📈 Monday data: More AI numbers, more clarity?
Companies are backing their AI claims with more numbers.
This week, we examine the impact of generative AI on the broader corporate economy by analyzing earnings calls from S&P 500 companies and the claims they make. This quarter's claims include:
- FedEx: "overall ASV growth among clients using our AI solutions was 50% higher than for the rest of the business"
- FIS: "On servicing, we've launched 5 Agentic programs with manual tickets down 70% and triage time down nearly 75%"
- General Electric: "using AI to automate the process, we cut the number of demand signals in half and reduced processing time by nearly 90% across 190 parts"
- Mastercard: "CathWorks, our AI and advanced computational science platform for angio-based FFR contributing nearly 300 basis points of organic growth"
- Wells Fargo: "where we're using these tools for automated document reviews for new clients, system configuration time has gone down 60%"
Among the 33% of S&P 500 companies that held calls in the June 2026 season, 35% included quantified statements about AI usage, compared to 15% this quarter-to-date, marking a 10 percentage point increase compared to the same period last year. Just 15% made a quantified claim about AI's impact on their business, up from 9% at the start of last year.
These figures indicate that AI is gradually being adopted and measured in the wider economy, but its adoption is still at a very early stage. Alternatively, it could be argued that most companies are not yet experiencing quantifiable results from AI to report to shareholders.
Written by urgent.news from Exponential View's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
