분기별 동향 보고서 : 2025년 3분기 CEO가 논의한 주제

A 60-page report on the trends that emerged in Q3 2025 earnings calls. The report is based on data of 110,000+ earnings calls of US-listed companies from Q1 2019 through Q3 2025.

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The "Quarterly trend report: What CEOs talked about in Q3 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 Q3 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.

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Key rising themes in Q3 2025

• Data centers
• Agentic AI and AI agents
• Robotics

Key declining themes in Q3 2025

• Tariffs
• Uncertainty
• Recession

5 critical questions for CEOs

• Are our tariff responses still fit for Q3 conditions? Tariffs remain the most cited topic. Recheck pricing, supplier mix, and mitigation strategies (e.g., dual sourcing, nearshore options).
• Are we set to win the AI talent race? Demand is rising fast. Check on the plan to hire, upskill, and retain AI engineers, data scientists, and product owners. Identify which roles need to be filled immediately. Do we have partnerships that can fill a potential gap at this time?
• Do we have measurable ROI from AI and agents today? AI mentions hit a new high, with agentic AI rising fast. Prioritize use cases with tracked outcomes, tighten governance, and plan skills and hiring where needed.
• What is our automation and robotics roadmap for 12 months? Interest in robotics (including humanoids) is growing. Identify pilot lines, define safety and change management steps, and establish simple ROI gates for scale-up.
• Should we stress-test demand planning and capacity to handle sudden demand fluctuations now? Add weekly leading indicators (orders, cancellations, and channel inventory). Pre-approve flex capacity and overtime rules. Trim long-tail SKUs. Tighten pricing guardrails for rapid moves up or down.

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Questions answered:

• How is the overall economic environment in Q3 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 Q3 2025?

Table of Contents

1. Executive summary

2. Pulse check: The current economic environment

3. What CEOs talked about in Q3 2025

• 3.1. Importance of selected topics in earnings calls since Q1 2019
• 3.2. AI
• 3.3. Data Centers
• 3.4. Tariffs
• 3.5. Deep-dive: Sector overview
• 3.6. Deep-dive: Selected topics

Manufacturing deep-dive

• 4.1. What manufacturing CEOs talked about
• 4.2. Current challenges

5. Sentiment & Outlook by vertical and region

6. Appendix