Latest news with #TelefonaktiebolagetLMEricsson
Business Insider
19-07-2025
- Business
- Business Insider
CFRA Sticks to Its Hold Rating for Telefonaktiebolaget LM Ericsson (ERIC)
CFRA analyst Nazmi Ghazali maintained a Hold rating on Telefonaktiebolaget LM Ericsson yesterday and set a price target of $8.00. The company's shares closed yesterday at $7.46. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Ghazali is ranked #7075 out of 9841 analysts. Telefonaktiebolaget LM Ericsson has an analyst consensus of Hold, with a price target consensus of $8.90, a 19.30% upside from current levels. In a report released on July 16, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $7.50 price target.
Yahoo
23-04-2025
- Business
- Yahoo
[Latest] Global Private 5G Network Market Size/Share Worth USD 102.52 Billion by 2034 at a 40.2% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth, Growth Rate, Value)
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Private 5G Network Market size & share revenue was valued at approximately USD 3.55 Billion in 2024 and is expected to reach USD 4.90 Billion in 2025 and is expected to reach around USD 102.52 Billion by 2034, at a CAGR of 40.2% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are Telefonaktiebolaget LM Ericsson, Nokia Corporation, Samsung Electronics Co. Ltd., ZTE Corporation, Deutsche Telekom Group, AT&T Inc., Juniper Networks Inc., Verizon Communications, Altiostar, HUAWEI TECHNOLOGIES CO. LTD., Mavenir, T-Systems International GmbH, Cisco Systems Inc., Vodafone Group Plc, and others. Austin, TX, USA, April 23, 2025 (GLOBE NEWSWIRE) -- Custom Market Insights has published a new research report titled 'Private 5G Network Market Size, Trends and Insights By Type (Hardware, Software, Services), By Frequency (Sub-6 GHz, mmWave), By Spectrum (Licensed, Unlicensed/Shared), By Application (Manufacturing, Energy & Utilities, Transportation & Logistics, Defense, Enterprises & Campus, Mining, Healthcare/Hospitals, Oil & Gas, Retail, Agriculture, Smart Cities, Entertainment/Program Making & Special Events (PMSE), Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2025 – 2034' in its research database.'According to the latest research study, the demand of global Private 5G Network Market size & share was valued at approximately USD 3.55 Billion in 2024 and is expected to reach USD 4.90 Billion in 2025 and is expected to reach a value of around USD 102.52 billion by 2034, at a compound annual growth rate (CAGR) of about 40.2% during the forecast period 2025 to 2034.' Click Here to Access a Free Sample Report of the Global Private 5G Network Market @ Private 5G Network Market Overview The private 5G market is expanding fast as companies increasingly require secure, low-latency, and specialized connectivity to empower digital transformation. Manufacturing, logistics, mining, and healthcare industries are adopting private 5G networks for automation, real-time monitoring, and improved data analysis. In Germany alone, the government has granted thousands of permits for local use of 5G to firms to spur innovation in industrial IoT and smart factories. Likewise, Japan's 'Beyond 5G Promotion Strategy' is focusing on enterprise deployment of private networks in pursuit of industry competitiveness and innovation. In the US, technology majors are joining forces with telecommunication operators to offer private 5G-as-a-service, making the technology accessible to mid-sized businesses. These initiatives are a part of an international shift in which the public and private sectors collaborate to bring flexible, high-performance connectivity as per enterprise requirements. Request a Customized Copy of the Private 5G Network Market Report @ Private 5G Network Market Growth Factors and Dynamics Increasing Industrial Automation Requirement: Industrial automation involves integrating the latest technologies like robotics, IoT, and AI to streamline manufacturing and production processes. Private 5G networks provide the high-speed, low-latency, and reliable connectivity needed to sustain these technologies, facilitating real-time data exchange and control in industries. For example, in January 2025, Siemens increased its industrial-grade private 5G infrastructure capacity to handle as many as 24 radio units—each on a 5,000 m² coverage area—delivering secure, mission-critical connectivity for massive industrial zones. First launched in Germany in 2023, it's currently available in six European countries and Brazil, with another global launch planned for 2025. With the compact Scalance MUB852-1 5G router, the solution is a plug-and-play integration into Siemens automation, offering manufacturers in the pharma, mining, food and beverage, and other industries a secure, scalable, and user-friendly network for integrating smart devices and making real-time decisions. Random Data Security Risks: The more businesses handle higher volumes of sensitive data, the more fears of data breaches and cyberattacks have escalated. Private 5G networks guarantee enhanced security alternatives, allowing businesses to gain greater control of their network equipment and data, thus limiting possible risk. For example, in March 2025, a Trend Micro