Which companies discussed Data Centers in Financials in earnings calls?
905 companies mentioned data centers across 1,679 earnings calls in Financials over the past year, spanning 1 sectors. The most active were S&P Global Inc. (16 calls), Ares Management Corporation (12 calls), Apollo Global Management, Inc. (10 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 Data Centers |
|---|---|
| 2024Q3 | 111 |
| 2024Q4 | 275 |
| 2025Q1 | 365 |
| 2025Q2 | 252 |
| 2025Q3 | 330 |
| 2025Q4 | 360 |
| 2026Q1 | 482 |
| 2026Q2 | 437 |
| 2026Q3 | 252 |
Companies ranked by mentions
Representative quotes
…going to get large in this market. But so far so good. Cristopher Kennedy (Analysts): And then similar to high-value centers, are there additional services that are required to kind of go after what you want to go after? Sebastian Gunningham (Executives): Yes, you have…
Caspers performance. In terms of the investments, we have done actually quite a lot of not only investments in terms of building the data center, which we did last year, the modem data center, which enables us enough compute and that actually is a result in a number…
…business, where we expanded our capabilities to accommodate customers across B2B, B2C and B2B2C channels. We continue to strengthen our position at the center of the fast-growing U.S. futures and prediction markets industry, onboarding new B2C futures customers and expanding our B2B customer base, leveraging…
…investments. A great recent example of the benefits that these portfolio companies can provide is the recent exit of the funds, investments, and center technologies in the second quarter, which resulted in a realized gain of $11.6 million. Finally, and as Duane mentioned, we continue to see interest…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in Financials in the past year?
S&P Global Inc. (SPGI) led with 16 calls referencing data centers, most recently on July 28, 2026.
How can I track data centers 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 (data center, data center, data centre, data centers, data centres). 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.