Ericsson is positioned to benefit from the AT&T Open RAN multi-year contract win and India 5G buildout continuation. Margin recovery underway as North America RAN destocking ends. Geopolitical exclusion of Huawei in Europe and North America locks in market share.
Thesis reviewed May 29, 2026
Telefonaktiebolaget LM Ericsson is headquartered in Sweden, which is currently showing moderate signals.
🇸🇪Sweden56NEUTRALView Sweden risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold ERIC may also have indirect exposure through these country funds.
Ericsson AT&T Open RAN deployment exceeds milestones; revenue ramping
India 5G capex pause ends; Reliance Jio resumes purchase orders
Estimates · Yahoo Finance · Not audited figures
[Senate Hearing 119-205] [From the U.S. Government Publishing Office] S. Hrg. 119-205 PROTECTING THE VIRTUAL YOU: SAFEGUARDING AMERICANS' ONLINE DATA ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON PRIVACY, TECHNOLOGY, AND THE L…
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] AMERICAN INNOVATION AND THE FUTURE OF DIGITAL ASSETS ======================================================================= HEARINGS BEFORE THE SUBCOMMITTEE ON COMMODITY MARKETS, DIGITAL ASSETS, AND RURAL DEVELOPMENT AND THE …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] EUROPE'S THREAT TO AMERICAN SPEECH AND INNOVATION: PART II ======================================================================= HEARING BEFORE THE COMMITTEE ON THE JUDICIARY U.S. HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS SECOND SESSION …