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 Digitalization has become essential for industrial companies worldwide, as IoT Analytics expects the industrial IoT market to reach $145 billion in 2023. The Industrial IoT and Industry 4.0 Case Studies Report 2023 delves into 22 case studies, exploring their project objectives, technologies deployed, lessons learned, challenges, and outcomes. In this article, we share five learnings from the report: 1) Upgrading the ERP is often the first step in digital transformation, 2) cloud-nat...| IoT Analytics
We updated this research article. Visit the link to view the latest insights. In short According to the latest “What CEOs talked about” report, three themes noticeably gained traction in earnings calls in Q2/2023: 1. AI & Generative AI, 2. Bank troubles, and 3. Reshoring. Discussions around economic uncertainty, sustainability, and supply chain disruptions lost traction. Why it matters The prioritization of specific topics by CEOs will likely lead to further investment in these areas. The...| IoT Analytics