Texas Instruments posted a low 19/100 BATS score on its Q2 2026 call, delivering strong data-center-driven results while AI remained almost entirely absent from management strategy and metrics.
Tesla, Inc. scored 87/100 on the BATS AI scale as management cast FSD, robotaxi, and Optimus robotics as core pillars redefining demand, with strong unsupervised miles and major custom AI infrastructure bets.
Alphabet Inc. earned a 91/100 BATS score as AI emerged as a core strategic pillar, with raised CapEx of $195-205B funding custom infrastructure and strong execution across Search, Cloud, and agent platforms.
IBM scored 77/100 on BATS as AI emerged as a core strategic pillar, with watsonx Orchestrate productizing enterprise agent orchestration and Gen AI already accounting for about half of consulting signings.
ServiceNow (NOW) earned a 96/100 BATS score, underscoring AI Control Tower as its core strategic pillar with over $1B in AI ACV, productized agentic systems, and raised full-year guidance on strong execution.
Moody’s Corporation earned a BATS score of 75/100, underscoring advanced AI maturity as it embeds decision-grade intelligence and agentic workflows into customer platforms, with measurable ARR growth and efficiency gains.
TE Connectivity plc earned a BATS score of 62/100 as AI infrastructure emerged as a core growth pillar, with heavy order momentum, quantified AI cloud targets moving earlier, and raised full-year sales and EPS guidance.
Kinder Morgan (KMI) scored 1/100 on the BATS AI scale in its Q2 2026 call, with AI appearing only as external gas demand from data centers rather than any internal technology or transformation strategy.
Northern Trust Corporation (NTRS) earned a BATS score of 53/100 as management framed AI as augmented intelligence tied to service and integrity, citing client action plan agents and a clear shift from experimentation to execution.
Otis Worldwide Corporation scored 24/100 on BATS, with AI limited to narrow micro pricing in repair and tempered maintenance rather than any broad strategic transformation.
PulteGroup, Inc. scored 0/100 on the BATS AI scale in its Q2 2026 call, with zero mentions of AI or digital transformation as management focused solely on orders, margins, land spend, and traditional homebuilding operations.
Raymond James Financial (RJF) earned a BATS score of 64/100, driven by strong early uptake of its Raimond AI assistant—6,500 users, 99.5% satisfaction—and a culture-first push to boost adviser productivity without diluting relationships.