AI Adoption — Latest quarter
S&P 500 AI Workforce Mentions in Earnings Calls
42.4% of S&P 500 companies now mention AI in the context of workforce, efficiency, or restructuring on their quarterly earnings calls. This is up from just 8% before ChatGPT launched in late 2022. Companies that discuss AI + workforce on calls subsequently show headcount growth 3.2 percentage points lower than non-mentioners. This metric serves as a leading indicator of corporate intent — it signals what executives are planning before the layoffs and restructuring happen.
This number is a weighted average across all selected sources, with higher-tier evidence and more recent data weighted more heavily. See the full methodology for details on weighting, source validity, and recency bias.
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How This Prediction Has Evolved
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Additional context
Sources (14)
Research agenda for understanding transformative AI's economic implications. Corporate AI discussion intensity serves as leading indicator of deployment and labor market effects.
AI was the most-cited topic in S&P 500 earnings calls in 2025. Companies mentioning AI in workforce context outperformed peers by 8.2 percentage points on average.
Record 306 S&P 500 companies (61%) cited AI in Q3 2025 earnings calls — a new 10-year high, surpassing the prior record of 292. 95% of IT and Communications sectors mentioned AI. AI-citing companies outperformed 13.9% vs. 5.7%.
44% of S&P 500 discussed AI-workforce in Q1 2025, a slight pullback from Q4 2024's record. Discussion maturing: less hype, more specific deployment data.
Record 48% of S&P 500 companies mentioned AI in workforce context. Average mentions per call reached 11. 'Restructuring' and 'automation' became top co-occurring terms.
Companies that mention AI + workforce on calls have average headcount growth 3.2pp lower than non-mentioners. The correlation has strengthened each quarter.
44% of S&P 500 discussed AI-workforce. Key new theme: 'AI-native' hiring replacing traditional roles in tech and professional services.
Slight dip to 41% as initial AI hype normalizes. Discussion shifting from aspirational to operational — specific ROI figures cited.
43% mentioned AI-workforce topics. A new record. Companies increasingly cite specific headcount savings from AI deployments.
40% of S&P 500 companies mentioned AI in context of workforce strategy. 'Year of Efficiency' framing adopted by 12% of companies.
AI mentions reached 36% of S&P 500 companies. Key themes: 'efficiency gains,' 'headcount optimization,' and 'AI-driven productivity.'
32% of S&P 500 companies now discuss AI on earnings calls. 'AI' mentioned an average of 7 times per call among mentioning companies.
AI mentions in S&P 500 earnings calls more than doubled to 18%. Companies began discussing AI efficiency gains and workforce implications.
Only 8% of S&P 500 companies mentioned AI in Q4 2022 calls. Pre-ChatGPT baseline for corporate AI discussion.