2024
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 ERIC: “The industry has a problem with return on investment” -CEO Borje Ekholm. (April 16, 2024)
ERIC: Layoffs are the other shoe dropping on 5G. (March 25, 2024)
ERIC: Cost reductions encouraging but flagging equipment demand warrants caution. (January 23, 2024)
2023
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ERIC: Enterprise notwithstanding, results will be challenged in 2024. (October 17, 2023)
ERIC: Sunk cost, not user demand, driving 5G. (July 14, 2023)
ERIC: Don’t expect sustained recovery until mid-2024. (April 18, 2023)
ERIC: Expectations of financial improvement in 3Q are probably unrealistic. (January 20, 2023)
2022
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QCOM, QRVO, SWKS, ERIC, NOK: Disappointment with 5G causing more ebbs than flows in the supply chain. (December 13, 2022)
ERIC: ‘If you build it, they will come’ is a movie phrase, not a business strategy. (October 20, 2022)
ERIC: Top line and RAN market growth strong, margin outlook less so. (July 14, 2022)
ERIC: 5G is 3G without Steve Jobs. (April 14, 2022)
ERIC: Strong performance but market sentiment likely overshadows near-term results. (January 25, 2022)
ERIC: Semi stocks warrant caution in 2022. (January 25, 2022)
2021
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ERIC: Record gross margin with more to go. (October 19, 2021)
ERIC: Geopolitics cuts both ways. (July 16, 2021)
ERIC: New estimates for infrastructure market suggest deceleration in 2021. (June 3, 2021)
ERIC, NOK: Nokia to benefit if China excludes Ericsson from upcoming 5G tenders. (May 25, 2021)
ERIC: Share gains boost 2021 prospects while enterprise investments support long-term targets. (April 21, 2021)
ERIC: Gains against Huawei & Nokia but 5G spending ex-China questionable. (January 29, 2021)
2020
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NOK,ERIC: The slow deflation of the cellular infrastructure industry. (December 15, 2020)
ERIC: Financials strong but geopolitical concerns increasing. (November 23, 2020)
ERIC: China 5G, TMO-Sprint and cost controls bode well for 4Q20. (October 21, 2020)
ERIC: Cradlepoint acquisition dovetails with Ericsson’s strategy in enterprise market. (September 18, 2020)
ERIC: Good start in 5G likely to improve over next 18 months. (July 17, 2020)
ERIC: Good results and optimism for 2020. (April 23, 2020)
ERIC: Coronavirus: Large and pervasive negative impact on demand. Downgrade to Market Perform (February 18, 2020)
ERIC: 5G buildout insulates top-line. (January 24, 2020)
2019
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ERIC: Cost cuts offsetting dilutive contracts. Upgrade to Buy. (October 18, 2019)
ERIC: 5G will be good for Ericsson long-term but expect weakness in 2H19. Downgrade to Market Perform. (July 17, 2019)
ERIC: Initial 5G build-outs should bolster results into 2020. Reiterate BUY. (April 17, 2019)
ERIC: Bumpy transition to 5G. Reiterate BUY. (January 25, 2019)
2018
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ERIC: U.S. should drive results into 2019. Reiterate BUY. (October 18, 2018)
ERIC: Expect strong top-line and improving margins through 2018. Reiterate BUY. (July 18, 2018)
ERIC: Raising estimates on robust demand, improved mix, and lower OPEX. Reiterate BUY. (July 2, 2018)
ERIC: Cost reductions and mix favor EPS growth near-term. Upgrade from Market Perform. (April 20, 2018)
ERIC: Best case for 2018 is a slight decline in revenue and EPS. Maintain Market Perform. (January 31, 2018)
2017
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ERIC: Well laid out reorganization but execution and market dynamics may prove difficult. Maintain Market Perform. (November 09, 2017)
ERIC: Bottom is more a “U” than a “V.” Maintain Market Perform. (October 23, 2017)
ERIC: Struggles likely to extend into 2018. Maintain Market Perform. (July 18, 2017)
ERIC: Demand environment won’t support growth this year. Maintain Market Perform. (April 25, 2017)
ERIC: Atrophy slowing but not over. Expect several more quarters of declines. Upgrade to Market Perform. (January 26, 2017)
2016
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ERIC: Expect weak demand well into 2017. Maintain Market Underperform. (October 21, 2016)
ERIC: Economic weakness and constraints on cost reductions bode ill for the stock. Maintain Market Underperform. (October 12, 2016)
ERIC: Difficulties likely to persist through 2016. Downgrade to Market Underperform. (July 19, 2016)
ERIC: Expect flat to slightly down performance in CY16. Maintain Market Perform. (April 21, 2016)
ERIC: IPR helps margins, but don’t expect significant growth in core business in 1H16. Maintain Market Perform. (January 27, 2016)
2015
