Which companies discussed Agentic AI in earnings calls?

2,739 companies mentioned agentic ai across 6,041 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (19 calls), Salesforce, Inc. (18 calls), Pegasystems 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
QuarterCalls mentioning Agentic AI
2024Q3247
2024Q4541
2025Q1777
2025Q2676
2025Q31,005
2025Q41,266
2026Q11,728
2026Q21,752
2026Q3741

Companies ranked by mentions

Company Ticker Sector Calls Last mention
ServiceNow, Inc. NOW Information Technology 19 Jul 22, 2026
Salesforce, Inc. CRM Information Technology 18 Jun 9, 2026
Pegasystems Inc. PEGA Information Technology 17 Jul 22, 2026
NVIDIA Corporation NVDA Information Technology 17 Jun 4, 2026
Okta, Inc. OKTA Information Technology 15 Jul 13, 2026
ZoomInfo Technologies Inc. GTM Communication Services 14 Aug 5, 2026
Advanced Micro Devices, Inc. AMD Information Technology 14 Aug 4, 2026
Mastercard Incorporated MA Financials 14 Jul 30, 2026
S&P Global Inc. SPGI Financials 14 Jul 28, 2026
Nasdaq, Inc. NDAQ Financials 14 Jul 23, 2026
MongoDB, Inc. MDB Information Technology 14 Jun 11, 2026
Elastic N.V. ESTC Information Technology 13 Jun 10, 2026
Walmart Inc. WMT Consumer Staples 13 Jun 10, 2026
Arista Networks, Inc. ANET Information Technology 12 Aug 4, 2026
Visa Inc. V Financials 12 Jul 28, 2026
SAP SE SAP Information Technology 12 Jul 23, 2026
SS&C Technologies Holdings, Inc. SSNC Industrials 12 Jul 23, 2026
Dynatrace, Inc. DT Information Technology 11 Aug 10, 2026
Twilio Inc. TWLO Information Technology 11 Aug 6, 2026
Atlassian Corporation TEAM Information Technology 11 Aug 6, 2026
HubSpot, Inc. HUBS Information Technology 11 Aug 5, 2026
NICE Ltd. NICE Information Technology 11 Aug 5, 2026
C.H. Robinson Worldwide, Inc. CHRW Industrials 11 Jul 29, 2026
RingCentral, Inc. RNG Information Technology 11 Jul 23, 2026
Intel Corporation INTC Information Technology 11 Jul 23, 2026
Moody's Corporation MCO Financials 11 Jul 22, 2026
Zscaler, Inc. ZS Information Technology 11 Jun 9, 2026
Intuit Inc. INTU Information Technology 11 May 20, 2026
Genpact Limited G Industrials 10 Aug 7, 2026
Datadog, Inc. DDOG Information Technology 10 Aug 6, 2026
Fiserv, Inc. FISV Financials 10 Aug 6, 2026
JFrog Ltd. FROG Information Technology 10 Aug 6, 2026
Recursion Pharmaceuticals, Inc. RXRX Health Care 10 Aug 5, 2026
DigitalOcean Holdings, Inc. DOCN Information Technology 10 Aug 4, 2026
Booking Holdings Inc. BKNG Consumer Discretionary 10 Aug 4, 2026
Zeta Global Holdings Corp. ZETA Information Technology 10 Aug 4, 2026
Fidelity National Information Services, Inc. FIS Financials 10 Aug 4, 2026
Tyler Technologies, Inc. TYL Information Technology 10 Jul 30, 2026
Fortinet, Inc. FTNT Information Technology 10 Jul 29, 2026
Verisk Analytics, Inc. VRSK Industrials 10 Jul 29, 2026
IQVIA Holdings Inc. IQV Health Care 10 Jul 28, 2026
GitLab Inc. GTLB Information Technology 10 Jun 10, 2026
Asana, Inc. ASAN Information Technology 10 Jun 8, 2026
BILL Holdings, Inc. BILL Information Technology 10 Jun 3, 2026
DoubleVerify Holdings, Inc. DV Consumer Staples 10 May 18, 2026
Micron Technology, Inc. MU Information Technology 9 Aug 10, 2026
RXO, Inc. RXO Industrials 9 Aug 6, 2026
Commerce.com, Inc. CMRC Information Technology 9 Aug 6, 2026
Zillow Group, Inc. ZG Real Estate 9 Aug 5, 2026
Schrödinger, Inc. SDGR Health Care 9 Aug 5, 2026

Representative quotes

…where we've had interesting programs that have come into play. Where we're seeing the biggest vector of near-term growth in AI right now has been in what we would call like bot management. We have a product called ContentGuard wrapped around that. On our prepared…
Fastly, Inc. (FSLY), August 10, 2026. Read the full transcript →
…agentic at scale. But a lot of that will also happen inside a physical cage or inside a physical data center. It's not like that needs to move around the metro. So I think it's wait and see, but there's no doubt that AI…
Equinix, Inc. (EQIX), August 10, 2026. Read the full transcript →
…deliver better you outcomes in a holistic end-to-end observability environment. That then, as I said earlier, establishes the foundation for a agentic AI and agentic solutions driving autonomous operations to come. Eric Heath (Analysts): Yes. And then lastly, on AI to come back to that. Maybe…
Dynatrace, Inc. (DT), August 10, 2026. Read the full transcript →
…line as well as productivity for the bottom line. And we are such early stages and you can see the breakthroughs happening with Agentic AI. Now what is very important to understand about Agentic AI is that the interact -- the interaction of these agents with the hardware infrastructure…
Micron Technology, Inc. (MU), August 10, 2026. Read the full transcript →

Frequently asked questions

What is Agentic AI and why are companies discussing it?

Autonomous AI agents that plan and execute multi-step work — now showing up in earnings calls across software, retail, banking and travel.

Which company mentioned agentic ai most in the past year?

ServiceNow, Inc. (NOW) led with 19 calls referencing agentic ai, most recently on July 22, 2026.

How can I track agentic 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 →

Agentic AI by sector

Related technology themes

Last updated: August 10, 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 (agentic AI, agentic ai, agentic-ai, agentic, AI agent). 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.