Telefonaktiebolaget LM Ericsson Stock Price, News & Analysis

Ericsson (NASDAQ: ERIC) announced a strategic partnership with LotusFlare on December 3, 2025 to accelerate telecom operators' adoption and monetization of network APIs. Ericsson acquired a minority stake in LotusFlare and the companies will provide common solution blueprints for a Network API Exposure Layer, covering API access, consent management, and integration scenarios. LotusFlare's DNO Cloud and Nomad eSIM capabilities will complement Ericsson's networks and Vonage offerings to help CSPs, enterprises, and developers build network-powered services at scale. Financial terms were not disclosed.

Vonage (NASDAQ: ERIC) received three Established Leader recognitions from Juniper Research on November 20, 2025 for its Network APIs, Global Mobile Identity, and A2P & Business Messaging offerings. Juniper highlighted Vonage's Network APIs (including Silent Authentication and SIM Swap), developer tools, ecosystem partnerships, and broad communications portfolio spanning SMS, RCS, WhatsApp and other channels.

The research notes Vonage's position in new authentication methods and fraud prevention APIs, and cites a Juniper forecast of an 18% decline in SMS OTP traffic between 2025 and 2029, underscoring shifts toward alternative identity solutions.

Ericsson (NASDAQ: ERIC) released the November 2025 Mobility Report forecasting mobile and fixed wireless trends through 2031. Key findings include 6.4 billion 5G subscriptions by end-2031 (about two-thirds of mobile subscriptions), 4.1 billion 5G SA subscriptions, and 1.4 billion people accessing FWA broadband by 2031 (90% via 5G). The report documents 65 commercial network-slicing offerings from 33 CSPs and notes >90 CSPs have launched 5G SA. It also forecasts 180 million 6G subscriptions by 2031 and projects continued data growth, with mobile data traffic rising at a 16% CAGR to 2031.

Vonage (NASDAQ: ERIC) launched commercial fraud prevention Network APIs across all major U.S. carriers on November 17, 2025, offering Silent Authentication and SIM Swap detection to enterprises and developers.

The APIs provide carrier-verified trust signals for invisible authentication and SIM-change alerts; early deployments report 3–5x faster authentication and +8 percentage points conversion versus SMS OTP, and SIM Swap detection that can improve fraud detection 30–40%. Customers onboarded include Freenow (part of Lyft) and Persona. The services are also available in France, Germany, Italy, Netherlands, Spain, and the UK.

Vonage (NASDAQ: ERIC) was recognized by Metrigy with two MetriStar awards on November 13, 2025: MetriStar Top Provider for CCaaS and Top Customer Sentiment for CPaaS. Metrigy rated Vonage highest overall for CCaaS and second highest for CPaaS, citing measurable enterprise value such as a first contact resolution rate above 68%. The release highlights above-average customer satisfaction, service reliability, and platform integration, plus product features like AI-driven agent assist, omni-channel integration, rich analytics, fraud protection, and RCS support. Vonage said 76 of its success group report executive leadership now treats the contact center as a value center.

Vonage (part of Ericsson, NASDAQ: ERIC) announced a technology partnership with Confer With to embed Vonage Communications APIs into Confer With's immersive retail platform.

Confer With integrated Vonage Video API and Messages API (RCS, WhatsApp, SMS), driving a 23% increase in video-assisted shopping conversion rates and a 50% increase in average order value versus traditional eCommerce. The integration targets stable cross-device video, real-time analytics, and seamless post-purchase engagement to reduce returns and boost trust.

Vonage (NASDAQ: ERIC) was named North America Rising Star Partner of the Year by Verint at Verint Engage 2025 on Nov. 6, 2025.

The award recognizes Vonage Contact Center (VCC) for customer success and for integrating with Verint's AI-driven Customer Experience Automation Platform to help enterprises improve workforce capacity, increase revenue, and enhance customer experience. Vonage and Verint highlighted combined capabilities that target improved agent performance and measurable AI-powered outcomes.

Vonage (NASDAQ: ERIC) announced participation at the World Banking Forum in Athens on October 30, 2025 alongside Aduna, Deutsche Telekom, and mBank to demonstrate how 5G, Network APIs, and AI can improve banking security and customer experience. The collaboration highlights embedding verified network data and programmable network capabilities into banking apps to enable real-time verification, reduce fraud, and streamline authentication.

The partners say Aduna aggregates telco network capabilities, Deutsche Telekom supplies network APIs, Vonage exposes APIs and SDKs for developers, and mBank has integrated network APIs into fraud and authentication workflows.

The release cites a $11.9 trillion projected annual cybercrime cost by 2026 as context for the initiative.

Voxel announced a strategic investment from Ericsson Ventures (NASDAQ: ERIC) on October 29, 2025, positioning Ericsson as a partner in Voxel's expansion of computer-vision AI for workplace safety.

Voxel recently closed a $44M Series B led by NewRoad Capital Partners, bringing $64M total funding to date. Management said the Ericsson investment adds global reach and technical expertise to scale Voxel's proactive safety platform. Voxel is hiring across business units and invites customers to book demos.