Which companies discussed Physical AI in Communication Services in earnings calls?
158 companies mentioned physical ai across 273 earnings calls in Communication Services over the past year, spanning 1 sectors. The most active were T-Mobile US, Inc. (9 calls), Lumen Technologies, Inc. (8 calls), SoftBank Group Corp. (7 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 Physical AI |
|---|---|
| 2024Q3 | 26 |
| 2024Q4 | 39 |
| 2025Q1 | 30 |
| 2025Q2 | 35 |
| 2025Q3 | 50 |
| 2025Q4 | 69 |
| 2026Q1 | 60 |
| 2026Q2 | 74 |
| 2026Q3 | 46 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| T-Mobile US, Inc. | TMUS | Communication Services | 9 | Jul 23, 2026 |
| Lumen Technologies, Inc. | LUMN | Communication Services | 8 | Aug 4, 2026 |
| SoftBank Group Corp. | 9984 | Communication Services | 7 | Aug 6, 2026 |
| TELUS Corporation | T | Communication Services | 6 | Jul 31, 2026 |
| The Walt Disney Company | DIS | Communication Services | 5 | Aug 5, 2026 |
| Universal Music Group N.V. | UMG | Communication Services | 5 | Jul 30, 2026 |
| Cogent Communications Holdings, Inc. | CCOI | Communication Services | 5 | May 18, 2026 |
| Tencent Music Entertainment Group | TME | Communication Services | 4 | Aug 11, 2026 |
| NTT, Inc. | 9432 | Communication Services | 4 | Aug 6, 2026 |
| Warner Music Group Corp. | WMG | Communication Services | 4 | Aug 5, 2026 |
| Roblox Corporation | RBLX | Communication Services | 4 | Jul 30, 2026 |
| Verizon Communications Inc. | VZ | Communication Services | 4 | Jul 24, 2026 |
| Baidu, Inc. | BIDU | Communication Services | 4 | May 18, 2026 |
| Globe Telecom, Inc. | GLO | Communication Services | 3 | Aug 10, 2026 |
| Affle 3i Limited | AFFLE | Communication Services | 3 | Aug 10, 2026 |
| KDDI Corporation | 9433 | Communication Services | 3 | Aug 7, 2026 |
| BCE Inc. | BCE | Communication Services | 3 | Aug 6, 2026 |
| Angel Studios, Inc. | ANGX | Communication Services | 3 | Aug 5, 2026 |
| TKO Group Holdings, Inc. | TKO | Communication Services | 3 | Aug 3, 2026 |
| Cellnex Telecom, S.A. | CLNX | Communication Services | 3 | Jul 30, 2026 |
| KRAFTON, Inc. | A259960 | Communication Services | 3 | Jul 29, 2026 |
| Orange S.A. | ORA | Communication Services | 3 | Jul 28, 2026 |
| Embracer Group AB (publ) | EMBRACB | Communication Services | 3 | May 20, 2026 |
| Sohu.com Limited | SOHU | Communication Services | 3 | May 18, 2026 |
| Liberty Global Ltd. | LBTYA | Communication Services | 3 | May 1, 2026 |
| Airtasker Limited | ART | Communication Services | 3 | Apr 22, 2026 |
| Deutsche Telekom AG | DTE | Communication Services | 3 | Apr 1, 2026 |
| HUYA Inc. | HUYA | Communication Services | 2 | Aug 11, 2026 |
| Saregama India Limited | 532163 | Communication Services | 2 | Aug 4, 2026 |
| SoftBank Corp. | 9434 | Communication Services | 2 | Aug 4, 2026 |
| Proximus PLC | PROX | Communication Services | 2 | Jul 31, 2026 |
| Informa plc | INF | Communication Services | 2 | Jul 30, 2026 |
| Rai Way S.p.A. | RWAY | Communication Services | 2 | Jul 30, 2026 |
| Banijay Group N.V. | BNJ | Communication Services | 2 | Jul 29, 2026 |
| Vodafone Group Public Limited Company | VOD | Communication Services | 2 | Jul 27, 2026 |
| MPS Limited | MPSLTD | Communication Services | 2 | Jul 22, 2026 |
| Tele2 AB (publ) | TEL2B | Communication Services | 2 | Jul 16, 2026 |
| Match Group, Inc. | MTCH | Communication Services | 2 | Jun 11, 2026 |
| Alphabet Inc. | GOOGL | Communication Services | 2 | Jun 3, 2026 |
| TPG Telecom Limited | TPG | Communication Services | 2 | Jun 1, 2026 |
| Navneet Education Limited | NAVNETEDUL | Communication Services | 2 | May 22, 2026 |
| Spotify Technology S.A. | SPOT | Communication Services | 2 | May 21, 2026 |
| NIQ Global Intelligence plc | NIQ | Communication Services | 2 | May 18, 2026 |
| Yelp Inc. | YELP | Communication Services | 2 | May 18, 2026 |
| CuriosityStream Inc. | CURI | Communication Services | 2 | May 14, 2026 |
| Bemobi Mobile Tech S.A. | BMOB3 | Communication Services | 2 | May 13, 2026 |
| Roku, Inc. | ROKU | Communication Services | 2 | May 13, 2026 |
| Indus Towers Limited | INDUSTOWER | Communication Services | 2 | May 1, 2026 |
| Meta Platforms, Inc. | META | Communication Services | 2 | Apr 29, 2026 |
| Grameenphone Ltd. | GP | Communication Services | 2 | Apr 23, 2026 |
Representative quotes
…talked a lot about the broad array of assets we have in our infrastructure business. And as Steven just referenced, the world of AI is moving fast. And for a lot of years, there's been discussion about needing to put things closer out to where customers…
…data symmetry and economics that are more effective than either would be alone. At the center of the platform is Cortex, our proprietary AI-powered prediction engine. For each ad auction, Cortex estimates the probability of converting the user or device associated with that opportunity and what…
…business lines, including short dramas, AI-animated dramas, TV and web series and IP merchandise products. In particular, revenues from short dramas and AI-related dramas exceeded RMB 430 million, up 2.3x year-over-year. This accounted for approximately 27% of IP operations revenues and has become…
Physical album releases from, and also delivered impressive results. Protecting copyright is fundamental to preserving the long-term value of premium IP. During the quarter, we continued to strengthen our copyright protection efforts through proactive screening and takedown, legal action and closer collaboration across the industry. As AI…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Communication Services in the past year?
T-Mobile US, Inc. (TMUS) led with 9 calls referencing physical ai, most recently on July 23, 2026.
How can I track physical 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 13, 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 (physical AI, physical ai). 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.