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ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
03/22/26 March 22, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ADI Analog Devices ... ... (+11)

Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...

Today, we are publishing the Telecom Infrastructure section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADI ANALOG DEVICES INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
MXL MAXLINEAR INC
MPWR MONOLITHIC POWER SYSTEMS INC.
SCMN SWISSCOM AG
NOKIA NOKIA OYJ
MRVL MARVELL TECHNOLOGY GROUP LTD.
LSCC LATTICE SEMICONDUCTOR CORPORATION
KPN KPN
03/13/26 March 13, 2026 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
03/10/26 March 10, 2026 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
03/09/26 March 9, 2026 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
03/03/26 March 3, 2026 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
02/25/26 February 25, 2026 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
02/13/26 February 13, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ALV AUTOLIV INC. ... (+7)

AI in 2027; Intel’s turnaround; TSMC in 2026; Mobileye; Ericsson. Tech...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we over the last two weeks, follow the link below.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC-B MOBILEYE NV
ERICB EU ERICSSON LM-B SHS
01/26/26 January 26, 2026 1 EN
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ERIC-B ERICSSON LM-B S...

Ericsson 4Q25: Strong topline beat and cost control; near-term growth ...

Ericsson reported 4Q25 last week. Please click the link below for our full take on the print.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ERIC-B ERICSSON LM-B SHS
01/26/26 January 26, 2026 1 EN
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Robert Jan Vos
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
HEIA HEINEKEN NV
BN DANONE SA
RNO RENAULT SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
BAER JULIUS BAER GRUPPE AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
FR VALEO SE
CARL B CARLSBERG A/S CLASS B
VOW3 VOLKSWAGEN AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SAP SAP SE
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ZGN ERMENEGILDO ZEGNA NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
01/26/26 January 26, 2026 1 EN
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Robert Jan Vos
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
HEIA HEINEKEN NV
BN DANONE SA
RNO RENAULT SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
BAER JULIUS BAER GRUPPE AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
FR VALEO SE
CARL B CARLSBERG A/S CLASS B
VOW3 VOLKSWAGEN AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SAP SAP SE
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ZGN ERMENEGILDO ZEGNA NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
01/26/26 January 26, 2026 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/26/26 January 26, 2026 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/26/26 January 26, 2026 1 FR
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/25/26 January 25, 2026 1 EN
Ahmed Ben Salem ... (+3)
  • Ahmed Ben Salem
  • Emira Sagaama
  • Oddo Sustainability Team
FP TOTAL SE
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
AFX CARL ZEISS MEDITEC AG
AGS AGEAS SA/NV
KOMB KOMERCNI BANKA A.S.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
REP REPSOL SA
BKT BANKINTER SA
BP. BP P.L.C.
SHEL SHELL PLC
01/23/26 January 23, 2026 1 EN
Ahmed Ben Salem ... (+3)
  • Ahmed Ben Salem
  • Emira Sagaama
  • Oddo Sustainability Team
FP TOTAL SE
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
AFX CARL ZEISS MEDITEC AG
AGS AGEAS SA/NV
KOMB KOMERCNI BANKA A.S.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
REP REPSOL SA
BKT BANKINTER SA
BP. BP P.L.C.
SHEL SHELL PLC
01/23/26 January 23, 2026 1 FR
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ERIC-B ERICSSON LM-B S...

Ericsson 4Q25: Strong topline beat and cost control; near-term growth ...

Ericsson reported 4Q25 this morning. Please click the link below for our take on the print.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ERIC-B ERICSSON LM-B SHS
01/23/26 January 23, 2026 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/23/26 January 23, 2026 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/23/26 January 23, 2026 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
01/23/26 January 23, 2026 1 EN
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