79% of the S&P 500 talk AI. 42 disclose AI revenue. Just 8 are outside tech.
- 79% of the S&P 500 discussed AI on their latest earnings call. Talking about it is now near-universal.
- Only 42 companies disclosed actual AI revenue. A dollar figure, growth rate, or share of sales. Everyone else stayed qualitative.
- Just 8 of those sit outside the tech sector. AI monetization is still overwhelmingly a tech-industry story.
- Only 4 reported a hard segment figure. Of the 42, most cite run-rates or ARR, a sales metric rather than GAAP revenue. 16 gave no formal revenue basis at all.
79%
42
8
4
- 4 Reported segment figure. An explicit reported segment number, the hardest evidence. Often an AI-heavy segment such as Data Center.
- 15 Revenue run-rate. An annualized run-rate figure, not a reported period number.
- 1 Bookings. Orders or bookings, not recognized revenue.
- 6 ARR, not GAAP revenue. Annual recurring revenue. A sales metric, not GAAP revenue.
- 16 Qualitative, no basis. Described AI revenue without a formal reporting basis.
42 of 42
AKAMAkamai Technologies, Inc.
Information Technology
Reported segment figure
“Cloud infrastructure services, or CIS, revenue got off to a robust start to the year with revenue of $95 million, up 40% year over year as reported and 39% in constant currency.”
AMDAdvanced Micro Devices, Inc.
Information Technology
Reported segment figure
“Data Center revenue increased 57% year-over-year to a record $5.8 billion, led by strong demand for our EPYC CPUs and Instinct GPUs.”
AVGOBroadcom Inc.
Information Technology
Reported segment figure
“AI semiconductor revenue, which grew 106% year-on-year to $8.4 billion, way above our outlook.”
NVDANVIDIA Corporation
Information Technology
Reported segment figure
“Data center revenue of $75 billion was up 92% year over year and 21% sequentially.”
AMZNAmazon.com, Inc.
Consumer Discretionary
Revenue run-rate
“In the first 3 years of this AI wave, AWS' AI revenue run rate is over $15 billion, nearly 260x larger.”
ANETArista Networks, Inc.
Information Technology
Revenue run-rate
“We also increased our AI target now to $3.5 billion this year, thereby more than doubling our AI sales annually.”
CBRECBRE Group, Inc.
Real Estate
Revenue run-rate
“We generated more than $3 billion of total revenue from infrastructure activities in 2025 and nearly $950 million in the first quarter.”
CSCOCisco Systems, Inc.
Information Technology
Revenue run-rate
“We expect to recognize approximately $4 billion in AI infrastructure revenue from hyperscalers in fiscal year '26.”
EPAMEPAM Systems, Inc.
Information Technology
Revenue run-rate
“pure AI revenues exceeded $125 million in Q1, up nearly 20% sequentially from Q4. This momentum gives us a strong line of sight to our $600 million target for the full year”
ETNEaton Corporation plc
Industrials
Revenue run-rate
“The cooling business is on track to record $1.7 billion or better in revenue in the full year of 2026, of which about $1.4 billion will be included in Eaton financials for the year with margins generally in line with the prior expectations.”
FFIVF5, Inc.
Information Technology
Revenue run-rate
“we had approximately $50 million in sales in the first half of the year on these use cases. That's up more than 200% year-on-year.”
GDDYGoDaddy Inc.
Information Technology
Revenue run-rate
“This new Airo AI Builder product offering has rapidly scaled to $10 million plus in annualized bookings run rate within weeks of its beta launch.”
GOOGAlphabet Inc.
Communication Services
Revenue run-rate
“In Q1, revenue from products built on our GenAI models grew nearly 800% year-over-year.”
JBLJabil Inc.
Information Technology
Revenue run-rate
“we're further increasing our fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December bringing the total to roughly $13.1 billion. This now represents a strong increase of 46% year-over-year.”
KEYSKeysight Technologies, Inc.
Information Technology
Revenue run-rate
“the opportunities that we size as our AI business, which is, I think, really the heart of your question, finished the first half in the $500 million to $600 million range, almost in line with what we did the whole of last year. So quite pleased with the progression of the opportunity in the wireline business. And so the AI portion of our business as we size it for you, is largely in the wireline segment.”
METAMeta Platforms, Inc.
Communication Services
Revenue run-rate
“the annual revenue run rate of our value optimization suite now over $20 billion, more than doubling year-over-year.”
MSFTMicrosoft Corporation
Information Technology
Revenue run-rate
“our AI business annual revenue run rate surpassed $37 billion this quarter, growing 123% year-over-year.”
ONON Semiconductor Corporation
Information Technology
Revenue run-rate
“Last year, we talked about $250 million in AI revenue. We just mentioned that we will be doubling that this year.”
TELTE Connectivity Ltd.
Information Technology
Revenue run-rate
“that will put our DDN AI revenue, which runs about 70% of total DDN approaching $2.4 billion, just a little bit below that, and the momentum continues.”
HPEHewlett Packard Enterprise Company
Information Technology
Bookings
“AI Systems orders of $1.2 billion were largely enterprise-driven.”
