CEO insights – What do CEOs talk about?
Welcome to CEO insights! 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.
Quarterly CEO trend reports
Latest CEO analyses
What CEOs talked about in Q1 2024: AI, sustainability, and upcoming elections
In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in Q1 2024: 1) AI, 2) sustainability, and 3) elections. AI discussions continue to move away from ChatGPT and other chatbots and toward individual technologies, especially GPUs and LLMs Economic topics like recession significantly declined, though inflation saw a bump in mentions in Q1 2024....
What CEOs talked about in Q4 2023: Economic concerns, Geopolitical uncertainty, and Cost Optimization; AI drops for first time
In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in earnings calls in Q4: 1) economic concerns 2) budget and cost optimization, and 3) geopolitical uncertainty around conflict and a possible US government shutdown. Generative AI saw its first decline; however, some companies involved in the generative AI market saw significant gains, e.g.,...
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...
What CEOs talked about in Q2/2023: Generative AI applications, bank troubles, uncertain economy
We updated this research article. Visit the link to view the latest insights. 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...
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...
What CEOs talked about in Q1/2023: Economic uncertainty, layoffs, and the rise of ChatGPT
We updated this research article. Visit the link to view the latest insights. 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) shortages and the metaverse lost traction. Economic uncertainty (inflation, recession, and...
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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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