In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in earnings calls in Q3 2023: 1) AI and most of its related application topics, 2) AI chips, and 3) sustainability. ChatGPT is losing traction as the AI keyword...
In short According to the latest “What CEOs talked about” report, three themes noticeably gained traction in earnings calls in Q2/2023: 1. AI & Generative AI, 2. Bank troubles, and 3. Reshoring. Discussions around economic uncertainty, sustainability, and supply...
In short IoT Analytics reflects on the last four years covering CEO priorities in earnings calls. Most notable developments are: 1. The impact of COVID-19 and the Ukrainian War; 2. The rising importance of inflation; 3. The lower importance of trade-related themes;...
Update Q2/2023: IoT Analytics published a more recent blog titled: What CEOs talked about in Q2/2023: Generative AI applications, bank troubles, uncertain economy. In short According to the latest “What CEOs talked about” report, three themes noticeably...
Update April 2023: IoT Analytics published a more recent blog on: What CEOs talked about in Q1/2023: Economic uncertainty, layoffs, and the rise of ChatGPT. In short In Q4/2022, three themes noticeably gained traction (i.e., interest rates, the labor market, and...
Update April 2023: IoT Analytics published a more recent blog on: What CEOs talked about in Q1/2023: Economic uncertainty, layoffs, and the rise of ChatGPT. In short Three themes noticeably gained traction in Q3/2022, i.e., the recession, raw materials, and Industry...
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