What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
WTW's Board Approves an AI Plan Through 2028
Willis Towers Watson reported in an October 29 8-K that its board of directors formally approved "Propel," an Artificial Intelligence Acceleration Plan, on July 28, 2026. The plan runs through December 31, 2028 and is framed as a company-wide effort to embed AI and automation, supported in part by WTW's acquisition of Newfront.
Propel will extend through December 31, 2028 and embed AI and automation across the Company.
WTW's R&B segment posted a 19.8% margin in Q3 2026, up 100 basis points year over year, on higher book-of-business settlement activity and expense control. Propel's effects are not yet attributed in those numbers; the plan is in early execution.
Agentic AI Moves Into Operational Filings
Extreme Networks used its October 28 8-K to announce "Agent ONE Coworker," a second-generation AI management platform for enterprise networking. CEO Ed Meyercord described it as a move from conversational to ambient AI, meaning context-aware and proactive rather than query-driven. The company guided to 10% revenue growth next quarter; AI-related subscription bookings now account for more than half of total subscription bookings, up fivefold from the prior year.
The release of our second-generation AI platform, Agent ONE Coworker, marks our shift from conversational to ambient AI.
In a 425 filing on October 29, an executive at RXO attributed Q3 freight performance partly to agentic AI in workflows. The North American surface transportation operation grew volume 3.5% year over year against a 0.3% decline in the Cass Freight Shipment Index, marking the 14th consecutive quarter of outperformance. The filing does not break out productivity gains from AI separately.
In its October 29 10-Q, Rimini Street updated the Nature of Business section to describe the company as offering agentic AI ERP innovation solutions alongside its traditional third-party enterprise software support and managed services. That section is where companies describe what they do as a durable matter of record.
Eightco Holdings Sold Part of Its OpenAI Stake
Eightco Holdings (ORBS) reported in an October 29 8-K that it monetized a portion of its OpenAI investment and deployed the proceeds into buybacks of its own shares, which were trading at a discount to net asset value. CEO Kevin O'Donnell identified the appreciation in OpenAI's valuation as the reason to take some off the table.
Since Eightco invested in OpenAI, its valuation has experienced significant step changes, reflecting the scale of the opportunity emerging across artificial intelligence.
The filing does not disclose the dollar amount sold or the exact share count repurchased. It does confirm that a public holding company with a direct OpenAI position has begun treating that stake as a funding source for capital allocation, rather than holding it as a passive long-term bet.
Risk Filings Name Specific AI Systems
TheRealReal named its internal AI program in its October 29 10-Q risk section. The company calls the system "Athena" and uses it for initial authenticity assessments, product characteristic identification, and predicting consignor preferences, with plans to expand it into customer-facing areas.
We have created our own purpose-built technology, including "Athena," our artificial intelligence initiative to operate our business, which may lack efficiency or become obsolete as we grow…
CarParts.com cited two deployed AI tools by function in its October 30 10-Q risk factor: an AI-powered shopping assistant and AI-enabled call center technology. Naming live systems rather than general AI capabilities creates distinct regulatory and cybersecurity exposure surfaces; if either tool is involved in an incident, the disclosure on record is specific enough to matter.