Vodafone a “frontrunner” partner as Ericsson seeks new opportunities in “flattish” RAN market
In depth: Upbeat Ericsson management present FY25 earnings complete with organic growth and progress in efficiency programmes. CSPs said to be willing to invest despite muted RAN outlook, as Vodafone namechecked for its ‘physical AI’ groundwork…
This article includes:
- Themes: AI applications; Capital returns; Defence market opportunities; Efficiency programmes; Financial performance; Hyperconnectivity; Memory chip pricing; Network resilience; RAN market outlook; Share buybacks.
- Events: Ericsson Q4 FY25 earnings release.
- People: Börje Ekholm; Lars Sandström.
- Geographic: Americas; China; Europe; Japan; South America; South East Asia; Sweden.
- Organisations: Ericsson; Koch Equity Development; Telstra; Vodafone; VodafoneThree.
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