Cadence Design Systems scored 85/100 on BATS as productized Super Agents and an autonomous AI design engineer became a core growth pillar, helping lift full-year revenue guidance to about 19%.
F5, Inc. earned a BATS score of 71/100, reflecting an execution-led AI strategy in runtime security and data delivery that drove strong customer growth and a raised FY26 outlook.
Baker Hughes (BKR) posted a BATS score of 30/100, reflecting early-stage AI maturity where artificial intelligence mainly appears as an external demand driver for power and data-center infrastructure, including $2.2 billion in related Power Systems orders.
Comfort Systems USA (FIX) earned a 0/100 BATS score on its Q2 2026 call, with zero AI discussion as record results were driven by data-center demand and modular construction rather than any AI strategy.
The Hartford Insurance Group earned a BATS score of 38/100, casting AI as a supportive underwriting and claims efficiency tool with encouraging early productivity gains but scant hard metrics or strategic centrality.
Verizon Communications Inc. earned a BATS score of 69/100, underscoring its AI Connect growth strategy anchored by a more than $1 billion Google dark-fiber deal and multi-billion high-margin infrastructure revenues expected from 2027.
HCA Healthcare posted a 1/100 BATS score on its Q2 2026 call, with virtually no AI discussion as leaders focused on payer-mix headwinds, volumes, capacity, and financial resiliency instead of technology-driven transformation.
SLB N.V. earned a BATS score of 56/100, with management casting digital and AI as key upstream enablers and scaling a data-center franchise—targeting over $2B annualized run-rate by end-2027—to serve the AI economy.
Charter Communications (CHTR) earned a 44/100 BATS score in its Q2 2026 call, standing out for positioning its network and edge data centers—with over 250 MW of capacity—as mission-critical AI infrastructure and a key demand beneficiary.
American Express scored 57/100 on BATS as management cast AI as a key enabler of operating leverage, citing 30-40% faster coding cycles and flat servicing headcount despite business growth.
NextEra Energy posted a 6/100 BATS score on its Q2 2026 call, with AI mentioned only once in passing among Dominion merger best practices and no meaningful transformation strategy discussed.
Intel Corporation posted a BATS score of 74/100, with AI-driven businesses near 70% of revenue and growing over 70% YoY as it raises CapEx above $20B for AI silicon and advanced packaging.