Which companies discussed Cloud Computing in Industrials in earnings calls?
383 companies mentioned cloud computing across 653 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), Verisk Analytics, Inc. (10 calls), Axon Enterprise, Inc. (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
| Quarter | Calls mentioning Cloud Computing |
|---|---|
| 2024Q3 | 54 |
| 2024Q4 | 139 |
| 2025Q1 | 170 |
| 2025Q2 | 119 |
| 2025Q3 | 144 |
| 2025Q4 | 151 |
| 2026Q1 | 153 |
| 2026Q2 | 188 |
| 2026Q3 | 95 |
Companies ranked by mentions
Representative quotes
…good question. And the business is now pure play really sensing and measurement. I think , obviously, the picture was quite clouded. This business coming out, you have a really nice pure-play sensing and measurement business. And it's very, I would say, very similar…
…fuel-hybrid long-endurance capability for ZOLT, the first technical demonstrator of YETI completing tethered hover test, multiple market-ready developments on FLYGHT CLOUD, improvements on EW resilience stack and DGCA Type Certification for our Q6 V2 GEO UAV. Third, our deployed UAV fleet crossed 1 million customer…
…through a network of 1.58 lakh BLS touchpoints. We are continually strengthening our technology across both our businesses by leveraging AI, advanced analytics, cloud platforms and automation to enhance security, scalability and performance while delivering smarter, faster and more reliable solutions to partner, customers and client governments…
…traffic management and airline operations. And we've designed it to be built anywhere that aviation is needed, whether it's in the cloud or on the edge, which is fully offline. So it's not theoretical. These are already discussions we're having with government agencies, industry…
Frequently asked questions
What is Cloud Computing and why are companies discussing it?
Cloud growth rates, migration and hyperscaler capex — the infrastructure layer under every software business.
Which company mentioned cloud computing most in Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 10 calls referencing cloud computing, most recently on August 4, 2026.
How can I track cloud computing 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 11, 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 (cloud, cloud, cloud computing, hyperscaler). 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.