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Tech firms are still obsessed with AI, with 7 times more mentions than in 2022

We refreshed our popular dataset on discussion of AI-related topics in earnings calls, now including data as of August 31st. We identify companies with high, low, or changing mentions of artificial intelligence from 2022 to 2024. 


Asana and Hackett Group mention of AI spike in 2024

On a sector level:


  • Tech firms are still obsessed with AI, with over 7 times more mentions than in 2022 (from 1117 to a whopping 8305).

  • Industrials (e.g. consulting, electrical equipment) and Comm. Services (e.g. internet, advertising) take the silver and bronze. However, mentions of AI from the tech sector alone are 5 times more than these two sectors combined.

  • Healthcare has moved to fourth on the list from second place in 2022. 

  • Utilities, Materials, and Energy remain the bottom three as these companies tend to be indirect beneficiaries of AI compared to direct monetization.


The table below shows the top 10 non-tech subsectors with the highest mentions of AI:

Subsector

AI mentions YTD '24

AI mentions Jan-Aug'22

Health Information Services

223

43

Internet Retail

179

18

Staffing & Employment Services

165

14

Diagnostics & Research

154

99

Consulting Services

136

12

Specialty REIT

128

13

Financial Data & Stock Exchanges

124

10

Education & Training Services

124

16

Biotechnology

95

14

Electrical Equipment & Parts

89

2

Travel Services

87

6


To contrast the sector differences, we also included the AI mentions for all technology sub-sectors:

Subsector

AI mentions YTD '24

AI mentions Jan-Aug'22

Software - Application

2548

335

Software - Infrastructure

1982

215

Semiconductors

1008

180

Information Technology Services

1005

188

Computer Hardware

566

57

Communication Equipment

395

39

Semiconductor Equipment & Materials

303

53

Electronic Components

207

20

Electronics & Computer Distribution

128

3

Scientific & Technical Instruments

114

26

Consumer Electronics

31

0

Solar

18

1

Total

8305

1117


Access the full discussion of AI dataset here.


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