Advisors want AI’s receipts this earnings season: poll
This earnings season, the metric advisors say they are watching most closely is revenue growth tied to AI products and services, cited by 42 percent.
Corporate guidance followed at 21 percent, capital expenditure at 18 percent and profit margins at 17 percent.
Chris Pepper, vice-president of corporate affairs at Fidelity, said AI had been driven by investment and expectations, but advisors now want proof in company results.
He said they are looking for evidence that AI drives growth and adoption.
One advisor put the shift in blunter terms in the poll: “Clients want to see real proof points – measurable revenue growth, improving profitability, widespread adoption and evidence that AI investments are creating durable competitive advantages.”
