{"schema":"rootz.ai/transcript-search/v1","query":{"topic":"ai","first":false},"total_facts":1187,"companies":205,"results":[{"company":"BLACKBERRY Ltd","ticker":"BB","facts":[{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"upon interoperability with rapidly changing systems provided by third parties;  BlackBerry’s use of artificial intelligence solutions;   failure to protect BlackBerry’s intellectual property and to ea","quarter":"Q4","year":"FY7064","call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"automaker based in North America as well as  BICV, a leading Chinese Tier 1 for a ugmented reality, AI and hologram - enabled digital cockpit, to be  deployed in Renault Jiangling’s latest fully elect","quarter":"Q1","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"stment by the IVY fund this quarter in a  German start - up named Com p redict.   Com p redict uses AI to enable automakers and fleet providers to  utilize pr edictive maintenance, i.e., using vehicle","quarter":"Q2","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"are development on the NVIDIA AGC Thor SoC, a  truly powerful next-generation chip that facilitates generative AI. QNX forms the foundation for  NVIDIA's DRIVE OS that is often used in conjunction wit","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"upon interoperability with rapidly changing systems provided by third parties;  BlackBerry’s use of artificial intelligence solutions; failure to protect BlackBerry’s intellectual property and to earn","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"CerebrumX.   Ford,  Stellantis and Toyota are all currently working with CerebrumX, and they offer AI - driven solutions that  analyze vehicle data on driver behavior and vehicle health.   They harnes","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"our Cylance  product .   These are the most feature rich and included capabilities such as our new AI assistant .  More than 80% of Cylance customer endpoints now use   version 3.0 or newer, and custo","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"y included as part of our first IVY design win.   This quarter  we added a pa rtner specializing in AI - powered driver monitoring technology aimed at fleet customers,  called iDrive.   iDrive is a Ca","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"is Black B erry ' s Chief  Executive Officer, John Giamatteo, and Chief Financial Officer, Steve R ai.  After I read our cautionary note regarding forward - looking statements, John will provide a  bu","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":16,"unit":"mentions","confidence":0.95,"context":"mance and scalability comes at a time when chipmakers are  focused on developi ng hardware to power Generative AI.   We believe that our QNX 8 .0   software is  uniquely positioned to maximise the pot","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":11,"unit":"mentions","confidence":0.95,"context":"ositioning us to compete.  During the quarter we announced the latest of these with the launch of a Generative AI - powered  Cybersecurity SoC assistant.   This solution helps customers to quickly und","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"t well understood, let me give a point…two, three points  here .   First, there ' s an emergence of generative AI devices .   There ' s only one instance right now  where Jonny ,   IVY   and OpenAI ar","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"upon interoperability with rapidly changing systems provided by third parties;  BlackBerry’s use of artificial intelligence solutions; failure to protect BlackBerry’s intellectual property and to earn","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"points including   more than   21 5 M  vehicles . Based in Waterloo, Ontario, the company leverages AI and machine learning to deliver innovative  solutions in the areas of cybersecurity, safety and d","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"otect   s oftware - d efined   v ehicles from   c yber   t hreats  •   BlackBerry launches enhanced AI - based Cylance® cybersecurity solutions portfolio, reducing alert fatigue,  offering faster inci","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"nd repeatable determinism.  •   BlackBerry   l aunches CylanceMDR ™ ,   a n   e xpert   dr iven and AI - p owered Managed Detection and Response  (MDR) s olution , including an innovative   “ O n - D ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"oints including   more than   21 5 M  vehicles . Based in Waterloo, Ontario, the company lev erages AI and machine learning to deliver innovative  solutions in the areas of cybersecurity, safety and d","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"eneration QNX ® Software Development Platform   8 .0 , and it s potential   to   enable   embedded  Generative AI applications,”   said John Chen, Executive Chair &   CEO, BlackBerry.   “ We also expe","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"ing - edge managed detection and response (MDR) service  built on an Open   XDR platform powered by AI .  •   BlackBerry’s EPP platform, CylanceENDPOINT ™ ,   named a 2024 Customers’ Choice for endpoi","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"upon interoperability with rapidly changing systems provided by third  parties; BlackBerry’s use of artificial intelligence solutions; failure to protect BlackBerry’s intellectual property and to earn","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"points including   more than   21 5 M  vehicles . Based in Waterloo, Ontario, the company leverages AI and machine learning to deliver innovative  solutions in the areas of   cybersecurity, safety and","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"rry, utilizing BlackBerry® AtHoc® critical event management (CEM) solution  •   BlackBerry launches Generative AI-powered cybersecurity assistant to increase efficiency and reduce fatigue for CISO tea","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"ical communications, and critical  events management. The company is also   a pioneer in leveraging Artificial Intelligence and Machine Learning to  deliver advanced cybersecurity solutions to its cus","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"more than 275 million  vehicles   worldwide , with growing   momentum   in   robotics ,   physical AI ,   and other adjacent markets . Secure  Communications   has returned to growth , driven by   a  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"points including   more than   21 5 M  vehicles . Based in Waterloo, Ontario, the company leverages AI and machine learning to deliver innovative  solutions in the areas of   cybersecurity, safety and","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"The company’s software powers over 235M vehicles. Based in Waterloo, Ontario, the company leverages AI and machine learning to deliver innovative solutions in the areas of cybersecurity, safety and da","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"BB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"80 million of cash and 5.5 million  common shares. Additionally, BlackBerry retained its pioneering AI/ML endpoint  security patents as well as tax losses that we expect will provide a significant shi","quarter":null,"year":null,"call_date":null}]},{"company":"INTEL CORP","ticker":"INTC","facts":[{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":18,"unit":"mentions","confidence":0.95,"context":"Linus Torvalds and Tim  Sweeney.  Turning to our product segments, in CCG, we continue to lead the AI PC category. In September  at IFA ,   we launched our Intel® Core ™   Ultra 200V series processors","quarter":"Q2","year":"FY3124","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":10,"unit":"mentions","confidence":0.95,"context":"hly competitive and  meet the needs of our customers as we enter a new era of computing, defined by AI agents and  reasoning models.  To achieve this, we are taking a holistic approach and re defining","quarter":"Q1","year":"FY2025","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"ions regarding government funding, incentives, policies  and priorities; technology trends, such as AI; environmental and economic conditions; geopolitical tensions and conflicts, in clu ding with res","quarter":"Q3","year":"FY2025","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"s regarding   go vernment funding, incentives, policies and priorities; technology trends, such as  AI; environmental and economic conditions; geopolitical tensions and conflicts, including with respe","quarter":"Q4","year":"FY2025","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":14,"unit":"mentions","confidence":0.95,"context":"shortages and constraints; expectations regarding government incentives; technology trends, such as AI; environmental and eco   nom ic conditions; geopolitical tensions and conflicts and their potenti","quarter":"Q1","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"shortages and constraints; expectations regarding government incentives; technology trends, such as AI; environmental and eco nom ic conditions; geopolitical tensions and conflicts and their potential","quarter":"Q2","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"shortages and constraints; expectations regarding government incentives; technology trends, such as AI; environmental and eco nom ic conditions; geopolitical tensions and conflicts and their potential","quarter":"Q3","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"ints; expectations  regarding CHIPS Act and other government incentives; technology trends, such as AI; environmental and economic conditions; ge opo litical tensions and conflicts and their