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 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...
What CEOs talked about in Q3/2022: Economic slowdown, raw materials, and Industry 4.0
We updated this research article. Visit the link to view the latest insights. 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 previous years. Hybrid work has sidelined remote work. Why it matters CEOs'...
What CEOs talked about in Q2/2022: The war and looming recession sideline sustainability and digital transformation
We updated this research article. Visit the link to view the latest insights. In short Five themes noticeably gained traction in Q2/2022, i.e., the invasion of Ukraine, the recession, the stock market, energy prices, and layoffs. Other topic that are rising in importance include the public cloud and industrial IoT. Mentions of digital transformation and sustainability-related topics decreased in...
What CEOs talked about in Q1/2022: War in Ukraine, Inflation, and SaaS
We updated this research article. Visit the link to view the latest insights. In short Inflation and increasing prices were among executives’ most-discussed themes in Q1/2022. Other important and increasingly common themes on the CEO agenda were the invasion of Ukraine, AI, SaaS, and the cloud. The frequency of supply chain-related topics has decreased slightly but is stabilizing at a very high...
What CEOs talked about in Q4/2021: Disrupted supply chains, vaccine mandates, and the metaverse
We updated this research article. Visit the link to view the latest insights. In short The topic of supply chain disruptions topped Q4/2021 as the most widely discussed theme among executives. Other important and growing themes on the CEO agenda include inflation, vaccine mandates, the talent war, climate change, and the metaverse. Work-from-home themes declined sharply. In general, the...
What CEOs talked about in Q3/2021: Inflation, supply chain disruptions, and new ways of work
We updated this research article. Visit the link to view the latest insights. In short The topic of inflation emerged as one of the most widely discussed themes with executives in Q3/2021. Other important and growing themes on the CEO agenda are “disrupted supply chains,” new work (hybrid work, recruiting), and cybersecurity. The mega topic of sustainability remains important, but it did not...
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Our Expert
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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