Which companies discussed Generative AI in earnings calls?

6,308 companies mentioned generative ai across 15,287 earnings calls over the past year, spanning 11 sectors. The most active were ServiceNow, Inc. (18 calls), TELUS Corporation (17 calls), Pegasystems Inc. (17 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
QuarterCalls mentioning Generative AI
2024Q31,167
2024Q42,392
2025Q12,880
2025Q22,078
2025Q32,993
2025Q43,415
2026Q14,297
2026Q23,958
2026Q32,096

Companies ranked by mentions

Company Ticker Sector Calls Last mention
ServiceNow, Inc. NOW Information Technology 18 Jul 22, 2026
TELUS Corporation T Communication Services 17 Jul 31, 2026
Pegasystems Inc. PEGA Information Technology 17 Jul 22, 2026
Salesforce, Inc. CRM Information Technology 17 Jun 9, 2026
Arista Networks, Inc. ANET Information Technology 16 Aug 4, 2026
Intel Corporation INTC Information Technology 16 Jul 23, 2026
NVIDIA Corporation NVDA Information Technology 16 Jun 4, 2026
Advanced Micro Devices, Inc. AMD Information Technology 15 Aug 4, 2026
S&P Global Inc. SPGI Financials 15 Jul 28, 2026
Qiagen N.V. QGEN Health Care 14 Aug 6, 2026
RocketDNA Ltd. RKT Information Technology 14 Aug 6, 2026
Western Digital Corporation WDC Information Technology 14 Aug 5, 2026
Astera Labs, Inc. ALAB Information Technology 14 Aug 4, 2026
Strike Energy Limited STX Information Technology 14 Jul 28, 2026
Absci Corporation ABSI Health Care 14 Jun 9, 2026
NetApp, Inc. NTAP Information Technology 14 Jun 3, 2026
Micron Technology, Inc. MU Information Technology 13 Aug 10, 2026
Equinix, Inc. EQIX Real Estate 13 Aug 10, 2026
Recursion Pharmaceuticals, Inc. RXRX Health Care 13 Aug 5, 2026
Tempus AI, Inc. TEM Health Care 13 Jul 30, 2026
Mastercard Incorporated MA Financials 13 Jul 30, 2026
Tyler Technologies, Inc. TYL Information Technology 13 Jul 30, 2026
Truworths International Limited TRU Industrials 13 Jul 28, 2026
SAP SE SAP Information Technology 13 Jul 23, 2026
Okta, Inc. OKTA Information Technology 13 Jul 13, 2026
Elastic N.V. ESTC Information Technology 13 Jun 10, 2026
Autodesk, Inc. ADSK Information Technology 13 Jun 4, 2026
Dynatrace, Inc. DT Information Technology 12 Aug 10, 2026
Cognex Corporation CGNX Information Technology 12 Aug 10, 2026
Microchip Technology Incorporated MCHP Information Technology 12 Aug 6, 2026
Zebra Technologies Corporation ZBRA Information Technology 12 Aug 4, 2026
Vertiv Holdings Co VRT Industrials 12 Jul 29, 2026
Nasdaq, Inc. NDAQ Financials 12 Jul 23, 2026
Applied Materials, Inc. AMAT Information Technology 12 Jun 25, 2026
MongoDB, Inc. MDB Information Technology 12 Jun 3, 2026
Techstep ASA TECH Information Technology 12 May 13, 2026
CACI International Inc CACI Industrials 11 Aug 6, 2026
Information Services Group, Inc. III Materials 11 Aug 6, 2026
Cresco Labs Inc. CL Health Care 11 Aug 6, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 11 Aug 5, 2026
Charles River Laboratories International, Inc. CRL Industrials 11 Aug 5, 2026
Sandisk Corporation SNDK Information Technology 11 Aug 5, 2026
Atomos Limited AMS Information Technology 11 Aug 4, 2026
Certara, Inc. CERT Health Care 11 Aug 4, 2026
Match Group, Inc. MTCH Communication Services 11 Aug 4, 2026
Lumen Technologies, Inc. LUMN Communication Services 11 Aug 4, 2026
NatWest Group plc NWG Financials 11 Jul 31, 2026
Flex Ltd. FLEX Information Technology 11 Jul 29, 2026
Visa Inc. V Financials 11 Jul 28, 2026
Regions Financial Corporation RF Financials 11 Jul 23, 2026

Representative quotes

…state's largest producer, our integrated platform will provide greater flexibility to move both CRC and third-party volumes, improved price realizations, generate more diversified cash flows and drive new efficiencies. The all-cash deal is financially accretive and is priced significantly below prevailing midstream sector valuation multiples…
California Resources Corporation (CRC), August 10, 2026. Read the full transcript →
…time that it took us. And that's purely an impact of AI. So we are living proof that you can launch a product faster, you can start to generate revenue faster. So -- and these are early days. I'm sure you're seeing it in your company…
Remitly Global, Inc. (RELY), August 10, 2026. Read the full transcript →
…with high accuracy or precision. Dennis Fehr (Executives): Yes. You nailed it down. Unknown Analyst (Analysts): Yes. Maybe just sticking on the AI side. You introduced 1 vision at your Analyst Day last year. It was really happy to see that you've made it commercially available…
Cognex Corporation (CGNX), August 10, 2026. Read the full transcript →
…year in technology to improve safety. This includes our automation of mining equipment, write-down to vehicle dash cams, safety reporting software and AI analytics. And we're also working hard to enter now out as many safety hazard possible. So turning to our Q2 highlights. Actually, before…
Barrick Mining Corporation (ABX), August 10, 2026. Read the full transcript →

Frequently asked questions

What is Generative AI and why are companies discussing it?

How management teams are deploying generative models across products, support and internal workflows.

Which company mentioned generative ai most in the past year?

ServiceNow, Inc. (NOW) led with 18 calls referencing generative ai, most recently on July 22, 2026.

How can I track generative ai 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 →

Generative AI by sector

Related technology themes

Last updated: August 10, 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 (generative AI, generative ai, genai, large language model). 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.