potential","quarter":"Q4","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"tomer confidence  Executing to capture the insatiable demand for compute  Positioned to democratize AI across the continuum of workloads and usage models  Deploying Smart Capital to create a secure, d","quarter":"Q2","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"shortages and constraints; expectations regarding government incentives; technology trends, such as AI; environmental and eco nom ic conditions; geopolitical tensions and conflicts and their potential","quarter":"Q4","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":29,"unit":"mentions","confidence":0.95,"context":"ity was below our expectations, due in part by our decision to more quickly ramp Intel® Core™ Ultra AI CPUs, as well as other selective actions we took to better position ourselves for future quarters","quarter":"Q2","year":"FY0124","call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"Built on Intel 18A Download as PDF Jan 5, 2026 • 6:00 PM EST Intel ushers in the next generation of AI PCs with exceptional performance, graphics and battery life; available this month. NEWS HIGHLIGHT","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"edia and Telecommunications (TIMT) Conference. On Dec. 4 at 7:55 a.m. PT: UBS Global Technology and AI Conference. On Dec. 10 at 11:35 a.m. PT: Barclays Global Technology Conference. Live webcasts and","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":11,"unit":"mentions","confidence":0.95,"context":"-quarter and full-year 2025 financial results. “Our conviction in the essential role of CPUs in the AI era continues to grow,” said Lip-Bu Tan, Intel CEO. “We delivered a solid finish to the year and ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"s continued business momentum underpinned by the growing and essential role CPUs play in the era of AI, a significantly strengthened balance sheet and the strong partnership between Intel and Apollo. ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"5G Core View Press Release Feb 26, 2024 12:28 AM EST Intel Announces New Edge Platform for Scaling AI Applications View Press Release Feb 26, 2024 12:00 AM EST Intel Brings AI Everywhere Across Networ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"ming quarters: Our organization and culture, our foundry  strategy, our core x86 franchise, and our AI strategy.  First, on organization and culture.   Over the last 3 months, I have completed a syste","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":37,"unit":"mentions","confidence":0.95,"context":"and foundry plans, greatly improved product execution and began to execute on our mission to bring “AI everywhere” across our product segments.  We delivered solid Q4 results, exceeding expectations f","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":14,"unit":"mentions","confidence":0.95,"context":"oducts in three buckets:  1.   C lient / edge  2.   T raditional   data center , and   …  3.   T he AI   data center  Let me spend a few moments on each:  In client, Intel CPUs power roughly 7 out of ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"“Second - quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product,  higher than typical charges related to non - core businesses and the impact from unus","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":34,"unit":"mentions","confidence":0.95,"context":"heir own transformations.  The opportunity in front of us is meaningful and significant. The era of artificial intelligence is driving unprecedented demand for semiconductors across the entire compute","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":20,"unit":"mentions","confidence":0.95,"context":"nto 2025, underpinned by (1) the beginnings of an enterprise refresh cycle and growing momentum for AI PCs, (2) a data center recovery with a return to more normal CPU (central processing unit) buying","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"s. Q1 2024  Intel Products:  Client Computing Group (CCG)   $7.6 billion   down 8%  Data Center and AI (DCAI)   $4.1 billion   up 8%  Total Intel Products revenue   $11.8 billion   down 3%  Intel Foun","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":". We are confident in our plans to drive sequential growth throughout the year as we accelerate our AI solutions and maintain our relentless focus on execution, operational discipline and shareholder ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"id Lip-Bu Tan, Intel CEO. “We are laser-focused on strengthening our core product portfolio and our AI roadmap to better serve customers. We are also taking the actions needed to build a more financia","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":13,"unit":"mentions","confidence":0.95,"context":"lsinger, Intel CEO. \"We are also well-positioned to capitalize on the significant growth across the AI continuum by championing an open ecosystem and silicon solutions that optimize performance, cost ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"ints; expectations regarding CHIPS Act and other government  incentives; technology trends, such as AI; environmental and economic conditions; geopolitical tensions and conflicts, including with respe","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"roved execution and steady progress against our strategic priorities,” said Lip-Bu Tan, Intel CEO. \"AI is accelerating demand for compute and creating attractive opportunities across our portfolio, in","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"age and expense discipline; company achieved key milestones across process and product, foundry and artificial intelligence (AI). •   Guiding fourth-quarter revenue of $14.6 billion to $15.6 billion, ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"s. Q3 2023  Intel Products:  Client Computing Group (CCG)   $7.3 billion   down 7%  Data Center and AI (DCAI)   $3.3 billion   up 9%  Network and Edge (NEX)   $1.5 billion   up 4%  Total Intel Product","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":12,"unit":"mentions","confidence":0.95,"context":"ts:  Client Computing Group (CCG)   $8.0 billion   down 9%   $30.3 billion   up 4%  Data Center and AI (DCAI)   $3.4 billion   down 3%   $12.8 billion   up 1%  Network and Edge (NEX)   $1.6 billion   ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":11,"unit":"mentions","confidence":0.95,"context":"-quarter and full-year 2025 financial results. “Our conviction in the essential role of CPUs in the AI era continues to grow,” said Lip-Bu Tan, Intel CEO. “We delivered a solid finish to the year and ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTC","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":15,"unit":"mentions","confidence":0.95,"context":"our external foundry business and at-scale global manufacturing, and executing our mission to bring AI everywhere as we drive long-term value for stakeholders.” David Zinsner, Intel CFO, said, “We con","quarter":null,"year":null,"call_date":null}]},{"company":"INTUIT INC.","ticker":"INTU","facts":[{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"small businesses to the right relief funding programs based on  eligibility. Intuit Aid Assist uses artificial intelligence to distill the  complexity of hundreds of pages of   the CARES Act and conve","quarter":"Q3","year":"FY2120","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":47,"unit":"mentions","confidence":0.95,"context":"s working with strong execution across our three big bets.\n\n3  This performance underscores how our AI and human intelligence platform innovation is fueling Intuit’s growth and delivering significant ","quarter":"Q2","year":"FY2026","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":24,"unit":"mentions","confidence":0.95,"context":"on in tax has accelerated in several areas. First, the Credit Karma platform is leveraging data and AI to deliver personalized experiences and compelling tax offers. Second is the innovation with Turb","quarter":"Q1","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":20,"unit":"mentions","confidence":0.95,"context":"d have great momentum innovating on  our platform. We're executing on our strategy to be the global AI - driven  expert platform powering prosperity for consumers and small businesses.\n\n3  Second quar","quarter":"Q2","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"ed very strong results for the fourth quarter and full year, and  made meaningful progress with our AI-driven expert platform strategy and  Big Bets that position the company for durable growth in the","quarter":"Q4","year":"FY2024","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":25,"unit":"mentions","confidence":0.95,"context":"joining us today.  We had a strong fourth quarter, as we executed on our strategy to be the global AI-driven expert platform powering prosperity for consumers and small businesses. We grew full-year r","quarter":"Q4","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"ong fourth quarter, ending the year with momentum, as  we executed on our strategy to be the global AI - driven expert platform  powering prosperity for consumers and small businesses. We continue to ","quarter":"Q4","year":"FY2022","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"enjoy all of the innovation we have to offer on our TurboTax,  Credit Karma and Mint platform.  Our AI - driven expert platform strategy and five Big Bets are driving strong  momentum and accelerating","quarter":"Q4","year":"FY2021","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"customers new to Intuit  to be up more than 100 percent compared to last season.  More broadly, our AI-driven expert platform strategy and five Big Bets are  driving strong momentum and accelerating i","quarter":"Q3","year":"FY2021","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"detail later.  