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Quarterly Trend Report: What CEOs talked about in Q1/2023

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A 47-page report on the trends that emerged in Q1/2023 earnings calls. The report is based on data from ~56,000 corporate earnings calls of US-listed companies from Q1/2019 to Q1/2023.
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Document type: PDF, PPTX
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Published: April 2023
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Main author: Philipp Wegner
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About the report

The “Quarterly Trend Report: What CEOs talked about in Q1/2023” and 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 ~56,000 earnings calls of US-listed companies from Q1/2019 to Q1/2023. Every quarter, IoT Analytics analyzes trends that emerge in earnings calls and presents the 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.​

Table of Contents

Quarterly Trend Report: What CEOs talked about in Q1 2023 (PDF)

  1. Executive Summary
  2. Pulse Check: The current economic environment
  3. What CEOs talked about in Q1/2023
    1. #1 Economic uncertainty
    2. #2 Labor market
    3. #3 Shortages
    4. #4 Sustainability
    5. #5 ChatGPT & generative AI
    6. #6 Industry 4.0
    7. #7 Metaverse
  4. Sector deep dive
  5. Sentiment
  6. Appendix

Authors

Knud Lasse Lueth, Philipp Wegner

Questions answered

  • How is the overall economic environment affecting the earnings of companies in Q1/2023?
  • What are some of the upcoming trends that CEOs talk about?
  • What keywords were the most dominant in the earnings calls in the last quarter?
  • Which themes have lost importance in the last few years?
  • What are the upcoming trends in different sectors?
  • How did the sentiment change in earnings calls in Q1/2023?

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