- Agentic AI Emerges as the Next Frontier, Driving 17% of Total AI Value Today and Expected to Nearly Double by 2028
- Across Sectors, 70% of AI’s Potential Value Is Concentrated in Core Business Functions Such as R&D, Innovation, and Digital Marketing
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Companies
Are Reaching an Inflection Point on AI Value: 5% Are Future-Built and Driving Substantial Value Through Innovation, While 35% Are Scaling AI and Beginning to Generate Value - New BCG Report Highlights Five Strategies that Leading Companies Apply to Maximize Value from AI
BOSTON, Sept. 30, 2025 /PRNewswire/ — The performance gap between AI leaders and laggards is widening fast with agentic AI emerging as a powerful force shaping future-built companies. Globally, 5% of companies qualify as “future-built” for AI. These firms are at the forefront of AI innovation, systematically building cutting-edge AI capabilities across functions and consistently generating substantial value. In contrast, 35% (“scalers”) are scaling up their efforts and beginning to generate value, but many of them admit that they could be moving faster. The remaining 60% of organizations (“laggards”) report minimal revenue and cost gains and don’t yet have the proper capabilities for scaling AI in place.
These are among the findings from a new report by Boston Consulting Group (BCG) titled The Widening AI Value Gap: Build for the Future 2025. Based on a global survey of 1,250 senior executives and AI decision makers across nine industries and more than 25 sectors, the study assesses AI maturity across 41 foundational capabilities, covering strategy, tech, people, innovation, and outcomes.
“AI is reshaping the business landscape far faster than previous technology waves,” said Nicolas de Bellefonds, a managing director and senior partner and global leader of BCG’s AI efforts, and a coauthor of the report. “The companies that are capturing real value from AI aren’t just automating—they’re reshaping and reinventing how their businesses work. And they’re pulling away.”
The Expanding Value Gap
Leading companies that moved early enjoy outsized benefits across financial and operational fronts, and this performance gap is widening. Future-built firms plan to spend more than twice as much on AI compared to laggards in 2025. As a result of this investment, they expect twice the revenue increase and 40% greater cost reductions than laggards in the areas where they apply AI.
Further, BCG’s analysis shows that compared to laggards, future-built companies achieve substantial value across multiple dimensions, including 1.7x revenue growth, 3.6x three-year total shareholder return (TSR), and 1.6x EBIT margin.
Agentic AI Accelerates the Value Gap
A key driver of this widening gap is the rise of agentic AI. Unlike traditional models, agentic systems learn, reason, and act autonomously to solve complex, multistep problems. According to the survey, agents already account for 17% of total AI value in 2025, and that share is expected to reach 29% by 2028. Agents are playing a key role in expanding the value gap between future-built firms and their slower rivals. Future-built companies allocate 15% of their AI budgets to agents. A third of these firms use agents, compared with 12% of scalers and almost none of laggards.
“Agentic AI isn’t a future concept—it’s already reshaping workflows and redefining roles. Companies should view it as the next step in scaling AI, not as the starting point,” said Amanda Luther, a managing director and senior partner at BCG and a coauthor of the report. “Agents represent a huge opportunity but aren’t simply plug-and-play: companies urgently need to redesign how work gets done, addressing the impact of agents on existing processes, roles, and skills.”
AI Value Is Concentrated in the Core
AI maturity has advanced across sectors with software, telecommunications, and payments and fintech companies leading the pack. Fashion and luxury, chemicals, and construction remain at the lower end of the AI maturity curve.
Across sectors, the report finds that 70% of AI’s potential value is concentrated in core business functions such as sales and marketing, manufacturing, supply chain, and pricing. The big exception is IT, with a 13% share of AI value.
A Proven Playbook
BCG’s research shows that regardless of sector or size of enterprise, future-built companies follow a well-defined and proven playbook, rooted in an AI-first operating model, to generate value and expand their advantage. The playbook has five strategies:
- Lead from the top with an aggressive multiyear strategic AI ambition
- Reshape and invent the business with value-based prioritization of AI initiatives and rigorous tracking of results
- Unlock to an AI-first operating model rooted in human-machine augmentation and collaboration
- Secure and enable the necessary talent by anticipating new needs, leveraging the supplier ecosystem, and tenaciously upskilling people
- Build a fit-for-purpose technology architecture and data foundation
The playbook is a roadmap that the other 95% of companies can use to build AI maturity and achieve value at scale. But these trailing firms, especially the 60% that have little or no value to show for their investment in AI so far, need to move fast or risk being left in the wake of this latest powerful wave of digital disruption.
“The technology is advancing weekly, and leading companies are accelerating,” said Michael Grebe, a managing director and senior partner at BCG and a coauthor of the report. “For the majority of firms, catching up will require more than investment—it will take reinvention. The good news is that the playbook followed by future-built companies is clearly delineated and available to all.”
Download the publication here:
https://www.bcg.com/publications/2025/are-you-generating-value-from-ai-the-widening-gap
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About Boston Consulting Group
Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders—empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact.
Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place.
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SOURCE Boston Consulting Group (BCG)