At our September Investor Day we shared the acceleration of innovation driven by our AI-driven expert platform strategy and five Big Bets, highlighting our growth potential.  During the","quarter":"Q1","year":"FY2020","call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"decisions about  their money and improve their credit score. All this will be done by  le veraging artificial intelligence and connecting consumers to over 100  financial partners on the platform, sol","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"problems and deliver awesome experiences. It's about significantly accelerating our application of Artificial Intelligence, which progressively learns from the large data sets across the platform, and","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"s with a large opportunity. This season we further personalized the tax  preparation process usin g artificial intelligence. We went to market with our most  robust free offering yet. We expect the st","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"INTU","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"it and make the\n\n3  interactions with our offerings frictionless by accelerating the application of Artificial Intelligence (A.I.). 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(NYSE: ANET), an industry leader in data-driven, client- to-cloud networking for large AI, data center, campus, and routing environments, today announced \u0000nancial results for its fourth q","quarter":null,"year":null,"call_date":null}]},{"company":"CARRIER GLOBAL Corp","ticker":"CARR","facts":[{"fact_type":"topic_mention","subject":"CARR","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"et Feas a, which provides enhanced wireless IoT connectivity on cargo ships. By combining  advanced AI - driven reefer health algorithms in our Lynx applications with enhanced ship connectivity, we en","quarter":"Q4","year":"FY2026","call_date":null},{"fact_type":"topic_mention","subject":"CARR","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"y levels low. 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(AMD) AMD and Nutanix Announce Strategic Partnership to Advance an","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":31,"unit":"mentions","confidence":0.95,"context":"AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India :: Advanced Micro Devices, Inc. (AMD) AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to In","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"ive will be an asset as we execute our strategy and extend AMD’s leadership in high-performance and AI computing.” McClure holds a Bachelor of Science degree in accounting and business administration ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":77,"unit":"mentions","confidence":0.95,"context":"AMD Gives Consumers and Businesses More AI PC Options with Expanded Ryzen™ AI 400 Series Portfolio :: Advanced Micro Devices, Inc. (AMD) AMD Gives Consumers and Businesses More AI PC Options with Expa","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"Cotter. “As AMD continues to expand our portfolio and deliver industry-leading high-performance and AI solutions across data center, embedded, client and gaming, Ariel’s leadership will be instrumenta","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"lagship Versal HBM adaptive SoC with integrated HBM2e memory and Versal Premium product series with AI Engines optimized for signal processing-intensive applications like next-generation radar and wir","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":". Lisa Su. “We launched multiple leadership products and made significant progress accelerating our AI roadmap and customer engagements in the quarter. Longer-term, we see significant growth opportuni","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":27,"unit":"mentions","confidence":0.95,"context":"ta Center and Client segments each growing more than 80% year-over-year driven by the ramp of MI300 AI accelerator shipments and the adoption of our Ryzen and EPYC processors,” said AMD Chair and CEO ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":18,"unit":"mentions","confidence":0.95,"context":"fourth consecutive quarter driven by strength in our core businesses and expanding data center and AI momentum,” said Dr. Lisa Su, AMD chair and CEO. “Despite the dynamic macro and regulatory environm","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"AMD announced the new AMD Instinct MI200 series accelerators, the fastest accelerators for HPC and AI applications. The MI200 series accelerators are powering Oak Ridge National Laboratory’s Frontier ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":", Lenovo, Magic Leap and Intuitive Surgical highlighting next-generation AMD technologies advancing AI, hybrid work, gaming, healthcare, aerospace and sustainable computing. During the keynote, AMD an","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":25,"unit":"mentions","confidence":0.95,"context":"rate, positioning us well to deliver strong annual growth in what is an incredibly exciting time as AI re-shapes virtually every part of the computing market.” “AMD executed well in 2023 despite a mix","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":29,"unit":"mentions","confidence":0.95,"context":"d revenue up 24% year-over-year, and accelerated earnings expansion while investing aggressively in AI and innovation to position us for long-term growth and value creation,” said AMD EVP, CFO and Tre","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":27,"unit":"mentions","confidence":0.95,"context":"revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” said Dr. Lisa Su, AMD chair and CEO. “We are entering 2026 with strong momentum acros","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"ational architecture IP from Xilinx that consists of key technologies including the FPGA fabric and AI Engine (AIE), which is planned to be integrated across the AMD product lineup starting with the “","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":12,"unit":"mentions","confidence":0.95,"context":"Gen EPYC and Ryzen 7000 processors ramped significantly,” said AMD Chair and CEO Dr. Lisa Su. “Our AI engagements increased by more than seven times in the quarter as multiple customers initiated or e","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":22,"unit":"mentions","confidence":0.95,"context":"ond quarter driven by record Data Center segment revenue,” said AMD Chair and CEO Dr. Lisa Su. “Our AI business continued accelerating and we are well positioned to deliver strong revenue growth in th","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":17,"unit":"mentions","confidence":0.95,"context":"sales,” said Dr. Lisa Su, AMD Chair and CEO. “We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"olaris, to allow scientists and developers to test and optimize software codes and applications for AI, engineering, and scientific projects. Google Cloud announced the public preview of N2D Virtual M","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":16,"unit":"mentions","confidence":0.95,"context":"nstinct MI300 accelerator shipments to support multiple deployments with hyperscale, enterprise and AI customers.” “We executed well in the third quarter, delivering year-over-year growth in revenue, ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":28,"unit":"mentions","confidence":0.95,"context":"venue increased 8% as demand improved in several end markets. Recent PR Highlights At the Advancing AI 2024 event this month, AMD and strategic partners including Dell, Google Cloud, HPE, Lenovo, Meta","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":23,"unit":"mentions","confidence":0.95,"context":"ility reflecting broad based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators,\" said Dr. Lisa Su, AMD chair and CEO. \"Our record third quarter performance and str","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"elations website ir.amd.com . About AMD AMD (NASDAQ: AMD) drives innovation in high-performance and AI computing to solve the world’s most important challenges. Today, AMD technology powers billions o","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"010 2009 2008 2007 Category All Releases Financial Releases AMD Gives Consumers and Businesses More AI PC Options with Expanded Ryzen™ AI 400 Series Portfolio Mar 2, 2026 3:00 am EST AMD and Nutanix A","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":28,"unit":"mentions","confidence":0.95,"context":"TCS and AMD Announce Strategic Collaboration to Drive AI Adoption at Scale :: Advanced Micro Devices, Inc. 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We  successfully   established   our   multi-billion   dollar   data   center   AI   franchise,   launched   a   broad   set   of   leadership  products,   and   gained   significa","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":50,"unit":"mentions","confidence":0.95,"context":"an   incredibly   exciting   time   for   the  industry   as   the   widespread   deployment   of   AI   is   driving   demand   for   significantly   more   compute   across   a   broad  range   of  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":47,"unit":"mentions","confidence":0.95,"context":"s   of   our   Instinct,   Ryzen,   and   EPYC   processors.  