Earnings summaries and quarterly performance for ERICSSON LM TELEPHONE.
Executive leadership at ERICSSON LM TELEPHONE.
Board of directors at ERICSSON LM TELEPHONE.
Research analysts who have asked questions during ERICSSON LM TELEPHONE earnings calls.
Andreas Joelsson
Carnegie Investment Bank
4 questions for ERIC
Andrew Gardiner
Citigroup
4 questions for ERIC
Felix Henriksson
Nordea Bank Abp
4 questions for ERIC
Sami Sarkamies
Danske Bank A/S
4 questions for ERIC
Sandeep Deshpande
JPMorgan Chase & Co.
4 questions for ERIC
Francois-Xavier Bouvignies
UBS
3 questions for ERIC
Joachim Gunell
DNB Markets
3 questions for ERIC
Sébastien Sztabowicz
Kepler Cheuvreux
3 questions for ERIC
Alexander Duval
Goldman Sachs
2 questions for ERIC
Daniel Djurberg
Handelsbanken
2 questions for ERIC
Didier Scemama
Bank of America
2 questions for ERIC
Erik Lindholm-Rojestal
SEB
2 questions for ERIC
Fredrik Lithell
Handelsbanken Capital Markets
2 questions for ERIC
Jakob Bluestone
BNP Paribas
2 questions for ERIC
Richard Kramer
Arete Research
2 questions for ERIC
Ulrich Rathe
Sanford C. Bernstein & Co., LLC
2 questions for ERIC
Janardan Menon
Jefferies
1 question for ERIC
Joseph Zhou
Barclays PLC
1 question for ERIC
Robert Sanders
Deutsche Bank
1 question for ERIC
Simon Granath
ABG Sundal Collier
1 question for ERIC
Terence Tsui
Morgan Stanley
1 question for ERIC
Recent press releases and 8-K filings for ERIC.
- Vonage, a part of Ericsson, has commercially launched its fraud prevention Network APIs, including Silent Authentication and SIM Swap, across the U.S..
- This launch makes Vonage the first to bring these specific APIs to enterprises and developers across all major U.S. carrier networks.
- The new APIs leverage carrier-verified trust signals for advanced fraud detection, with Freenow (a part of Lyft) and Persona already onboarded as customers.
- Silent Authentication has shown 3 to 5 times faster authentication and up to 8 percentage points higher conversion rates, while SIM Swap detection can improve fraud detection by 30-40%.
- Ericsson has entered into a three-year, USD $3 billion partnership agreement with Export Development Canada (EDC).
- This partnership is designed to expand investment in Canadian research and development, strengthen domestic supply chains, and accelerate next-generation technologies such as 5G, Cloud RAN, AI, and quantum innovation.
- The agreement builds upon a previous CAD 634.8 million R&D agreement with the Government of Canada announced in 2024, further solidifying Ericsson's long-term commitment to Canadian innovation.
- Ericsson reported a -2% organic sales decline in Q3 2025, with total reported sales reaching SEK 56.2 billion.
- Profitability significantly increased, with adjusted EBITA at SEK 15.8 billion (28.1% margin) and diluted EPS at SEK 3.33. These figures include a SEK 7.6 billion capital gain from the divestment of iconectiv, which contributed SEK 1.72 per share to EPS.
- The adjusted gross margin improved to 48.1% in Q3 2025, up from 46.3% in Q3 2024, driven by operational execution and cost efficiency.
- The company maintained a strong cash position, with net cash increasing to SEK 51.9 billion. Management expects Enterprise organic sales to stabilize in Q4 and the RAN market to remain broadly stable.
- Ericsson reported Q3 2025 net sales of SEK 56.2 billion, with organic sales declining 2% year-on-year, primarily due to reduced sales in the Americas.
- The company achieved a three-year high EBITDA margin of 14.7% (excluding the iConnective sale gain) and a gross margin of 48.1%, driven by structural improvements in its cost base and operational efficiency, including a reduction of 6,000 employees over the last year.
- Adjusted EBITDA increased by SEK 0.4 billion to SEK 8.2 billion, and cash flow before M&A was SEK 6.6 billion, leading to an elevated net cash position of SEK 51.9 billion.
- Due to the strong cash position, the board plans to propose increased shareholder returns through extra dividends and/or a share buyback program at the upcoming Annual General Meeting.
- For Q4, Ericsson anticipates sales growth broadly similar to the three-year average quarter-on-quarter seasonality and expects Networks adjusted gross margin to be in the range of 49% to 51%.
- Total shares increased to 3,371,351,735 with 261,755,983 A shares and 3,109,595,752 B shares, and total votes of 572,715,558.2, reflecting the updated capital structure.
- The increase stems from issuing 23.1 million C shares, subsequently repurchased and converted into B shares, supporting the Long-Term Variable Compensation Programs.
- Ericsson’s AGM on March 25, 2025 authorized the company to retain and sell up to 60% of the vested LTV 2022 shares of series B to cover tax and social security liabilities related to performance share awards.
- The transfer, involving a maximum of 368,692 series B shares from the existing 38,390,417 held, may occur on Nasdaq Stockholm from May 19, 2025 until the AGM in 2026 at a registered price interval.
- On May 5, 2025, Ericsson announced an acquisition offer for 23.1 million C shares to fund its Long-Term Variable Compensation Programs LTV 2025 and LTV 2024.
- The offer, effective May 5–May 19, 2025, provides for cash payment of approximately SEK 5 per share.
- Once acquired, the C shares will be converted into B shares, resulting in a total share count of 3,371,351,735, including 261,755,983 A shares and 3,109,595,752 B shares.
- Q1 2025 results: net sales of SEK 55.0 billion, adjusted EBITA of SEK 6.9 billion, adjusted gross margin at 48.5%, and EBITA margin at 12.6%
- Networks segment delivered robust performance with sales of SEK 35.6 billion and an improved adjusted EBITA margin of 21%
- Strategic advancements include the first programmable networks partnership in Asia Pacific with Telstra and network API fraud detection deployments by all three USA operators
- The company announced a new market area structure to consolidate regions and enhance operational efficiency
- Q2 guidance projects margins between 48% and 50%, factoring a 1 percentage point tariff impact as the firm advances its strategic priorities
- Ericsson has been selected to deploy and operate a dual-mode 5G Core network for GCI, integrating cloud-native infrastructure and advanced AI tools to streamline core operations.
- The initiative supports GCI’s transition toward 5G Standalone (SA) services while enhancing operational efficiency and freeing up resources for strategic investments.
- Adopted financial statements for 2024 and approved a dividend of SEK 2.85 per share (with disbursement in two installments) during the AGM held on March 25, 2025.
- Board fee structure set with a yearly fee of SEK 5,000,000 for the Chair and SEK 1,300,000 for other non-employee members, including additional compensation for meeting attendance based on location.
- Long-Term Variable Compensation Programs were approved, including the issuance of 12.7 million B-shares under LTV 2025 and adjustments related to previous LTV programs, reflecting key employee incentive measures.
Quarterly earnings call transcripts for ERICSSON LM TELEPHONE.
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