What CEOs Are Saying: Is AI a Tailwind or a Threat?
Earnings calls from Accenture, John Wiley & Sons, and Domo
In this edition
• A 219-year-old publisher taking on AI
• A consulting giant's worst day ever
• Breaching a debt covenant
• “Forward-deployed engineering”
• How big companies budget for AI spend
Quote of the week
“AI is only as good as the content and data that fuels it. Gold in, gold out, to quote our friends at OpenEvidence. Wiley is that gold.”
— Matt Kissner, CEO of John Wiley & Sons
In 2026, every company has an AI narrative. Right now a lot of them are broadcasting positive stories of AI adoption while nervously eyeing the new tech. Is it friend or foe? A bit of both? Can the business AI eats up be compensated for by new AI-driven services?
Our three companies this week are pretty different from each other (a legacy publisher, a consulting titan, and a business analytics platform) but all are grappling with that question. Here’s what the CEOs had to say.