ADBEAdobe Inc.
Information Technology
ARR, not GAAP revenue
“Firefly ending ARR across Firefly app, Firefly credit packs and Firefly Enterprise exceeded $250 million.”
FICOFair Isaac Corporation
Information Technology
ARR, not GAAP revenue
“Financially, a substantial majority of our Platform segment annual recurring revenue, approaching $350 million and growing rapidly is driven by the FICO Platform, reflecting years of proven commercialization.”
IBMInternational Business Machines Corporation
Information Technology
ARR, not GAAP revenue
“our AI platform agents, assistance orchestration is north of $1.5 billion. It's already about 25% penetrated and our software business growing north of 40%. It's contributing 2 points of growth on an annualized basis. And a thing we love about it, it has a multiplier effect over time. So it's an acceleration there. Consulting. Consulting is about 40% of our signings, 30% of our backlog is GenAI now, over 20% of our revenue. And on an ARR revenue perspective, in the first quarter, we eclipsed $4 billion ARR.”
NOWServiceNow, Inc.
Information Technology
ARR, not GAAP revenue
“We're already talking about $1.5 billion now, and it's on a run. So to specifically answer your question, I think it's appropriate for Amit to give you some G2 on how we structured it and why we know it's a winner.”
RVTYRevvity, Inc.
Health Care
ARR, not GAAP revenue
“our SaaS pipeline continues to grow robustly with 40% ARR growth year-over-year leading to the business, again, growing double digits from an APV perspective.”
WDAYWorkday, Inc.
Information Technology
ARR, not GAAP revenue
“In Q1, our new ACV from agentic AI product, it grew more than 200% year-over-year. And we are also approaching USD 500 million in ARR from our agentic AI solutions.”
APHAmphenol Corporation
Information Technology
Qualitative, no basis
“virtually all of this organic sequential sales growth was driven by growth in AI-related products.”
AXONAxon Enterprise, Inc.
Industrials
Qualitative, no basis
“AI was a standout with AI product revenue growing more than 700% year-over-year. This is on a small revenue base, but is delivering on the strong bookings from last year and will continue to scale.”
COHRCoherent, Inc.
Information Technology
Qualitative, no basis
“Our Datacenter & Communications segment continues to be the primary driver of our growth and accounted for 75% of total company revenue in Q3. Growth in this segment accelerated again this quarter with revenue increasing more than 40% year-over-year.”
DOVDover Corporation
Industrials
Qualitative, no basis
“We expect to generate over $1 billion in revenue from applications tied to artificial intelligence and power generation infrastructure this year.”
FIXComfort Systems USA, Inc.
Industrials
Qualitative, no basis
“Advanced technology dominated by data center work increased to 56% of our revenue and advanced technology remains the largest driver of pipeline and backlog.”
GLWCorning Incorporated
Information Technology
Qualitative, no basis
“In Optical Communications, sales were $1.8 billion, up 36% year-over-year, driven by robust demand for Gen AI products.”
INTCIntel Corporation
Information Technology
Qualitative, no basis
“Our collective AI-driven businesses now represent 60% of revenue and grew 40% year-over-year.”
JJacobs Solutions Inc.
Industrials
Qualitative, no basis
“Within the data center space, which right now represents between 3% to 4% of our overall business, that is growing at 100% year-over-year. Now the AI ecosystem—which would include all the way from the beginning to the chips, through the power and energy requirements, and then how that is feeding the data center world—represents, in its entirety with our diversified offering, between 10% to 11% of our overall business, and that is growing in excess of 40%.”
LITELumentum Holdings Inc.
Information Technology
Qualitative, no basis
“Top line growth was primarily driven by our transceiver business and laser chips.”
NXPINXP Semiconductors N.V.
Information Technology
Qualitative, no basis
“the industrial & IoT market is entering a transformative phase as physical AI moves intelligence into real-world systems and robotics. This is creating significant content growth opportunities for NXP, particularly in processing, connectivity and security.”
ORCLOracle Corporation
Information Technology
Qualitative, no basis
“AI infrastructure revenue grew 243% year over year.”
ROPRoper Technologies, Inc.
Information Technology
Qualitative, no basis
“CentralReach sits inside mission-critical workflows, has proprietary data and is translating that advantage into real growing AI revenue.”
SMCISuper Micro Computer, Inc.
Information Technology
Qualitative, no basis
“AI GPU-related platforms contributing over 80% of revenue.”
SWKSSkyworks Solutions, Inc.
Information Technology
Qualitative, no basis
“AI data center. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.”
TERTeradyne, Inc.
Information Technology
Qualitative, no basis
“In Q1, AI-related demand accounted for nearly 70% of our revenue, up from about 60% in Q4 of 2025.”
TPLTexas Pacific Land Corporation
Energy
Qualitative, no basis
“during the quarter we entered into an agreement to sell a small section of land for $43 million, which is structured into annual payments over a 20-year period. We have entered into a separate commercial agreement to supply water for this same development.”
The list updates every earnings season.
We re-run the extraction as new calls land. Get each finding, sourced and sized, before it makes the headlines.