季趋势报告：2024年第三季执行长声明

本报告是 IoT Analytics 进行的IoT 相关技术市场的系列报告的一部分。本报告中的资讯是根据2019年第一季至2024年第三季超过 95,000 份美国上市公司财务报表的资料库。每季，物联网分析都会分析财务绩效简报中出现的趋势，并发布最近一季的业绩。目的是向其他市场参与者传达执行长和公司当前的关注重点。为了确保客观性，物联网分析不会改变或补充结果也不会故意排除财务结果简报。

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第三季主要上升主题

• 1.人工智慧的实际应用
• 2.再生能源
• 3.意外的IT 故障
• 4.与选举相关

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第三季主题减少

• 1.人工智慧与生成式人工智慧
• 2.NVIDIA 与 GPU
• 3.云端供应商

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这对执行长意味着什么

根据调查记事的见解，CEO应该问自己的关键问题：

• 1. 人工智慧的应用：组织是否充分考虑了流程自动化、预测性维护和数位孪生等实际人工智慧应用？这些如何提高营运效率并降低成本？
• 2. 再生能源：使用太阳能和风能等再生能源来减少环境足迹并实现监管和市场驱动的永续发展目标。
• 3. IT 障碍：制定适当的灾难復原和回应计划，以减少因外部网路攻击和内部操作错误而导致的不可预测的IT 故障的影响。
• 4. 经济展望：鑑于对经济衰退和经济成长预测的看法不一，如何应对潜在的衰退，特别是在中国和德国等主要市场？
• 5. 选举影响：美国大选即将来临，政策、关税和政府支出的潜在变化是否有可能影响企业营运和策略？

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问题解答

• 总体经济环境将如何影响2024年第三季的企业业绩？
• CEO谈论未来趋势
• 上季财务业绩公告中最受欢迎的关键字是
• 近年来失去重要性的主题是
• 依部门的未来趋势
• 2024年第三季财务业绩发表会上的情绪有何变化？

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目录

第1章 执行摘要

第2章 脉搏检查：当前经济环境

第3章 2024年第三季CEO讲话

• 2019年第一季起财务业绩简报中涵盖的主题的重要性
• 经济担忧
• 人工智慧
• 选举
• 障碍
• 人工智慧的应用
• 绿色能源

第4章 主要详细分析

• 部门概览
• 人工智慧
• 经济担忧
• 永续发展
• 製造能力
• 物联网

第5章 情绪/展望：依地区/产业划分

第6章 附录

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