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Enterprise AI adoption · Sep 10
CI&T FLOW Links AI Delivery to $80,000 Revenue per Builder

CI&T says revenue per AI builder topped $80,000, up 7% year over year, as FLOW expanded across its software delivery workflow.

Enterprise AI adoption · Sep 10
Nexxen’s Next.ai Cuts Toyota’s Cost per Vehicle 62%

Nexxen says Toyota cut cost per vehicle sold 62% using its ad platform, but Next.ai’s contribution to company revenue remains unquantified.

Enterprise AI adoption · Sep 10
Rakuten (RKUNY): AI Travel Orders Average 13% Higher

Rakuten AI for Travel connects trip discovery with booking, while AI-assisted orders average 13% more—a potential lift that remains unquantified.

Enterprise AI adoption · Sep 9
Braze (BRZE): AI Decisioning Studio Revenue Reaches $6.6 Million

Braze booked $6.6 million of quarterly revenue from AI Decisioning Studio, the acquired software it sells per use case to large brands.

Enterprise AI adoption · Sep 9
Waterdrop (WDH) AI Insurance Agent Lifts First-Year Premium 25.6%

Waterdrop says first-year premium facilitated by its AI medical insurance experts rose 25.6% sequentially in Q2 2026, but still discloses no premium base.

Enterprise AI adoption · Sep 9
Faraday Future (FFAI) In-Car Voice Assistant: 50+ Languages, No Usage Data

Faraday Future's in-car voice assistant last reported native support for over 50 languages; the August 13, 2026 call added no new progress, usage or revenue detail.

Enterprise AI adoption · Sep 9
ServiceTitan (TTAN) Virtual Agent Revenue More Than Doubled in Q2

ServiceTitan says virtual agent revenue and call volume each more than doubled sequentially in Q2, its first read on the AI booking agent alone, with no absolute size disclosed.

Enterprise AI adoption · Sep 9
GrabAGun (PEW) AI Pricing and Demand Forecasting: Margin Up 290 bps

GrabAGun's Q2 2026 call named its AI pricing and demand forecasting among the drivers of a 290 basis point gross margin gain, without isolating its share.

Enterprise AI adoption · Sep 8
RadNet (RDNT) AI Breast Screening Add-On EBCD Revenue Rose 16%

RadNet's August 10, 2026 call put EBCD revenue up 16% year over year, a third straight step down from 136.6%, with adoption above 45% and the service's margin still undisclosed.

Enterprise AI adoption · Sep 8
Palo Alto Networks (PANW): Cortex XSIAM ARR Passes $700 Million

Palo Alto Networks says Cortex XSIAM passed $700 million in ARR and 1,000 customers, but no longer discloses how many cut response time under 10 minutes.

Enterprise AI adoption · Sep 8
Lithia Motors (LAD): Pinewood AI Drove About Half of UK's 200bp SG&A Improvement

Lithia's UK stores all run on Pinewood AI, and management credits it with about half of a 200 basis point local SG&A improvement, while North America is not live yet.

Enterprise AI adoption · Sep 8
Snipp Interactive (SPN) Ties AI Engineering Gains to 18% Salary Drop

Snipp Interactive's CEO named AI-driven engineering productivity as one reason Q2 salaries and compensation fell 18% year over year, while refusing to size it.

Enterprise AI adoption · Sep 8
TPG's Boomi Generates Over $100M AI-Activated Recurring Revenue

TPG says Boomi's AI integration builder reached more than 60% of new customers and over $100 million of recurring revenue booked at Boomi, not at TPG.

Enterprise AI adoption · Sep 8
Sprinklr (CXM) AI-Native SKU Revenue Up 40% Year Over Year

On its 2026-09-02 call Sprinklr reported over 200 customer AI engagements and 40% growth in AI-native SKU revenue, without disclosing the line's dollar size.

Enterprise AI adoption · Sep 8
China Merchants Bank (CIHKY): AI Assistant Now Covers Every Golden Sunflower RM

China Merchants Bank's relationship managers use an AI assistant to pick clients and draft proposals; first-half transaction value per client rose 35.82%, revenue impact unquantified.

Enterprise AI adoption · Sep 8
Alibaba (BABA) Qwen App: 250 Million First AI Shopping Users

Alibaba said on its August 20, 2026 earnings call that 250 million users have made a first AI-driven purchase through Qwen App, with no revenue figure attached.

Enterprise AI adoption · Sep 8
China Literature AI Translation: 40% of WebNovel Novel Revenue

More than 30,000 AI-translated works carried 40% of WebNovel's platform novel revenue in the first half of 2026; China Literature did not disclose the amount.

Enterprise AI adoption · Sep 8
Microsoft (MSFT): GitHub Copilot Reaches 50 Million Users

Microsoft says Copilot revenue accelerated over 60% quarter over quarter and one in three GitHub pull requests now involves an agent, but never gives an absolute revenue figure.

Enterprise AI adoption · Sep 8
Alphabet (GOOGL) AI Mode Passes 1 Billion Monthly Active Users

Alphabet merged AI Overviews and AI Mode into one Search experience, and AI Mode now tops 1 billion monthly active users, with the revenue impact still unsized.

Enterprise AI adoption · Sep 8
Pegasystems (PEGA): GenAI Blueprint Apps Live in Under 100 Days

Pegasystems started every new implementation in six months with GenAI Blueprint, and the listed apps went live in under 100 days, with no financial figure given.

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