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    Joseph Zhou

    Research Analyst at Barclays PLC

    Joseph Zhou is an analyst at Barclays PLC focusing on equity research and analysis within the financial sector. While at Barclays, Zhou specializes in detailed coverage of listed companies, providing clients with data-driven insights and recommendations; however, specific companies and performance metrics such as published returns or industry rankings are not publicly available. His professional background includes roles at other major financial institutions, although comprehensive details on prior employers or start dates remain undisclosed. Zhou is recognized for his strong analytical skills and holds advanced professional credentials, such as the CFA charter, which attests to his expertise in securities analysis and industry knowledge.

    Joseph Zhou's questions to ERICSSON LM TELEPHONE (ERIC) leadership

    Joseph Zhou's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q2 2024

    Question

    Joseph Zhou of Barclays questioned if the Q3 Networks gross margin guidance of 45-47% represents a peak level, given it approaches 2021 highs but with lower sales volume. He also asked if the new IPR contract was with a Chinese smartphone vendor.

    Answer

    CFO Lars Sandstrom acknowledged the margin is at a high level but stated the company is always working to improve. CEO Börje Ekholm added that the long-term shift to more software in the product mix could also influence future margins. Lars Sandstrom declined to identify the IPR counterparty, citing confidentiality.

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