There is a lot of reason to suspect that at most companies, especially more established non-startup ones, there will close to zero bottom line benefit, because these companies already have free paid-for developer capacity (developer down time between project cycles) that presumably they would be utilizing if there were reason do to so. In a startup environment where there is zero down time, then productivity may at least show up in reduced time to market.
I think Uber's current experiment of limiting AI spend to 10% of salary per developer is interesting since it implies that spending more will not even recoup the extra token cost, although it does remain an experiment. Maybe they will see a revenue increase related to AI spending and choose to tweak that limit up, but it's also entirely possible that all they are doing is reducing developer workload by giving them a productivity tool, and there will be no financial benefit.