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Simon Granath

Simon Granath

Partner and Equity Research Analyst at ABG Sundal Collier

Stockholm, SE

Simon Granath is a Partner and Equity Research Analyst at ABG Sundal Collier, specializing in IT and technology stocks with deep expertise in the Nordic region. He covers publicly listed companies such as Proact IT Group, Ework Group, and Ericsson, having been actively involved in major IPOs for firms like Readly and Acast and providing fundamental analysis within the tech sector. Granath began his career at Nordea before joining Remium, where he focused on research for small and medium-sized Nordic companies, and has been with ABG Sundal Collier since June 2018. He holds a Master of Science in Business Administration and Economics with a finance specialization from Linköping University, and he regularly certifies investment research reports for compliance with MiFID II standards.

Simon Granath's questions to ERICSSON LM TELEPHONE (ERIC) leadership

Question · Q4 2025

Simon Granath asked about Ericsson's medium-term OpEx trajectory and R&D balance, specifically addressing the risk of managing R&D capabilities with a broadly flattish RAN demand environment into 2026 and 2027, ahead of 6G.

Answer

Lars Sandström, SVP and CFO, discussed continuous work on Opex levels, strategic investments, and productivity to manage cost inflation. Börje Ekholm, CEO, emphasized ongoing R&D efficiency, strategic allocation to new areas like Mission Critical and defense, and maintaining technology leadership at current spend levels even with a flattish market outlook.

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Question · Q2 2025

Simon Granath of ABG Sundal Collier inquired about other areas where Ericsson could boost sales efforts, given the normalization of the U.S. market, with a specific focus on the potential of the defense sector.

Answer

CEO Börje Ekholm described the defense sector potential as 'substantial,' noting 5G's suitability for connecting military equipment and sensors. He highlighted the Ericsson Federal Technology Group (EFTG) in the U.S. as a key initiative. He also emphasized the large, additive market opportunity in mission-critical networks for first responders, which have long sales cycles.

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