$ERIC 0.50 Developing

Notable posts

• @wallstengine neutral 65 eng

  Today's Key Events (All EST) — 07/14/2026 06:00: US NFIB Business Optimism Index 08:15: US ADP Weekly Employment Change 08:30: US CPI YoY 10:00: Fed Chair Warsh Testifies at Committee 12:40: Fed's Barr 13:00: Fed's Goolsbee 13:30: Fed's Cook 14:55: Fed's Bowman 16:00: US Naval Blockade on Iran Starts 16:00: US TIC Long-Term Transactions Before Open 👇 02:00: Ericsson $ERIC 06:00: AngioDynamics $ANGO 06:35: JPMorgan $JPM 06:40: Wells Fargo $WFC 06:45: Bank of America $BAC 06:50: Fastenal $FAST 07:25: Goldman Sachs $GS 07:30: Americas CarMart $CRMT 08:00: Citigroup $C After Hours 👇 16:00: Kestra Medical Technologies $KMTS 16:05: Aehr Test Systems $AEHR 16:05: Phoenix Education Partners $PXED 16:30: Equity Bancshares $EQBK 16:50: Loop Industries $LOOP

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• @wallstengine neutral 43 eng

  ERICSSON $ERIC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: SEK52.7B; -6% reported, -1% organic 🔴 🔹 EPS: SEK1.22 (Est. SEK1.2) 🟢; -11% YoY 🔹 Adj. EBITA: SEK6.88B (Est. SEK6.8B) 🟢; -7% YoY 🔸 Q3 Networks profitability to face pressure from higher component costs & rollout volumes 🔴 🔹 Q2 Adj. Gross Margin: 48.4% Q3 Guide: 🔹 Networks Sales Growth: Expected above 3-year average seasonality 🔹 Networks Adj. Gross Margin: 48%-50% 🔴 (below Q2's 50.4%) 🔹 Cloud Software and Services Sales Growth: Expected broadly similar to 3-year average seasonality FY Guide: 🔹 Restructuring Charges: Expected to be at elevated levels 🔴 Segment Performance: 🔹 Networks Revenue: SEK33.0B; -4% organic 🔹 Networks Adj. Gross Margin: 50.4% 🔹 Cloud Software and Services Revenue: SEK14.7B; +5% organic 🔹 Cloud Software and Services Adj. EBITA Margin: 12.4% 🔹 Enterprise Revenue: SEK4.5B; +3% organic Financials: 🔹 Net Income: SEK4.1B 🔹 FCF Before M&A: SEK0.4B 🔹 Net Cash: SEK59.8B Capital Return: 🔹 Capital Returns: SEK8.2B in Q2, including SEK3.2B of share repurchases Commentary: 🔸 “In Q2, we took action to mitigate component cost inflation. As the impact builds in the coming quarters, we will continue to pursue internal measures and pricing actions to help offset the effect.”

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