Earnings Calls

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.

T-Mobile US (TMUS) earned a BATS score of 48/100 on its Q2 2026 call, with management positioning the network as connective tissue for physical AI and edge inferencing while already shipping live translation and Dynamic CX automation.

Blackstone Inc. earned a 79/100 BATS score in its Q2 2026 call, casting AI as a core pillar of results with a $185B data center platform and new AI ecosystem investments positioning the firm at the center of a generation-defining megatrend.

Newmont Corporation scored 0/100 on the BATS AI scale in its Q2 2026 call, with no mention of AI as management focused solely on production, free cash flow, capital allocation, and shareholder returns.

Lockheed Martin (LMT) earned a 42/100 BATS score on its Q2 2026 call, with AI framed as a key enabler through AI-informed robotic production lines and autonomous manufacturing rather than a core revenue or business-model shift.

Digital Realty Trust, Inc. earned a 51/100 BATS score as AI emerged as a core external demand driver for colo, interconnection, and hyperscale growth, backed by record bookings and multi-gigawatt capacity plans.

Honeywell (HON) earned a BATS score of 52/100 on its Q2 2026 call, with AI framed mainly through Forge software aiming for ~15% ARR growth from about $900M toward over $1B as the firm pushes from automation toward autonomy.

Nasdaq, Inc. (NDAQ) scored 78/100 on BATS, reflecting execution-led AI maturity with productized agentic workers serving 750 clients and freemium-to-paid monetization across Verafin and copilots.

Edwards Lifesciences (EW) posted a BATS score of 0/100 on its July 2026 earnings call, with zero discussion of AI as management focused solely on structural heart innovation, TAVR growth, and clinical evidence.

Ameriprise Financial (AMP) earned a BATS score of 62/100, reflecting an execution-led AI push in wealth management that is already delivering 30-plus hours of weekly adviser productivity savings and broad tool adoption.

PG&E Corporation earned a BATS score of 31/100 as AI stays a supportive O&M and wildfire tool, not a core strategy, while continuous monitoring delivered concrete gains such as nearly 20 million outage minutes avoided.

Huntington Bancshares (HBAN) posted a low 13/100 BATS score on its Q2 2026 call, with AI limited to one tactical mention of conversion-process automation while strategy stayed focused on Cadence synergies and 2027 financial targets.