According to a recent analysis by DeepSeek, artificial intelligence has become an increasingly dominant topic in corporate earnings calls, with executives facing more questions about AI implementation and strategy. The study revealed that both company executives and analysts are showing heightened interest in AI-related discussions during quarterly earnings calls. The analysis found that AI-related questions have increased significantly, particularly in sectors like technology, finance, and healthcare. Notably, analysts are pressing executives more frequently about specific AI implementation plans, potential revenue impacts, and competitive positioning in the AI landscape. The study highlighted that companies are being pushed to provide more concrete details about their AI investments and expected returns, moving beyond general statements about AI potential. This trend reflects the growing importance of AI as a strategic business driver and its impact on company valuations. The research also noted a shift in the nature of questions, evolving from broad inquiries about AI potential to more specific questions about practical applications, timeline implementations, and measurable outcomes. This change indicates a maturing market perspective on AI, where investors and analysts are seeking tangible evidence of AI’s business value rather than accepting speculative promises. The findings suggest that companies need to be better prepared to address detailed AI-related questions and demonstrate clear strategies for AI integration into their business models.
Source: https://www.businessinsider.com/deepseek-hot-topic-earnings-calls-exec-analyst-questions-2025-1