and CTOne's report states that although increased adoption of AI-based security products is observed, most organizations do not have the CT capabilities to protect private 5G networks. Though increased adoption is witnessed in vertical industries such as energy, healthcare, and manufacturing, high costs, false positives, and the absence of internal skills are concerns that remain. Only 20% of these industries have CT security teams, typically relying on CTOs or CIOs for management, despite their tight budgets. The study demands a combination of AI and deep technical expertise to secure it effectively. CTOne offers AI-driven solutions to fill the skills gap and improve security for private 5G networks. Smart Infrastructure Projects: Smart infrastructure projects involve the use of digital technology to integrate with physical infrastructure, like transport systems and utilities, to support efficiency and service delivery. Private 5G networks provide the basis for these kinds of projects, which have high-capacity and high-reliability connectivity. For example, in April 2025, U Mobile picked Huawei and ZTE to construct Malaysia's second 5G network, to cover 80% of the population in the first year and 90% of inhabited places in the second year, undercutting state-run Digital Nasional Bhd (DNB).The move to collaborate with the Chinese suppliers followed a tender process in which only Huawei and ZTE replied to U Mobile's tender invitation. U Mobile's 5G network will focus on major sites such as transportation centers, hospitals, smart cities, and data centers, with plans for complete indoor coverage. The action comes on the heels of the government's plan to end DNB's monopoly and bring in competition in the 5G market, with U Mobile set to finish the rollout by mid-2026 without further government injections. Report Scope Feature of the Report Details Market Size in 2025 USD 4.90 Billion Projected Market Size in 2034 USD 102.52 Billion Market Size in 2024 USD 3.55 Billion CAGR Growth Rate 40.2% CAGR Base Year 2024 Forecast Period 2025-2034 Key Segment By Type, Frequency, Spectrum, Application and Region Report Coverage Revenue Estimation and Forecast, Company Profile, Competitive Landscape, Growth Factors and Recent Trends Regional Scope North America, Europe, Asia Pacific, Middle East & Africa, and South & Central America Buying Options Request tailored purchasing options to fulfil your requirements for research. (A free sample of the Private 5G Network report is available upon request; please contact us for more information.) Our free sample report consists of the following: Introduction, Overview, and in-depth industry analysis are all included in the 2024 updated report. The COVID-19 Pandemic Outbreak Impact Analysis is included in the package. About 220+ Pages Research Report (Including Recent Research) Provide detailed chapter-by-chapter guidance on the Request. Updated Regional Analysis with a Graphical Representation of Size, Share, and Trends for the Year 2025 Includes Tables and figures have been updated. The most recent version of the report includes the Top Market Players, their Business Strategies, Sales Volume, and Revenue Analysis Custom Market Insights (CMI) research methodology (Please note that the sample of the Private 5G Network report has been modified to include the COVID-19 impact study prior to delivery.) Request a Customized Copy of the Private 5G Network Market Report @ Private 5G Network Market: SWOT Analysis Strengths: The market for private 5G networks offers ultra-high speed, low latency, and high reliability, enabling seamless connectivity for mission-critical use cases. They provide added security and control, and therefore are suitable for industries such as healthcare, manufacturing, and logistics. Value creation occurs when we configure network settings according to each use case. The networks also facilitate advanced technologies like AI, IoT, and automation. Overall, they equip businesses with higher operating efficiency and potential for innovation. Weaknesses: The premium installation cost in the beginning, which encompasses infrastructure and spectrum, could be a constraint for small and medium-sized businesses. Specialized skills in deployment and administration add to dependency on skilled human resources. Technical complexity and time-consuming integration with the current legacy system are also limiting factors. Lower awareness and undefined ROI in specific geographies limit adoption. Multijurisdictional, patchwork-style regulation across geographies complicates global rollout plans. Opportunities: Increased demand for digitalization, real-time analytics, and automation drives demand for private 5G. New economies are embracing new network architecture, leading to new market opportunities. Increasing IoT and edge computing result in scalable applications. Collaboration between the government and enterprises can trigger infrastructure development. Advances in AI-based network management and slicing further enlarge future opportunities. Threats: Public 5G and Wi-Fi 6 are perceived as cost-saving options for some use cases. Cybersecurity risks increase as network complexity mounts. Economic downturns can