The State of AI in 2026: On the Road to ROI
- 40% of respondents from large organisations report scaling AI agents, up from 27% a year earlier
- About 20% report that AI-related operating costs, including token costs, constrained their AI use
- 32% say their organisation decided against buying software it could now build in-house with agentic coding tools
- 37% attribute at least some EBIT impact to AI, unchanged in a year; high performers remain about 6% of respondents
01 Annotation
Agents are moving into production faster than results are reaching the P&L: the share reporting EBIT impact has not moved in a year while agent use and token consumption climb. That is the gap our whitepaper The AI ROI Mirage describes, now with a running cost attached, and the report's own advice is to treat operating costs as a design constraint rather than an afterthought.
Maps to: The AI ROI Mirage (Pilot Paradox) and The Agentic Blast Radius (Excessive Agency)