HSICHenry Schein, Inc.
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 mentioned three times by CEO Fred Lowery in prepared remarks, framed primarily as a growth opportunity within Henry Schein's Global Technology / Henry Schein One software portfolio. The most concrete disclosure was the launch of a 'next-generation AI clinical workflow' at the Thrive Live event, which drew significant customer interest. Management characterized AI as a pipeline-building and product-differentiation initiative but provided no revenue, adoption, or financial metrics tied to AI specifically.
Adopter
See full leaderboard →27/ 100
51
stage: piloting · max spec: 3
0
no quantified disclosure
35
1 scope
product_embedded
3 AI mentions from this call.
Extracted verbatim from the HSIC Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Prepared remarks· CEO· Product-embedded AI
“The development pipeline of AI solutions has increased, and these are mostly integrated into our global suite of practice management software solutions. Last week, I had the opportunity to attend our Thrive Live event in Las Vegas which brings together dental professionals to get really hands-on training and education and to showcase our range of equipment and software solutions. This year, we had over 1,000 attendees and we launched our next-generation AI clinical workflow at the event, which generated significant excitement. The broad level of interest in our AI solutions was a clear signal that our customers are ready to embrace these tools and that Henry Schein is well positioned to lead that transition.”
— Frederick Lowery, HSIC earnings callnext-generation AI clinical workflow, Thrive Live - T2Prepared remarks· CEO· Product-embedded AI
“The first is to enhance the cadence of new products and service offerings. This includes AI solutions, which are transforming the industry rapidly. And Henry Schein has a tremendous opportunity to develop further value-enhancing solutions. I think you're starting to see this with some of the recent product launches from Henry Schein One.”
— Frederick Lowery, HSIC earnings callHenry Schein One - T2Q&A· CEO· Product-embedded AII'd love to hear your thoughts on how Schein gets back maybe to delivering stronger earnings growth in the absence of these one-off kind of restructurings we've been seeing every couple of few years out of the company.
“thinking about the Henry Schein One portfolio where we're investing in AI capabilities that will help us grow over time.”
— Frederick Lowery, HSIC earnings callHenry Schein One
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 revenue, ARR, or bookings provided despite multiple references to AI product launches and pipeline growth.
- No user adoption metrics or customer count disclosed for AI solutions.
- No capex or R&D spend attributed specifically to AI development.
- No analyst directly asked about AI revenue contribution or AI-specific KPIs; management volunteered AI commentary without being pressed for quantification.
- The 'next-generation AI clinical workflow' launched at Thrive Live was not named, described technically, or given any commercial terms.
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