The Workforce AI Index · Consumer Cyclical

Carnival Corporation & plc (CCL)

Cruise operator, counted shipboard and shoreside. Read October 1, 2026 from the annual report for the period ending 2025-11-30, filed 2026-01-27. Ranked 8 of the 39 Consumer Cyclical companies read so far, by the share within reach now: the sector.

The filing states annual averages of 101,000 onboard and 16,000 shoreside employees, 117,000 in all, so the patterns follow those parts (a) with the shipboard split by description (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 22% now, 31% at the end of 2027, 34% at the end of 2028, 35% at the end of 2030. By the patterns, the work is about 35% desk work, 21% people work and 44% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 58% of the working time stays with people (conversation, in-person and hands-on work), 31% becomes checking a model's work and 9% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

117,000 employees as of 2025-11-30 (sum of stated parts). The filing states that employees come from approximately 150 countries and gives no U.S. count.

The filing: “In 2025, we had an average of 101,000 employees onboard our ships, excluding employees on leave. Our shoreside operations had an annual average of 13,000 full-time and 3,000 part-time/seasonal employees.”

The workforce as industry patterns

What the filing says about the workforce: Annual averages: 101,000 onboard excluding employees on leave, 13,000 full-time and 3,000 part-time or seasonal shoreside; 48% of shipboard and 21% of shoreside employees under collective bargaining agreements; the shareholder letter counts over 160,000 team members, which includes those on leave.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Deep Sea, Coastal, and Great Lakes Water Transportation, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Royal Caribbean Cruises Ltd. (RCL, 108,000 employees)22% now, 33% by 2028

What the filing says about AI

6 sentences in the filing name AI. The filing names AI in 6 sentences, all about risk: AI and social media spreading adverse publicity, AI impersonation in attacks on its systems, and threat actors adopting AI.

• “Additionally, with the increased use of artificial intelligence ("AI") and social media, adverse publicity, even if unfounded, has been and can continue to be disseminated quickly and broadly without context, making it increasingly difficult for us to effectively respond.”
• “Breach or circumvention of our systems or the systems of third parties, including by ransomware or malware, through vulnerabilities in licensed software or hardware, AI impersonation, targeted and coordinated attacks of our systems, or as a result of other attacks, have led to and may continue to lead to disruptions in our business operations; unauthorized access to (or the loss of company acce...”
• “The sophistication of these attacks has continued to increase in recent years and the rapid evolution and growing adoption of AI technologies by various threat actors may enhance their ability to conduct attacks which are more difficult to prevent, detect or remediate.”
• “Additionally, integrating AI into our operations may increase our cybersecurity and data privacy risks.”
• “A failure to adopt the appropriate technology, including AI, or a failure, disruption or obsolescence in the technology that we do adopt, could have adverse effects on our business. f.”

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The headcount is the sum of annual averages the filing states for shipboard and shoreside employees, not a count on one date; the shipboard average excludes employees on leave.
• The split of the 101,000 onboard between marine work and hotel work rests on description (c).

Source: the company's annual report on EDGAR, accession 0000815097-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.