We   continued   accelerating   our   AI   traction   as   leading   cloud   and   enterprise   providers,   expanded   availability   of ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":47,"unit":"mentions","confidence":0.95,"context":"as   already   set   more   than  130   performance   records   for   virtualization,   database,   AI,   business   applications,   and   energy   efficiency,   with   the  full   EPYC   portfolio   ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":47,"unit":"mentions","confidence":0.95,"context":"d   bottom-line   growth   in   the   fourth  quarter,   driven   by   the   ramp   of   Instinct   AI   accelerators   and   robust   demand   for   EPYC   server   CPUs   across   cloud,  enterprise","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":57,"unit":"mentions","confidence":0.95,"context":"cash   flow   driven   by   broad-based   demand   for   our   high-performance   computing   and  AI   products.   We   ended   the   year   with   significant   momentum   with   every   part   of  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":21,"unit":"mentions","confidence":0.95,"context":";   AMD’s   large   and   compelling   TAM ;  AMD’s   ability   to   expand   Data   Center   and   AI   leadership ;   and   AMD’s   ability   to   drive   long - term   shareholder   returns,   whic","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":30,"unit":"mentions","confidence":0.95,"context":"large   growth  opportunities   across   diverse   set   of   markets ;   AMD s   data   center   AI   accelerator   opportunity ;   the   integration   of   the   ZT   Systems   business   and   the ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":39,"unit":"mentions","confidence":0.95,"context":"ing   and   expected   benefits   of   AMD   products ;   AMD  being   uniquely   positioned   in   AI ;   AMD’s   expected   third   quarter   2024   financial   outlook,   including   revenue,   non","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":20,"unit":"mentions","confidence":0.95,"context":"large   growth  opportunities   across   diverse   set   of   markets ;   AMD s   data   center   AI   accelerator   opportunity ;   AMD s   anticipated   sale   of   ZT   Systems   data   center   in","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":33,"unit":"mentions","confidence":0.95,"context":"AMD’s   large   and   compelling   TAM ;   AMD’s   ability   to   expand   Data   Center   and   AI   leadership ;   and   AMD’s   ability   to   drive   long - term   shareholder   returns,   which  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"ng units (DPUs), Field Programmable Gate Arrays (FPGAs), Smart Network Interface Cards (SmartNICs), Artificial Intelligence (AI) accelerators and Adaptive System-on-Chip (SoC) products for data center","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":12,"unit":"mentions","confidence":0.95,"context":"large   growth  opportunities   across   diverse   set   of   markets ;   AMD's   data   center   AI   accelerator   opportunity ;   the   strategic   partnership   with   OpenAI   and   the   deploym","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":30,"unit":"mentions","confidence":0.95,"context":"ing   and   expected   benefits   of   AMD   products ;   AMD  being   uniquely   positioned   in   AI ;   AMD’s   expected   first   quarter   2024   financial   outlook,   including   revenue,   non","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":36,"unit":"mentions","confidence":0.95,"context":"AMD’s   large   and   compelling   TAM ;   AMD’s   ability   to   expand   Data   Center   and   AI   leadership ;   and   AMD’s   ability   to   drive   long  term   shareholder   returns,   which   ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":24,"unit":"mentions","confidence":0.95,"context":"large   growth  opportunities   across   diverse   set   of   markets ;   AMD's   data   center   AI   accelerator   opportunity ;   AMD's   expected   first   quarter   2026   financial   outlook,   ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"AMD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":45,"unit":"mentions","confidence":0.95,"context":"flow.  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And third, drive operating efficiencies and expand margins. As I'll discuss, AI is amplifying our efforts across all three of these. Let me start with how we're delivering more ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"EXPE","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":26,"unit":"mentions","confidence":0.95,"context":"ee the greatest opportunity for growth; and three, drive operating efficiencies and expand margins. AI accelerates all of these priorities, and I'll share how we're leveraging it in each. Let me start","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"EXPE","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":19,"unit":"mentions","confidence":0.95,"context":"ess in advancing each of our three strategic priorities, all of which continue to be accelerated by AI. I'll begin with our first priority, delivering more value to travelers. Our brands are personali","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"EXPE","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":37,"unit":"mentions","confidence":0.95,"context":"on   our   momentum   as we   execute   our strategy and capitalize on the opportunities created by AI. In the fourth quarter, we exceeded our expectations, growing bookings and revenue by 11% and exp","quarter":null,"year":null,"call_date":null}]},{"company":"FORD MOTOR CO","ticker":"F","facts":[{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"m Jonas:  Thanks, Kumar. And just as follow - up: In previous calls, when Ford has talked about its AI strategy, it  included an emphasis on automation, robotics. 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Basically, we put all the pressure in the system to find a","quarter":"Q1","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"the engine is off. And third, BlueCruise is one of the most consequential consumer applications of artificial intelligence in the world today. Some of you experienced our last version at Capital Marke","quarter":"Q3","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"et me try one on Argo then. I recall you saying on an earlier call that you're supportive of Argo   AI's  potential tapping of public equity. 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This is one of the most capable autonomous vehicle platform developers, as you know, based in Pi","quarter":"Q2","year":"FY2019","call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"ations and commercial deployment and we expect to announce the location later this year. Also, Argo AI recently received a license to test AVs in California, making it the fifth state we're now testin","quarter":"Q1","year":"FY2019","call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"usiness and this includes the $1 billion we announced when we became a majority stakeholder in Argo AI. 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You can imagine with our warranty, the  data codes off the vehicle instantaneously having AI models, analyzing all  those data codes, how exciting that is to our frontline engineers, how exci","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"tegy for autonomous vehicles.  In the second quarter, we told you about a new partnership with Argo AI and Lyft. And in the third quarter, we announced a new partnership with Argo AI and Walmart.  Thi","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"F","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"system, lead operations and designing our purpose-built self-driving vehicle.  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AI represents a generational opportunity to reimagine our technology platforms to serve an increasin","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"ADBE","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":84,"unit":"mentions","confidence":0.95,"context":"orities.  Our mission to \"empower everyone to create\" r epresents an even larger opportunity in the AI era. Let me outline  what Adobe is doing to drive our top - line growth while maintaining a high ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"ADBE","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":79,"unit":"mentions","confidence":0.95,"context":"fessionals and marketing professionals. The creative opportunity is expanding across audiences with AI as an  accelerant. 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(Nasdaq: SMCI) ,   a Total IT  Solution Manufacturer for AI, Cloud, Storage and 5G/E dge,   today announced financial results for its first quarter of fiscal","quarter":"Q1","year":"FY2023","call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"SINESS WIRE) -- Super Micro Computer, Inc. (Nasdaq: SMCI) , a Total IT Solution Provider for Cloud, AI/ML, Storage, and 5G/Edge, today announced fourth quarter and full-year financial results for fisc","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"SINESS WIRE)   --   Super Micro Computer, Inc. (Nasdaq: SMCI) ,   a Total IT  Solution Provider for AI, Cloud, Storage and 5G/Edge,   today announced financial results for its third quarter of fiscal ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":20,"unit":"mentions","confidence":0.95,"context":"today’s call.  Fiscal 2026 is off to a strong start as we continue the early phases of the dynamic AI growth trend. Demand for advanced  AI compute and infrastructure solutions is evolving rapidly, an","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":10,"unit":"mentions","confidence":0.95,"context":"he growing market opp ortunity in the long - term, and our progressing leadership in DCBBS, DLC and AI technology. Such forward looking  statements do not constitute guarantees of future performance a","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"ro Computer, Inc. (NASDAQ: SMCI)  (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced  unaudited financial results for its first quarter ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"he growing market opportunity in the long - term, and our progr essing leadership in DCBBS, DLC and AI technology. 