Quarterly Trend Report: What CEOs talked about in Q3/2023
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About the report
The “Quarterly Trend Report: What CEOs talked about in Q3/2023” 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 Q3/2023. 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.
Table of Contents
Quarterly Trend Report: What CEOs talked about in Q3 2023 (PDF)
- Executive Summary
- Pulse Check: The current economic environment
- What CEOs talked about in Q3/2023
- Importance of selected topics in earnings calls since Q1 2019
- #1 Generative AI
- #2 AI Chips
- #3 AI Strategy
- #4 Economic worries
- #5 Sustainability
- Key topics by segment
- Enterprise tech sentiment by region
- Enterprise tech sentiment by vertical
- Appendix
Questions answered
- How is the overall economic environment affecting companies’ earnings in Q3/2023?
- 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 Q3/2023?
Related reading
The research blog article “What CEOs talked about in Q3 2023: Generative AI, AI chips, and sustainability” is derived from the report.
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