The 'Show Me the Money' Quarter
For the past two years, AI investment has been a CAPEX story. Q4 2025 earnings are expected to be the turning point where software and service companies demonstrate tangible revenue uplifts from their AI features.
SaaS Sector in Focus
Analysts predict a 20% YoY revenue growth for SaaS companies that have successfully monetized generative AI agents. Enterprise adoption rates have crossed the chasm, moving from pilot programs to full-scale deployment.
Metric to Watch
Look beyond 'Annual Recurring Revenue' (ARR). The new gold standard metric is 'AI-Driven Consumption Revenue' (ADCR).
Banking Sector Stability
Financials are expected to report steady earnings, bolstered by wider net interest margins and reduced operational costs due to automated compliance systems.