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 Q1/2023: 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...
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...
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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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