Which companies discussed Cloud Computing in Information Technology in earnings calls?

820 companies mentioned cloud computing across 2,435 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Salesforce, Inc. (20 calls), Arista Networks, Inc. (18 calls), Pegasystems Inc. (18 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Companies ranked by mentions

Representative quotes

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 Information Technology in the past year?

Salesforce, Inc. (CRM) led with 20 calls referencing cloud computing, most recently on June 9, 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 →

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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.