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Quantified Returns from AI Adoption

KB

Kris Bennatti

·2 min read
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Most discussion of AI adoption ROI is limited to projections, however, some companies are now putting dollar values on the benefits of AI.

Discover which companies are getting the most out their AI investments.

tickerCompany NameQuantified positive impact from AI / agentsActual or projectedInternal or external benefitNotes / contextRankSourceMarket Cap
$IBMInternational Business Machines Corporation$4.5 billion of productivity savings since 2023 from AI-enabled transformation engine; additional $1 billion expected in 2026. Also said AI platform/agents/assistants/orchestration business is north of $1.5 billion over the trailing 12 months and contributes 2 points of annualized growth.Actual savings and revenue contribution; projected additional savingsInternal and external/customerOne of the largest quantified internal AI savings disclosures.1Apr 22, 2026 Earnings Call, Jun 2, 2026 Conference Call$272.12B
$NOWServiceNow, Inc.Over $500M of actual savings, including $300M of real tangible savings from AI driven to the bottom line over 2025–2026; AI specialist resolves assigned cases 99% faster than human agents; own deployment resolves 90% of employee IT requests.ActualPrimarily internal, also external/customer via examplesStrong direct bottom-line savings evidence.2Jun 3, 2026 Conference Call, Apr 22, 2026 Earnings Call$109.65B
$TDToronto-Dominion BankTracking ahead of target to deliver $200 million in value from AI this year and had already delivered almost $145 million at the halfway mark; medium-term objective is $1 billion annualized value, split $500 million expense reduction and $500 million productivity or revenue.Actual for $145M delivered; projected for $200M this year and $1B medium termPrimarily internal, with some customer-service benefitClear enterprise-value framing.3May 28, 2026 Earnings Call, Apr 16, 2026 Conference Call$197.16B
$SONYSony Group CorpAI-powered transaction routing over the last 3 years generated over $700 million of incremental revenue.ActualPrimarily internal/company revenue impactDirect dollar quantification tied to AI-powered tools.4May 8, 2026 Earnings Call$122.10B
$PYPLPayPal Holdings Inc.Expects at least $1.5 billion of gross run rate savings over the next 2 to 3 years from removing duplication/layers and accelerating AI adoption and automation.ProjectedInternalLarge explicit projected savings tied to AI/automation.5May 5, 2026 Earnings Call$40.11B
$EXPEExpedia Group, Inc.AI-enabled tools are driving hundreds of millions of dollars in realized marketing value; adding AI to in-trip support tools drove a 30% increase in self-service use and an 18% lift in 90-day repeat rates.ActualInternal and external/customerStrong internal dollar-value plus customer behavior uplift.6May 7, 2026 Earnings Call, May 19, 2026 Conference Call$32.25B
$VZVerizon Communications Inc.Over $200 million of energy savings from deploying AI into the network; projected 40%+ delivery increase and over 70% reduction in vendor support costs; AI in customer service locations drove 1,280% improvement in customer satisfaction rates.Mixed: actual and projectedInternal and external/customerStrong mix of dollar savings, productivity, cost reduction, and customer outcome.7Apr 27, 2026 Earnings Call, May 18, 2026 Conference Call$177.71B
$CMCanadian Imperial Bank of CommerceAI adoption saved 3 million hours year-to-date; earlier disclosure cited 1.2 million hours saved in Q1 alone.ActualInternal and external/client experienceHours-saved productivity framing.8May 28, 2026 Earnings Call, Apr 16, 2026 Conference Call$104.23B

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