Now is a great time for an executive to blame AI disruption for a bad quarter and a poor outlook.
Everyone seems to be doing the same.
Quick insight: If there has been one constant on earnings calls this year, it's talk of AI disrupting the way companies do business.
The Deutsche Bank team found that mentions of AI disruptions during earnings calls jumped to a record 780 in the first half of 2026, a 310% surge from the second half of 2025.
In the first half of the year alone, there were more mentions of AI disruptions than in the previous three years combined.
Everyone seems to be doing the same.
Quick insight: If there has been one constant on earnings calls this year, it's talk of AI disrupting the way companies do business.
The Deutsche Bank team found that mentions of AI disruptions during earnings calls jumped to a record 780 in the first half of 2026, a 310% surge from the second half of 2025.
In the first half of the year alone, there were more mentions of AI disruptions than in the previous three years combined.
2 months ago
