Which companies discussed Data Centers in Information Technology in earnings calls?
964 companies mentioned data centers across 2,787 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (18 calls), Salesforce, Inc. (17 calls), Microchip Technology Incorporated (16 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 | 294 |
| 2024Q4 | 562 |
| 2025Q1 | 618 |
| 2025Q2 | 494 |
| 2025Q3 | 580 |
| 2025Q4 | 685 |
| 2026Q1 | 687 |
| 2026Q2 | 760 |
| 2026Q3 | 339 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Arista Networks, Inc. | ANET | Information Technology | 18 | Aug 4, 2026 |
| Salesforce, Inc. | CRM | Information Technology | 17 | Jun 9, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 16 | Aug 6, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 15 | Aug 4, 2026 |
| Intel Corporation | INTC | Information Technology | 15 | Jul 23, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 15 | Jun 4, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 14 | Aug 5, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 14 | Jul 22, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 13 | Aug 10, 2026 |
| Western Digital Corporation | WDC | Information Technology | 13 | Aug 5, 2026 |
| Seagate Technology Holdings plc | STX | Information Technology | 13 | Jul 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 13 | Jun 25, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 13 | Jun 11, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 13 | Jun 9, 2026 |
| Flex Ltd. | FLEX | Information Technology | 12 | Jul 29, 2026 |
| Pegasystems Inc. | PEGA | Information Technology | 12 | Jul 22, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 12 | Jun 4, 2026 |
| Atlassian Corporation | TEAM | Information Technology | 11 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 11 | Aug 5, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 11 | Jul 29, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 11 | Jul 28, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 11 | Jun 9, 2026 |
| Autodesk, Inc. | ADSK | Information Technology | 11 | Jun 4, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 11 | Jun 3, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 3, 2026 |
| Ralliant Corporation | RAL | Information Technology | 10 | Jul 30, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 10 | Jul 22, 2026 |
| Okta, Inc. | OKTA | Information Technology | 10 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 10 | Jun 4, 2026 |
| Cognex Corporation | CGNX | Information Technology | 9 | Aug 10, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Teradyne, Inc. | TER | Information Technology | 9 | Jul 29, 2026 |
| Skyworks Solutions, Inc. | SWKS | Information Technology | 9 | Jul 28, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Jul 27, 2026 |
| SAP SE | SAP | Information Technology | 9 | Jul 23, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 9 | Jun 11, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 9 | Jun 3, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 9 | Jun 3, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 9 | Jun 2, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 9 | Jun 2, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 9 | May 5, 2026 |
| Information Services Group, Inc. | III | Information Technology | 8 | Aug 6, 2026 |
| Twilio Inc. | TWLO | Information Technology | 8 | Aug 6, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 8 | Aug 6, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Aug 5, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 8 | Aug 4, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 8 | Aug 3, 2026 |
Representative quotes
…also seeing continued strength in tape-related royalty revenue, reflecting broader adoption of tape technologies across the industry. Recent LTO shipment data showed capacity shipments increasing 15% sequentially from the prior quarter, reinforcing what we're hearing from customers every day. Organizations are increasingly turning to tape…
…form factor, but think about like glasses and other variables, which are in the making and part already launched. And then we see data centers swalbringing a complete new component into the what we so far called consumer electronics end market, right, which per se is not consumer…
…more observability. And so it really is a direct tie toward that. The second was logs. We have -- logs are one of the data types, of course, that we bring in, log management, one of the domains. And we some time ago had set expectations for delivering during…
…have to create an entire massive fat cluster there. So that's a very challenging endeavor. And while our customers have to build data centers and secure power in real estate, building a data center offense to our customers is considerably easier than building a sophisticated leading-edge…
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 Information Technology in the past year?
Arista Networks, Inc. (ANET) led with 18 calls referencing data centers, most recently on August 4, 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.