Earnings calls are where AI hype is born. Management teams know analysts are listening for the letters A and I. Tracking who says it, how often, and with what specifics separates signal from script.

The useful version of this is not a raw count. It is the trend: who is saying more each quarter, and who went quiet.

  • Quartr - searchable transcripts of earnings calls across 16,000+ companies; check AI mentions quarter by quarter, free on mobile.
  • TrueAI - tracks AI mentions in 10-Ks, 10-Qs, and earnings calls for 499 S&P 500 companies with year-over-year change.
  • FinChat - its AI copilot summarizes earnings calls, so you can scan AI commentary across dozens of companies fast.
  • AlphaSense - keyword search across call transcripts with sentiment context around each mention.
  • Koyfin - 50 years of earnings-call transcripts paired with financial data, so words meet numbers.

Sources: Quartr, FinChat

Count the mentions, then check whether the numbers moved too.