Ronnie Walker

“Sixty-five percent of S&P 500 companies discussed AI on their most recent earnings calls, according to a survey by Ronnie Walker at Goldman Sachs.”

“Only a small share of management teams have quantified the impact of AI on specific use cases (11%) or earnings (2%),” he said.”

“Overall, revenues increased over 6% for all S&P 500 companies. The median company increased 4.2% and the non-tech companies by 3%.”