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Ericsson

ERIC · Information Technology

Last earnings Oct 15, 2026

Important announcements

Ericsson announces simplification of Group structure and changes to the Executive Team filingOct 15, 2026

Key results

Adjusted gross marginquarter

48.4%

1 Second quarter report 2026 Strategic highlights disciplined execution and margin resilience Adjusted gross margin of 48.4%, supported by solid operational execution and improved margins in Mobile Networks.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Revenuequarter

1%

Organic* sales decreased by -1%* YoY primarily due to lower IPR licensing revenues, reflecting a non-recurring benefit from a partial settlement in the prior year period.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Gross marginquarter

48.4%

Adjusted 1 gross margin was 48.4% (48.0%).

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Reported gross marginquarter

45.8%

Reported gross margin was 45.8% (47.5%).

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Adjusted gross margin was 48%, up by 2 percentage points after normalizing for the one-off benefit of the IPR settlement last year.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Organic revenuequarter

1%

Organic sales declined by -1%* YoY due to lower IPR licensing revenues, reflecting a non-recurring benefit in the prior year period.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Networks revenuequarter

4%

Networks sales decreased by -4%* mainly reflecting lower IPR licensing revenues.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Sales in segment Enterprise grew by 3%*, with growth in Global Communications Platform and Enterprise Wireless Solutions.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

AI analysis

Q2 2026 · reported Jul 14, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Adjusted gross margin · Q2 2026
48.4%
EX-99 · Jul 14, 2026
Gross margin · Q2 2026
48.4%
EX-99 · Jul 14, 2026
Reported gross margin · Q2 2026
45.8%
EX-99 · Jul 14, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Adjusted gross margin48.4%——
Revenue1%——
Gross margin48.4%——
Reported gross margin45.8%——
Organic revenue1%——
Networks revenue4%——

EX-99 · Jul 14, 2026

Guidance · company-stated

No guidance located in the held release

Stated figure49% to 51%

“Adjusted gross margin in Q4 2026 is expected to be in the range of 49% to 51%”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Adjusted gross margin48.4%
Gross margin48.4%
Reported gross margin45.8%

Capital allocation

Improved net interest, driven by higher asset volumes and lower borrowings, was offset by negative net foreign exchange effects, including a currency hedge effect of SEK -0.1 (0.1) b.

Jun 30 2026 Jun 30 2025 Mar 31 2026 Gross cash 91.3 73.3 99.5 - Borrowings, current 9.5 7.3 9.9 - Borrowings, non-current 22.0 29.9 21.5 Net cash 59.8 36.0 68.1 Equity 104.8 85.7 103.1 Equity ratio (%) 36.4 % 31.7 % 35.5 % Capital turnover (times) 1.4 1.6 1.4 Return on capital employed (%) 20.7 % 16.8 % 21.4 % Non-IFRS financial measures are reconciled at the end of this report to the most directly reconcilable line items in the financial statements.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

26Q2 report Ericsson Second quarter report 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Improved net interest, driven by higher asset volumes and lower borrowings, was offset by negative net foreign exchange effects, including a currency hedge effect of SEK -0.1 (0.1) b.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Jun 30 2026 Jun 30 2025 Mar 31 2026 Gross cash 91.3 73.3 99.5 - Borrowings, current 9.5 7.3 9.9 - Borrowings, non-current 22.0 29.9 21.5 Net cash 59.8 36.0 68.1 Equity 104.8 85.7 103.1 Equity ratio (%) 36.4 % 31.7 % 35.5 % Capital turnover (times) 1.4 1.6 1.4 Return on capital employed (%) 20.7 % 16.8 % 21.4 % Non-IFRS financial measures are reconciled at the end of this report to the most directly reconcilable line items in the financial statements.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Financing cash flow in the quarter included dividends paid of SEK -5.0 b.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

and share repurchases of SEK -3.2 b.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

, impacted by dividend payments and share repurchases.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

The average maturity of parent company borrowings was 2.5 years as of June 30, 2026, compared with 2.7 years as of March 31, 2026.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Strategy & priorities

1 Second quarter report 2026 Strategic highlights disciplined execution and margin resilience Adjusted gross margin of 48.4%, supported by solid operational execution and improved margins in Mobile Networks.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

with a 13.1% (13.2%) margin, benefiting from continued strong margin expansion in Cloud Software and Services.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

R D investments continued to support the strategy to build high-performance programmable networks.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Gross income and margin Adjusted gross margin increased to 44.1% (43.2%), supported by strong strategy execution with improved delivery performance, partly offset by the impact of lower IPR licensing revenues, reflecting a non-recurring benefit in the prior-year period.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Optimizing the terms and value of new agreements and renewals will remain a priority.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Risks & headwinds

, with solid operational execution partly offset by currency headwinds.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Segments Increased uncertainty remains in the outlook and in the broader macroeconomic and geopolitical environment.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Other Information 10 Other information Legal proceedings involving governmental authorities In February 2022, Ericsson publicly disclosed that an internal investigation in 2019 included a review of the conduct of Ericsson employees, vendors and suppliers in Iraq during the period between 2011 to 2019.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Legal proceedings not involving governmental authorities In August 2022, a civil lawsuit was filed in the United States District Court for the District of Columbia against Telefonaktiebolaget LM Ericsson and Ericsson Inc.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

The lawsuit was brought by US military service members, employees of US government contractors and other civilians who were killed or injured in terrorist attacks in Iraq, Afghanistan and Syria from 2005 to 2021, as well as by their family members.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

The lawsuit asserts claims against the Ericsson defendants under the U.

SEC original ↗Ericsson — Earnings release (6-K exhibit)EX-99Jul 14, 2026

Documents

Earnings deck slides

3 decks with slide view

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

References — Oct 28, 2026 · slide 18 · Oct 28, 2026 · slide 11 · Oct 28, 2026 · slide 18

Authors — Oct 28, 2026 · slide 10 · Oct 28, 2026 · slide 20

Introduction — Oct 28, 2026 · slide 2 · Oct 28, 2026 · slide 4

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

63 documents

Earnings releases

20 documents

Presentations

3 documents

Transcripts

0 documents

No transcripts for Ericsson are held in this edition of the library.

Mentioned by

12 companies

Other tracked companies whose held documents mention Ericsson by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.