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AI is now a core investor topic – but company disclosure is lagging investor expectations.
Methodology
This analysis is based on data gathered from earnings calls during January and February 2026 and a proprietary survey of investor perspectives conducted during March 2026.
Earnings Calls Transcripts: Analyzed 51 public companies, primarily industry bellwethers, representing ~$28 trillion in aggregate market capitalization. Companies span 11 sectors, with an average of 5 companies analyzed per sector.
Investor Survey: In March 2026, we conducted a proprietary survey of over 300 investors. Specific findings of that research pertain to this report.
Key Takeaways from Earnings Calls Regarding AI
AI is now mainstream on earnings calls, but disclosure metrics remains early-stage.
of CEOs address AI in prepared remarks.
of CFOs address AI in prepared remarks.
of companies offer financial disclosure related to AI.
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