COMPANY
Ericsson
ERICB:SS
Primary coverage by Pierre Ferragu
Research
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Bible 2Q24 - Telecom Infrastructure: Past the bottom of the cycleAugust 30, 2024 — Pierre Ferragu
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Global Telecom Equipment: Hitting the bottom of thecycle; we upgrade Nokia to buyAugust 1, 2024 — Pierre Ferragu
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AI outlook strengthening further? Trailing edge recovering slowly, new export restrictions, and more. The Tech Weekly Wrap-upJuly 22, 2024 — Pierre Ferragu
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Ericsson 2Q24: At the trough of the cycle. Neutral, SEK75.July 15, 2024 — Pierre Ferragu
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Ericsson 2Q24: At the trough of the cycleJuly 12, 2024 — 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
02 -
Aug
27TechnologyAugust 27, 2020Hosted by Pierre FerraguWatch Replay -
May
06TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
04