Quarterly Trend Report: What CEOs talked about in Q2/2024
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About the report
The Quarterly Trend Report: What CEOs Talked about in Q2 2024 is part of IoT Analytics’ ongoing coverage of the IoT and related technology markets. The information presented in this report is based on a database of 90,000+ earnings calls of US-listed companies from Q1 2019 through Q2 2024. Every quarter, IoT Analytics analyzes trends that emerge in the earnings calls and presents 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 call deliberately.
Key rising themes in Q2
- AI
- Data center
- LLMs
Declining themes in Q1
- Economic concerns
- Sustainability
- Recession
What it means for CEOs
6 key questions that CEOs should ask themselves based on the insights from the research article:
- AI integration: How can we leverage AI to enhance our existing products and services, and what new opportunities can we explore to stay competitive?
- Data center strategy: With the growing demand for AI and data-intensive applications, how can we optimize our data center operations to meet future needs while managing costs? How do we manage the impact of new and upgraded data centers on our CO2 footprint?
- Copilot vs. Chatbot: Are we utilizing the full potential of generative AI and LLMs by integrating copilots for our customers and employees, or are we stuck with non-connected chatbots?
- Regulatory compliance: What proactive measures can we take to stay ahead of regulatory changes in critical areas such as AI, data privacy, and environmental standards?
- Digital transformation: How can we accelerate our digital transformation efforts to enhance operational efficiency and drive innovation across our business units?
- Economic resilience: What strategies should we implement to build resilience against potential economic downturns and ensure sustainable growth in a volatile economic environment?
Table of Contents
Quarterly Trend Report: What CEOs talked about in Q2 2024 (PDF)
- Executive Summary
- Pulse Check: The current economic environment
- What CEOs talked about in Q2/2024
- Importance of selected topics in earnings calls since Q1 2019
- 3.1 AI
- 3.2 Economic concerns
- 3.3 AI Hardware
- 3.4 Copilot
- 3.5 IoT
- Selected deep-dives
- 4.1 Sector overview
- 4.2 AI
- 4.3 Regulation
- 4.4 Economic concerns
- 4.5 Sustainability
- Company scorecards (preview)
- Sentiment & outlook by region and vertical
- Appendix
Questions answered
- How is the overall economic environment affecting companies’ earnings in Q2 2024?
- What are some of the upcoming trends that CEOs talk about?
- What keywords were most prevalent in the earnings calls in the last quarter?
- 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 Q2 2024?
Related reading
The research article “What CEOs talked about in Q2 2024: AI, data centers, and up-and-coming LLMs” is based on this report.
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