Quarterly CEO trend reports
Latest CEO analyses

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...

What CEOs talked about in Q4/2022: Interest rates, the labor market and reshoring
We updated this research article. Visit the link to view the latest insights. 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 shortages, supply chain disruptions, and energy prices decreased in the last...
Our Insights Are Trusted By















Our Expert

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.
Stay Up-to-Date With The Latest News & Updates
Access Premium Content
Gain access to our complete pool of insights and intelligence with a research subscription.
Join Our Newsletter
Be the first to know when we publish new insights and content.
Follow Us
Connect with us to gain access to exclusive updates from our team.