The chatter round synthetic intelligence on earnings calls in Europe is scaling new peaks as even firms past technology-related sectors are embracing it to spice up effectivity and competitiveness.
Mentions of “AI” on fourth-quarter earnings calls of firms within the Stoxx Europe 600 index reached a document 1,788, a few fifth greater than references made a yr earlier, in response to transcripts compiled by Bloomberg.
Predictably, executives at tech companies and the analysts masking them talked about AI essentially the most, spurred by the emergence of Chinese language startup DeepSeek in January. Europe’s greatest software program firm, SAP SE, had the very best variety of AI mentions at 81, adopted intently by Swiss electronics producer Logitech Worldwide SA and British software program agency Sage Group Plc.
Rising use of AI-enabled instruments additionally meant that the machine-learning expertise was talked about repeatedly on analyst calls of firms in different sectors together with recruitment, well being care and telecommunications.
Finnish telephone firm Elisa Oyj witnessed some of the dramatic surges in AI mentions. From simply seven mentions final yr, the expertise was cited 37 occasions this yr. The corporate is utilizing AI for advertising automation and business-to-business buyer providers.
“Issues like DeepSeek will simply speed up the adoption of AI in all shapes and types,” Chief Government Officer Topi Method mentioned on Elisa’s January earnings name. “AI may even turn out to be extra inexpensive for a lot of firms and there shall be extra apps and extra purposes that shall be utilizing AI going ahead.”
The frequency at which AI is being mentioned amongst Europe’s shopper and health-care companies has grown over the past 4 quarters because the expertise is anticipated to spice up “effectivity, focused promoting, shopper expertise, drug growth and analysis,” Bloomberg Intelligence strategists Kaidi Meng and Laurent Douillet wrote in a notice.
UK property portal Rightmove Plc is rising deployment of AI, whereas recruitment agency Adecco Group AG is trying to introduce “agentic AI.” The expertise has additionally turned a buzzword in European banking. For the primary time in six years, financial institution executives referred to AI extra incessantly than “ESG” whereas discussing their earnings, the transcripts confirmed.
“We’re setting trade requirements throughout segments with our AI-driven innovation,” Roy Jakobs, CEO of MRI scanner-maker Koninklijke Philips NV, mentioned in an earnings name in February, with references to the expertise nearly tripling to 11 from a yr earlier. Virtually half of the corporate’s gross sales now come from new and upgraded merchandise launched within the final three years.
{Photograph}: A man-made intelligence signal on the MWC25 tech present in Barcelona in March 2025. Photograph credit score: Angel Garcia/Bloomberg
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Profit Loss
InsurTech
Data Driven
Artificial Intelligence
Europe
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