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.

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Latest CEO analyses

What CEOs talked about in Q3 2024: Practical AI applications, renewable energy sources, and unpredictable IT outages

What CEOs talked about in Q3 2024: Practical AI applications, renewable energy sources, and unpredictable IT outages

In short According to the latest “What CEOs talked about” report, four themes gained noticeable traction in Q3 2024: 1) practical AI applications, 2) renewable energy sources, 3) unpredictable IT outages, and 4) election-related topics. Discussions regarding AI slightly declined; however, there is a noticeable shift toward discussions about specific AI applications, such as process automation,...

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What CEOs talked about in Q2 2024: AI, data centers, and up-and-coming LLMs

What CEOs talked about in Q2 2024: AI, data centers, and up-and-coming LLMs

In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in Q2 2024: 1) AI, 2) data center, and 3) specific up-and-coming LLMs AI is inching closer to overtaking inflation as the leading topic in boardroom discussions. OpenAI and other generally known LLM vendors and models decline in mentions as Llama, Cohere, and Mistral see significant climbs...

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What CEOs talked about in Q1 2024: AI, sustainability, and upcoming elections

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....

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What CEOs talked about in Q4 2023: Economic concerns, Geopolitical uncertainty, and Cost Optimization; AI drops for first time

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.,...

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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

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...

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Our Expert

Philipp Wegner

Philipp Wegner

Principal Analyst

Philipp is a principal analyst in our Hamburg, Germany office. He leads the data team, focusing on quantitive analyses, most notably surveys, market models, and analyses. His team also leads the Generative AI research.

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