ Information Technology 9 Jun 2, 2026
Cognex Corporation CGNX Information Technology 8 Aug 6, 2026
Motorola Solutions, Inc. MSI Information Technology 8 Aug 5, 2026
Ralliant Corporation RAL Information Technology 8 Jul 30, 2026
PAR Technology Corporation PAR Information Technology 7 Aug 6, 2026
Advanced Energy Industries, Inc. AEIS Information Technology 7 Aug 3, 2026
SPS Commerce, Inc. SPSC Information Technology 7 Jul 30, 2026
Microchip Technology Incorporated MCHP Information Technology 7 May 20, 2026
Keysight Technologies, Inc. KEYS Information Technology 7 May 19, 2026
Cisco Systems, Inc. CSCO Information Technology 7 May 13, 2026
Vontier Corporation VNT Information Technology 6 Aug 6, 2026
Corsair Gaming, Inc. CRSR Information Technology 6 Aug 6, 2026
Arista Networks, Inc. ANET Information Technology 6 Aug 4, 2026
Gartner, Inc. IT Information Technology 6 Aug 4, 2026
IPG Photonics Corporation IPGP Information Technology 6 Aug 4, 2026
Universal Display Corporation OLED Information Technology 6 Jul 30, 2026
Impinj, Inc. PI Information Technology 6 Jul 29, 2026
Texas Instruments Incorporated TXN Information Technology 6 May 28, 2026
Analog Devices, Inc. ADI Information Technology 6 May 20, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 6 May 7, 2026
Roper Technologies, Inc. ROP Information Technology 5 Aug 11, 2026
Kinaxis Inc. KXS Information Technology 5 Aug 7, 2026
Tantalus Systems Holding Inc. GRID Information Technology 5 Aug 6, 2026
Unusual Machines, Inc. UMAC Information Technology 5 Aug 6, 2026
Vishay Intertechnology, Inc. VSH Information Technology 5 Aug 5, 2026
SolarEdge Technologies, Inc. SEDG Information Technology 5 Aug 5, 2026
Belden Inc. BDC Information Technology 5 Jul 30, 2026
Xerox Holdings Corporation XRX Information Technology 5 Jul 30, 2026
FormFactor, Inc. FORM Information Technology 5 Jul 29, 2026
Hexagon AB (publ) HEXAB Information Technology 5 Jul 29, 2026
Enphase Energy, Inc. ENPH Information Technology 5 Jul 28, 2026
Vaisala Oyj VAIAS Information Technology 5 Jul 21, 2026
Tecsys Inc. TCS Information Technology 5 Jul 9, 2026
Daktronics, Inc. DAKT Information Technology 5 Jun 24, 2026
ON Semiconductor Corporation ON Information Technology 5 Jun 3, 2026
Intel Corporation INTC Information Technology 5 May 19, 2026
CDW Corporation CDW Information Technology 5 May 19, 2026
M-tron Industries, Inc. MPTI Information Technology 5 May 12, 2026
OSI Systems, Inc. OSIS Information Technology 5 May 4, 2026
Wipro Limited 507685 Information Technology 5 Apr 16, 2026
Flex Ltd. FLEX Information Technology 5 Mar 2, 2026
CI&T Inc. CINT Information Technology 5 Feb 19, 2026
Applied Materials, Inc. AMAT Information Technology 5 Dec 2, 2025
Super Micro Computer, Inc. SMCI Information Technology 4 Aug 11, 2026
Life360, Inc. 360 Information Technology 4 Aug 10, 2026
Arlo Technologies, Inc. ARLO Information Technology 4 Aug 6, 2026

Representative quotes

…margin for the year. Field Systems revenue was up 12% in the quarter despite a headwind of approximately 300 basis points due to tariff refunds, which we do not expect to materially impact future quarters. Note that there is a corresponding offset and cost of goods sold…
Trimble Inc. (TRMB), August 12, 2026. Read the full transcript →
…polysilicon industry, which T1 adamantly supports. The key tenets of the proclamation are the imposition of minimum import prices and ad valorem tariffs on solar modules and subcomponents. These measures are designed to provide tangible economic and strategic incentives to invest in domestic solar capacity and the emerging…
T1 Energy Inc. (TE), August 12, 2026. Read the full transcript →
…anyone could share any general learnings that you've had since acquiring it? What has surprised you good or bad since acquiring all tariff from Allscripts? And have you been able to buy any of those learnings to acquisitions since then? Bernard Anzarouth (Executives): I would think generally…
Constellation Software Inc. (CSU), August 12, 2026. Read the full transcript →
…fiscal year '27, and perhaps the subsequent quarter. This favorable mix contributed approximately 75% of the gross margin improvement. Lower tariff costs and lower inventory reserves drove the remaining 25% of the gross margin improvement. Q4 GAAP operating expenses were $455 million, up 44% year over year…
Super Micro Computer, Inc. (SMCI), August 11, 2026. Read the full transcript →

Frequently asked questions

What is Tariffs and why are companies discussing it?

Cross-border import duties driving sourcing, pricing and margin decisions across virtually every sector.

Which company mentioned tariffs most in Information Technology in the past year?

Zebra Technologies Corporation (ZBRA) led with 11 calls referencing tariffs, most recently on August 4, 2026.

How can I track tariffs 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 macro 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 (tariff, tariff, tariffs, import duties, import duty). 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.