The Stamford-based advisory firm grew AI-related sales 56% year over year to nearly $34 million, crossing the halfway mark ahead of schedule
Information Services Group, the technology research and advisory firm that trades on Nasdaq under the ticker III, says artificial intelligence now accounts for more than half of its revenue.
AI-related sales grew 56% year over year to nearly $34 million. The firm crossed the 50% threshold ahead of schedule.
What ISG actually reported
Nearly $34 million in AI sales puts that segment above ISG’s older, more traditional practices. Those include IT benchmarking and contract management, the bread-and-butter services the firm built its reputation on.
ISG’s total revenue is estimated at around $65 million to $68 million. That estimate lines up with AI sales landing just past the halfway point.
The shift did not happen overnight. ISG has been steering toward an AI-centric consulting model for the past two to three years, and it has been building out its AI practice since at least 2022.
Why big companies are paying for advice
Large enterprises are wrestling with ballooning software and infrastructure bills. AI workloads are pushing up spending on software licensing and cloud services.
ISG positions itself as a neutral adviser: it does not build the software or sell the cloud capacity, so it can advise clients on vendors without a stake in which one wins.
The firm has backed that pitch with products. Its ISG Tango platform targets cost optimization and contract intelligence, helping clients understand what they are signing and what they are paying.
ISG Provider Lens evaluates AI service providers.
Background: from benchmarking shop to AI adviser
ISG was founded in 2006 by Michael Connors and David Berger and is based in Stamford, Connecticut. For much of its history, its core value came from data: knowing what comparable companies paid for IT services and using that to negotiate better deals.
What this means for investors and the enterprise AI trade
For investors, ISG offers exposure to corporate AI spending without the risks that come with building AI products. An adviser carries none of that development risk. It gets paid when companies spend, regardless of which vendor they pick.
Because the firm advises large enterprises on where their AI budgets go, its sales trends offer a window into how big corporations, including Fortune 500 companies, are approaching AI advisory and implementation support.
There are risks on the other side of the ledger too. A firm whose revenue is now majority AI is more exposed to any slowdown in corporate AI enthusiasm.
With total revenue estimated in the mid-$60 million range, ISG is a small company compared with the global consulting giants that also sell AI strategy.
