While Ericsson demonstrated strong performance in North America and achieved a high EBITA margin, challenges such as significant sales decline in Asia and currency impacts are concerning. The strategic initiatives and growth in IPR revenue are positive signs but are counterbalanced by these challenges.

Company Guidance -

Q3 2025

During Ericsson's second quarter 2025 earnings call, the company highlighted several key performance metrics and strategic initiatives. Organic sales grew by 2% year-over-year, with notable growth in the Americas market area, despite facing SEK 5 billion in foreign exchange headwinds. The gross margin improved to 48%, and the EBITA margin reached a 3-year high of 13.2%. Ericsson also achieved a fifth consecutive quarter of positive EBITA in Cloud Software and Services. The company emphasized its strategic focus on 5G stand-alone networks, with a promising use case in fixed wireless access, which has over 160 million subscribers. Ericsson is also expanding its focus on AI, establishing an AI factory consortium in Sweden to leverage cutting-edge technology. Despite geopolitical and trade challenges, Ericsson expects the RAN market to remain stable for the rest of the year, with growth driven by new monetization opportunities such as network APIs. The company is committed to cost reduction, having reduced its workforce by 6% over the past year, and continues to invest in technology leadership to manage market fluctuations and support long-term growth.

Positive EBITA Margin and Organic Growth

Ericsson reported a 2% organic growth and a 3-year high EBITA margin of 13.2%. This growth was broad-based across all segments, indicating strong execution of strategic priorities.

Strong Performance in the Americas

Sales in the Americas increased by 10% year-over-year, with significant growth in North America, attributed to previous contract wins.

Improvement in IPR Revenue

IPR revenue increased significantly to SEK 4.9 billion in Q2 from SEK 3.2 billion in Q1, contributing to the overall revenue growth.

Telefonaktiebolaget LM Ericsson (ERIC) Earnings, Revenues Date & History

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ERIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 14, 2025	2025 (Q3)	0.13 / -	0.11	―	―	―
Jul 15, 2025	2025 (Q2)	0.11 / 0.14	-0.317	144.48% (+0.46)
Apr 15, 2025	2025 (Q1)	0.07 / 0.13	0.07	80.00% (+0.06)
Jan 24, 2025	2024 (Q4)	0.20 / 0.13	0.097	36.08% (+0.04)
Oct 15, 2024	2024 (Q3)	0.10 / 0.11	-0.844	113.03% (+0.95)
Jul 12, 2024	2024 (Q2)	0.04 / -0.32	-0.021	-1409.52% (-0.30)
Apr 16, 2024	2024 (Q1)	0.02 / 0.07	0.044	59.09% (+0.03)
Jan 23, 2024	2023 (Q4)	0.11 / 0.10	0.177	-45.20% (-0.08)
Oct 17, 2023	2023 (Q3)	0.04 / -0.84	0.14	-702.86% (-0.98)
Jul 14, 2023	2023 (Q2)	-0.04 / -0.02	0.127	-116.54% (-0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ERIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 15, 2025	$7.84	$7.22	-7.91%
Apr 15, 2025	$7.45	$8.07	+8.32%
Jan 24, 2025	$8.80	$7.54	-14.32%
Oct 15, 2024	$7.46	$8.44	+13.14%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.