Telefonaktiebolaget LM Ericsson Stock Price, News & Analysis

Ericsson (NASDAQ: ERIC) has released its June 2025 Mobility Report, highlighting significant growth in 5G Fixed Wireless Access (FWA) adoption and monetization. The report reveals that 51% of global service providers now offer speed-based FWA services, up from 40% in 2024. FWA is expected to represent over 35% of new fixed broadband connections, reaching 350 million by 2030.

The report forecasts 5G subscriptions to reach 2.9 billion by end-2025 and 6.3 billion by 2030. Mobile network data traffic grew 19% year-over-year, with 5G networks projected to handle 80% of global mobile traffic by 2030. In Europe, 5G mid-band coverage reached 50% population coverage, while North America and India achieved over 90% coverage.

Vonage, a subsidiary of Ericsson (NASDAQ:ERIC), has announced that Bluegrass Network has selected Vonage Fusion to enhance its communication systems. Bluegrass Network, a fiber-optic infrastructure provider serving over 400 miles, will implement Vonage's unified communications solution that combines Vonage Business Communications with Vonage Contact Center and Intelligent Workspace. The integration aims to improve connectivity between back-office employees and agents while providing AI-powered capabilities for enhanced customer service. The solution offers flexible agent setup, CRM integrations, and real-time collaboration features. Bluegrass Network, founded in 1995 and based in Elizabethtown, Kentucky, serves various sectors including banks, cellular companies, factories, government offices, and medical facilities.

Ericsson (ERIC) has launched Ericsson On-Demand, a groundbreaking software-as-a-service (SaaS) platform for 5G core network services, developed in partnership with Google Cloud. The solution enables Communication Service Providers (CSPs) to deploy core services within minutes, featuring consumption-based pricing and AI-powered operations. Built on Google Cloud's infrastructure and Google Kubernetes Engine, the platform offers telecom-grade reliability with public cloud flexibility across 42 regions. Key features include rapid provisioning, elastic scaling, transparent pricing, and built-in security. The platform is fully managed by Ericsson's 24/7 Site Reliability Engineering teams and leverages Google Cloud's AI infrastructure to enhance network availability and operational efficiency.

Ericsson and Supermicro have signed a Memorandum of Understanding to explore strategic collaboration aimed at accelerating Edge AI deployment. The partnership will combine Ericsson's 5G connectivity with Supermicro's Edge AI platforms to create commercial bundles that deliver advanced Edge AI capabilities and simplify procurement. The solution targets businesses in retail, factories, healthcare, and other sectors requiring low-latency AI applications. Supermicro offers various infrastructure products for Edge AI, from fanless devices to rackmount systems, while Ericsson provides wireless WAN solutions including 5G, SD-WAN, and security appliances. Key applications include retail checkout processing, industrial automation, traffic safety management, and healthcare operations.

Ericsson has announced changes in its share structure as of May 30, 2025. The company's total shares now amount to 3,371,351,735, consisting of 261,755,983 A shares and 3,109,595,752 B shares, with total voting rights of 572,715,558.2. The increase results from a new issue of 23.1 million C shares in May 2025, which were subsequently repurchased and converted to B shares. This action supports the financing of Long-Term Variable Compensation Programs LTV 2025 and LTV 2024 for executives, as approved at the AGM 2025. Currently, Ericsson holds 38,065,074 B shares as treasury stock.

Ericsson (NASDAQ: ERIC) has announced its decision to utilize the authorization granted at its March 25, 2025 annual general meeting to transfer shares related to its long-term variable compensation program 2022 (LTV 2022). The company is authorized to retain and sell up to 60% of the vested LTV 2022 series B shares before the 2026 annual general meeting to cover tax and social security liabilities for program participants.

The share transfer will take place on Nasdaq Stockholm from May 19, 2025 until the 2026 annual general meeting at prevailing market prices. Ericsson currently holds 38,390,417 series B shares, with a maximum of 368,692 shares eligible for transfer under this authorization.

Ericsson (ERIC) has announced plans to expand its R&D presence in Japan, with an initial creation of up to 300 high-skilled telecommunications jobs. The investment will focus on advanced RAN R&D in 5G and beyond, aiming to strengthen Japan's connectivity ecosystem. The company, which currently employs over 1,000 people in Japan, invests approximately $5 billion annually in global R&D.

The expansion will support Japan's digital infrastructure development through open high-performing programmable networks, fostering collaboration with local ecosystem suppliers and partners. Ericsson is already engaged in 6G research partnerships with Japanese universities and maintains offices in Tokyo, Yokohama, and Sendai since beginning operations in Japan in 1985.

Vonage, an Ericsson subsidiary, has unveiled a redesigned Startup Program to empower emerging businesses with advanced API capabilities. The program offers access to Vonage's next-generation API Platform, including Network APIs and Rich Communication Services (RCS) for voice, video, verification, and messaging solutions.

Key program benefits include customized API connectivity, competitive tiered credit system, hands-on mentorship, dedicated onboarding support, and technical training. The program is built on four pillars: Learning, Building, Supporting, and Connecting, providing startups with resources to develop innovative solutions, scale their businesses, and enhance customer experiences.

Ericsson (ERIC) has announced a share acquisition offer for its Long-Term Variable Compensation Programs LTV 2025 and LTV 2024. The company will acquire 23.1 million C shares from holders during May 5-19, 2025, paying approximately SEK 5 per share. Skandinaviska Enskilda Banken AB (SEB) has subscribed for all C shares and intends to accept the acquisition offer.

After acquiring the C shares, Ericsson plans to convert them to B shares. Post-conversion, Ericsson's total shares will reach 3,371,351,735, comprising 261,755,983 A shares and 3,109,595,752 B shares. The company currently holds 15,579,561 B shares as treasury stock.