季度趨勢報告:2025年第一季的CEO的講話

此報告也可作為捆綁包（4 份報告）提供，涵蓋第 1 季至第 4 季。如果您想購買捆綁包，請聯絡我們的銷售人員。

這是一份 69 頁的報告，內容涉及 2025 年第一季財報電話會議期間揭露的趨勢。基於 2025 年第一季及 2024 年第四季 8,000 多家美國上市公司的收益電話會議資料。

本報告是 IoT Analytics 對CEO 的數位議程的持續研究的一部分，其提供的資訊是基於 2025 年第一季和 2024 年第四季 8,000 多家美國上市公司的財務報表資料庫。每個季度，IoT Analytics 都會分析收益電話會議上揭示的趨勢，並提供最近一個季度的調查結果。目的是讓其他市場參與者了解執行長和公司目前的關注點，為了確保客觀性，IoT Analytics 不會改變或補充任何結果或故意排除收益電話會議。

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2025年第一季的主要的擴大題目

• 關稅
• 不確定性的高漲
• AI和代理商型AI

2025年第一季的主要的縮小題目

• 人才採用

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給CEO的5個重要的問題

• 關稅影響與彈性：您的供應鏈和利潤率對新關稅的脆弱性如何？您可以採取哪些即時措施來減輕影響？
• 情境規劃：如果地緣政治和貿易不確定性持續或升級，您是否制定了強有力的應急計畫？
• 地理風險平衡：我們是否過度暴露於高度不確定的領域？我們是否應該重新考慮我們的足跡或地理策略？
• 人工智慧機會評估：我們是否在基於代理的人工智慧方面投資得夠快、夠聰明，以便在勞動力限制內提高生產力？
• 投資人溝通：您是否已清楚解釋您的風險緩解策略和技術重點，以解決投資者的擔憂？

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回答了的問題

• 2025年第一季的整體經濟環境將會如何？
• 執行長認為未來的趨勢是什麼？
• 上一季的財報公告中最常見的關鍵字是什麼？
• 執行長談論的與關鍵字相關的關鍵主題是什麼？
• 近年來哪些主題不再重要？
• 各行業的未來趨勢是什麼？
• 2025 年第一季財報電話會議期間情緒發生了怎樣的變化？

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*This report is also available as a bundle package for Q1-Q4 (4 reports).
Please contact sales staff if you are interested in purchasing as a bundle package.

A 69-page report on the trends that emerged in Q1 2025 earnings calls. The report is based on data from 8,000+ corporate earnings calls of US-listed companies from Q1 2025 and Q4 2024.

The "Quarterly trend report: What CEOs talked about in Q1 2025" is part of IoT Analytics' ongoing coverage of CEOs' digital agenda. The information presented in this report is based on a database of 8,000+ earnings calls of US-listed companies from Q1 2025 and 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 Q1 2025

• Tariffs
• Rising uncertainty
• AI and agentic AI

Key declining themes in Q1 2025

• Recruiting

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5 critical questions for CEOs

• Tariff exposure and resilience - How vulnerable are our supply chains and margins to the new tariffs, and what immediate actions can we take to mitigate the impact?
• Scenario planning - Do we have robust contingency plans in place for continued or escalating geopolitical and trade uncertainty?
• Regional risk balance - Are we overexposed to high-uncertainty regions, and should we reconsider our footprint or regional strategy?
• AI opportunity evaluation - Are we investing fast enough-and wisely enough-in agentic AI to boost productivity amid workforce constraints?
• Communication with investors - Are we clearly articulating our risk mitigation strategies and technology priorities to calm investor concerns?

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Questions answered:

• How is the overall economic environment in Q1 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 Q1 2025?

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