also slow down private infrastructure investments. Relying on a few large vendors also increases lock-in and decreases flexibility risks. Delayed or conflicting regulation and inconsistent spectrum policies may also slow down deployment timelines. Request a Customized Copy of the Private 5G Network Market Report @ Key questions answered in this report: What is the size of the private 5G network market, and what is its expected growth rate? What are the primary driving factors that push the private 5G network market forward? What are the private 5G network industry's top companies? What are the different categories that the private 5G network market caters to? What will be the fastest-growing segment or region? In the value chain, what role do essential players play? What is the procedure for getting a free copy of the Private 5G Network market sample report and company profiles? Request a Customized Copy of the Private 5G Network Market Report @ Key Offerings: Market Share, Size & Forecast by Revenue | 2025−2034 Market Dynamics – Growth Drivers, Restraints, Investment Opportunities, and Leading Trends Market Segmentation – A detailed analysis by Types of Services, by End-User Services, and by regions Competitive Landscape – Top Key Vendors and Other Prominent Vendors Buy this Premium Private 5G Network Research Report | Fast Delivery Available - [220+ Pages] @ Private 5G Network Market Regional Analysis The Private 5G Network Market can be divided across different regions such as North America, Europe, Asia-Pacific, and LAMEA. This is a cursory overview of each region: North America: North America, and particularly the United States, has led the way with the adoption of private 5G networks. The focus on technology development in the region, as well as enormous spending on infrastructure, has made private 5G deployment across sectors like manufacturing, healthcare, and logistics possible. For instance, in January 2025, SNS Telecom & IT predicted that 5G would be the top technology in U.S. digital industrialization by 2027, replacing 4G LTE in the enterprise market, and U.S. private networking space would reach more than $3.7 billion. Manufacturing is the largest private cellular business worldwide, according to STL Partners. Europe: European countries have exhibited increasing interest in private 5G networks for improving industrial automation, smart manufacturing, and digitalization. Germany, the UK, and Sweden are investing in private 5G to boost healthcare, transportation, and energy sectors. In May 2024, for example, Amazon Web Services (AWS) entered Europe's 5G space via a historic deal with Telefónica Germany, making it the first cloud provider in the public sphere to host a mobile operator's 5G core network. Under the agreement, one million 5G customers will be migrated to AWS infrastructure, followed by a target to move up to 40% of Telefónica's 45 million German customers by 2025–2026. Developed with Nokia's software, the cloud-native core is designed to reduce costs, increase scalability, and simplify updates. The action is a major shift in telecom infrastructure and puts AWS in a position to capitalize on the growing $108.7 billion telecom cloud market by 2030. Asia-Pacific: The Asia-Pacific region is leading the global private 5G network market, driven by rapid industrialization, government initiatives, and a strong focus on digital transformation. Those such as China, Japan, South Korea, and India are leaders, using private 5G for manufacturing, healthcare, and smart city use cases. For instance, in July 2024, PLDT was said to have hired Nokia to provide 5G private wireless network solutions to its enterprise customers, as the Philippine telco player continues to build its presence in the high-value enterprise market in line with its ongoing quest to acquire new subscribers across all market segments. LAMEA: The LAMEA region is gradually adopting private 5G networks with an overall aim of enhancing connectivity across sectors like oil and gas, mining, and agriculture. Government-supported initiatives and partnerships with global technology vendors are key drivers in the adoption of private 5G throughout this region. For example, in July 2024, in the UAE, e& and ADNOC are jointly developing the energy sector's largest private 5G wireless network, covering 11,000 square kilometers. Due to be completed in 2025, the high-speed network will link ADNOC's onshore and offshore facilities, incorporating AI solutions for automating processes, enhancing efficiency, cutting emissions, and boosting safety. It is estimated to add value worth $1.5 billion (AED5.5 billion) over its first half-decade through autonomous operation facilitation and maximization of production. The network will transfer more than 12,000 well and pipeline data to control rooms, providing end-to-end operations visibility and real-time recommendations. Request a Customized Copy of the Private 5G Network Market Report @ (We customized your report to meet your specific research requirements. Inquire with our sales team about customizing your report.) Still, Looking for More Information? Do OR Want Data for Inclusion in magazines, case studies, research papers, or