BDXBecton, Dickinson and Company
AI adoption · Q1 2026 earnings call
Health CarePiloting
3
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was discussed in two distinct contexts on this call: the launch of the next-generation Pyxis Pro medication dispensing platform, described as the first AI-enabled Pyxis, and the introduction of BD Incada, a new AI platform designed to integrate data across BD's connected devices to improve medication management workflows. Management framed AI as a strategic differentiator within its Connected Care segment, with early competitive traction noted for Pyxis Pro. No financial quantification of AI-related revenue or investment was provided.
Adopter
See full leaderboard →53/ 100
51
stage: piloting · max spec: 3
40
1 quant outcome
85
3 scopes
product_embeddedproduct_standaloneinternal_use
3 AI mentions from this call.
Extracted verbatim from the BDX Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Q&A· CEO· Standalone AI productMaybe just dive in a little bit deeper on MMS here. Clearly, a ton of focus on the Alaris business. But maybe you could help just frame for us some of the different other pieces in that line item.
“it also has our new AI platform, BD Incada. And under Bilal's leadership, he's really brought in a new team of AI specialists, data specialists who are building out Incada as our solution that all of our devices, whether or not it's Alaris or Pyxis or APM or other software platforms will all feed into this AI model that will help customers improve that end-to-end medication management workflow, improve inventory visibility. And ultimately, that's our platform that we view connecting in our patient monitoring and the drug delivery side to take things to a next level of breakthrough innovation.”
— Thomas Polen, BDX earnings callBD Incada, Pyxis Pro, Alaris, HemoSphere - T3Q&A· CEO· Product-embedded AIMaybe just dive in a little bit deeper on MMS here. Clearly, a ton of focus on the Alaris business. But maybe you could help just frame for us some of the different other pieces in that line item.
“The new Pyxis Pro is the first AI-enabled Pyxis, and it's the first future cloud-enabled Pyxis. Our early customer response has been strong. The launch is translating into competitive traction actually in the first half of the year now. 75% of our wins are competitive conversions which is reinforcing our view that this is really a meaningful share gain platform over time.”
— Thomas Polen, BDX earnings callPyxis Pro - T2Q&A· CEO· Internal useI wanted Tom, if we could talk just a little bit about some of the initiatives that you mentioned around BD Excellence and excellence in manufacturing.
“That's allowing us to, again, have more scaled facilities where we can also invest in informatics, AI, BD Excellence capabilities that create a flywheel effect.”
— Thomas Polen, BDX earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI-related revenue, ARR, or bookings was provided.
- No capex or R&D spend specifically attributed to AI or the BD Incada platform was disclosed.
- No adoption metrics (e.g., number of Pyxis Pro units deployed with AI features, number of customers on BD Incada) were provided.
- No productivity or outcome metrics tied specifically to AI features were disclosed.
- The timeline for full commercial availability of BD Incada across all device types was not specified.
- No analyst directly questioned management on AI strategy, revenue contribution, or investment levels.
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