분기별 동향 보고서 : 2025년 2분기 CEO의 화제

A 61-page report on the trends that emerged in Q2 2025 earnings calls. The report is based on data of 110,000+ earnings calls of US-listed companies from Q1 2019 through Q2 2025.

Sample preview

The "Quarterly trend report: What CEOs talked about in Q2 2025" 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 110,000+ earnings calls of US-listed companies from Q1 2019 through Q2 2025. Every quarter, IoT Analytics analyzes some trends that emerge in the earnings calls and presents some 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 calls deliberately.

Sample preview

Key rising themes in Q2 2025:

• Tariffs
• Possibility of recession
• Agentic AI

Key declining themes in Q2 2025:

• Sustainability
• General topics around AI

Sample preview

5 critical questions for CEOs:

• Tariff impact: With tariffs being the most discussed topic among CEOs, how should we adjust our pricing strategies, supply chain setup, and sourcing decisions to minimize risks?
• Recession preparation: Given ongoing macroeconomic uncertainty and increasing discussions about recessions, are we prepared for a potential recession?
• Trade policy: Governments worldwide are involved in ongoing negotiations on trade deals and tariff agreements. Are we monitoring the decision-making process and preparing for various eventualities?
• Agentic AI readiness: As agentic AI gains traction, is our organization equipped to integrate these capabilities into our business processes, and how do we differentiate from competitors in AI adoption?
• Decreasing sentiment: With global sentiment declining, are we ready to help our customers and business partners in addressing their specific pain points?

Questions answered:

• How is the overall economic environment in Q2 2025?
• 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 upcoming trends in different sectors?
• How did the sentiment change in earnings calls in Q2 2025?

Table of Contents

1. Executive summary

2. Pulse check: The current economic environment

3. What CEOs talked about in Q2 2025

• Importance of selected topics in earnings calls since Q1 2019
• 3.1. Tariffs
• 3.2. Recession
• 3.3. Agentic AI

4. Selected deep-dives

• 4.1. Sector overview
• 4.2. Industrial sector
• 4.3. AI
• 4.4. Reshoring
• 4.5. Other

5. Sentiment & Outlook by vertical and region

6. Appendix