Media? Email Directly Here with Detail Information: support@ Browse the full 'Private 5G Network Market Size, Trends and Insights By Type (Hardware, Software, Services), By Frequency (Sub-6 GHz, mmWave), By Spectrum (Licensed, Unlicensed/Shared), By Application (Manufacturing, Energy & Utilities, Transportation & Logistics, Defense, Enterprises & Campus, Mining, Healthcare/Hospitals, Oil & Gas, Retail, Agriculture, Smart Cities, Entertainment/Program Making & Special Events (PMSE), Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2025 – 2034' Report at of the prominent players in the Private 5G Network Market: Telefonaktiebolaget LM Ericsson Nokia Corporation Samsung Electronics Co. Ltd. ZTE Corporation Deutsche Telekom Group AT&T Inc. Juniper Networks Inc. Verizon Communications Altiostar HUAWEI TECHNOLOGIES CO. LTD. Mavenir T-Systems International GmbH Cisco Systems Inc. Vodafone Group Plc Others Click Here to Access a Free Sample Report of the Global Private 5G Network Market @ Spectacular Deals Comprehensive coverage Maximum number of market tables and figures The subscription-based option is offered. Best price guarantee Free 35% or 60 hours of customization. Free post-sale service assistance. 25% discount on your next purchase. Service guarantees are available. Personalized market brief by author. Browse More Related Reports: Fiber Optic Cable Market: Fiber Optic Cable Market Size, Trends and Insights By Mode (Single mode, Multi mode), By Type (Glass optical fiber, Plastic optical fiber), By Application (Telecom, Automobile, Medical Equipment, Power Utilities, Aerospace & Defense, Industrial Automation & Control, Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2025–2034 GCC 5G Services Market: GCC 5g Services Market Size, Trends and Insights By Communication Type (Massive Machine-type Communications (mMTC), Ultra-reliable and Low Latency Communications (uRLLC), Enhanced Mobile Broadband (eMBB), Fixed Wireless Access (FWA)), By Industry (Healthcare, Transport and Logistics, Automotive, Media and Entertainment, IT and Telecom, Others), By End User (Enterprises, Individual), and By Region - Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2025 – 2034 5G Femtocell Market: 5G Femtocell Market Size, Trends and Insights By Type (IU-H, IMS/SIP), By Application (Indoor, Outdoor), By End User (Residential, Commercial, Public Places), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Services Market: 5G Services Market Size, Trends and Insights By Communication Type (Extreme Mobile Broadband, Massive Machine Type Communications, Fixed Wireless Access, Others), By Technology (Wi-Fi, High-Speed Package Access, Radio Access Technologies, Others), By End User (IT & Telecom, Banking, Healthcare, Retail & E-Commerce, Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Technology Market: 5G Technology Market Size, Trends and Insights By Component (Hardware, Software, Services), By Communication Type (Enhanced Mobile Broadband, Massive Internet of Things, Mission Critical Services), By Technology (Radio Access Technologies (RAT), Wi-Fi, High-Speed Package Access (HSPA), Global System for Mobile (GSM), Worldwide Interoperability for microwave access (WiMAX)), By Application (IT & Telecom, Consumer Electronics, Industrial Automation, Automotive, Aerospace & Defense, Healthcare, Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Video Market: 5G Video Market Size, Trends and Insights By Type (Enhanced Mobile Broadband (eMBB), Ultra-Reliable Low Latency Communications (URLLC), Massive Machine Type Communications (mMTC)), By Service (Video-on-Demand (VoD), Live Streaming, Interactive Video), By Application (Entertainment and Gaming, Enterprise and Collaboration, Healthcare, Education, Others), By Industry Vertical (Telecom and IT, Media and Entertainment, Others), By Deployment Type (Public Cloud, Private Cloud), By End User (Consumers, Businesses), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Chip Packaging Market: 5G Chip Packaging Market Size, Trends and Insights By Type (DIP, PGA, BGA, CSP, 3.0 DIC, FO SIP, WLP, WLCSP, Filp Chip), By Application (Smartphones and Tablets, IoT Devices, Networking Equipment, Automotive, Industrial Applications, Others), By End Use (Consumer Electronics, Telecommunications, Automotive, Industrial, Healthcare, Others), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G IoT Market: 5G IoT Market Size, Trends and Insights By Type (Devices, Platforms, Services), By Application (Smart Cities, Industrial IoT, Connected Vehicles, Healthcare), By End-User (Manufacturing, Healthcare, Transportation & Logistics, Agriculture), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Mobile Virtual Network Operator (MVNO) Market: 5G Mobile Virtual Network Operator (MVNO) Market Size, Trends and Insights By Type (Reseller MVNO, Service Operator MVNO, Full MVNO), By Industry Vertical (Telecom, Healthcare, Retail, Automotive), By Business Model (Discount, Ethnic, Migrant, Lifestyle, Business), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5g mmWave Market: 5g mmWave Market Size, Trends and Insights By Components (Antennas & transceiver components, Frequency sources & related, Communication & networking components, Imaging