Noesion Radarnoesion.ai
Research2026-08-18

Carnegie Mellon University and the software firm Larridin published a study on 12 August finding that public companies giving the most specific accounts of their AI work in annual filings grew revenue about 8 percentage points faster year over year than the vaguest. The researchers scored roughly 500 companies on disclosure specificity and controlled for industry, size and prior growth. The same link did not appear for operating margins or share price, and correlation was not shown to be cause.

What changed

Earlier work had linked specific AI disclosures to stock performance, but no study had shown a significant link to revenue growth.

What it unlocks

Benchmarking the specificity of a company's own AI disclosures against a five-point scale tied to measured revenue outcomes.

  • 8 percentage points revenue-growth advantage year over year
  • ~500 companies analyzed, more than 150 in the top two disclosure scores
  • Visa: 17% revenue growth after disclosing ~26,000 employees using AI chats
  • Conagra Brands: 2% revenue decline, specificity score 2.5

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