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(NASDAQ: SMCI)  (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced  unaudited financial results for its fourth quarter","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":14,"unit":"mentions","confidence":0.95,"context":"year on year revenue growth at $22 bill i on. This growth  reflects continued strong demand for our AI and green computing solutions, despite a 6 - month  cashflow impact from the delayed filing of ou","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"ro Computer, Inc. (NASDAQ: SMCI)  (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced  unaudited financial results for its   second   qua","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":13,"unit":"mentions","confidence":0.95,"context":"er  than our original forecast. 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(NASDAQ: SMCI)   (“Supermicro”  or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial  results for its third quarter o","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":13,"unit":"mentions","confidence":0.95,"context":"u, Michael, and thank you all for joining today’s call.  Supermicro delivered a strong fiscal Q2 as AI infrastructure demand continues to accelerate across every major customer  segment. For the quart","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SMCI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"Inc. 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Achievements  • 1K badges earned • 500+ hours of learning  Damian O’Farrill, Product Manager AI, Sales Automation and Analytics, Autodesk.  25\n\n26\n\n27\n\n28\n\nAppendix  29\n\nNotes on our Financial ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"our reliance on third - party hardware, software   and platform providers; uncertainties regarding AI technologies and its integration into  our product offerings; the effect of evolving domestic and ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"for the development and maintenance of the infrastructure of the Internet; uncertainties regarding AI technologies and their integration into our product offerings; our ability to achieve our aspirati","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"conomy  3 rd   Platform IT  Innovation  Explosion  Multicloud  Hyper - agile Apps  Expanding Trust  AI = New UI  Specialization /  Verticalization  Cloud +  AI @Edge  New  Developers\n\nUniquely positio","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ity; our reliance on third-party hardware, software and platform providers; uncertainties regarding AI technologies and its integration into our product offerings; the effect of evolving domestic and ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":30,"unit":"mentions","confidence":0.95,"context":"tiful San Francisco on the 60th floor of Salesforce Tower and it is a gorgeous day, 70 degrees, the AI  capital of the world, and we 're coming here to you live. Really excited about everything that's","quarter":null,"year":null,"call_date":null}]},{"company":"CIRRUS LOGIC, INC.","ticker":"CRUS","facts":[{"fact_type":"topic_mention","subject":"CRUS","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"sampled a new component designed to enable and enhance the use of voice as an  interface for future AI - enabled PCs, and we were pleased to see strong interest in t his product from several  leading ","quarter":null,"year":null,"call_date":null}]},{"company":"CrowdStrike Holdings, Inc.","ticker":"CRWD","facts":[{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. 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All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Across 30 Modules, Our AI-Native XDR Platform Creates Opp","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Our AI-Native XDR Platform Creates Opportunity  ® CrowdSt","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":10,"unit":"mentions","confidence":0.95,"context":"t  Opportunity  & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud - First  AI - Native  Hardware  Data Silos  Friction  Across 30 Modules, Our AI - Native XDR  Platform Create","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Our AI-Native XDR Platform Creates Opportunity  ® CrowdSt","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":11,"unit":"mentions","confidence":0.95,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Across 33 Modules, Our Agentic Security Platform Creates ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Our AI-Native XDR Platform Creates Opportunity  ® CrowdSt","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CRWD","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"arket Opportunity & Leadership  ® CrowdStrike, Inc. All rights reserved.\n\nLightweight  Cloud-First  AI-Native  Hardware  Data Silos  Friction  Our AI-Native XDR Platform Creates Opportunity  ® CrowdSt","quarter":null,"year":null,"call_date":null}]},{"company":"CISCO SYSTEMS, INC.","ticker":"CSCO","facts":[{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"trong strategic fit  •   Brings together two established leaders with complementary capabilities in AI, security and  full stack observability  •   Cisco + Splunk combined capabilities will create end","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":204,"unit":"mentions","confidence":0.95,"context":"trusted partners in global ecosystem  1M+   customers across 150 countries  $2B+   hyperscaler   AI orders taken in FY25  82k+   government organizations 1  40+   years of customer trust\n\n© 2026 Cisco","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":32,"unit":"mentions","confidence":0.95,"context":"s\n\n© 2025 Cisco and/or its affiliates. All rights reserved.  Q1 FY 2026 Key Takeaways  Accelerating AI Momentum  $1.3B AI orders taken in Q1 from hyperscalers; approx. $3B revenues expected in FY26  $","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"folio in great shape with demand for our technologies led by digital  transformation, hybrid cloud, AI and ML workloads\n\n© 2017 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"data platform to  enhance our customers’ digital resiliency with our complementary capabilities in AI, security, and observability  •   Working with key GPU and storage partners to create solutions to","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":25,"unit":"mentions","confidence":0.95,"context":"with product RPO up 24% y/y  •   Accelerated innovation   to connect and protect customers for the AI era  •   Continued AI infrastructure momentum: took AI orders for more than $300M in Q1 against $1","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":35,"unit":"mentions","confidence":0.95,"context":"l revenue increased 8% year-over-year, with product revenue up 10%, driven by robust demand for our AI Infrastructure and campus networking solutions. Our strong top-line performance, combined with op","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"r year, with double-digit growth in Networking product orders for the fifth consecutive quarter ◦   AI Infrastructure orders taken from hyperscaler customers totaled $1.3 billion, reflecting a signifi","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":31,"unit":"mentions","confidence":0.95,"context":"ur guidance ranges  Raising FY26 guidance on robust outlook  Q2 FY 2026 Key Takeaways  Accelerating AI Momentum  $2.1B AI orders taken in Q2 from hyperscalers; revenue of over $3B expected in FY26  $3","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"vidia expanding our relationship in the  enterprise data center and edge networks, and launched new AI capabilities across our portfolio  •   Operating cash flow of $0.8B as expected,   driven in larg","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":27,"unit":"mentions","confidence":0.95,"context":"29% y/y; up 11% y/y excluding Splunk, with growth across all geographies and customer markets  •   AI infrastructure orders >$350M, bringing the total for 1H FY25 to ~$700M, on track to exceed $1B of ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":49,"unit":"mentions","confidence":0.95,"context":"ubscription revenue, which accounted for 56% of our total revenue in the quarter.  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Our strong top-line performance, combined with ope","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"18% year over year with networking product orders accelerating to more than 20% year over year •   AI Infrastructure orders taken from hyperscalers totaled $2.1 billion, reflecting a significant accel","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ude, among other things, statements regarding fut ure events (such as key  technologies like cloud, AI and security continuing to scale, our continued leadership in networking, the breadth of our port","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"Cisco   Hypershield , for highly distributed security built into the network fabric  •   Continued AI infrastructure momentum, with line of sight to $1B of AI product orders in FY25  •   Returned $2.9","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":37,"unit":"mentions","confidence":0.95,"context":"ut, demonstrating the power of our combined sales force  •   Outstanding momentum and leadership in AI  •   >$600M in AI infrastructure orders taken from webscale customers, bringing YTD total to well","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":43,"unit":"mentions","confidence":0.95,"context":"tions and subscription revenue, which all support our future performance.  