Ericsson : Pas encore de signes de reprises
>Un marché sous-jacent encore en baisse - Durant notre forum TMT 2024, Ericsson était représenté par Alan Ganson (IR). Le groupe n’a pas nié le manque de visibilité sur 2024 notamment sur le S1. Le marché global du RAN devrait baisser de 4% selon DellOro, avec l’Europe en baisse de 2%, la Chine de 7% et les Etats-Unis de 17%. Le groupe reste optimiste sur les opportunités de Open Ran notamment après le gain du contrat avec l’opérateur AT&T aux USA. Le contrat est d’u...Ericsson provides communications technology and services. Co.'s services, software and infrastructure – especially in mobility, broadband and the cloud – enable the telecom industry and other sectors to do business, increase efficiency, improve the user experience and capture new opportunities. Co. has more than 110,000 professionals and customers in more than 180 countries. Co. provides support for networks with more than 2.5 billion subscribers. Co.'s core business areas are called Radio, Core and Transmission and Telecom Services. Co. divides its operations into three business segments: Networks, Global Services and Support Solutions.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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