CEO insights – What do CEOs talk about?

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 chain disruptions lost traction. Why it matters The prioritization of specific topics by CEOs will likely lead to further...

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; and 4. The small shifts in (tech) megatrends. This article is based on our Quarterly Trend Report: What CEOs talked about in...

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 gained traction in earnings calls in Q1/2023: 1. AI & ChatGPT, 2. the labor market, and 3. Industry 4.0. Discussions around (supply)...

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 reshoring). Some of the smaller technology topics that are rising in importance include open source and no-code. References to chip...

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 4.0 Mentions of sustainability-related topics decreased in the last quarter but seemed to stabilize at a higher level than in...