Earnings Calls Embrace AI: How Microsoft, Alphabet, Meta, Amazon And Intel Are Talking Tech For Growth
Portfolio Pulse from Surbhi Jain
Earnings calls are increasingly mentioning 'AI', reflecting the growing influence of artificial intelligence on business performance and strategy. Microsoft, Alphabet, Meta, Amazon, and Intel have all seen an uptick in the use of the term in their Q3 2023 earnings calls compared to the previous quarter. The rise of AI in earnings calls can be attributed to its integration in operations, investor interest, competitive advantage, and regulatory and ethical concerns.
October 27, 2023 | 4:07 pm
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NEUTRAL IMPACT
Amazon mentioned 'AI' 45 times in its Q3 2023 earnings call, up from 32 times in Q2 2023.
The increase in 'AI' mentions could indicate a greater focus on AI in the company's strategy. However, it does not necessarily imply a positive impact on the company's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Alphabet mentioned 'AI' 65 times in its Q3 2023 earnings call, down from 79 times in Q2 2023.
The decrease in 'AI' mentions could indicate a shift towards more goal-oriented dialogue. However, it does not necessarily imply a negative impact on the company's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Intel mentioned 'AI' 56 times in its Q3 2023 earnings call, down from 64 times in Q2 2023.
The decrease in 'AI' mentions could indicate a shift towards more goal-oriented dialogue. However, it does not necessarily imply a negative impact on the company's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Meta mentioned 'AI' 68 times in its Q3 2023 earnings call, up from 58 times in Q2 2023.
The increase in 'AI' mentions could indicate a greater focus on AI in the company's strategy. However, it does not necessarily imply a positive impact on the company's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Microsoft mentioned 'AI' 53 times in its Q1 2024 earnings call, down from 66 times in Q4 2023.
The decrease in 'AI' mentions could indicate a shift towards more goal-oriented dialogue. However, it does not necessarily imply a negative impact on the company's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80