Capital Markets: Observations & Insights

II

Growing Intelligence Accelerating Innovation

• With artificial intelligence (AI) further penetrating software and services, it is no wonder companies are increasingly discussing their plans for the technology with investors • However, only a minority of companies are regularly talking about artificial intelligence, indicating we are still in the early innings of the adoption of this technological revolution

I

II

Number of S&P 500 Companies Discussing AI on Earnings Calls

III

81

+31%

A 31% increase in companies discussing AI

62

IV

V

VI

4Q18

4Q19

Source: FactSet and Alger.

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