AI Maturity Grid
Not everyone talking about AI is building with it. This grid classifies every S&P 500 company by what their earnings calls reveal about actual AI adoption — from empty hype to measurable revenue.
● MONETIZING
5
AI driving measurable revenue
◑ DEPLOYING
23
AI products in production
◐ EXPLORING
16
Pilots and POCs
○ HYPE
33
Talk without specifics
Total AI Mentions
285
Companies Analyzed
77
AI Mention Categories
product feature: 73strategy: 45internal efficiency: 15capex: 9partnership: 7r and d: 4competitive: 1
| Company | Sector | AI Stage | Mentions | Signal | Rationale |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp. | Information Technology | ● MONETIZING | 47 | ▲ TAILWIND | AI contributed 16 points of Azure growth, token processing is up 5x YoY to 100 trillion, and multiple AI products (GitHub Copilot, M365 Copilot, Dragon Copilot, Foundry) have measurable paying customer bases with accelerating adoption metrics. |
| IBMInternational Business Machines Corp. | Information Technology | ● MONETIZING | 38 | ▲ TAILWIND | IBM has moved well beyond pilots into measurable AI revenue and cost impact. $9.5B GenAI book of business, $4.5B in AI-driven productivity savings, $1.5B consulting AI revenue in-quarter, and 8,000 developers using AI tools with quantified 45% productivity gains all demonstrate AI is directly driving both top-line and bottom-line results. |
| AMZNAmazon.com Inc. | Consumer Discretionary | ● MONETIZING | 28 | ▲ TAILWIND | Amazon is past the deployment phase on multiple AI products. Trainium2 is a multi-billion-dollar fully-subscribed business growing 150% QoQ, Connect hit $1B ARR, Rufus has 250M users driving measurable conversion lift, and AI infrastructure capex is $116B TTM. This is AI at scale generating real revenue. |
| AVGOBroadcom Inc. | Information Technology | ● MONETIZING | 5 | ▲ TAILWIND | Broadcom is firmly in the MONETIZING stage. AI semiconductor revenue is an explicitly tracked and reported segment growing 74% YoY with a guided path to doubling, representing nearly half of total semiconductor revenue. |
| GOOGLAlphabet Inc. | Communication Services | ● MONETIZING | 5 | ▲ TAILWIND | Gemini processes 7B tokens/min via customer APIs, Cloud AI revenue is driving 34% segment growth, and capex guidance was raised to $91-93B — all indicators of AI generating measurable, scaled revenue. |
| APTVAptiv plc | Consumer Discretionary | ◑ DEPLOYING | 28 | ◆ MIXED | Aptiv has named AI products in production across ADAS (Gen 6 AI/ML stack with 4M+ L2+ systems shipped), industrial automation (Wind River solutions with ~400 active industrial customers), and internal tooling (30% AI code acceptance rate). They are deploying AI at the edge across automotive, telecom, and industrial markets, with specific revenue attribution emerging in data center connectivity. |
| AAPLApple Inc. | Information Technology | ◑ DEPLOYING | 18 | ▲ TAILWIND | Apple has shipped 20+ Apple Intelligence features to production with real users, opened on-device foundation models to developers, and is investing substantially in private cloud compute infrastructure. However, no AI-specific revenue attribution has been disclosed, keeping them short of MONETIZING. |
| CRWDCrowdStrike Holdings Inc. | Information Technology | ◑ DEPLOYING | 18 | ▲ TAILWIND | CrowdStrike has multiple named AI products in production (Charlotte AI, Threat AI, Agentic Security Workforce) with FedRAMP authorization and deep integrations with NVIDIA and CoreWeave. They acquired Pangea for AI security. However, no specific AI revenue attribution was disclosed, keeping them short of MONETIZING. |
| AXONAxon Enterprise Inc. | Industrials | ◑ DEPLOYING | 12 | ▲ TAILWIND | Axon has named AI products in production (Axon Assistant, MetaCoach) and is acquiring AI-native companies (Prepared, Carbyne) to embed AI into 911 workflows. AI is integrated into shipping products, not just talked about. |
| ORCLOracle Corp. | Information Technology | ◑ DEPLOYING | 12 | ▲ TAILWIND | Oracle has named AI products in production (Autonomous Database, Autonomous Linux), hosts all top 5 AI models, and is embedding AI across healthcare and financial services applications with specific use cases. Massive capex backs this up. |
