季度趨勢報告：CEO 在 2024 年第四季的言論

A 63-page report on the trends that emerged in Q4/2024 earnings calls. The report is based on data from 100,000+ corporate earnings calls of US-listed companies from Q1/2019 through Q4/2024.

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The "Quarterly trend report: What CEOs talked about in Q4 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 100,000+ earnings calls of US-listed companies from Q1 2019 through Q4 2024 . 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 Q4/2024

• Tariffs
• Reshoring
• Agentic AI

Key declining themes in Q4/2024

• Ai and generative AI
• Sustainability

5 critical questions for CEOs

• U.S. elections: Considering the potential tariff changes, geopolitical shifts, and trade policy uncertainty, how can we proactively mitigate risks associated with election outcomes?
• AI adoption: Is our AI strategy delivering measurable values and are we prepared for agentic AI?
• Reshoring strategies: With reshoring at an all-time high, how should we adjust our supply chain and manufacturing operations to maximize benefits and minimize disruptions?
• Economic resilience: Is our business model robust enough to navigate persistent inflation and potential recessionary pressures in key markets?
• Sustainability: How aligned are we with evolving sustainability mandates, and what measures are we taking to meet global environmental expectations?

Questions answered:

• How is the overall economic environment in Q4 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 Q4 2024?

Table of Contents

1. Executive Summary

2. Pulse Check: The current economic environment

3. What CEOs talked about: Key themes discussed in Q4/2024

• Importance of selected topics in earnings calls since Q1/2019
  • 3.1. Economic concerns
  • 3.2. Election
  • 3.3. AI
  • 3.4. Reshoring
  • 3.5. Agentic AI

4. Deep-dive: Key topics and themes explored

• 4.1. Sector overview
• 4.2. Election
• 4.3. Sustainability
• 4.4. Crypto
• 4.5. Production capacity
• 4.6. IoT

5. Sentiment & outlook: Sector and regions analyzed

6. Appendix