Which companies discussed Electric Vehicles in Information Technology in earnings calls?
183 companies mentioned electric vehicles across 286 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ON Semiconductor Corporation (7 calls), Littelfuse, Inc. (6 calls), Keysight Technologies, Inc. (5 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 Electric Vehicles |
|---|---|
| 2024Q3 | 46 |
| 2024Q4 | 110 |
| 2025Q1 | 93 |
| 2025Q2 | 70 |
| 2025Q3 | 63 |
| 2025Q4 | 75 |
| 2026Q1 | 74 |
| 2026Q2 | 79 |
| 2026Q3 | 32 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ON Semiconductor Corporation | ON | Information Technology | 7 | Jun 3, 2026 |
| Littelfuse, Inc. | LFUS | Information Technology | 6 | Jul 29, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 5 | May 19, 2026 |
| indie Semiconductor, Inc. | INDI | Information Technology | 4 | Aug 6, 2026 |
| Axcelis Technologies, Inc. | ACLS | Information Technology | 4 | Aug 6, 2026 |
| Power Integrations, Inc. | POWI | Information Technology | 4 | Aug 5, 2026 |
| Infineon Technologies AG | IFX | Information Technology | 4 | Aug 5, 2026 |
| Ralliant Corporation | RAL | Information Technology | 4 | Jul 30, 2026 |
| Allegro MicroSystems, Inc. | ALGM | Information Technology | 4 | Jul 30, 2026 |
| STMicroelectronics N.V. | STMPA | Information Technology | 4 | Jul 23, 2026 |
| Aehr Test Systems, Inc. | AEHR | Information Technology | 4 | Jul 14, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 4 | Jun 2, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 4 | May 27, 2026 |
| Infineon Technologies AG | IFNNY | Information Technology | 4 | Feb 4, 2026 |
| Kaynes Technology India Limited | KAYNES | Information Technology | 3 | Aug 8, 2026 |
| Alarm.com Holdings, Inc. | ALRM | Information Technology | 3 | Aug 6, 2026 |
| IPG Photonics Corporation | IPGP | Information Technology | 3 | Aug 4, 2026 |
| Enphase Energy, Inc. | ENPH | Information Technology | 3 | Jul 28, 2026 |
| Samsara Inc. | IOT | Information Technology | 3 | Jun 4, 2026 |
| TE Connectivity plc | TEL | Information Technology | 3 | May 28, 2026 |
| Ideal Power Inc. | IPWR | Information Technology | 3 | May 14, 2026 |
| SoundHound AI, Inc. | SOUN | Information Technology | 3 | May 7, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 3 | May 7, 2026 |
| NVE Corporation | NVEC | Information Technology | 3 | May 6, 2026 |
| X-FAB Silicon Foundries SE | XFAB | Information Technology | 3 | Apr 30, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 3 | Mar 16, 2026 |
| Cognex Corporation | CGNX | Information Technology | 3 | Dec 10, 2025 |
| Ouster, Inc. | OUST | Information Technology | 2 | Aug 6, 2026 |
| Universal Display Corporation | OLED | Information Technology | 2 | Jul 30, 2026 |
| Applied Digital Corporation | APLD | Information Technology | 2 | Jul 27, 2026 |
| Hanza AB (publ) | HANZA | Information Technology | 2 | Jul 21, 2026 |
| EROAD Limited | ERD | Information Technology | 2 | Jun 24, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 2 | Jun 2, 2026 |
| PagerDuty, Inc. | PD | Information Technology | 2 | May 28, 2026 |
| TTM Technologies, Inc. | TTMI | Information Technology | 2 | May 27, 2026 |
| Capgemini SE | CAP | Information Technology | 2 | May 27, 2026 |
| Pony AI Inc. | PONY | Information Technology | 2 | May 26, 2026 |
| Integrated Micro-Electronics, Inc. | IMI | Information Technology | 2 | May 14, 2026 |
| Vishay Intertechnology, Inc. | VSH | Information Technology | 2 | May 13, 2026 |
| ams-OSRAM AG | AMS | Information Technology | 2 | May 7, 2026 |
| Wolfspeed, Inc. | WOLF | Information Technology | 2 | May 5, 2026 |
| CTS Corporation | CTS | Information Technology | 2 | Apr 29, 2026 |
| ikeGPS Group Limited | IKE | Information Technology | 2 | Apr 23, 2026 |
| Pureprofile Ltd | PPL | Information Technology | 2 | Apr 23, 2026 |
| Innoviz Technologies Ltd. | INVZ | Information Technology | 2 | Mar 23, 2026 |
| Methode Electronics, Inc. | MEI | Information Technology | 2 | Mar 6, 2026 |
| SoundThinking, Inc. | SSTI | Information Technology | 2 | Mar 3, 2026 |
| Elmos Semiconductor SE | ELG | Information Technology | 2 | Feb 24, 2026 |
| PDF Solutions, Inc. | PDFS | Information Technology | 2 | Feb 12, 2026 |
| Melexis NV | MELE.BR | Information Technology | 2 | Feb 4, 2026 |
Representative quotes
…long-term growth. On the existing business, I also wanted to bring it to your notice that the receivables from our leading electric vehicle 2-wheeler customers, where on most of you are right the concern has come down significantly to below the INR 100 crores, thanks…
…color lidar, Rev8 has set a new industry benchmark and delivers the Holy Grail for 3D spatial perception. Feedback from customers has been electric, calling Rev8 a massive leap in sensing capability that provides unprecedented situational awareness to scale next-generation physical AI solutions where it matters most…
…context on the market environment. Overall, the automotive semiconductor market continues to recover steadily, driven by improving vehicle production and sustained demand for electric vehicles. China continues to be a leader in the automotive ecosystem, fueled by strong domestic demand and the growing presence of China vehicle brands…
…benefited from increased activity in EnergyHub's low carbon and renewable fuel credit business. Through this business, EnergyHub uses charging data from its electric vehicle manufacturing partners to facilitate the generation and sale of low-carbon transportation credits to obligated fuel suppliers in certain states, retaining a portion…
Frequently asked questions
What is Electric Vehicles and why are companies discussing it?
EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.
Which company mentioned electric vehicles most in Information Technology in the past year?
ON Semiconductor Corporation (ON) led with 7 calls referencing electric vehicles, most recently on June 3, 2026.
How can I track electric vehicles 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 (electric vehicle, electric vehicle, electric vehicles). 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.