분기 동향 보고서 : 2024년 3분기 CEO 발언

The "Quarterly Trend Report: What CEOs Talked about in Q3 2024" 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 95,000+ earnings calls of US-listed companies from Q1 2019 through Q3 2024. 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.

SAMPLE VIEW

Key rising themes in Q3:

• 1. Practical AI applications
• 2. Renewable energy sources
• 3. Unpredictable IT outages
• 4. Election-related topics

SAMPLE VIEW

Declining themes in Q3:

• 1. AI and generative AI
• 2. NVIDIA and GPUs
• 3. Cloud providers

SAMPLE VIEW

What it means for CEOs:

Key questions that CEOs should ask themselves based on the insights from the research article:

• 1. AI applications: Are we adequately exploring practical AI applications like process automation, predictive maintenance, and digital twins within our organization? How can these enhance our operational efficiency and reduce costs?
• 2. Renewable energy: How is our company leveraging renewable energy sources, such as solar and wind power, to reduce our environmental footprint and meet regulatory or market-driven sustainability goals?
• 3. IT outages: Do we have sufficient disaster recovery and response plans to mitigate the impact of unpredictable IT outages from both external cyberattacks and internal operational errors?
• 4. Economic outlook: Given the mixed sentiments on recession and economic growth forecasts, how are we preparing for potential downturns, especially in key markets like China or Germany?
• 5. Election influence: With the US election on the horizon, how could potential changes in policy, tariffs, and government spending affect our business operations and strategy?

SAMPLE VIEW

Questions answered:

• How is the overall economic environment affecting companies' earnings in Q3 2024?
• What are some of the upcoming trends that CEOs talk about?
• What keywords were most prevalent 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 2024?

SAMPLE VIEW

Table of Contents

1. Executive Summary

2. Pulse Check: The current economic environment

3. What CEOs talked about in Q3/2024

• Importance of selected topics in earnings calls since Q1 2019
• 3.1. Economic concerns
• 3.2. AI
• 3.3. Elections
• 3.4. Outage
• 3.5. AI applications
• 3.6. Green energy

4. Selected deep-dives

• 4.1. Sector overview
• 4.2. AI
• 4.3. Economic concerns
• 4.4. Sustainability
• 4.5. Production capacity
• 4.6. IoT

5. Sentiment & outlook by region and vertical

6. Appendix