| ABNBAirbnb Inc. | Consumer Discretionary | ◑ DEPLOYING | 8 | ▲ TAILWIND | Airbnb has a live AI customer support agent reducing human contact by 15% and cutting resolution times from hours to seconds. AI-powered search is under active development. This is real deployment with measurable operational impact, not hype. |
| METAMeta Platforms Inc. | Communication Services | ◑ DEPLOYING | 8 | ▲ TAILWIND | Meta has named AI products in market (Meta AI, AI glasses, Superintelligence Labs) and is backing them with $70-72B in 2025 capex, scaling further in 2026. Revenue attribution to AI specifically is not yet broken out, keeping them short of MONETIZING. |
| ZMZoom Video Communications Inc. | Information Technology | ◑ DEPLOYING | 7 | ● NEUTRAL | Zoom has named AI products in production (AI Companion 3.0, Custom AI Companion, AI-first CX suite) with claims of meaningful adoption growth and contribution to major enterprise deals, but no specific revenue attribution disclosed. |
| HUBSHubSpot Inc. | Information Technology | ◑ DEPLOYING | 6 | ▲ TAILWIND | HubSpot has named AI products in production — Customer Agent and Prospecting Agent — and claims customers are seeing value. However, no specific revenue attribution or quantified metrics were provided, keeping them short of MONETIZING. |
| CDNSCadence Design Systems Inc. | Information Technology | ◑ DEPLOYING | 5 | ▲ TAILWIND | Cadence has named AI products in market (Intelligent System Design strategy) and is seeing record hardware demand driven by AI/HPC customers, but specific AI revenue attribution is not disclosed. |
| DAYDayforce Inc. | Information Technology | ◑ DEPLOYING | 5 | ▲ TAILWIND | Cadence has named AI-centric products and strategies in production with record hardware sales driven by AI/HPC customers, but specific AI revenue attribution is not disclosed. |
| FTNTFortinet Inc. | Information Technology | ◑ DEPLOYING | 5 | ▲ TAILWIND | Fortinet has 500+ AI patents and 20+ AI-driven solutions in production. The Secure AI Data Center launch is a named, shipping product with specific performance claims (69% energy reduction), not vague promises. |
| AKAMAkamai Technologies Inc. | Information Technology | ◑ DEPLOYING | 3 | ◆ MIXED | Akamai has launched a named AI product (Inference Cloud) powered by NVIDIA infrastructure with a clear edge-inference value proposition. No revenue attribution yet, but the product is in market, not just a pilot. |
| CVSCVS Health Corp. | Health Care | ◑ DEPLOYING | 3 | ▲ TAILWIND | CVS claims AI-driven solutions are already deployed across all four business segments and is building a new AI-native consumer engagement platform, but no specific revenue or efficiency metrics are attributed to AI. |
| DDDuPont de Nemours Inc. | Materials | ◑ DEPLOYING | 3 | ▲ TAILWIND | DuPont is actively benefiting from AI-driven demand in its ElectronicsCo segment, with semiconductor and interconnect revenues growing on AI technology ramps. Revenue attribution is indirect but clearly tied to AI infrastructure buildout. |
| QCOMQualcomm Inc. | Information Technology | ◑ DEPLOYING | 3 | ▲ TAILWIND | Qualcomm has named AI products in market (Snapdragon AI, automated driving stack) and is expanding AI-enabled platforms to data centers and robotics — beyond pilots into production deployment across multiple verticals. |
| CSGPCoStar Group Inc. | Real Estate | ◑ DEPLOYING | 2 | ▲ TAILWIND | CoStar has launched Smart Search on Homes.com, a production AI feature using natural language and voice-based home search. This is a named, shipped product feature — not a pilot or vague aspiration. |
| JNJJohnson & Johnson | Health Care | ◑ DEPLOYING | 1 | ▲ TAILWIND | JNJ has launched a named AI-powered product (VIRTUGUIDE) into production for surgical planning, but AI is not yet a material revenue driver across the portfolio. |
