季度趋势报告:2025年第一季的CEO的讲话

此报告也可作为捆绑包（4 份报告）提供，涵盖第 1 季至第 4 季。如果您想购买捆绑包，请联络我们的销售人员。

这是一份 69 页的报告，内容涉及 2025 年第一季财报电话会议期间揭露的趋势。基于 2025 年第一季及 2024 年第四季 8,000 多家美国上市公司的收益电话会议资料。

本报告是 IoT Analytics 对CEO 的数位议程的持续研究的一部分，其提供的资讯是基于 2025 年第一季和 2024 年第四季 8,000 多家美国上市公司的财务报表资料库。每个季度，IoT Analytics 都会分析收益电话会议上揭示的趋势，并提供最近一个季度的调查结果。目的是让其他市场参与者了解执行长和公司目前的关注点，为了确保客观性，IoT Analytics 不会改变或补充任何结果或故意排除收益电话会议。

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2025年第一季的主要的扩大题目

• 关税
• 不确定性的高涨
• AI和代理商型AI

2025年第一季的主要的缩小题目

• 人才采用

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给CEO的5个重要的问题

• 关税影响与弹性：您的供应链和利润率对新关税的脆弱性如何？您可以采取哪些即时措施来减轻影响？
• 情境规划：如果地缘政治和贸易不确定性持续或升级，您是否制定了强有力的应急计画？
• 地理风险平衡：我们是否过度暴露于高度不确定的领域？我们是否应该重新考虑我们的足迹或地理策略？
• 人工智慧机会评估：我们是否在基于代理的人工智慧方面投资得够快、够聪明，以便在劳动力限制内提高生产力？
• 投资人沟通：您是否已清楚解释您的风险缓解策略和技术重点，以解决投资者的担忧？

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回答了的问题

• 2025年第一季的整体经济环境将会如何？
• 执行长认为未来的趋势是什么？
• 上一季的财报公告中最常见的关键字是什么？
• 执行长谈论的与关键字相关的关键主题是什么？
• 近年来哪些主题不再重要？
• 各行业的未来趋势是什么？
• 2025 年第一季财报电话会议期间情绪发生了怎样的变化？

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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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