Every quarter, IoT Analytics analyzes trends that emerge in earnings calls of US-listed companies and presents the findings/CEO insights.| IoT Analytics
In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in earnings calls in Q4: 1) economic concerns 2) budget and cost optimization, and 3) geopolitical uncertainty around conflict and a possible US government shutdown. Generative AI saw its first decline; however, some companies involved in the generative AI market saw significant gains, e.g., AMD, ARM, and AWS. Why it matters The prioritization of specific topics by CEOs may influenc...| IoT Analytics
In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in earnings calls in Q3 2023: 1) AI and most of its related application topics, 2) AI chips, and 3) sustainability. ChatGPT is losing traction as the AI keyword of choice, and economic worries and uncertainty appear to be easing. Why it matters The prioritization of specific topics by CEOs will likely lead to further investment in these areas. The big picture In Q3 2023, topics relate...| IoT Analytics