| ADBEAdobe Inc. | Information Technology | ◑ DEPLOYING | 0 | ● NEUTRAL | Adobe is known for Firefly and AI-powered Creative Cloud features, but this 8-K filing contains no AI discussion — classification based on public knowledge, not transcript evidence. |
| AMDAdvanced Micro Devices Inc. | Information Technology | ◑ DEPLOYING | 0 | ● NEUTRAL | AMD is a major AI chip supplier but no AI-specific commentary was present in this 8-K cover filing. |
| CRMSalesforce Inc. | Information Technology | ◑ DEPLOYING | 0 | ▲ TAILWIND | Salesforce has been actively deploying AI products (Einstein, Agentforce) but this 8-K filing does not contain transcript-level AI discussion. Classification based on known company context. |
| INTUIntuit Inc. | Information Technology | ◑ DEPLOYING | 0 | ● NEUTRAL | No AI discussion in this 8-K filing. Intuit is known to be actively deploying AI across TurboTax and QuickBooks (Intuit Assist), but this filing contains no AI-related commentary. |
| NFLXNetflix Inc. | Communication Services | ◑ DEPLOYING | 0 | ▲ TAILWIND | No AI discussion in this filing. Netflix is known to deploy AI for recommendations and content optimization, but this 8-K is purely a merger agreement disclosure. |
| ADIAnalog Devices Inc. | Information Technology | ◐ EXPLORING | 2 | ▲ TAILWIND | AI is referenced as part of ADI's technology portfolio and forward-looking investment areas, but no specific AI products, revenue attribution, or deployment metrics were disclosed in this press release. |
| AJGArthur J. Gallagher & Co. | Financials | ◐ EXPLORING | 2 | ▲ TAILWIND | AI is mentioned only in boilerplate forward-looking risk factors, not in operational commentary. No specific AI products, deployments, or revenue attribution were discussed. |
| UBERUber Technologies Inc. | Industrials | ◐ EXPLORING | 2 | ▲ TAILWIND | CEO references AI and autonomy as strategic priorities but provides no specific product names, deployment metrics, or revenue attribution. The mention is forward-looking and aspirational rather than operational. |
| AALAmerican Airlines Group Inc. | Industrials | ◐ EXPLORING | 1 | ◆ MIXED | AI is only mentioned as a risk factor in the forward-looking cautionary statement. No specific AI products, initiatives, or investments were discussed. |
| AEPAmerican Electric Power Co. Inc. | Utilities | ◐ EXPLORING | 1 | ▲ TAILWIND | AI is mentioned only in the forward-looking risk factors boilerplate. No specific AI products, deployments, or investment figures cited. AEP's real AI story is on the demand side — powering data centers — not deploying AI internally. |
| ANFAbercrombie & Fitch Co. | Consumer Discretionary | ◐ EXPLORING | 1 | ◆ MIXED | AI mentioned only in boilerplate risk factors disclosure. No specific AI initiatives, products, or investments discussed — purely a regulatory disclosure mention. |
| AONAon plc | Financials | ◐ EXPLORING | 1 | ▲ TAILWIND | Aon references scaling data analytics but provides no specifics on AI products, revenue impact, or capex commitments. This is a broad mention consistent with early-stage deployment in analytics without clear AI monetization. |
| AXPAmerican Express Co. | Financials | ◐ EXPLORING | 1 | ● NEUTRAL | The only AI mention is a generic forward-looking risk factor about 'continued adoption of artificial intelligence technologies' for operational efficiencies. No specific products, pilots, or revenue attribution. |
| CNCCentene Corp. | Health Care | ◐ EXPLORING | 1 | ● NEUTRAL | AI mentioned only in boilerplate risk factors as a compliance consideration. No specific AI products, deployments, or investments discussed. |
| CNPCenterPoint Energy Inc. | Utilities | ◐ EXPLORING | 1 | ▲ TAILWIND | AI is mentioned only as a risk factor in the forward-looking statements boilerplate, with no specific AI initiatives, products, or investments discussed. The company is at most in early exploration stage. |
| ABTAbbott Laboratories | Health Care | ◐ EXPLORING | 0 | ▲ TAILWIND | No AI-specific mentions in this press release. Abbott's broader diagnostics portfolio likely uses AI but nothing was referenced here. |
