Quarterly Trend Report: What CEOs talked about in Q2/2023
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About the report
The Quarterly Trend Report: What CEOs talked about in Q2/2023 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 ~75,000 earnings calls of US-listed companies from Q1/2019 through Q2/2023. Every quarter, IoT Analytics analyzes trends that emerge in the earnings calls and present 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 Q2 2023 (PDF)
- Executive Summary
- Pulse Check: The current economic environment
- What CEOs talked about in Q1/2023
- #1 Generative AI
- #2 Supply chain disruptions
- #3 Sustainability
- #4 Economic uncertainty
- #5 Labor market
- #6 Banks
- #7 Reshoring
- Sector deep dive
- Sentiment
- Appendix
Questions answered
- How is the overall economic environment affecting the earnings of companies in Q2/2023?
- What are some of the upcoming trends that CEOs talk about?
- What keywords were most dominant 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 the Q2/2023?
Related reading
The research blog article “What CEOs talked about in Q2/2023: Generative AI applications, bank troubles, uncertain economy” is derived from the report.
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