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ERIC: Expect slow growth partially offset with cost cuts through 1H16. Maintain Market Perform. (October 23, 2015)
ERIC: Rebound in Networks improves mix but industry margin structure remains low. Maintain Market Perform. (July 19, 2015)
ERIC: IPR and Nokia deal could help, but probably not before 2016. Maintain Market Perform. (April 23, 2015)
ERIC: Weaknesses likely to persist through 1H15. Maintain Market Perform. (January 27, 2015)
2014
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ERIC: Modem exit should help 1Q15, but near-term performance will remain weak. Maintain Market Perform. (October 24, 2014)
ERIC: IPR and capacity projects boost results but 2H14 looks challenging. Maintain Market Perform. (July 18, 2014)
ERIC: Expect higher volatility in results through 2014. Maintain Market Perform. (April 23, 2014)
ERIC: ERIC will face more competition in ’14 as sales shift to China. Maintain Market Perform. (January 30, 2014)
ERIC: Preview: A leader in a slow-growth industry. Maintain Market Perform. (January 29, 2014)
2013
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ERIC: Ebb in LTE rollout will pressure results near-term. Maintain Market Perform. (October 24, 2013)
ERIC: Preview: Top-line growth may be overshadowed by a lack of margin leverage. Maintain Market Perform. (October 21, 2013)
ERIC: Lack of margin leverage will weigh on sentiment near-term. Downgrade to Market Perform. (July 18, 2013)
ERIC: Preview: Fundamentals should continue to improve. Maintain BUY rating. (July 15, 2013)
ERIC: Margins rise despite a seasonal slowdown foreshadowing gains in '13. Maintain BUY rating. (April 24, 2013)
ERIC: Preview: LTE and capacity expansion should favor results. Maintain BUY rating. (April 23, 2013)
ERIC: Mix shifting to higher margin products likely to accelerate in 2013. Upgrade to BUY rating. (January 31, 2013)
2012
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ERIC: Lower margins may be the new normal. Maintain Market Perform. (October 26, 2012)
ERIC: Preview: Capital conservation remains the theme in 2012. Maintain Market Perform. (October 25, 2012)
ERIC: Don’t expect sustained upside anytime soon. Maintain Market Perform. (July 18, 2012)
ERIC: Preview: Economy will limit carrier spending. Maintain Market Perform. (July 16, 2012)
ERIC: Shedding drag of JV's but no rebound in margins near-term. Maintain Market Perform. (April 25, 2012)
ERIC: Preview: Product mix pressuring margins near-term. Maintain Market Perform. (April 24, 2012)
ERIC: Economic, debt and mix issues will mute growth in 1H12. Maintain Market Perform. (January 25, 2012)
ERIC: Preview: GMs remain pressured, but data needs favor long-term growth. Maintain Market Perform. (January 23, 2012)
2011
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ERIC: Prices under pressure even before banking/economic problems arrive. Maintain Market Perform. (October 20, 2011)
ERIC: Preview: Networks poised for growth but JV's and economy create headwinds near term. Maintain Market Perform. (October 19, 2011)
ERIC: Trends do not favor 2H11. Maintain Market Perform. (July 21, 2011)
ERIC: Preview: Core demand solid but JV's and Japan will weigh on performance. Maintain Market Perform. (July 19, 2011)
ERIC: Scale should benefit margins through much of 2011. Maintain Market Perform. (April 27, 2011)
ERIC: Preview: Look for revenue growth at the expense of margins. Maintain Market Perform. (April 25, 2011)
ERIC: Growth at the expense of margins into the March period. Maintain Market Perform. (January 25, 2011)
2010
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ERIC: Mix and SNE will drive margins even as revenue growth remains weak. Upgrade to Market Perform. (October 22, 2010)
ERIC: Preview: Networks revenue growth remains sluggish, but ST-ERIC outlook improves. Maintain Market Underperform. (October 14, 2010)
ERIC: Smartphones mean more data traffic but not always more revenue. Maintain Market Underperform. (August 13, 2010)
ERIC: Economic concerns hit revenue; component shortages hit cash flow. Maintain Market Underperform. (July 23, 2010)
ERIC: Preview: Nokia remains troubled while Android vendors see improvement. Maintain Market Underperform. (July 21, 2010)
ERIC: Revenue trend worsens, but North America softens impact. Maintain Market Underperform. (April 23, 2010)
ERIC: Preview: Handset outlook improving for large OEMs while infrastructure remains troubled. Maintain Market Underperform. (April 13, 2010)
ERIC: Well positioned, but results will be spotty. Maintain Market Underperform. (March 25, 2010)
ERIC: 3G will not offset GSM declines near term. (January 26, 2010)
ERIC: Preview: Next battle in smartphone wars will be cost control. (January 20, 2010)
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