AI the 'Hottest Topic' on Recent Earnings Calls
AI was the “hottest topic” on earnings calls that LightShed monitored last quarter, analyst Walter Piecyk said Tuesday. AI was covered on more than 55% of the calls, with mentions up 9% over the previous quarter, “exceeding 500 for the…
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first time,” the firm said: “Big Tech (Amazon, Apple, Google, Meta, Netflix) still accounted for ~40% of mentions.” Inflation was mentioned on only about 15% of calls compared with 20% for the prior three quarters, he said: “There has not been a pick-up in mentions of a potential recession, which was only discussed on two calls, matching the lowest level last seen in 4Q21.”