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Earnings calls · Daily readSep 21, 2026 · 139 notes

Enterprise AI adoption

Where AI shows up in the P&L: companies reporting what it changed, with the metric they moved and the filing that says so.

SEP 21

PAR Intelligence Site Count Hits 20,000, No AI Revenue Yet

SEP 21

Blend Labs (BLND) Autopilot AI Agent Goes Paid as Pull-Through Rises

SEP 20

Evolent Health (EVH) AI Prior Authorization: Up to 20-Point Gain

SEP 20

Real Brokerage (REAX) Leo AI Handles About 47% of Agent Support

SEP 20

Abacus Global (ABX) AI Policy Review: 9,314 Policies in Q2

SEP 19

Atlassian (TEAM) Rovo AI Adoption: Assisted Actions Up 50%

SEP 19

Tennant (TNC) AI Cleaning Robots: AMR Sales Up 37%, Savers Deal

SEP 19

Ouster (OUST): Gemini Lidar Perception Software Adds Renewal Revenue, Over 550 Sites

SEP 19

Peloton (PTON): Over 50% of Monthly Active Users Use Peloton IQ AI Coach

SEP 19

HEALWELL AI (AIDX): Darwin AI Co-Pilots Identify Over 62,000 High-Risk Patients

SEP 18

P3 Health Partners (PIII): AI Point-of-Care Tool Closes Nearly 90% of Care Gaps Where Used

SEP 18

Firefly Aerospace (FLY) Brings AI Lunar Vision Navigation In-House

SEP 18

Surf Air Mobility (SRFM) OperatorOS Savings Offset $500K Fuel Overrun

SEP 18

Magazine Luiza (MGLUY) WhatsApp AI Assistant Converts 3x Its App

SEP 17

Globant (GLOB) AI Agents Deliver Software 30% More Productively

SEP 17

Nu Holdings (NU): AI Credit Underwriting and $11B More Unused Credit Limits

SEP 17

SEEK (SKLTY) AI Job Recommendations: Career Feed Engagement Up 30%

SEP 17

McGraw Hill (MH) AI Reader Hits 63 Million Interactions in Digital Textbooks

SEP 17

Aviva (AVVIY) AI Pricing: Over £200 Million in UK Run-Rate Benefits

SEP 16

Evogene (EVGN) AI Fungicide Discovery Yields 15 Active Molecules