季度趨勢報告：CEO們在2026年第一季說了什麼

Quarterly Trend Report: What CEOs Talked About in Q1 2026

出版日期: 2026年04月30日 | 出版商:

IoT Analytics GmbH | 英文 68 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

這份68頁的報告總結了2026年第一季財報電話會議中所揭示的趨勢。報告根據2019年第一季至2026年第一季美國上市公司舉行的超過12萬次財報電話會議的數據。

2026年第一季的主要上升趨勢

伊朗
物理/基於代理的人工智慧
OpenClaw
SaaSpocalypse

2026年第一季的主要下行主題

關稅與不確定性
人工智慧泡沫

向執行長提出的五個關鍵問題

1. 您是否正在檢驗供應鏈的韌性，以應對可能持續的伊朗石油危機？

第一季，「伊朗」一詞的提及量激增550%，成為該資料集中成長最快的關鍵字。光是3月份，布蘭特原油價格就上漲了49%，預期實際需求短缺的情況將持續到6月。現在，您應該了解貴公司在能源成本、原料和整體物流方面的風險敞口。

2.經營模式能否經得起「SaaS末日」的考驗？

執行長們越來越擔心人工智慧會使傳統軟體商品化，並崩壞基於授權的定價模式。為了因應這場產業變革，企業應該評估自身是否需要轉型為混合定價模式或代幣化定價模式。

3. 面對人工智慧造成的“記憶體短缺”，您如何保障電子設備的供應鏈？

人工智慧雲端服務供應商正努力確保在 2026 年底前獲得全球 DRAM 和 NAND 快閃記憶體的供應。由於記憶體短缺，工業市場的投入成本已經上漲，他們需要確保其硬體和設備藍圖能夠承受本季內價格的大幅上漲。

4. 您是否已做好應對 OpenClaw 帶來的安全和合規風險的準備？

OpenClaw 在財報電話會議討論中的提及率僅一個季度就從零飆升至 0.4%。 CrowdStrike、Palo Alto Networks 和 Gen Digital 都已將其列為一個重要的全新攻擊面。企業需要評估自身的安全態勢是否足以應對員工在缺乏 IT 部門監管的情況下已經開始使用的基於代理的 AI 框架。

5. 您的目標是實現實體人工智慧，還是僅僅實現數位人工智慧？

第一季，提及實體人工智慧的次數增加了一倍以上（+116%），其中亞太地區公司的提及頻率是歐洲、中東、非洲和北美地區的兩倍。英偉達、高通、聯邦快遞和印孚瑟斯都將其定位為「下一個前沿領域」。各公司需要評估其人工智慧藍圖是否涵蓋機器人、自主物流和邊緣推理等實體領域，還是仍純粹基於軟體。

已解答的問題

2026年第一季的整體經濟環境會是什麼樣的？
CEO們正在討論哪些未來趨勢？
上一季財報電話會議中提及次數最多的關鍵字是？
執行長們圍繞關鍵字主要討論了哪些話題？
近年來，有哪些話題的重要性下降？
各產業的未來發展趨勢是什麼？

簡介目錄

A 68-page report on the trends that emerged in Q1 2026 earnings calls. The report is based on data from 120,000+ earnings calls of US-listed companies from Q1 2019 through Q1 2026.

About the report

The Quarterly trend report: What CEOs talked about in Q1 2026 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 120,000+ earnings calls of US-listed companies from Q1 2019 through Q1 2026. Every quarter, IoT Analytics analyzes trends emerging from 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 deliberately exclude any earnings calls.

Key rising themes in Q1 2026

Iran
Physical/agentic AI
OpenClaw
SaaSpocalypse

Key declining themes in Q1 2026

Tariffs and uncertainty
AI bubble

5 critical questions for CEOs

1. Are we stress-testing our supply chain against a prolonged Iran oil shock?

Iran mentions surged 550% in Q1, the fastest-growing keyword in the dataset. Brent crude rose 49% in March alone, with physical shortages expected through June. Map your exposure across energy costs, raw materials, and logistics now, before mid-April disruptions hit.

2. Is our business model resilient to the “SaaSpocalypse”?

CEOs are increasingly concerned that AI will commoditize traditional software and destroy seat-based pricing models. You should evaluate whether your organization needs to shift toward hybrid or tokenized pricing models to survive this industry-wide transition.

3. How are we securing our electronics supply chain against the AI-driven “memory shortage”?

AI cloud service providers are attempting to lock up the global DRAM and NAND supply through late 2026. With memory shortages already driving up input costs for industrial markets, you must validate that your hardware and device roadmaps are resilient to significant intra-quarter price increases.

4. Are we prepared for the security and compliance risks of OpenClaw?

OpenClaw surged from zero to 0.4% of earnings calls in a single quarter. CrowdStrike, Palo Alto, and Gen Digital all flagged it as a major new attack surface. Assess whether your security posture covers agentic AI frameworks that employees are already adopting, often without IT oversight.

5. Are we building toward physical AI, or just digital AI?

Physical AI mentions more than doubled (+116%) in Q1, with APAC companies mentioning it twice as often as EMEA or North America. NVIDIA, Qualcomm, FedEx, and Infosys are all framing it as the next frontier. Evaluate whether your AI roadmap extends into the physical world—robotics, autonomous logistics, edge inference, or remains purely software-side.