components, Sensors & controls, Interface components, Other), By Product (Scanning systems, Radar and satellite communication systems, Telecommunication equipment, Other), By Frequency Band (24–57 GHz, 57–95 GHz, 95–300 GHz), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 5G Core Network Market: 5G Core Network Market Size, Trends and Insights By Components (Solutions, Services), By Network Function (AMF, SMF, UPF, PCF, NEF, NRF, UDM, AUSF, AF, NSSF), By End User (Telecom Operators, Enterprises), By Deployment Model (Cloud, On-Premises), and By Region - Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033 The Private 5G Network Market is segmented as follows: By Type Hardware Software Services By Frequency Sub-6 GHz mmWave By Spectrum Licensed Unlicensed/Shared By Application Manufacturing Energy & Utilities Transportation & Logistics Defense Enterprises & Campus Mining Healthcare/Hospitals Oil & Gas Retail Agriculture Smart Cities Entertainment/Program Making & Special Events (PMSE) Others Click Here to Get a Free Sample Report of the Global Private 5G Network Market @ Regional Coverage: North America U.S. Canada Mexico Rest of North America Europe Germany France U.K. Russia Italy Spain Netherlands Rest of Europe Asia Pacific China Japan India New Zealand Australia South Korea Taiwan Rest of Asia Pacific The Middle East & Africa Saudi Arabia UAE Egypt Kuwait South Africa Rest of the Middle East & Africa Latin America Brazil Argentina Rest of Latin America This Private 5G Network Market Research/Analysis Report Contains Answers to the following Questions. What Developments Are Going On in That Technology? Which trends are causing these developments? Who Are the Global Key Players in This Private 5G Network Market? What are their company profile, product information, and contact information? What Was the Global Market Status of the Private 5G network? What Was the Capacity, Production Value, Cost, and PROFIT of the Private 5G Network Market? What Is the Current Market Status of the Private 5G Network Industry? What's market competition in this industry, both company- and country-wise? What's the Market Analysis of the Private 5G Network Market by Considering Applications and Types? What Are Projections of the Global Private 5G Network Industry Considering Capacity, Production, and Production Value? What Will Be the estimate of Cost and Profit? What Will Be Market Share, Supply, and Consumption? What about imports and exports? What Is Private 5G Network Market Chain Analysis by Upstream Raw Materials and Downstream Industry? What Is the Economic Impact on the Private 5G Network Industry? What are Global Macroeconomic Environment Analysis Results? What Are Global Macroeconomic Environment Development Trends? What Are the Market Dynamics of the Private 5G Network Market? What Are Challenges and Opportunities? What should be entry strategies, countermeasures to economic impact, and marketing channels for the private 5G network industry? Click Here to Access a Free Sample Report of the Global Private 5G Network Market @ Reasons to Purchase Private 5G Network Market Report The Private 5G Network Market Report provides qualitative and quantitative analysis of the market based on segmentation involving economic and non-economic factors. The Private 5G Network Market report outlines market value (USD) data for each segment and sub-segment. This report indicates the region and segment expected to witness the fastest growth and dominate the market. Private 5G Network Market Analysis by geography highlights the consumption of the product/service in the region and indicates the factors affecting the market within each region. The competitive landscape incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled. Extensive company profiles comprising company overview, company insights, product benchmarking, and SWOT analysis for the major market players. The report also provides an overview of the industry's current and future market outlook, taking into account recent developments such as growth opportunities and drivers, as well as challenges and restraints in both emerging and developed regions. The private 5G network market includes in-depth market analysis from various perspectives through Porter's five forces analysis and provides insight into the market through value chain. Reasons for the Research Report The study provides a thorough overview of the global private 5G network market. Compare your performance to that of the market as a whole. Aim to maintain competitiveness while innovations from established key players fuel market growth. Buy this Premium Private 5G Network Research Report | Fast Delivery Available - [220+ Pages] @ What does the report include? Drivers, restrictions, and opportunities are among the qualitative elements covered in the worldwide private 5G network market analysis. The report covers the competitive environment of current and potential participants in the private 5G network market, as well as those companies' strategic product development ambitions. According to the component, application, and industry vertical, this study analyzes the market qualitatively and quantitatively. Additionally, the report offers