待翻译：Recent public co filings analyzed: AI not generating profit yet

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What 30 days of earnings disclosures actually show AI talk is common. The financial story is thin. Filings often mention AI. Far fewer companies explain what they spend, what changed financially, or whether the investment pays back. Inspect a company ↓ Show me the evidence ↘ How common is AI talk versus a financial story? 253 / 428 · 59.1% of unique periodic filers mentioned AI or machine learning; 47 / 411 · 11.4% of adopters named an internal financial or operating path. Who says they are spending? 18 / 411 named a spending path, 3 / 411 gave a number, and only Incyte gave a ring-fenced total. Who measured a result? 13 / 411 measured something, usually operations; 2 / 411 tied AI to a current issuer cost effect. What is actually guided for 2027? 1 / 411: Broadridge’s $25M FY2027 AI-driven productivity outlook. It is forward, not realized. Did anyone show spend pays for itself? 0 / 411 showed a comparable pair. The 10% return calculation is NOT COMPUTED, not zero. What about AI sellers? 22 providers sit outside the 411 and are shown separately so their much larger dollars do not distort adopter percentages. How complete? All 500 have a disposition, all 433 reporters were adjudicated, and 0 remain unresolved. 500 issuer universe 433 reporters adjudicated 411 adopters 22 providers 0 unresolved S&P 500 universe at the August 17, 2026 close · Disclosure window: July 19–August 17, 2026, America/New_York · A 30-day earnings window, not a year of AI activity Recorded The audited record supports exactly the narrow wording shown. Constrained The source is real, but mixed attribution or scope makes the everyday interpretation too broad. Not shown No qualifying disclosure was found. This never means zero activity or return. Coverage All 433 reporters were searched and all 500 issuers have a window disposition. Citation The highlighted sentences link to retained primary documents. Meaning Counts follow separate gates for spending, operating results, issuer financial effects, guidance, and reconciliation. This record cannot reveal undisclosed AI, the blended-program AI share, net profits, or annual S&P prevalence. Loading company evidence… Open a row to read the disclosure, its limit, and the source. No companies match those filters. Clear one or more filters to widen the evidence set. 22provider-side issuers Nine core providers and thirteen AI technology vendors are retained for comparison, not blended into the 411-company adopter denominator. Which denominator applies? 500 frozen issuers The complete coverage frame; every issuer has a window disposition. 433 in-window reporters Every reporter was adjudicated, including five with limited source access. 428 unique periodic filers This denominator applies only to the 253 mention rate: 59.1% explicitly named AI or machine learning. 411 non-provider adopters This denominator applies to spending, measured results, 2027 guidance, and comparable pairs. 22 providers excluded Provider economics remain visible but do not enter the 411-company percentages. Five access-limited source sets stay in the denominator. 01 Absence is not zero. No disclosure means no qualifying evidence was found in the retained sources. It does not mean zero activity, spend, or benefit. 02 Providers stay separate. External AI product and infrastructure economics do not enter the adopter numerator. Incidental vendors remain only when they fail the provider materiality test. 03 Operational benefit is not P&L. Time saved, usage, seats, model quality, and anecdotes need an economic bridge before they can qualify as realized financial gain. 04 The denominator and window are frozen. The observation window is July 19–August 17, 2026. Each percentage names its applicable denominator above. 05 Blended totals are not AI-only. PayPal’s $1.5B target covers a broader restructuring, AI, and automation program, so it cannot become an AI-only savings amount. 06 0 / 411 comparable pairs means return is not computed. A missing spend-to-return comparison is not a 0% return. The 10% return test is disabled until a valid dated cash-flow method exists. Research codes used in the downloadable ledger These compact codes are preserved for auditability. The page leads with their plain-English meaning. D0–D2From no qualifying internal discussion to a named internal AI path. S0–S4From no spending path shown to increasingly specific quantified spending evidence. B0–B4From no result shown through operating measures, forward benefits, and current financial effects. G0–G4From no dated financial outlook to increasingly specific or blended guidance. J0–J2Whether disclosed spending and return can be reconciled on a comparable basis. Final reportMarkdown · complete narrative ↗ Company evidenceCSV · 433 company records ↓ Source coverageCSV · denominator and source-access status ↓ Statistics ledgerCSV · machine-derived rates ↓ Issuer dispositionsCSV · all 500 issuers ↓ Final auditJSON · counts, hashes, and PASS status ↓