ERIC
Telefonaktiebolaget LM Ericsson (publ)9.62
+0.06+0.63%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Defense ramps as growth priority
Q&A sharpened focus on defense as a sizable growth opportunity, with plans to ramp R&D investments offset by efficiencies for drone detection and 3GPP solutions. Management dismissed supply chain worries, citing resilient relations and cost-sharing with customers on memory inflation. Buybacks emerged as a recurring tool after SEK 25 billion payout, targeting solid net cash. No contradictions; answers reaffirmed flattish RAN but low-to-mid single-digit top-line potential from mission-critical and core. Defense market? Quite sizable. Analysts probed OpEx and competition; responses stayed non-specific on numbers. Investors track defense execution amid LatAm pricing.
Key Stats
Market Cap
32.07BP/E (TTM)
12.03Basic EPS (TTM)
0.80Dividend Yield
0%IPO
Website
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