| BACBank of America Corp. | Financials | ◐ EXPLORING | 0 | ▲ TAILWIND | No AI-specific disclosures in this supplemental filing. Bank of America has publicly discussed AI initiatives elsewhere, but this document is purely financial data with no AI commentary. |
| CSCOCisco Systems Inc. | Information Technology | ◐ EXPLORING | 0 | ● NEUTRAL | No AI-related content present in this 8-K wrapper. Cisco is known to be investing in AI networking infrastructure but no evidence available in this document. |
| DDominion Energy Inc. | Utilities | ◐ EXPLORING | 0 | ▲ TAILWIND | No direct AI mentions in the earnings release, but Dominion is a primary beneficiary of AI-driven data center demand in Virginia. The company is exploring this demand wave rather than deploying AI itself. |
| DEDeere & Co. | Industrials | ◐ EXPLORING | 0 | ● NEUTRAL | No AI discussion present in this 8-K cover filing. Deere has publicly discussed precision agriculture and autonomy initiatives elsewhere, but nothing is evidenced here. |
| SHOPShopify Inc. | Information Technology | ◐ EXPLORING | 0 | ▲ TAILWIND | No AI mentions in this press release. Shopify has known AI initiatives (Shopify Magic, Sidekick) but they were not referenced in this Q3 earnings release. |
| AMEAMETEK Inc. | Industrials | ○ HYPE | 1 | ▼ HEADWIND | AI is mentioned only once in boilerplate risk factors as a competitive threat from others. No AI products, pilots, or strategic initiatives disclosed. |
| APOApollo Global Management Inc. | Financials | ○ HYPE | 1 | ◆ MIXED | AI is only mentioned in the forward-looking risk factors as a potential industry disruptor, not as something AMC is deploying or investing in. Zero operational AI initiatives discussed. |
| AAgilent Technologies Inc. | Health Care | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in 8-K cover filing. Insufficient data to assess AI maturity. |
| ABBVAbbVie Inc. | Health Care | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in this 8-K filing. AbbVie's AI posture cannot be assessed from this document. |
| ACNAccenture plc | Information Technology | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions whatsoever in this press release. Under Armour's restructuring is focused on brand separation and cost cuts, not technology investment. |
| ADMArcher-Daniels-Midland Co. | Consumer Staples | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions whatsoever in the earnings release. ADM is a traditional agricultural processor with zero AI narrative in its investor communications. |
| AFLAflac Inc. | Financials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions whatsoever in the earnings release. Aflac has not discussed any AI initiatives, products, or investments in this filing. |
| AIZAssurant Inc. | Financials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in the press release. Assurant describes itself as leveraging 'data-driven technology solutions' in its boilerplate but provides no specifics on AI initiatives, products, or investments. |
| ALGNAlign Technology Inc. | Health Care | ○ HYPE | 0 | ◆ MIXED | No specific AI mentions in the earnings press release. ClinCheck Live Plan automates treatment planning but is described as a technology milestone without AI framing. |
| ALLEAllegion plc | Industrials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in the press release. Allegion's focus remains on physical security products and access control hardware with no discussion of AI integration or AI-driven products. |
| AOSA. O. Smith Corp. | Industrials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in this press release. The company references 'digital' mixing technology and connected water strategy but does not specifically discuss AI or machine learning. |
| APDAir Products and Chemicals Inc. | Materials | ○ HYPE | 0 | ◆ MIXED | No AI mentions whatsoever in the earnings release. Air Products is a traditional industrial gases company with no disclosed AI initiatives or integration. |
| APHAmphenol Corp. | Information Technology | ○ HYPE | 0 | ● NEUTRAL | No AI-related content present in the 8-K cover filing. Cannot assess AI maturity. |
