Which companies discussed Humanoid Robots in Information Technology in earnings calls?

91 companies mentioned humanoid robots across 187 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Allegro MicroSystems, Inc. (7 calls), Lattice Semiconductor Corporation (6 calls), Synaptics Incorporated (6 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 Humanoid Robots
2024Q38
2024Q44
2025Q130
2025Q220
2025Q325
2025Q436
2026Q154
2026Q254
2026Q331

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Allegro MicroSystems, Inc. ALGM Information Technology 7 Jul 30, 2026
Lattice Semiconductor Corporation LSCC Information Technology 6 Aug 4, 2026
Synaptics Incorporated SYNA Information Technology 6 Jun 25, 2026
Vishay Precision Group, Inc. VPG Information Technology 5 Aug 5, 2026
Western Digital Corporation WDC Information Technology 5 Aug 5, 2026
Ambarella, Inc. AMBA Information Technology 5 May 28, 2026
NVIDIA Corporation NVDA Information Technology 5 May 20, 2026
Micron Technology, Inc. MU Information Technology 4 Aug 10, 2026
Stereolabs Inc. OUST Information Technology 4 Aug 6, 2026
indie Semiconductor, Inc. INDI Information Technology 4 Aug 6, 2026
Novanta Inc. NOVT Information Technology 4 Aug 6, 2026
Hexagon AB (publ) HEXAB Information Technology 4 Jul 29, 2026
NVE Corporation NVEC Information Technology 4 Jul 22, 2026
QUALCOMM Incorporated QCOM Information Technology 4 Jun 24, 2026
BlackBerry Limited BB Information Technology 4 Jun 2, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 4 May 7, 2026
STMicroelectronics N.V. STMPA Information Technology 3 Jul 23, 2026
ON Semiconductor Corporation ON Information Technology 3 Jun 3, 2026
Microchip Technology Incorporated MCHP Information Technology 3 Jun 2, 2026
Analog Devices, Inc. ADI Information Technology 3 May 20, 2026
Ralliant Corporation RAL Information Technology 3 May 18, 2026
GMO internet group, Inc. 9449 Information Technology 3 May 15, 2026
Cognex Corporation CGNX Information Technology 3 Mar 2, 2026
Infineon Technologies AG IFNNY Information Technology 3 Feb 4, 2026
Peraso Inc. PRSO Information Technology 2 Aug 11, 2026
Infineon Technologies AG IFX Information Technology 2 Aug 5, 2026
Vishay Intertechnology, Inc. VSH Information Technology 2 Aug 5, 2026
Diodes Incorporated DIOD Information Technology 2 Aug 5, 2026
Elmos Semiconductor SE ELG Information Technology 2 Aug 4, 2026
Monolithic Power Systems, Inc. MPWR Information Technology 2 Jul 30, 2026
Samsung Electro-Mechanics Co., Ltd. A009150 Information Technology 2 Jul 30, 2026
Samsung Electronics Co., Ltd. A005930 Information Technology 2 Jul 30, 2026
Arm Holdings plc ARM Information Technology 2 Jul 29, 2026
Seco S.p.A. IOT Information Technology 2 Jun 24, 2026
Renishaw plc RSW Information Technology 2 Jun 16, 2026
Zebra Technologies Corporation ZBRA Information Technology 2 May 28, 2026
Texas Instruments Incorporated TXN Information Technology 2 May 28, 2026
Appen Limited APX Information Technology 2 May 22, 2026
Innoviz Technologies Ltd. INVZ Information Technology 2 May 14, 2026
Weebit Nano Limited WBT Information Technology 2 May 5, 2026
Jabil Inc. JBL Information Technology 2 Mar 18, 2026
Dassault Systèmes SE DSY Information Technology 2 Feb 11, 2026
ams-OSRAM AG AMS Information Technology 2 Feb 10, 2026
STMicroelectronics N.V. STM Information Technology 2 Dec 11, 2025
Flex Ltd. FLEX Information Technology 2 Dec 4, 2025
Unusual Machines, Inc. UMAC Information Technology 1 Aug 6, 2026
SiTime Corporation SITM Information Technology 1 Aug 5, 2026
ASE Technology Holding Co., Ltd. 3711 Information Technology 1 Jul 30, 2026
Samsung SDI Co., Ltd. A006400 Information Technology 1 Jul 30, 2026
Silicon Motion Technology Corporation SIMO Information Technology 1 Jul 30, 2026

Representative quotes

…insightful about that situation is that in the -- and you've seen this a lot in the U.S. as well as China, with humanoid robots which are basically have full freedom. The models are complicated. So it turns out that data flow between the network and the human…
Peraso Inc. (PRSO), August 11, 2026. Read the full transcript →
…outsized. Why do you feel that this could dwarf that opportunity? Sumit Sadana (Executives): I think if you think about, for example, just humanoid alone, there is massive opportunity there. And each single humanoid robot is expected to have hundreds of gigabytes of DRAM and terabytes…
Micron Technology, Inc. (MU), August 10, 2026. Read the full transcript →
…expanding functionality not only for our automotive core business, but also for industrial and consumer applications such as smart cameras for AMRs and humanoids as well as high-speed smart industrial cameras that require real-time processing and low latency capabilities. In the recent AutoSens and InCabin…
indie Semiconductor, Inc. (INDI), August 6, 2026. Read the full transcript →
…monocular camera products, including their release of the ZED X Nano, which is a special stereo camera for wrist-mounted manipulation on humanoid and robotic arms. They have the most competitive set of products for this like hypergrowth humanoid and robotic manipulation market. And we've seen incredible…
Ouster, Inc. (OUST), August 6, 2026. Read the full transcript →

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 Information Technology in the past year?

Allegro MicroSystems, Inc. (ALGM) led with 7 calls referencing humanoid robots, most recently on July 30, 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.