2025年科技与电信行业首席执行官(CEO)展望报告

KPMG International Foreword A number of forces are shaping the technology andtelecommunications sector. Investment in Artificialintelligence (AI) is massive and the pace of changeintense. AI is enabling companies to automate processes,improve efficiencies, and with Agentic AI, assist indecision making. Businesses are also coming underpressure to use AI to secure growth and questions are the globe regarding data privacy, tariffs, and antitrustrestrictions, complications related to cyber securityand matters of national security interests can restrict The responses indicatethat the sector isapproaching the future Meanwhile, as the sectors thirst for energy continues torise, companies across the sector must consider how theycan source reliable, affordable resources. While attitudesdiffer across the globe, many companies are leading the Against this backdrop, the 2025 CEO Outlook surveyreveals how technology and telecommunications CEOsare addressing these major economic, technological,geopolitical, regulatory, and talent challenges. The Companies are concerned about the shape and make-upof their current and future workforces. Determining whichfunctions and activities can be undertaken by AI may bestraightforward in certain settings but determining the Anna ScallyGlobal Head of Technology,Media & Telecommunications, Technology and telecommunications companies may bespearheading the AI revolution, but it’s equally importantthat they use this exciting technology effectively within Regulatory compliance concerns also loom high onleaders’ priorities and is affecting the way in which they Executivesummary Faced with rapid and unpredictable geopolitical, economic and technological change,today’s technology and telecommunications leaders retain a firm yet measuredconfidence in the prospects of both the sector as a whole and their companies in AI is considered a major vehicle for transforming efficiency and driving new revenue streams from innovativenew products and fresh routes to market. According to the CEOs surveyed, technology and telecommunicationscompanies are putting their money where their mouths are and investing heavily in AI. However, there is concern over Given the transformational impact of AI, these leaders feel they have some work to do to bring their workforcesup to speed — including winning hearts and minds. Companies are investing substantially in upskilling, with awillingness to seek external support to integrate AI and access valuable expertise. Another challenge to overcome Sustainability may have taken a back seat in certain geographies, but wider environmental, social and governance(ESG) issues remain an imperative for many in the sector. CEOs point to a pressing need to meet complianceand reporting requirements. The sector is yet to fully embrace the potential of ESG to deliver value, by reducingdependency on unreliable energy sources, reducing costs and creating more reliable supply chains. And, while In a sector that literally drives the world, its leaders are surging ahead with confidence, but also with a degree ofcaution, in order to both deliver and harness the huge potential of technology in a safe and sustainable manner. Keyfindings 62%Tuning the workforce intoan AI world Achieving strategicadvantage through ESG of CEOs prioritizeESG complianceand reporting tomeet investor Economic outlook andbusiness confidence AI powered technologicalinnovation of CEOs believe agentic AI willhave a “transformational” or“significant” impact on their 80%of CEOs are confident in theircompanies’ growth prospectsand 83% are confident in the 45%of CEOs say employees’technical capabilities and skillsare a barrier to AI implementation49%are investing in AI educationand training across the of CEOs agree that AI is atop investment priority fully integratethe costs andpotential ROIof sustainability 40%of CEOs now anticipate“robust” earnings growth,compared to 29 percent of organizations anticipateallocating 10-20% of theirbudgets on AI in next 43%display a “high” appetite for 39%say bridging the gap betweenexisting and desired skills asa challenge in attracting and feel lack ofsustainability skillsis a major barrier Ethical challenges present the single greatestbarrier to successful AI implementation KPMG 2025 Technology & Telecommunications CEO Outlook |4 Economicoutlookandbusinessconfidence01 Expectations of earnings growth have risensubstantially in the past year, with 40 percentof CEOs now anticipating “robust” rises (2.5–5percent), compared to just 29 percent of CEOswho shared that view in 2024. Technologycompany leaders are slightly more bullish thantheir telecommunications counterparts — which Expectations ofearnings growth have Most of the CEOs surveyed (89 percent)are pursuing inorganic avenues to growth,with 43 percent displaying a “high”appetite for “transformative” acquisitions.Telecommunications companies are beingchallenged by new competitors, notably inthe busine