What: AI and machine learning are now central topics in global CEO and analyst discussions, reflecting a major shift in business priorities.

Why it is important: The growing focus on AI highlights a widening gap between early adopters and laggards, emphasizing the need for strategic investment and leadership

The latest CEO Radar analysis reveals a significant transformation in executive agendas, with AI and machine learning now dominating discussions among CEOs and analysts worldwide. This shift marks a move away from the defensive mindset driven by tariff and recession fears, toward a renewed emphasis on innovation, growth, and long-term performance drivers. AI has entered the top ten trending topics for analysts, with mentions rising sharply, while CEOs continue to prioritize AI as a tool for managing supply chains, boosting efficiency, and navigating external pressures. However, only a small elite group of companies is currently realizing substantial value from their AI investments, creating a widening gap between early adopters and those struggling to scale. Regional differences persist, with North American leaders focusing on technological integration and European executives remaining cautious due to economic volatility. Overall, the report underscores the urgency for companies to move beyond pilot projects and deliver measurable results from AI, as the market increasingly demands evidence of return on investment. 

IADS Notes: Recent industry news from July and September 2025 confirms that only 10% of retailers have successfully scaled AI, resulting in notable productivity gains and stronger long-term performance. This has led to a pronounced AI value gap, with early adopters outpacing competitors. The shift from defensive strategies to proactive, growth-oriented approaches is also evident, as retailers restructure supply chains and leverage AI-powered analytics to enhance resilience. Regional contrasts remain, with US retailers prioritizing technology and European companies focusing on regulation and customer acquisition, as highlighted in June 2025.

The CEO Radar -Q4 2025 : Signals shaping tomorrow