Quarterly trend report: What CEOs talked about in Q2 2026
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About the report
The Quarterly trend report: What CEOs talked about in Q2 2026 is part of IoT Analytics’ ongoing coverage of industrial technology markets. The information presented in this report is based on a database of 120,000+ earnings calls of US-listed companies from Q1 2019 through Q2 2026. Every quarter, IoT Analytics analyzes trends emerging from 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 deliberately exclude any earnings calls.
Key rising themes in Q2 2026
- Geopolitics
- Energy and inflation
- Frontier AI
Key declining themes in Q2 2026
- AI bubble
Table of Contents
What CEOs talked about in Q2 2026 (PDF)
- Executive summary
- What CEOs talked about in Q2 2026
- Importance of selected topics in earnings calls since Q1 2019
- AI
- AI bubble
- Geopolitics, inflation & energy
- Emerging topics: Mythos, SpaceX & SaaSpocalypse
- AI agents & physical AI
- Deep dive: Sector overview and selected topics
- Manufacturing deep dives
- Manufacturing: What manufacturing CEOs talked about
- Manufacturing: Current challenges
- Sentiment & outlook by vertical
- Appendix
Questions answered
- 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 the upcoming trends in different sectors?
Related reading
A research article based on this report:What CEOs talked about in Q2 2026: Geopolitics, inflation, and frontier AI models
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