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As we move into the next phase of AI, with agents autonomously conducting tasks alongside humans, the capacity requirements of the net","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"CSCO","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"r year with growth across all geographies, demonstrating robust demand for Cisco’s technologies •   AI Infrastructure orders taken from webscale customers exceeded $800 million, bringing the FY 2025 t","quarter":null,"year":null,"call_date":null}]},{"company":"Datadog, Inc.","ticker":"DDOG","facts":[{"fact_type":"topic_mention","subject":"DDOG","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":91,"unit":"mentions","confidence":0.95,"context":"isting customers in Q2 that were higher than our expectations.  We experienced strong growth in our AI native cohort. The number of AI native customers are growing meaningfully with us as they  see ra","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DDOG","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":43,"unit":"mentions","confidence":0.95,"context":"existing customers in Q1 that were  in line with our expectations. We are seeing high growth in our AI cohort as well as consistent and stable growth in the rest of the  business. We also had a strong","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DDOG","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":99,"unit":"mentions","confidence":0.95,"context":"leration was driven in large part by the  inflection of   our broad - based business outside of the AI - native group of customers we discussed in the past. And we also continue to see very  high   gr","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DDOG","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":81,"unit":"mentions","confidence":0.95,"context":"s a notable inflection, we saw acceleration of year - over - year revenue growth across our   non - AI   customers. And the  sequential usage growth for non - AI existing customers was the highest we ","quarter":null,"year":null,"call_date":null}]},{"company":"Dell Technologies Inc.","ticker":"DELL","facts":[{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ver revenue to return to growth, driven by  higher value workload servers, increasingly more robust AI and machine - learning solutions and distributed IT\n\n3  requireme nts at the edge. 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Our high-value servers  built for artificial intelligence and machine learning workloads saw mid-single digit orders growth, though th","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":71,"unit":"mentions","confidence":0.95,"context":"PS   was   $1.89,   up   9%,   and   cash   flow   from  operations   was   $1.3   billion.   Our   AI   momentum   accelerated   in   Q2   and   our   results   and   outlook   demonstrate   that   w","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"Data Era,  and how that data is creating new opportunities and trends in Artificial  Intelligence, Machine Learning, 5G and Edge computing. 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This is a perfect   example of how we take our deep IT experience  and make it easy","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"the   enterprise.   We're   taking   on   more   high - value  workloads,   our   GP,   GPU   or   AI   accelerator   of   growth   rate   was   very   strong   in   the   quarter,   and   that's   co","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":54,"unit":"mentions","confidence":0.95,"context":"record   for   both   revenue   and   earnings   per   share   and   an   all - time   high   in   AI  server   orders.   Total   revenue   reached   $27   billion,   up   11%.   CSG   and   ISG   com","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":65,"unit":"mentions","confidence":0.95,"context":"billion to shareholders, including 54 million shares repurchased more than doubled last year.  The AI opportunity is meaningfully growing and transforming the company. In FY26, we closed $64.1 billion","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"DELL","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":69,"unit":"mentions","confidence":0.95,"context":"growth   across   our   core   markets   and   experiencing  unprecedented   demand   for   our   AI - optimized   servers.   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Mobility, the movement of data to the cloud, data analytics and machine learnings are some of the trends that we believe are forcing companies to re-evaluate their ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ed our existing  capabilities. Our advanced URL   filtering and threat prevention versions leverage deep learning to block evasive  zero - day unknown attacks in real - time. Yesterday, we introduced ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":97,"unit":"mentions","confidence":0.95,"context":"in XSIAM is  resonating well with sec urity organizations and also a sign that interest in applying AI to transform security  operations is very high. 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Our focus is on driving innovation, betting on our three pla tforms, embedding AI and machine learning across our  platforms to shift the balance between our customers and cyber r","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":27,"unit":"mentions","confidence":0.95,"context":"revenue, remaining performance obligation, product development strategy and expectations regarding artificial intelligence (AI), financial outlook for the second quarter of fiscal 2026 and fiscal year","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":31,"unit":"mentions","confidence":0.95,"context":"customers transform the  security operation center and retool around h igh - fidelity data sources AI automation. A retail company started a  relationship with us around Unit 42 incident response with","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":64,"unit":"mentions","confidence":0.95,"context":"r efficiency initiatives continue to bear fruit, including some promisin g early contributions from AI.  These results allow us to raise our operating margin and EPS guidance for the year. We're also ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"s.  We also rolled out PAN - OS 10.2 Nebula release, which adds significant new capability in using machine learning  to stop the current generation of highly malicious attacks in line. This ca pabili","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":73,"unit":"mentions","confidence":0.95,"context":"you for joining us. Good day, everyone, and welcome to   –   oops. There's a bit of a little repeat AI action  there. Thank you, Walter.   Good afternoon, everyone, and thank you for joining us today ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"e acquired in LightCyber, enables highly accurate attack detection powered by scalable, cloud-based machine learning. We're very excited about the Application Framework and look forward to the availab","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"about the need for us to become more relevant in emerging cloud security and the need to focus on  AI, ML and automation. Two years later, we are well on our way to transforming from a single product ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"ri ty operation center. We believe a new paradigm in security ops is  needed that heavily leverages AI and automation. We are targeting this opportunity with our Cortex products and  XSIAM products sp","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"sticated. The days of malicious software, the days of keyloggers are gone. Now, we're talking about AI-based bots, ML-based attacks, and people are really addressing an entire enterprise infrastructur","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":25,"unit":"mentions","confidence":0.95,"context":"novating in our firewall business and focusing on the next generation of  products and on cloud and AI in the in dustry is working.  As you can see, we had a great start to fiscal year 2021 as we exce","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":58,"unit":"mentions","confidence":0.95,"context":"a new phenomenon with new disclosure mandates, this challenge  is now clearly out in the open. With AI, we expect the attacks to come at an even faster pace. I don't need to  elaborate on the current ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":36,"unit":"mentions","confidence":0.95,"context":"row faster than the overall technology market. Despite the acceleration  of technology spend due to AI, cyber security continues to outpace technology spend. We saw particular strength  in our   next ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":86,"unit":"mentions","confidence":0.95,"context":"that as organizations aspire  to simplify and modernize their security arch itectures in the age of AI, with data at the center, our strategy is  resonating, resulting in larger deals.  Most notably, ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"PANW","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"ade some early moves toward that aspiration of the cloud and we're beginning to build products with AI and ML, recognizing the evolving trends of technology. 