Which companies discussed Humanoid Robots in Communication Services in earnings calls?
11 companies mentioned humanoid robots across 16 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were SoftBank Group Corp. (3 calls), SoftBank Corp. (2 calls), T-Mobile US, Inc. (2 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 Humanoid Robots |
|---|---|
| 2025Q1 | 1 |
| 2025Q3 | 3 |
| 2026Q1 | 5 |
| 2026Q2 | 6 |
| 2026Q3 | 3 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| SoftBank Group Corp. | 9984 | Communication Services | 3 | Aug 6, 2026 |
| SoftBank Corp. | 9434 | Communication Services | 2 | Aug 4, 2026 |
| T-Mobile US, Inc. | TMUS | Communication Services | 2 | May 18, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 2 | Feb 26, 2026 |
| Space Exploration Technologies Corp. | SPCX | Communication Services | 1 | Aug 4, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 1 | Apr 27, 2026 |
| Airtasker Limited | ART | Communication Services | 1 | Apr 22, 2026 |
| AT&T Inc. | T | Communication Services | 1 | Mar 26, 2026 |
| Zhihu Inc. | ZH | Communication Services | 1 | Mar 25, 2026 |
| KRAFTON, Inc. | A259960 | Communication Services | 1 | Feb 9, 2026 |
| Roblox Corporation | RBLX | Communication Services | 1 | Sep 5, 2025 |
Representative quotes
…physical AI businesses are on our portfolio. I think we can group them into 3 categories. First, robotics, obviously, which should include humanoid in the future. So robotics and AI technology is one bucket. And then automation of infrastructure like factory automation that has been there for some…
…like, the infinite future. It's less than 10 years. So -- and with the advent of AI and humanoid robotics and vehicle robotics and just a massive number of robots, the appetite of bandwidth will be much greater than it has been in the past. You think…
…closely with all stakeholders to turn this vision into reality. [Presentation] Junichi Miyakawa (Executives): As shown in the video, human node, AI-powered humanoid robots and intelligent devices will support back-of-house operations. allowing the employees to focus on tasks where human interaction creates the greatest value…
…thought, right? The second piece it does bring is voice built in. So as physical AI scales, the need to interact with robots, humanoids, drone delivery, et cetera, et cetera, will need voice built into the core network. And thirdly, you'd need the drones or the humanoids…
Frequently asked questions
What is Humanoid Robots and why are companies discussing it?
From the chip suppliers quantifying $-per-unit content to the OEMs naming launch dates — humanoids crossed into earnings calls in 2026.
Which company mentioned humanoid robots most in Communication Services in the past year?
SoftBank Group Corp. (9984) led with 3 calls referencing humanoid robots, most recently on August 6, 2026.
How can I track humanoid robots 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 (humanoid, humanoid, humanoid robot, humanoid robots). 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.