Which companies discussed Generative AI in Information Technology in earnings calls?
1,157 companies mentioned generative ai across 3,565 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ServiceNow, Inc. (18 calls), Pegasystems Inc. (17 calls), Salesforce, 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
| Quarter | Calls mentioning Generative AI |
|---|---|
| 2024Q3 | 382 |
| 2024Q4 | 766 |
| 2025Q1 | 799 |
| 2025Q2 | 634 |
| 2025Q3 | 783 |
| 2025Q4 | 887 |
| 2026Q1 | 897 |
| 2026Q2 | 936 |
| 2026Q3 | 418 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| ServiceNow, Inc. | NOW | Information Technology | 18 | Jul 22, 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 |
| Western Digital Corporation | WDC | Information Technology | 14 | Aug 5, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 14 | Aug 4, 2026 |
| NetApp, Inc. | NTAP | Information Technology | 14 | Jun 3, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 13 | Aug 10, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 13 | Jul 30, 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 |
| Seagate Technology Holdings plc | STX | Information Technology | 12 | Jul 28, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 12 | Jun 25, 2026 |
| MongoDB, Inc. | MDB | Information Technology | 12 | Jun 3, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 11 | Aug 5, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 11 | Aug 5, 2026 |
| Flex Ltd. | FLEX | Information Technology | 11 | Jul 29, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 11 | Jun 4, 2026 |
| Twilio Inc. | TWLO | Information Technology | 10 | Aug 6, 2026 |
| JFrog Ltd. | FROG | Information Technology | 10 | Aug 6, 2026 |
| Datadog, Inc. | DDOG | Information Technology | 10 | Aug 6, 2026 |
| NICE Ltd. | NICE | Information Technology | 10 | Aug 5, 2026 |
| HubSpot, Inc. | HUBS | Information Technology | 10 | Aug 5, 2026 |
| DigitalOcean Holdings, Inc. | DOCN | Information Technology | 10 | Aug 4, 2026 |
| Zeta Global Holdings Corp. | ZETA | Information Technology | 10 | Aug 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Aug 3, 2026 |
| GoDaddy Inc. | GDDY | Information Technology | 10 | Jul 30, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 10 | Jul 29, 2026 |
| Teradyne, Inc. | TER | Information Technology | 10 | Jul 29, 2026 |
| RingCentral, Inc. | RNG | Information Technology | 10 | Jul 23, 2026 |
| Intuit Inc. | INTU | Information Technology | 10 | Jun 9, 2026 |
| CoreWeave, Inc. | CRWV | Information Technology | 10 | Jun 3, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 9 | Aug 6, 2026 |
| Intapp, Inc. | INTA | Information Technology | 9 | Aug 4, 2026 |
| PTC Inc. | PTC | Information Technology | 9 | Jul 29, 2026 |
| Fortinet, Inc. | FTNT | Information Technology | 9 | Jul 29, 2026 |
| Cognizant Technology Solutions Corporation | CTSH | Information Technology | 9 | Jul 29, 2026 |
| Aurora Innovation, Inc. | AUR | Information Technology | 9 | Jul 29, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jul 29, 2026 |
| F5, Inc. | FFIV | Information Technology | 9 | Jul 27, 2026 |
Representative quotes
…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…
…certainly, our compute revenue is -- it grew 70% year-over-year or other is what we call it, and that's also generated some excitement in the Street. Kim Ogletree (Executives): The customer concentration, I mean, you're -- you're kind of damned if you do, damned…
…platform of the AI cohorts relative to the non-AI cohorts. And in part, this is simply because AI workloads are pretty chatty. They generate tons of telemetry. And managing that telemetry and then ingesting that and then taking that into a consumption model that's been doing…
AI drives unprecedented demand for memory bandwidth capacity, and storage performance. Micron is playing an increasingly important role in enabling next-generation AI infrastructure. We're fortunate to have one of the industry's most respected executives with us today to share his views on the AI markets…
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 Information Technology 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 →
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 (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.