Which companies discussed Supply Chain in Information Technology in earnings calls?

646 companies mentioned supply chain across 2,014 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Arista Networks, Inc. (16 calls), Advanced Micro Devices, Inc. (14 calls), Cognex Corporation (13 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Companies ranked by mentions

Representative quotes

Frequently asked questions

What is Supply Chain and why are companies discussing it?

Logistics, inventory and sourcing commentary — from bottlenecks to normalization across manufacturing and retail.

Which company mentioned supply chain most in Information Technology in the past year?

Arista Networks, Inc. (ANET) led with 16 calls referencing supply chain, most recently on August 4, 2026.

How can I track supply chain 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 →

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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 (supply chain, supply chain, supply chains). 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.