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This launch represents a significant milestone in our transformation from a communic","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":31,"unit":"mentions","confidence":0.95,"context":"regarding: our growth and diversification opportunities, including those in automotive, IoT and the artificial intelligence (AI) space; our business, product and technology strategies, including our d","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ting industry standards and creating era-defining technology breakthroughs, we deliver leading edge AI, high-performance, low-power computing, and unrivaled connectivity. Together with our ecosystem p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":37,"unit":"mentions","confidence":0.95,"context":"ication initiatives, including those in automotive and IoT; the continued evolution and adoption of artificial intelligence (AI) technologies, including the ability to run AI models directly on-device","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ting industry standards and creating era-defining technology breakthroughs, we deliver leading edge AI, high-performance, low-power computing, and unrivaled connectivity. Together with our ecosystem p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":32,"unit":"mentions","confidence":0.95,"context":"ication initiatives, including those in automotive and IoT; the continued evolution and adoption of artificial intelligence (AI) technologies, and the potential benefits to our business thereof; our b","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ting industry standards and creating era-defining technology breakthroughs, we deliver leading edge AI, high-performance, low-power computing, and unrivaled connectivity. Together with our ecosystem p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":33,"unit":"mentions","confidence":0.95,"context":"ve and IoT, and our planned expansion into the data center; the continued evolution and adoption of artificial intelligence (AI) technologies, the opportunities this creates for our business and the p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"venue targets,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our leadership in AI processing, high-performance and low-power computing and advanced connectivity positions us to be","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":42,"unit":"mentions","confidence":0.95,"context":"n to new areas including data center and advanced robotics; the continued evolution and adoption of artificial intelligence (AI) technologies, the opportunities this creates for our business and the p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"g era-defining breakthroughs, we deliver a broad portfolio of solutions built with our leading edge AI, high-performance, low-power computing, and unrivaled connectivity. Our Snapdragon ®  platforms p","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":32,"unit":"mentions","confidence":0.95,"context":"n to new areas including data center and advanced robotics; the continued evolution and adoption of artificial intelligence (AI) technologies, including AI-native and agentic AI devices, the opportuni","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our n","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":25,"unit":"mentions","confidence":0.95,"context":"ng of memory, particularly DRAM. As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":52,"unit":"mentions","confidence":0.95,"context":"telligent computing everywhere, we're enabling the ecosystem to develop and commercialize on-device GenAI applications across smartphones next-generation PCs, XR devices, vehicles, industrial edge, ro","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":54,"unit":"mentions","confidence":0.95,"context":"automotive industry. As we look forward, we're focused on extending our industry-leading on-device AI solutions to the Snapdragon Digital Chassis to enable automotive-centric GenAI use cases and appli","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":47,"unit":"mentions","confidence":0.95,"context":"Elite continues to set the pace of innovation in mobile processors and is leading the transition to AI smartphones with 124 designs shipped or announced to date. AI usage in smartphones is increasing.","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":31,"unit":"mentions","confidence":0.95,"context":"September, we introduced our Snapdragon 8 Elite Gen 5 mobile platform for next-generation flagship AI smartphones. This platform is equipped with our custom-built third-generation Oryon CPU, the faste","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":36,"unit":"mentions","confidence":0.95,"context":"fication opportunities. Let me now discuss key highlights from the business. As we enter the age of generative AI, we're seeing an unprecedented pace of innovation. On-device Gen AI is evolving in par","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":24,"unit":"mentions","confidence":0.95,"context":"siness. In handsets, the Snapdragon 8 Gen 3 mobile platform is setting a new standard for on-device gen AI experiences for premium smartphones and powers all through flagship Android devices launched ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":33,"unit":"mentions","confidence":0.95,"context":"evenues by 2029 as outlined in our 2024 Investor Day. Our advanced connectivity, computing and edge AI technologies and product portfolio, continue to be highly differentiated and increasingly relevan","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":49,"unit":"mentions","confidence":0.95,"context":"expand as high-performance connectivity and processing at the edge are increasingly important, and AI becomes more pervasive across industries. We have the industry's broadest product and IP portfolio","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"QCOM","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":30,"unit":"mentions","confidence":0.95,"context":"dmaps lead in every industry in which we now participate, and we are very optimistic about the edge AI momentum across our business. As such, we will continue to transform Qualcomm from a wireless com","quarter":null,"year":null,"call_date":null}]},{"company":"REGENERON PHARMACEUTICALS, INC.","ticker":"REGN","facts":[{"fact_type":"topic_mention","subject":"REGN","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"n   guide   decision - making,   which   is   large - scale  human genetics, which allows us to use AI in ways that other people can't. And that allows us to pick targets.  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This new AI - powered knowledge search tool provides a real time resource to look up beverage builds,  troubl","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SBUX","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":12,"unit":"mentions","confidence":0.95,"context":"ill get to see it , b ecause this helps  partners solve challenges on the floor real - time using   AI.   Our Smart Queue program improves  handoff speed and consistency by optimizing production . A n","quarter":null,"year":null,"call_date":null}]},{"company":"SHOPIFY INC.","ticker":"SHOP","facts":[{"fact_type":"topic_mention","subject":"SHOP","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"as Shopify at full throttle - driving compounding growth, while laying the rails for the new era of AI commerce,\" said Harley Finkelstein, President of Shopify. \"2026 will be the year of the builders,","quarter":null,"year":null,"call_date":null}]},{"company":"SLB LIMITED/NV","ticker":"SLB","facts":[{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"helping to establish OSDU as the industry standard—an essential step to liberate data at scale for AI applications and to enable multivendor interoperable workflows. 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At a recent investor conference, I discussed  3 ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":8,"unit":"mentions","confidence":0.94,"context":"n, for the benefit of our customers. The best example of this was the application of our Agora edge AI and IoT solutions on our APS project in Ecuador. By connecting field equipment to the cloud and r","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":18,"unit":"mentions","confidence":0.95,"context":"nstrate global reach of our digital brand, the impact of our platform strategy and the emergence of AI as a transformative force in our industry. This quarter, for example, we secured key contract awa","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"embrace digital technologies and solutions. Customers are accelerating the adoption of digital and AI solutions to extract further efficiency and performance across the upstream lifecycle, both in pla","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"cquisition of ChampionX.  