Artificial intelligence has become the hottest topic at corporate earnings calls worldwide. Mentions of AI disruptions in earnings conferences reached a record approximately 780 in the first half of 2026, representing a 310 percent increase from roughly 190 mentions in the second half of 2025. This figure alone exceeded the combined total of the past three years.
According to FactSet data, 337 executives at S&P 500 companies mentioned AI during first quarter 2026 earnings calls held between March 15 and June 11. This number is more than double the five-year average of 164 mentions and more than triple the ten-year average of 103 mentions.
AI is transforming corporate strategy and financial markets, with executives increasingly addressing its disruptive impact on their businesses during quarterly earnings presentations.