comparable data for the important regions. For each segment mentioned above, actual market sizes and forecasts have been given. Who should buy this report? Participants and stakeholders in the worldwide private 5G network market should find this report useful. The research will be useful to all market participants in the private 5G network industry. Managers in the private 5G network sector are interested in publishing up-to-date and projected data about the worldwide private 5G network market. Governmental agencies, regulatory bodies, decision-makers, and organizations want to invest in private 5G network products' market trends. Market insights are sought by analysts, researchers, educators, strategy managers, and government organizations to develop plans. Request a Customized Copy of the Private 5G Network Market Report @ About Custom Market Insights: Custom Market Insights is a market research and advisory company delivering business insights and market research reports to large, small, and medium-scale enterprises. We assist clients with strategies and business policies and regularly work towards achieving sustainable growth in their respective domains. CMI offers a comprehensive solution from data collection to investment advice. Our company's expert analysis digs out essential factors that help us understand the significance and impact of market dynamics. The professional experts apply client insights on aspects such as strategies for future estimation falls, forecasting or opportunities to grow, and consumer surveys. Follow Us: LinkedIn | Twitter | Facebook | YouTube Contact Us: Joel John CMI Consulting LLC 1333, 701 Tillery Street Unit 12, Austin, TX, Travis, US, 78702 USA: +1 801-639-9061 India: +91 20 46022736 Email: support@ Web: Blog: Blog: Blog: Blog: Buy this Premium Private 5G Network Research Report | Fast Delivery Available - [220+ Pages] @ Sign in to access your portfolio
Yahoo
17-04-2025
- Business
- Yahoo
Telefonaktiebolaget L M Ericsson (ERIC) Q1 2025 Earnings Call Highlights: Strong Margins Amid ...
Net Sales: SEK 55 billion, with a 3% reported increase including a currency benefit of SEK 1.8 billion. Gross Margin: 48.5%, up from 42.7% last year. EBITA Margin: 12.6%, supported by increased gross income. Operating Expenses: SEK 20.5 billion, flat compared to the prior year. Cash Flow: SEK 2.7 billion, a slight decline compared to last year. Networks Sales: SEK 35.6 billion, with a 6% year-on-year increase. Networks Gross Margin: 51%, benefiting from product and market mix. Networks EBITA: SEK 7.5 billion, with a significant year-on-year margin increase to 21%. Cloud Software & Services Gross Margin: 39.9%, benefiting from a higher software share. Enterprise Sales: Decreased by 1%, with organic sales down 7%. Free Cash Flow: SEK 2.7 billion before M&A. Warning! GuruFocus has detected 5 Warning Sign with ERIC. Release Date: April 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) reported a strong gross margin of 48.5% for Q1 2025, an improvement from 42.7% the previous year. The company achieved an EBITA margin of 12.6%, supported by increased gross income. Sales in the Americas market area increased by 20% year-over-year, with strong growth in North America. The Cloud Software and Services segment reported its first positive first quarter ever, indicating progress in strategic priorities. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) announced new partnerships to accelerate the development of programmable networks, enhancing its leadership in mobile networks. Sales in Europe, Middle East, and Africa declined by 7% year-over-year, with Europe remaining stable but offset by declines in other regions. Sales in Southeast Asia, Oceania, and India decreased by 17% year-over-year due to normalized operator investment levels in India. The company faces intense competition from Chinese vendors, particularly impacting sales in Latin America. The macroeconomic environment and tariffs are creating uncertainties that could affect customer behaviors and investment decisions. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) experienced a decline in free cash flow to SEK 2.7 billion, partly due to seasonal payments and early payments in Q4. Q: Could you elaborate on how tariffs are impacting your business and whether there is any inventory build-up happening ahead of these tariffs? A: Lars Sandstrom, CFO, explained that the impact is connected to the material flow, including direct components and site materials. Ericsson has diversified production across various regions to build resilience. There was some inventory build-up in Q1 to handle the situation, but no significant impact is expected from customer perspectives. Q: How do customers balance the need for investing in programmable networks with the current global uncertainty? A: Borje Ekholm, CEO, noted that despite uncertainty, data traffic continues to grow, necessitating cost-effective, high-performance networks. Progress is being made with network APIs, and the shift to 5G stand-alone is crucial for offering new services and improving network performance. Q: Can you explain the moving parts affecting Q2 guidance, considering the pull-forward demand and FX