CFOs gate AI investments in 2026

3.4 significance by Forrester Business December 2026

Why does it matter?

CFO scrutiny would push AI spending toward projects that can prove business value.

Direct quote

AI value is failing to land: Only 15% of AI decision-makers reported an EBITDA lift for their organization in the past 12 months, and fewer than one-third can tie the value of AI to P&L changes. The payback expectations are high -- 85% of C-level AI decision-makers expect a positive return within three years to consider an investment successful. Given this, we believe that CEOs will pull more CFOs into AI deals in 2026.

Forrester