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McKinsey survey: Only 37% of companies see AI impact on EBIT

A global survey by McKinsey reveals that while large corporations are accelerating the deployment of AI agents and programming tools, the technology's impact on financial results remains limited. Only 37% of surveyed organizations perceive a direct effect on their EBIT (Earnings Before Interest and Taxes).

Data shows that nearly 90% of participants use AI regularly in at least one function, with 44% scaling the technology across their entire enterprise. Large organizations, specifically those with annual revenues exceeding $1 billion, show higher adoption rates, with 54% scaling AI and 40% deploying AI agents. The most significant progress is reported in information technology, knowledge management, and software engineering.

Despite the increase in activity metrics—such as lines of code, commits, or token consumption—companies are facing challenges in linking AI usage to actual productivity and value creation. Executives, including Uber's COO Andrew Macdonald, have questioned the ability to demonstrate that increased AI consumption translates directly into useful customer functionalities or improved bottom-line results.

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Andrew Macdonald · McKinsey · Uber