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Telefon AB L.M. Ericsson Series A vs Invisio: why the prices moved differently

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Telefon AB L.M. Ericsson Series A (0O86.LSE)

Q3 2026
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Ericsson Q3: Mixed Deals and Cost Pressures

  • New 5G contracts Ericsson won new 5G deals with AT&T for 600 MHz radios and Cellnex Poland for RAN modernization, supporting its core Networks business.

    New contracts are a key positive driver for future revenue.

  • Fintech partnership Ericsson's FIS fintech partnership could expand digital wallet adoption and add a new revenue stream, while the AT&T 5G drone-detection demo showed innovation leadership.

    New partnership and innovation highlight growth opportunities.

  • Weak financials Q2 organic sales fell 1%, reported revenue dropped 6% to SEK 52.7bn, and Networks organic sales declined 4%, missing estimates.

    Weak sales directly hurt investor confidence and stock price.

  • Cost and CEO uncertainty AI-driven memory chip costs are expected to pressure gross margins into 2027, with the stock falling 12% in a day. CEO succession also adds uncertainty, though it may bring fresh strategy.

    Rising costs and leadership change create near-term headwinds.

August 2026
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Ericsson wins new 5G deals but AI chip cost warning pressures margins

  • AI-driven memory chip costs to squeeze margins Ericsson warned that rising memory chip costs, caused by competition from AI data centers, will pressure profit margins in late 2026 and 2027. The stock fell 12% in a day. Higher costs mean less profit from each sale, which weighs on the share price.

    This is the biggest negative force on the stock this period, directly hitting profitability.

  • AT&T picks Ericsson for 600 MHz radio deployment AT&T selected Ericsson to supply 600 MHz dual-band radios for its newly acquired spectrum, improving coverage and speed. This is a concrete contract that boosts Ericsson's order book and revenue from its Networks business.

    A major customer win that directly supports future sales and shows demand for Ericsson's products.

  • Cellnex Poland chooses Ericsson for 5G RAN modernization Cellnex Poland selected Ericsson to modernize and expand its 5G radio access network, including radios, antennas, and microwave links. This is a new order for Ericsson's core Networks segment, which is 64% of sales, supporting revenue growth.

    Another concrete contract win that adds to Ericsson's backlog and shows ongoing demand.

  • FIS partnership expands Ericsson's fintech platform FIS and Ericsson teamed up to make it easier for banks and others to launch digital wallets using Ericsson's fintech platform, which already handles $80 billion in monthly transactions. This could increase adoption and transaction fees, adding a new growth stream beyond telecom equipment.

    Diversifies revenue and opens a new growth area, which can support the stock price longer term.

Latest
▲3▼1

Ericsson wins new 5G deals but AI chip cost warning pressures margins

  • AI-driven memory chip costs to squeeze margins Ericsson warned that rising memory chip costs, caused by competition from AI data centers, will pressure profit margins in late 2026 and 2027. The stock fell 12% in a day. Higher costs mean less profit from each sale, which weighs on the share price.

    This is the biggest negative force on the stock this period, directly hitting profitability.

  • AT&T picks Ericsson for 600 MHz radio deployment AT&T selected Ericsson to supply 600 MHz dual-band radios for its newly acquired spectrum, improving coverage and speed. This is a concrete contract that boosts Ericsson's order book and revenue from its Networks business.

    A major customer win that directly supports future sales and shows demand for Ericsson's products.

  • Cellnex Poland chooses Ericsson for 5G RAN modernization Cellnex Poland selected Ericsson to modernize and expand its 5G radio access network, including radios, antennas, and microwave links. This is a new order for Ericsson's core Networks segment, which is 64% of sales, supporting revenue growth.

    Another concrete contract win that adds to Ericsson's backlog and shows ongoing demand.

  • FIS partnership expands Ericsson's fintech platform FIS and Ericsson teamed up to make it easier for banks and others to launch digital wallets using Ericsson's fintech platform, which already handles $80 billion in monthly transactions. This could increase adoption and transaction fees, adding a new growth stream beyond telecom equipment.

    Diversifies revenue and opens a new growth area, which can support the stock price longer term.

July 2026
▼2▲1

Ericsson Q2 miss and AI chip cost warning hit shares

  • Q2 revenue miss and weak networks sales Ericsson's Q2 organic sales fell 1% and reported revenue dropped 6% to SEK 52.7bn, missing estimates. Networks organic sales fell 4% (reported down 8%). This weak demand pushed shares down sharply, as investors worry about growth.

    The revenue miss is the core new financial event that directly caused the stock to drop.

  • AI boom raises memory chip costs, squeezing margins Ericsson warned that soaring memory semiconductor prices, driven by AI demand, are raising component costs. This will gradually pressure gross margins in coming quarters. The company is taking pricing and cost actions, but the market fears profit erosion.

    This new cost warning explains why the stock fell further and highlights a key future risk.

  • CEO succession: Per Narvinger to replace Börje Ekholm Ericsson announced that Per Narvinger, head of Networks, will become CEO on October 1, succeeding Börje Ekholm. A leadership change can bring fresh strategy but also uncertainty. The market initially reacted negatively, though the long-term impact is unclear.

    This is a major new corporate event that affects investor confidence and future direction.

  • 5G drone detection demo shows tech leadership AT&T and Ericsson demonstrated drone detection using 5G network sensing and Massive MIMO radios, a step toward 6G. This highlights Ericsson's innovation and potential new revenue streams, though it is early-stage and not yet financially material.

    This new technology milestone supports the long-term growth story and may offset some negative sentiment.

▼2▲1

Ericsson Q2 miss and AI chip cost warning hit shares

  • Q2 revenue miss and weak networks sales Ericsson's Q2 organic sales fell 1% and reported revenue dropped 6% to SEK 52.7bn, missing estimates. Networks organic sales fell 4% (reported down 8%). This weak demand pushed shares down sharply, as investors worry about growth.

    The revenue miss is the core new financial event that directly caused the stock to drop.

  • AI boom raises memory chip costs, squeezing margins Ericsson warned that soaring memory semiconductor prices, driven by AI demand, are raising component costs. This will gradually pressure gross margins in coming quarters. The company is taking pricing and cost actions, but the market fears profit erosion.

    This new cost warning explains why the stock fell further and highlights a key future risk.

  • CEO succession: Per Narvinger to replace Börje Ekholm Ericsson announced that Per Narvinger, head of Networks, will become CEO on October 1, succeeding Börje Ekholm. A leadership change can bring fresh strategy but also uncertainty. The market initially reacted negatively, though the long-term impact is unclear.

    This is a major new corporate event that affects investor confidence and future direction.

  • 5G drone detection demo shows tech leadership AT&T and Ericsson demonstrated drone detection using 5G network sensing and Massive MIMO radios, a step toward 6G. This highlights Ericsson's innovation and potential new revenue streams, though it is early-stage and not yet financially material.

    This new technology milestone supports the long-term growth story and may offset some negative sentiment.

Invisio AB (0R86.LSE)

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