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Business Philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
Ericsson
Ericsson (ERIC) investor relations material
Ericsson Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Jan, 2026
Executive summary
Achieved strong Q4 and full-year results with disciplined execution, 6% organic sales growth in Q4, and progress on strategic priorities, including cost initiatives and a headcount reduction of 5,000 over the year.
Adjusted gross margin reached 48% in Q4 and 48.1% for the year, with adjusted EBITA margin at 18.3% in Q4 and 18.1% for the year, nearing long-term targets.
Net income for the year was SEK 28.7 billion, up from SEK 0.4 billion, with diluted EPS at SEK 8.51.
Net cash position exceeded SEK 61 billion, supporting increased shareholder distributions and a proposed record SEK 25 billion return via dividends and buybacks.
Strategic focus on technology leadership, Mission Critical networks, enterprise growth, and investments in AI, 5G Core, and defense applications.
Financial highlights
Q4 net sales: SEK 69.3 billion; organic sales up 6% year-on-year, with growth in all segments.
Q4 adjusted gross margin: 48.0% (up from 46.3%); adjusted EBITA margin: 18.3% (up from 14.1%).
Full-year net sales: SEK 236.7 billion; organic sales up 2%, reported sales down 5% due to currency and divestments.
Full-year adjusted EBITA: SEK 42.9 billion (18.1% margin), up 58% year-on-year; net income: SEK 28.7 billion.
Free cash flow before M&A: SEK 26.8 billion for the year; net cash at year-end: SEK 61.2 billion.
Outlook and guidance
Q1 2026 Networks sales expected to follow three-year average seasonality; Cloud Software and Services Q1 sales growth to be below average.
Networks' adjusted gross margin for Q1 guided at 49%-51%.
Elevated restructuring charges expected in 2026 due to announced headcount reductions.
RAN market expected to be flat in 2026, with growth anticipated from Mission Critical and Enterprise.
Increased investments in defense and continued cost optimization planned for 2026.
Impact of expired Chinese vendor IPR agreement
What are 2026 defense investment priorities?
Enterprise segment profitability ex-iconectiv gain
New growth areas' expected revenue contribution
R&D allocation for AI-driven network evolution
Long-term outlook for share buyback program
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Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Ericsson earnings date
Q1 202617 Apr, 2026
Ericsson
Next Ericsson earnings date
Q1 202617 Apr, 2026
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Frequently asked questions
Ericsson provides communication infrastructure, services, and software solutions to the telecom and other sectors. It operates through three segments: Networks, Digital Services, and Managed Services. The company also offers internet protocol television software and content acquisition services; cable access products for delivery of data, video, telephony, and business services; and mobile financial services to third-party providers of mobile payments. The company was founded in 1876 and is headquartered in Stockholm, Sweden
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