DeepSeek is a hot topic on earnings calls this quarter

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  • Executives are increasingly fielding analyst questions about the business impact of DeepSeek.
  • In spite of the market disruption, the early outlook is generally optimistic about the tech.
  • Business Insider will keep this story updated as more companies report earnings.

Stock market surprises have a way of echoing through subsequent earnings calls, and the impact of DeepSeek is reverberating on Wall Street.

On recent analyst calls, executives have increasingly fielded questions about the Chinese AI and what it means for their businesses.

The name DeepSeek was mentioned in at least nine earnings calls last week, according to an AlphaSense search, with only a single mention prior to the company’s bombshell announcement about its AI models.

But in spite of the market disruption that saw wild swings in Big Tech share prices, the early outlook is generally optimistic about the tech.

Here’s what business leaders are telling analysts:



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