RSGRepublic Services, Inc.

“Pricing will come first, and we'll see some benefit in 2026, and that will build over '27, '28. We're going to see very little, probably no benefit of that in 2026 on RISE just because we're doing all the work, and that will scale. You'll start to see that benefit come in '27 and then that will really scale in '28 and that, again, will be the largest impact. And then on the customer service, I think you'll see ratable improvement across the 3 years.”

“We believe that these investments in digital will deliver at least $100 million of annual benefit by 2028.”

“Where the routing, there's a lot of upfront work, particularly around data and data accuracy and data management that you need to have in place so that when you start routing dynamic -- building dynamic routes through AI and then routing dynamically through the day, you get it right. And what we won't do is sacrifice customer service to pursue short-term gains. We're going to get it right with the customer first and then drive all of the operational efficiency through the system while improving customer service. And that's why you'll start to see some of that benefit in the second half of next year, but that's really 2028 where we think we scale.”

“pricing today, we're using dozens of variables through AI to build bespoke prices to existing customers when we send them our annual price increase. And so we're trying to get that as surgical as possible to give them a price that maximizes both what they'll pay and incent them to stay over a long period of time. And that is a game of inches in terms of dialing that in, but small basis points across individual customers adds up quickly across the system and feel really encouraged.”

“Enhancements to our RISE digital platform are progressing with initial deployment focused on the large container business. The integration of AI and advanced routing algorithms is expected to improve safety outcomes, strengthen service execution and increased route efficiency.”

“We are actively deploying AI-based predictive technology that supports optimized pricing decisions across markets with varying customer and competitive dynamics. This approach is expected to reinforce price retention and reduce customer attrition over time.”

“Activation of digital tools in our call centers are enhancing the customer experience and unlocking value in our business by optimizing the 11 million inbound calls we receive each year.”

“Right now, that's the smallest of the 3 categories I mentioned. And those aren't the only 3. I mean, we're looking at AI in every area of the business, back office, legal, HR, all kinds of places. These are the 3 where we see the most immediate benefit to scale, but it will have profound impact across the business.”

“Our ongoing investments in technology and AI are strengthening how we operate and compete. Over time, these capabilities are expected to drive additional growth, expand margins and support continued operating leverage.”