Which companies discussed Agentic AI in Information Technology in earnings calls?
671 companies mentioned agentic ai across 2,024 earnings calls in Information Technology over the past year, spanning 1 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
| Quarter | Calls mentioning Agentic AI |
|---|---|
| 2024Q3 | 106 |
| 2024Q4 | 217 |
| 2025Q1 | 321 |
| 2025Q2 | 293 |
| 2025Q3 | 359 |
| 2025Q4 | 435 |
| 2026Q1 | 525 |
| 2026Q2 | 604 |
| 2026Q3 | 241 |
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 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 14 | Aug 4, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 14 | Jun 11, 2026 |
| Elastic N.V. | ESTC | Information Technology | 13 | Jun 10, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 12 | Aug 4, 2026 |
| SAP SE | SAP | Information Technology | 12 | Jul 23, 2026 |
| Dynatrace, Inc. | DT | Information Technology | 11 | Aug 10, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| Twilio Inc. | TWLO | Information Technology | 11 | Aug 6, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 11 | Aug 5, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Intel Corporation | INTC | Information Technology | 11 | Jul 23, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 11 | Jul 23, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 11 | Jun 9, 2026 |
| Intuit Inc. | INTU | Information Technology | 11 | May 20, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 10 | Aug 6, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Aug 4, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 10 | Jul 30, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 10 | Jul 29, 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 |
| Micron Technology, Inc. | MU | Information Technology | 9 | Aug 10, 2026 |
| Commerce.com, Inc. | CMRC | Information Technology | 9 | Aug 6, 2026 |
| Workiva Inc. | WK | Information Technology | 9 | Aug 4, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 9 | Jul 30, 2026 |
| PTC Inc. | PTC | 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 |
| Microsoft Corporation | MSFT | Information Technology | 9 | Jul 29, 2026 |
| Infosys Limited | INFY | Information Technology | 9 | Jul 23, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 9 | Jun 4, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 9 | Jun 4, 2026 |
| Snowflake Inc. | SNOW | Information Technology | 9 | Jun 2, 2026 |
| Fastly, Inc. | FSLY | Information Technology | 8 | Aug 10, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 8 | Aug 6, 2026 |
| Cloudflare, Inc. | NET | Information Technology | 8 | Aug 6, 2026 |
| Bentley Systems, Incorporated | BSY | Information Technology | 8 | Aug 6, 2026 |
| Open Text Corporation | OTEX | Information Technology | 8 | Aug 6, 2026 |
| Klaviyo, Inc. | KVYO | Information Technology | 8 | Aug 5, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 8 | Aug 5, 2026 |
| Western Digital Corporation | WDC | Information Technology | 8 | Aug 5, 2026 |
| Intapp, Inc. | INTA | Information Technology | 8 | Aug 4, 2026 |
| Teradata Corporation | TDC | Information Technology | 8 | Aug 4, 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…
…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…
…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…
…history. We moved from building software that helps people manage work to building software that does the work with people and AI agents operating together in a single unified workspace. That shift changed our product, our strategy and how we serve our customers. It also required…
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 Information Technology 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 →
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.