{"id":921013,"date":"2026-07-08T14:21:21","date_gmt":"2026-07-08T14:21:21","guid":{"rendered":"https:\/\/www.europesays.com\/us\/921013\/"},"modified":"2026-07-08T14:21:21","modified_gmt":"2026-07-08T14:21:21","slug":"ai-disruption-is-the-hot-topic-of-earnings-calls","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/921013\/","title":{"rendered":"AI disruption is the hot topic of earnings calls"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Now is a great time for an executive to blame AI disruption for a bad quarter and a poor outlook.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Everyone seems to be doing the same.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Quick insight:<\/strong> If there has been one constant on earnings calls this year, it&#8217;s talk of AI disrupting the way companies do business.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The Deutsche Bank team found that mentions of AI disruptions during earnings calls jumped to a record 780 in the first half of 2026, a 310% surge from the second half of 2025.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">In the first half of the year alone, there were more mentions of AI disruptions than in the previous three years combined.  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/F9136148A0C921A6AAEAEE3E2A49B29F9E6A5BAB3DA45B720C3B9C7C2A718770\/subgraphmysterio\/resizefit_w960;quality_80;format_webp\/https:%2F%2Fd29szjachogqwa.cloudfront.net%2Fimages%2Fuser-uploaded%2Fscreenshot-2026-07-08-at-62110-am_5002.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"The great AI disruption.\" height=\"516\" width=\"960\" class=\"yf-lglytj loader\"\/><\/a> The great AI disruption.  \u00b7 Deutsche Bank         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>The reality:<\/strong> The growing impact of AI can be seen in Big Tech layoffs.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Billionaire Jack Dorsey&#8217;s Block (<a href=\"https:\/\/finance.yahoo.com\/quote\/XYZ\/\" data-ylk=\"slk:XYZ;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;XYZ&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">XYZ<\/a>) slashed 40% of its staff. With billionaire founder Larry Ellison still pulling the strings, Oracle (<a href=\"https:\/\/finance.yahoo.com\/quote\/ORCL\/\" data-ylk=\"slk:ORCL;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;ORCL&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">ORCL<\/a>) reportedly laid off up to 30,000 workers across the US, Mexico, and other countries on April 1.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Amazon (<a href=\"https:\/\/finance.yahoo.com\/quote\/AMZN\/\" data-ylk=\"slk:AMZN;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AMZN&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">AMZN<\/a>) has reportedly slashed 16,000 workers this year as part of its AI efficiency push. Coinbase (<a href=\"https:\/\/finance.yahoo.com\/quote\/COIN\/\" data-ylk=\"slk:COIN;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;COIN&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">COIN<\/a>) announced a 14% reduction in force in May. Cloudflare (<a href=\"https:\/\/finance.yahoo.com\/quote\/NET\/\" data-ylk=\"slk:NET;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NET&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">NET<\/a>) recently cut bait with 20% of its workforce, while Meta (<a href=\"https:\/\/finance.yahoo.com\/quote\/META\/\" data-ylk=\"slk:META;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;META&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">META<\/a>) cut 10% of its employee count.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;I think once we realized it was something we had to do, we made the decision it was the kindest thing that we could do for the team to do as early as possible,&#8221; Cloudflare co-founder and CEO <a href=\"https:\/\/www.youtube.com\/watch?v=YgjvPLBKOvQ\" data-ylk=\"slk:Matthew%20Prince%20told%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Matthew Prince told Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">Matthew Prince told Yahoo Finance<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Bottom line:<\/strong> Expect to hear more AI disruption talk when second quarter earnings season begins shortly. Execs won&#8217;t be able to escape it!  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/author\/brian-sozzi\/\" data-ylk=\"slk:Brian%20Sozzi;elm:context_link;itc:0;sec:content-canvas;cpos:8;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Brian Sozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;8&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Brian Sozzi<\/a> is Yahoo Finance&#8217;s Executive Editor, host of the &#8216;<a href=\"https:\/\/finance.yahoo.com\/videos\/series\/power-players\/\" data-ylk=\"slk:Power%20Players%20With%20Brian%20Sozzi&#039;;elm:context_link;itc:0;sec:content-canvas;cpos:9;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Power Players With Brian Sozzi&#039;&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;9&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Power Players With Brian Sozzi&#8217;<\/a> podcast and a member of Yahoo Finance&#8217;s editorial leadership team. Follow Sozzi on X<a href=\"https:\/\/twitter.com\/BrianSozzi\" data-ylk=\"slk:%20%40BrianSozzi;elm:context_link;itc:0;sec:content-canvas;cpos:10;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; @BrianSozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;10&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> @BrianSozzi<\/a>,<a href=\"https:\/\/www.instagram.com\/briansozzi\/\" data-ylk=\"slk:%20Instagram;elm:context_link;itc:0;sec:content-canvas;cpos:11;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; Instagram&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;11&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> Instagram<\/a>, and<a href=\"https:\/\/www.linkedin.com\/in\/briansozzi\/\" data-ylk=\"slk:%20LinkedIn;elm:context_link;itc:0;sec:content-canvas;cpos:12;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; LinkedIn&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;12&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> LinkedIn<\/a>. Tips on stories? Email brian.sozzi@yahoofinance.com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:13;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;13&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\"><strong>Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/strong><\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:14;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;14&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\"><strong>Read the latest financial and business news from Yahoo Finance<\/strong><\/a>  <\/p>\n<p>   <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"Now is a great time for an executive to blame AI disruption for a bad quarter and a&hellip;\n","protected":false},"author":3,"featured_media":921014,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21],"tags":[691,738,26491,27697,42169,92329,158,67,132,68],"class_list":["post-921013","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-deutsche-bank","tag-disruption","tag-jack-dorsey","tag-larry-ellison","tag-technology","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116884805180632447","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/921013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=921013"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/921013\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/921014"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=921013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=921013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=921013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}