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Ericsson (ERIC) is a global telecommunications company specializing in providing infrastructure, software, and services to enable connectivity and digital transformation. The company focuses on developing advanced telecommunications solutions, including 5G networks, cloud-native platforms, and enterprise communication services. Ericsson's offerings cater to both communication service providers and enterprise customers worldwide.
- Networks - Delivers multi-technology-capable Radio Access Network (RAN) solutions, including purpose-built and Open RAN-prepared hardware and software, Cloud RAN, transport portfolios, and antenna solutions. Also provides network deployment and support services.
- Cloud Software and Services - Offers solutions for core networks, business and operational support systems, network design and optimization, and managed network services, enabling cloud operations and intelligent, automated networks.
- Enterprise - Comprises solutions such as Unified Communications as a Service (UCaaS), private wireless networks, and mobile financial services, targeting enterprise customers.
- Given the strong revenue contribution from the AT&T contract in Q3, why does your Q4 outlook indicate subseasonal Networks revenue growth, and how do you anticipate this contract will affect revenue seasonality and group margins in the coming quarters?
- With your rolling 12-month EBITA margin at around 10% in Q3, below your target of 15-18%, what specific additional cost actions do you plan for 2025 in a flat market with inflationary pressures, and can you achieve your margin targets without further restructuring?
- Enterprise Wireless Solutions experienced a significant slowdown in growth this quarter and you anticipate continued softness; can you explain the specific reasons for this decline and detail the measures you are taking to revive growth in this segment?
- You have consistently provided conservative gross margin guidance but have outperformed in recent quarters; is there a visibility issue with your forecasting processes, or are unexpected factors contributing to these better-than-expected margins?
- In the competitive RAN market, especially with pressure from Chinese vendors, how do you plan to maintain market share without compromising margins, and are there strategic adjustments you're making to tackle these competitive challenges?