Finally, underpinning nearly everything we do is the power of digital and AI. In today's market, accelerating the time to returns and  extracting new level of efficiency are ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":12,"unit":"mentions","confidence":0.95,"context":"roduction workflows. The adoption of open data platforms across the industry is liberating data for artificial intelligence, AI applications at large -- at scale. SLB is benefiting from and driving th","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":15,"unit":"mentions","confidence":0.95,"context":"eb Services and Palo Alto Networks. Our customers continue to embrace the power of cloud computing, AI and digital operations to shorten cycle times and improve operating efficiencies, and this led to","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"nstrated by the highlights in our release this morning, which includes enterprise-wide deployments, AI partnership and expanding use case of our digital platform. As a result, digital was the most res","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"the year. We advanced on our goals to expand market access and accelerate adoption of our platform, AI capabilities, and powerful digital tools to reduce cycle time, improve performance, and lower car","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"ced several exciting Digital milestones in the fourth quarter, including launching Tela, an agentic AI assistant purpose-built to transform the upstream energy sector, and forming a partnership with A","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"roduction workflows. The adoption of open data platforms across the industry is liberating data for artificial intelligence (AI) applications at scale. SLB is benefitting from and driving this trend –","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"ecovery for producing assets and for unconventional resources; and finally, adoption of digital and AI capabilities to transform operations and use of technology to abate emissions. Against this backd","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"Solutions for Subsea. In Digital, we had strong growth in exploration data, INNOVATION FACTORI and AI solution sales, and the adoption of our new tech digital platform is accelerating. We ended the ye","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"y gains, with a heavier focus on production and recovery, and continued  investments in digital and AI.\n\nSLB - Private  Next, let me describe this growing market and the opportunity that we see with C","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"ce digital technologies and solutions.   C ustomers are   accelerating the  adoption of digital and AI solutions to extract further efficiencies and performance across the upstream  life   cycle   —  ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"te the global reach of our digital brand, the impact of our platform strategy  and the emergence of AI as a transformative force in our industry.  This quarter, for example, we secured key contract aw","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"ed several exciting Digital milestones in the fourth quarter, including launching Tela™, an agentic AI assistant purpose-built to transform the upstream energy sector, and forming a partnership with A","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"ormation in the sector, establishing the industry digital platform — DELFI*; creating more powerful AI solutions; and leading innovation in autonomy. This advance in digital enablement are improving b","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"monstrated by the highlights in our release this morning, which include enterprisewide deployments, AI partnership, and expanding use cases of our digital platform. As a result, digital was the most r","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":21,"unit":"mentions","confidence":0.95,"context":"and production operations, and creating new markets by delivering disruptive solutions for data and AI. As part of this journey, we hosted our Digital Forum in September, where we brought more than 1,","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"b Services, and Palo Alto Networks. Our customers continue to embrace the power of cloud computing, AI, and digital operations to shorten cycle times and improve operating efficiencies, and this led t","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ategic investment in DeepIQ to further advance our digital technology offerings and the adoption of AI solutions in our industry.  In digital production operations, we announced a partnership with AVE","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"for the benefit of our customers.  The best example of this was the application of our Agora* edge AI and IoT solutions on our APS project in Ecuador. By connecting field equipment to the cloud and ru","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"the year. We advanced on our goals to expand market access and accelerate adoption of our platform, AI capabilities, and powerful digital tools to reduce cycle time, improve performance, and lower car","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"nsformation in the sector, establishing the industry digital platform—DELFI; creating more powerful AI solutions; and leading innovation in autonomy. These advances in digital enablement are improving","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"cy gains, with a heavier focus on production and recovery, and continued investments in digital and AI. Next, let me describe this growing market and the opportunity that we see with ChampionX. Today,","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":6,"unit":"mentions","confidence":0.8799999999999999,"context":"and production operations, and creating new markets by delivering disruptive solutions for data and AI. As part of this journey, we hosted our Digital Forum in September, where we brought more than 1,","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"helping to establish OSDU as the industry standard, an essential step to liberate data at scale for AI applications and to enable multivendor interoperable workflows. In this context, we recently part","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SLB","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"rategic investment in DeepIQ to further advance our digital technology offering and the adoption of AI solutions in our industry. In digital production operations, we announced a partnership with AVEV","quarter":null,"year":null,"call_date":null}]},{"company":"S&P Global Inc.","ticker":"SPGI","facts":[{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":7,"unit":"mentions","confidence":0.9099999999999999,"context":"s the capital and commodities markets to guiding them through the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"ergy security, environmental sustainability, and energy equity  Expanded our industry leadership in AI with the commercial launch of two additional Kensho products  *All financials other than revenue ","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"r-year reported revenue growth  Accelerating innovation evidenced by two new commercially available AI-powered Kensho products  Company is providing GAAP guidance and affirming non-GAAP adjusted reven","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":9,"unit":"mentions","confidence":0.95,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"•   the   effect   of   competitive   products   (including   those   incorporating   generative   artificial intelligence (\"AI\")) and pricing, including the level of success of new product developmen","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"pital investments; •   the effect of competitive products (including those incorporating generative artificial intelligence (\"AI\")) and pricing, including the level of success of new product developme","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"d benchmarks. With the current rapid pace of technological advancement, particularly in the area of Artificial Intelligence, we have never been more excited about the potential for powerful new soluti","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":5,"unit":"mentions","confidence":0.85,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":16,"unit":"mentions","confidence":0.95,"context":"•   the   effect   of   competitive   products   (including   those   incorporating   generative   artificial intelligence (\"AI\")) and pricing, including the level of success of new product developmen","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":4,"unit":"mentions","confidence":0.82,"context":"esting for future growth. This approach has allowed us to make important investments in technology, AI, and products while expanding margins. Our commitment to elevating customer engagement and innova","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":15,"unit":"mentions","confidence":0.95,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":1,"unit":"mentions","confidence":0.73,"context":"ity to develop new products or technologies, to integrate our products with new technologies (e.g., artificial intelligence), or to compete with new products or technologies offered by new or existing","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":14,"unit":"mentions","confidence":0.95,"context":"•   the   effect   of   competitive   products   (including   those   incorporating   generative   artificial intelligence (\"AI\")) and pricing, including the level of success of new product developmen","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"pital investments; •   the effect of competitive products (including those incorporating generative artificial intelligence (\"AI\")) and pricing, including the level of success of new product developme","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":15,"unit":"mentions","confidence":0.95,"context":"•   the   effect   of   competitive   products   (including   those   incorporating   generative   artificial intelligence (\"AI\")) and pricing, including the level of success of new product developmen","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":3,"unit":"mentions","confidence":0.7899999999999999,"context":"pital investments; ▪   the effect of competitive products (including those incorporating generative artificial intelligence (\"AI\")) and pricing, including the level of success of new product developme","quarter":null,"year":null,"call_date":null},{"fact_type":"topic_mention","subject":"SPGI","predicate":"discussed","object":"Artificial Intelligence","topic":"ai","value":2,"unit":"mentions","confidence":0.76,"context":"nce range, we accelerated our pace of innovation and delivered against key strategic initiatives in AI, Private Markets, and Sustainability & Energy Transition. 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