Quarterly trend report: What CEOs talked about in Q1 2025
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About the report
The Quarterly trend report: What CEOs talked about in Q1 2025 is part of IoT Analytics’ ongoing coverage of CEOs’ digital agenda. The information presented in this report is based on a database of 8,000+ earnings calls of US-listed companies from Q1 2025 and Q4 2024. Every quarter, IoT Analytics analyzes some trends that emerge in the earnings calls and presents some findings for the most recent quarter. The purpose is to inform other market participants about the current focus of CEOs and companies. To ensure objectivity, IoT Analytics did not alter or supplement any results and did not exclude any earnings calls deliberately.
Key rising themes in Q1 2025
- Tariffs
- Rising uncertainty
- AI and agentic AI
Key declining themes in Q1 2025
- Recruiting
5 critical questions for CEOs
- Tariff exposure and resilience – How vulnerable are our supply chains and margins to the new tariffs, and what immediate actions can we take to mitigate the impact?
- Scenario planning – Do we have robust contingency plans in place for continued or escalating geopolitical and trade uncertainty?
- Regional risk balance – Are we overexposed to high-uncertainty regions, and should we reconsider our footprint or regional strategy?
- AI opportunity evaluation – Are we investing fast enough—and wisely enough—in agentic AI to boost productivity amid workforce constraints?
- Communication with investors – Are we clearly articulating our risk mitigation strategies and technology priorities to calm investor concerns?
Table of Contents
Quarterly Trend Report: What CEOs talked about in Q1 2025 (PDF)
- Executive summary
- Pulse check: The current economic environment
- What CEOs talked about in Q1 2025
- Importance of selected topics in earnings calls since Q1 2019
- 3.1 Tariffs
- 3.2 Uncertainty
- 3.3 Agentic AI
- 3.4 Economics
- Selected deep-dives
- 4.1 Sector overview
- 4.2 AI
- 4.3 Hiring Freeze
- 4.4 Geopolitics
- 4.5 Other
- Sentiment & Outlook by vertical and region
- Appendix
Questions answered
- How is the overall economic environment in Q1 2025?
- What are some of the upcoming trends that CEOs talk about?
- What keywords were most prevalent in the earnings calls in the last quarter?
- What are the key themes that CEOs discuss related to the main keywords?
- Which themes have lost importance in the last few years?
- What are upcoming trends in different sectors?
- How did the sentiment change in earnings calls in Q1 2025?
Related reading
A research article based on this report: What CEOs talked about in Q1 2025: Tariffs, rising uncertainty and agentic AI.
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