What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
Cisco Reports Strongest Revenue Growth in 15 Years
Cisco Systems disclosed Q1 FY2027 results with revenue, non-GAAP operating margin, and non-GAAP EPS all above the high end of guidance. CEO Chuck Robbins described it as delivering "the strongest revenue and non-GAAP earnings per share growth rates for Cisco in over 15 years" and attributed the trajectory to demand he explicitly framed around the "agentic AI era."
Organizations are turning to Cisco for our trusted, market-defining technology and our expertise to help them scale, secure and optimize their environments for the agentic AI era. We are in the very early stages of a multi-year networking supercycle, and we're confident in our ability to continue capturing the multi-billion-dollar opportunity it represents for Cisco.
Cisco's business is networking hardware and software, not AI models. That a networking company is specifically naming agentic AI as the demand driver behind a 15-year record quarter is a downstream infrastructure signal worth tracking.
System1 Voluntarily Leaves NYSE as an AI Platform
System1 runs CouponFollow, MapQuest, and Startpage alongside a customer acquisition and marketing platform it describes as powered by artificial intelligence. In an 8-K filed November 12, the company disclosed it is voluntarily delisting from the New York Stock Exchange and applying for quotation on the OTCQB Venture Market. Management cited the cost and burden of maintaining a major-exchange listing.
In an 8-K filed the same day, HubSpot announced a CFO transition and CEO succession. The filing credited departing CEO Yamini Rangan with building artificial intelligence into HubSpot's product offering during a tenure that took the company from $1.3 billion in revenue and 135,000 customers to an expected $3.7 billion and more than 311,000 customers in 2026.
Two First-Time "Agentic AI" Filers Show Live Deployments
Ad-tech firm Nexxen International used the phrase "agentic AI" in a 6-K for the first time and described production deployment across active customer workflows:
Nexxen now has several live in-platform agents spanning key customer workflows including reporting, QA, audience intelligence, incremental spend analysis and campaign and deal troubleshooting...
Blockchain infrastructure company BTCS also made its first agentic AI mention, framing the technology as an external demand driver for its on-chain liquidity business rather than a product it is building:
...I remain optimistic about continued institutional adoption of digital assets and see two major drivers shaping the future of on-chain finance: the tokenization of real-world assets and the rise of agentic AI. Tokenization has the potential to bring a broader range of financial assets on-chain, while AI agents could increasingly use these same rails to transact and make payments autonomously.
DOE Funds AI for Nuclear Waste Repository Analysis
Deep Isolation Nuclear disclosed in an 8-K that it was selected as the sole industrial partner on three U.S. Department of Energy Project GENESIS grants for AI-enabled nuclear waste repository analysis. The company develops deep borehole disposal technology for radioactive waste. This is not demand for GPUs or software licensing. It is AI applied to modeling underground geology for permanent nuclear waste disposal, with direct government funding attached, and it stands apart from every other AI filing in this window.
Non-AI Companies Name Hallucination and Regulation in Risk Sections
Cumberland Pharmaceuticals added an AI risk discussion to its 10-Q that specifically addressed the gap between active state enforcement and the absence of a federal standard:
We may be subject to laws and regulations governing our use of Artificial Intelligence. The use of Artificial Intelligence ("AI") in health care, and particularly the drug development process, continues to increase and evolve. While there currently is no Federal law governing the use of AI in health care or otherwise, several states and Federal agencies use existing regulations to govern the use of AI...
Connected-home technology company SKYX Platforms went further in its 10-Q and named "AI hallucination" directly in its risk factor list alongside operational, data privacy, and reputational risks. Neither Cumberland nor SKYX is primarily an AI company. When a pharma firm and a home-automation company are adding hallucination to their quarterly risk disclosures, the disclosure norm has moved well past AI-native filers.