headwinds? A: Lars Sandstrom, CFO, clarified that the product mix impact, rather than pull-in, affected Q1. For Q2, there is a slight growth expectation, supported by IPR and retroactive parts. The impact of ramping up in North America and normalized levels in India are also factors. Q: How much of the strong margin is due to product mix, and how does it affect the next quarter's guidance? A: Lars Sandstrom, CFO, stated that the margin improvement is driven by product mix, underlying improvements, and market mix. The Q2 guidance includes retroactive payments and a negative impact from tariffs, with an underlying organic growth expectation. Q: What are the competitive trends outside the U.S., and how do they relate to the negative organic growth figures? A: Borje Ekholm, CEO, mentioned that competition from Chinese vendors has increased, but there are both footprint gains and losses. The market outside North America has been slower, but there is no significant change in competitive dynamics. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
16-04-2025
- Business
- Yahoo
Why Telefonaktiebolaget LM Ericsson (ERIC) Skyrocketed On Tuesday?
We recently published a list of . In this article, we are going to take a look at where Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) stands against other firms that end stronger on Tuesday. A muted trading persisted on the stock market on Tuesday, with major indices ending in the red, recording minimal losses while digesting President Donald Trump's tariff policies. The Dow Jones declined by 0.38 percent, the S&P 500 dipped by 0.17 percent, while the tech-heavy Nasdaq dipped by 0.05 percent. Ten companies bucked a broader market pessimism, booking modest gains during the session. In this article, we have identified the reasons behind their gains. To come up with the list, we only considered the stocks with $2 billion market capitalization and $5 million trading volume. An aerial view of a large telecommunications network covering a city skyline. Ericsson rallied for a third consecutive day on Tuesday, adding 8.32 percent to finish at $8.07 apiece as investors cheered the company's better-than-expected first-quarter earnings performance. According to the Swedish telephone equipment maker, earnings per share stood at 1.24 Swedish kronor, up by 61 percent year-on-year and well above analysts' estimates. Revenues, however, inched up by 3 percent to 55 billion kronor but missed consensus. According to ERIC, the better-than-expected profit was attributed to the 20-percent growth in sales, which it owed to 'accelerated network investments.' 'In the evolving global trade landscape and macro volatility, we continue to focus on controlling what we can control and delivering to our customers,' CEO Borje Ekholm said. 'We are not immune, but we are resilient, with well-diversified production close to the customer and the flexibility to adapt to changing conditions over time.' Overall, ERIC ranks 2nd on our list of firms that end stronger on Tuesday. While we acknowledge the potential of ERIC as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ERIC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
Here's Why Telefonaktiebolaget LM Ericsson (publ) (ERIC) Surged in Q4
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid-Cap Value Fund returned -2.39% in the fourth quarter, underperforming the Russell Midcap Value Index's -1.75% return. The portfolio underperformed the index over calendar year 2024. As in the previous year, value stocks lagged behind their growth counterparts for 2024. For more information on the fund's best picks in 2024, please check its top five holdings. In its fourth quarter 2024 investor letter, Hotchkis & Wiley Mid-Cap Value Fund emphasized stocks such as Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC). Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) offers telecommunications equipment and related services to mobile and fixed network operators. The one-month return of Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) was -6.27%, and its shares gained 41.45% of their value over the last 52 weeks. On March 28, 2025, Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) stock closed at $7.78 per share with a market capitalization of $26.276 billion. Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) in its Q4 2024 investor letter: "Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) is one of the largest vendors of hardware and software for operating wireless networks outside of China. The company built on the prior quarter's outperformance, with signs of revenue stabilization and margin improvement. Management continues to see signs of recovery in the North American market." An aerial view of a large telecommunications network covering a city skyline. Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) at the end of the fourth quarter compared to 13 in the third quarter. While we acknowledge the potential of Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) in another article, where we shared AI news and ratings on investors' radar. In addition, please check out our hedge fund investor letters Q4 2024 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
