In the first quarter of 2025, 210 companies within the S&P 500 cited the term "AI" during their earnings calls, marking the fifth consecutive quarter with over 200 companies referencing artificial intelligence. The Information Technology sector led this trend, with 94% of its companies mentioning AI. However, eight out of eleven sectors, including Industrials and Consumer Staples, saw a quarter-over-quarter decline in the number of companies discussing AI, with Industrials down by seven and Consumer Staples by six. Separately, ABI Research reported that 53% of manufacturers are deploying industrial robots to improve quality control, with 28% already using them and 40% identifying quality as the primary motivation. Additionally, 95% of manufacturers are investing in artificial intelligence to address uncertainty and accelerate digital transformation.
El 95% de los fabricantes ya invierte en IA para afrontar la incertidumbre y acelerar su transformación digital 🤖 https://t.co/lxSG3S3nVv
El 95% de los fabricantes ya invierte en inteligencia artificial para enfrentar la incertidumbre y acelerar la transformación digital https://t.co/B4pb2HOG51
8 of 11 $SPX sectors have recorded a quarter-over-quarter decrease in the number of companies citing "AI" on Q1 earnings calls, led by the Industrials (-7) and Consumer Staples (-6) sectors. #earnings, #earningsinsight, https://t.co/s14jonfla1 https://t.co/Yhi7NXKOI9