Ericsson (ERIC) reported modest second-quarter 2024 results, with the top line surpassing the Zacks Consensus Estimate and the bottom line missing the same. In spite of steady sales in the Enterprise, Cloud Software and Services segment, soft demand in the Networks led to a top-line contraction year over year. Solid sales growth in North America is offset by declining capex investments in India. Higher IPR licensing revenues, cost optimization and a robust portfolio boosted the gross margin. Healthy improve ...

文章核心观点 - 艾瑞克森公司第二季度收入超出预期,主要得益于北美地区销售大幅增长[2] - 尽管公司整体收入同比下降7%,但北美地区收入增长15%[2] - 艾瑞克森CEO表示,行业投资水平"不可持续地低",但下半年北美地区合同交付将带来销售增长[3] 公司经营情况 - 公司第二季度收入为598.5亿瑞典克朗(约56.8亿美元),同比下降7%,但超出预期[2] - 由于计提114亿瑞典克朗的减值损失,公司净亏损110亿瑞典克朗,每股亏损3.34瑞典克朗[2] - 北美地区收入增长15%至166亿瑞典克朗,但整体销售受到网络业务收入下降11%的拖累[2] 股价表现 - 艾瑞克森美国存托凭证(ADR)股价上涨4.2%,达到6.66美元,今年迄今涨幅近6%[3] - 艾瑞克森ADR股价创近两年新高[2]

文章核心观点 - 瑞典电信巨头爱立信公司正在进行裁员等成本削减措施 [1] - 爱立信第二季度收入下降7%,但仍好于分析师预期 [2][3] - 爱立信在北美市场实现收入增长14%,毛利率也有所扩大 [5] - 爱立信CEO表示,公司正努力优化业务,应对行业投资水平不可持续的挑战 [6] - 爱立信在5G网络基础设施和云软件领域面临来自诺基亚等竞争对手的压力 [7] - 爱立信在美国市场与AT&T签订了重大合同,在开放式无线接入网络(Open RAN)领域取得突破 [8] - 爱立信将印度市场视为重点增长市场,但预计未来投资增速将有所放缓 [9][10] 公司经营情况 - 第二季度收入下降7%至598亿瑞典克朗(约56.8亿美元),但好于分析师预期的583亿克朗 [3] - 公司净亏损110亿克朗,上一季度曾实现26亿克朗的利润 [4] - 北美市场收入增长14% [5] - 毛利率有所扩大 [5] - 公司正努力优化业务,应对行业投资水平不可持续的挑战 [6] 行业发展 - 公司从原有的电话业务和手机业务转向5G网络基础设施和云软件 [7] - 公司面临来自诺基亚等竞争对手的压力,行业投资水平不可持续 [7] - 公司在美国市场与AT&T签订了重大合同,在开放式无线接入网络(Open RAN)领域取得突破 [8] - 公司将印度市场视为重点增长市场,但预计未来投资增速将有所放缓 [9][10]

STOCKHOLM, July 12, 2024 /PRNewswire/ --Strategic highlights – taking proactive action in a challenging market environment Delivering on network technology leadership strategy; externally recognized as 5G leader for 4th consecutive year.  Further progress to build out Global Network Platform for network APIs; two additional partnerships in Q2.  New 5G patent licensing agreement signed; on track to deliver the SEK 12-13 b. IPR revenue target for 2024. Financial highlights – strong gross margin expansion, par ...

Ericsson (ERIC) recently announced that Vodafone has opted to deploy Ericsson’s Interleaved AIR 3218 antenna solution to expand 5G coverage in Germany. With the first antenna system already deployed at a multi-story car park in Dusseldorf, ERIC aims to install more than 500 systems across the country by the end of 2026.Germany is witnessing an increase in data traffic of more than 30% annually. By integrating Ericsson’s innovative solution, Vodafone is aiming to accommodate this growing data demand. However ...

Ericsson (ERIC) recently joined forces with Optus, one of the leading telecommunications companies in Australia, to conduct a pioneering pilot project that involves enhancing network experience by utilizing Ericsson’s innovative Interference Sensing technology on a live network. Inter-cell interference is caused when signals from neighboring cells in a mobile network interfere with each other. It leads to degraded signal quality, reduced data throughput and lower network capacity. The issue is more prevalen ...

Effective as of August, 1, 2024 Becomes member of Ericsson's Executive Team, reporting to the CEO STOCKHOLM, July 2, 2024 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) today announces the appointment of Patrick Johansson as its new Head of Market Area Middle East & Africa (MMEA) and Senior Vice President. Mr. Johansson who is currently Head of Business Control & Operations at Ericsson's Business Area Cloud Software & Services, will replace Fadi Pharaon whose decision to leave Ericsson was announced in May 2024. M ...

Effective as of August, 1, 2024 Becomes member of Ericsson's Executive Team, reporting to the CEO STOCKHOLM, July 2, 2024 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) today announces the appointment of Patrick Johansson as its new Head of Market Area Middle East & Africa (MMEA) and Senior Vice President. Mr. Johansson who is currently Head of Business Control & Operations at Ericsson's Business Area Cloud Software & Services, will replace Fadi Pharaon whose decision to leave Ericsson was announced in May 2024. M ...

While the 6G race is well underway, some curious investors may wonder when and how 6G technology will come. Many analysts predict the technology will begin testing between 2025 and 2028, with the first commercial applications arriving around 2030. Yet, 6G is more than just a faster telecommunications network. The introduction of 6G could result in significantly increased network capacity and functional range. That means the best 6G stocks to buy are those actively investing in taking advantage of this new s ...

HOLMDEL, N.J., June 27, 2024 /PRNewswire/ -- Vonage, a global leader in cloud communications helping businesses accelerate their digital transformation and a part of Ericsson (NASDAQ:ERIC), has again been recognized as a Leader in the Gartner Magic Quadrant for Communications Platform as a Service (CPaaS) for Ability to Execute and Completeness of Vision. For the second consecutive year, Vonage is positioned furthest to the right on the Completeness of Vision axis in the Leaders Quadrant. A Gartner Magic Qu ...