Consensus signal 1AI value lags adoption — 6 firms
McKinsey, Bain, Deloitte, PwC, Accenture, IDC (6 firms)
McKinsey: 89% use AI in at least one function, up from 88% a year ago. Bain: generative AI realises about 38% of its expected value, traditional automation 52%. PwC: the top 20% of organisations capture 74% of AI-driven value.
Consensus signal 2AI agents blow through budgets
Bain, Deloitte, IDC (3 firms)
IDC: 67% of AI agent budgets were overspent by more than 10% in the last twelve months. Deloitte: 44% report moderate or very high ROI from AI investments, 60% want to get better at AI cost management.