COMPANY
Ericsson
ERICB:SS
Primary coverage by Pierre Ferragu
Research
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Ericsson 4Q25: Muted market, managing cost inflation well; remain on the sidelinesApril 17, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile to remain sluggish; fixed growingMarch 13, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Two weeks ending January 23rdJanuary 26, 2026 — Pierre Ferragu
Events
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Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
16TechnologyJune 16, 2021Hosted by Pierre FerraguWatch Replay -
Mar
2 -
Aug
27TechnologyAugust 27, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4