Recorded
The audited record supports exactly the narrow wording shown.
30 days ending Aug 17, 2026
What 30 days of earnings disclosures actually show
Filings often mention AI. Far fewer companies explain what they spend, what changed financially, or whether the investment pays back.
253 / 428 · 59.1% of unique periodic filers mentioned AI or machine learning; 47 / 411 · 11.4% of adopters named an internal financial or operating path.
18 / 411 named a spending path, 3 / 411 gave a number, and only Incyte gave a ring-fenced total.
13 / 411 measured something, usually operations; 2 / 411 tied AI to a current issuer cost effect.
1 / 411: Broadridge’s $25M FY2027 AI-driven productivity outlook. It is forward, not realized.
0 / 411 showed a comparable pair. The 10% return calculation is NOT COMPUTED, not zero.
22 providers sit outside the 411 and are shown separately so their much larger dollars do not distort adopter percentages.
All 500 have a disposition, all 433 reporters were adjudicated, and 0 remain unresolved.
500 issuer universe
433 reporters adjudicated
411 adopters
22 providers
0 unresolved
How to read each claim
The audited record supports exactly the narrow wording shown.
The source is real, but mixed attribution or scope makes the everyday interpretation too broad.
No qualifying disclosure was found. This never means zero activity or return.
This record cannot reveal undisclosed AI, the blended-program AI share, net profits, or annual S&P prevalence.
Show me the evidence
03 / Company evidence
Search all 433 in-window reporter records. Open any row for the disclosure, the limit on its meaning, and the retained source.
Clear one or more filters to widen the evidence set.
04 / Providers
Twenty-two AI technology providers are excluded from the 411-company percentages. Their larger spending and revenue evidence generally still lacks an isolated bottom-line return.
22 provider-side issuers
Nine core providers and thirteen AI technology vendors are retained for comparison, not blended into the 411-company adopter denominator.
05 / Methodology
The study grades what companies actually disclosed during one fixed window. It does not fill silence with estimates.
Five access-limited source sets stay in the denominator.
No disclosure means no qualifying evidence was found in the retained sources. It does not mean zero activity, spend, or benefit.
External AI product and infrastructure economics do not enter the adopter numerator. Incidental vendors remain only when they fail the provider materiality test.
Time saved, usage, seats, model quality, and anecdotes need an economic bridge before they can qualify as realized financial gain.
The observation window is July 19–August 17, 2026. Each percentage names its applicable denominator above.
PayPal’s $1.5B target covers a broader restructuring, AI, and automation program, so it cannot become an AI-only savings amount.
A missing spend-to-return comparison is not a 0% return. The 10% return test is disabled until a valid dated cash-flow method exists.
These compact codes are preserved for auditability. The page leads with their plain-English meaning.
06 / Downloads
The site is a browsing layer. These retained artifacts remain the source of truth.