CEO insights – What do CEOs talk about?

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Every quarter, we dissect earnings calls to uncover what top CEOs are discussing and presenting. Step into the minds of global industry leaders and understand which tech topics are trending and what macro themes are seen as headwinds and tailwinds. Top level insights are available as part of our blog. For details, take a look at the in-depth report.

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Latest CEO analyses

What CEOs talked about in Q3 2023: Generative AI, AI chips, and sustainability

What CEOs talked about in Q3 2023: Generative AI, AI chips, and sustainability

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 of choice, and economic worries and uncertainty appear to be easing. Why it matters The prioritization of specific topics by CEOs...

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What CEOs talked about in Q2/2023: Generative AI applications, bank troubles, uncertain economy

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 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...

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CEO priorities from 2019 until now: What has changed?

CEO priorities from 2019 until now: What has changed?

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...

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What CEOs talked about in Q1/2023: Economic uncertainty, layoffs, and the rise of ChatGPT

What CEOs talked about in Q1/2023: Economic uncertainty, layoffs, and the rise of ChatGPT

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)...

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What CEOs talked about in Q4/2022: Interest rates, the labor market and reshoring

What CEOs talked about in Q4/2022: Interest rates, the labor market and reshoring

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...

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What CEOs talked about in Q3/2022: Economic slowdown, raw materials, and Industry 4.0

What CEOs talked about in Q3/2022: Economic slowdown, raw materials, and Industry 4.0

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...

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Our Expert

Philipp Wegner

Philipp Wegner

Principal Analyst

Philipp leads the data and software team. He focuses on quantitative analysis, surveys, and market models. Philipp has a background in economics and market research.

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