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Erik Rosenstahl

Research Analyst at SEB

Erik Rosenstahl is an Equity Analyst at SEB, specializing in telecommunications sector research with a focus on Nordic and European telecom companies. He actively covers major firms such as Telefonaktiebolaget LM Ericsson (publ), participating in their earnings calls to provide insights and analysis. Specific performance metrics, rankings, or quantitative track records such as success rates on platforms like TipRanks are not publicly detailed in available sources. Rosenstahl's career timeline and previous roles at other firms, along with professional credentials like FINRA registrations or securities licenses, remain undisclosed in current public records.

Erik Rosenstahl's questions to ERICSSON LM TELEPHONE (ERIC) leadership

Question · Q4 2025

Erik Rosenstahl inquired about Ericsson's current exposure and future opportunities in the Defense and Mission Critical sectors, following comments on increasing investments in these areas.

Answer

Börje Ekholm, CEO, explained that defense investments are currently part of total R&D but may increase due to a potentially sizable market driven by U.S. and European spending. He highlighted the shift to 3GPP-enabled solutions for cost-effectiveness and performance, and other applications like drone detection, noting that increased spending would be partly offset by efficiency gains.

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