Telefonaktiebolaget L M Ericsson Class B

ERIC B: XSTO (SWE)

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Ericsson's Push Into Software and Its Network API Business Will Help Offset RAN Competition

Samuel Siampaus

Jan 9, 2025

Business Strategy and Outlook

Ericsson is at the forefront of the global 5G transformation. Even as a global leader, however, the introduction of Open-RAN, or radio access network—a key development of 5G—opens the door for increased competition in the telecom equipment industry. We expect carrier investment in 5G to continue, but the changing industry and increasing competition will likely hurt the firm.

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Telefonaktiebolaget L M Ericsson Class B

Ericsson's Push Into Software and Its Network API Business Will Help Offset RAN Competition

Business Strategy and Outlook

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