| ATOAtmos Energy Corp. | Utilities | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions whatsoever in this earnings press release. Atmos Energy is a traditional natural gas utility with no disclosed AI initiatives. |
| AVYAvery Dennison Corp. | Materials | ○ HYPE | 0 | ◆ MIXED | No AI-specific mentions in this earnings release. Avery Dennison focuses on materials science and RFID/digital identification but did not discuss AI initiatives in this filing. |
| AWKAmerican Water Works Co. Inc. | Utilities | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in this 8-K filing wrapper. Insufficient data to assess AI maturity. |
| BBWIBath & Body Works Inc. | Consumer Discretionary | ○ HYPE | 0 | ◆ MIXED | No AI mentions whatsoever in the press release. The company is focused on physical tools, outdoor products, and engineered fastening with no indication of AI integration or strategy. |
| CECelanese Corp. | Materials | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions in the transcript. Celanese is a specialty chemicals/materials company with zero AI discussion in this earnings call. |
| CMSCMS Energy Corp. | Utilities | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in the filing. CMS Energy is a regulated utility with no AI discussion in this document. |
| CORCencora Inc. | Health Care | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in this 8-K filing. Insufficient data to assess AI maturity. |
| COSTCostco Wholesale Corp. | Consumer Staples | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in the press release. Costco has not publicly discussed AI initiatives in this filing. |
| CPBCampbell Soup Co. | Consumer Staples | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions whatsoever in the earnings release. Campbell's is a traditional CPG company with zero disclosed AI strategy or deployment. |
| CPRTCopart Inc. | Industrials | ○ HYPE | 0 | ● NEUTRAL | No AI mentions in the press release. Copart's technology references are to its online auction platform, not AI-specific capabilities. |
| CPTCamden Property Trust | Real Estate | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions whatsoever in this earnings release. NVR is a traditional homebuilder with zero public AI strategy or investment. |
| CTASCintas Corp. | Industrials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in the earnings press release. Xylem's risk factors reference artificial intelligence regulation but no product or strategy discussion. |
| DALDelta Air Lines Inc. | Industrials | ○ HYPE | 0 | ◆ MIXED | No AI-related discussion in this filing. Delta made no mention of AI initiatives, products, or strategy. |
| DECKDeckers Outdoor Corp. | Consumer Discretionary | ○ HYPE | 0 | ● NEUTRAL | No AI mentions whatsoever in the press release. ATN is a traditional telecom infrastructure company with no disclosed AI initiatives. |
| DEIDouglas Emmett Inc. | Real Estate | ○ HYPE | 0 | ▼ HEADWIND | No AI mentions whatsoever in the earnings package. Douglas Emmett is a traditional office/multifamily REIT with no disclosed AI strategy or integration. |
| HDHome Depot Inc. | Consumer Discretionary | ○ HYPE | 0 | ● NEUTRAL | No AI discussion present. This is an 8-K procedural filing, not an earnings transcript. |
| MRKMerck & Co. Inc. | Health Care | ○ HYPE | 0 | ◆ MIXED | No AI-specific mentions in the earnings release. Merck's focus remains on traditional drug development, clinical trials, and manufacturing rather than AI integration or deployment. |
| PEPPepsiCo Inc. | Consumer Staples | ○ HYPE | 0 | ◆ MIXED | No AI mentions in this press release. PepsiCo references 'digitalization' as part of productivity initiatives but provides zero specifics on AI deployment or investment. |
| PYPLPayPal Holdings Inc. | Financials | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in this press release. AI maturity cannot be assessed from this filing. |
| TXNTexas Instruments Inc. | Information Technology | ○ HYPE | 0 | ▲ TAILWIND | No AI mentions in the earnings release. TI is a semiconductor supplier that benefits from AI-driven chip demand but did not discuss AI as a strategic initiative in this filing. |