Report
Stephane Houri

Ericsson : Ce n’est pas tant la croissance qu’une maîtrise des marges plus régulière qui est positive, OC relevé à 100 SEK vs 95 SEK.

>Résultats T2 2020 > attentes, grâce à une meilleure maîtrise des marges, un redémarrage anticipé aux USA et plus de revenus de licence - Ericsson a publié vendredi des résultats T2 2020 au-dessus des attentes (Lien vers notre réaction initiale). Le CA est ressorti à 55.6 MdSEK, seulement stable à changes constants, soit 1.5% au-dessus du consensus. La marge brute ajustée est quant à elle ressortie à 38.2%, soit 270 pb au-dessus du consensus de 35.5%, malgré l’effet n...
Underlying
Telefonaktiebolaget LM Ericsson Class B

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Stephane Houri

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