Satcos and price hikes on customer minds as Ericsson begins new era

Neal Doran2026-10-16T12:18:00

Source: Ericsson

New Ericsson CEO Per Narvinger is beginning to put his stamp on the vendor, streamlining management while identifying satellite-terrestrial convergence and AI RAN as growth opportunities. Persistent AI-driven component inflation means customers may also have to swallow higher prices.

This article includes:

Themes: AI RAN; Artificial intelligence (AI); Component costs; In-building connectivity; Mobile network equipment; Network infrastructure; Physical AI; Private 5G; Radio access network (RAN); Satellite communications; Spectrum efficiency; Telecom equipment pricing.
Events: Ericsson Q3 FY26 results.
People: Åsa Tamsons; Andres Vicente; Börje Ekholm; Chafic Nassif; Lars Sandström; Patrick Johansson; Per Narvinger.
Geographic: Asia-Pacific; EMEA; India; North East Asia; South America; Southeast Asia; USA.
Organisations: Ericsson; Enterprise Wireless Solutions; SpaceX.

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