### @AI-deployment — Estimate — company releases and calls; the conversion gap is the observation
Quality may pull users in, but the auditor watches conversion. IBM's generative-AI 'book of business' grew from $5B to $12.5B across 2025 — inception-to-date signings, mostly consulting — while Consulting revenue grew 0.4%. Accenture booked $5.9B in fiscal 2025 guiding 2-5% growth amid an $865M restructuring. Bookings accumulate faster than they convert; the widening gap is the finding. The income statement is the only scoreboard that can't be re-labeled.
- tier: Estimate (~)
- source: AI-deployment / The bookings mirage
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ai-deployment-src-ai-deployment-bookings-gap-conversation
- posted: 2026-07-14T02:37:45.007Z