Telefonaktiebolaget LM Ericsson (publ) (ERIC): Business Model Canvas

In der sich schnell entwickelnden Landschaft der globalen Telekommunikation steht Telefonaktiebolaget LM Ericsson als technologisches Kraftpaket da, das die komplexen Schnittstellen von Innovation, Konnektivität und digitaler Transformation strategisch steuert. Durch die sorgfältige Entwicklung eines umfassenden Geschäftsmodells, das modernste 5G-Netzwerke, Unternehmenslösungen und nachhaltige Infrastruktur umfasst, hat sich Ericsson als entscheidender Architekt moderner Kommunikationstechnologien positioniert. Diese Untersuchung des Business Model Canvas von Ericsson enthüllt einen ausgeklügelten Entwurf, der zeigt, wie ein bahnbrechendes schwedisches multinationales Unternehmen strategische Partnerschaften, technologisches Fachwissen und visionäre Wertversprechen nutzt, um an der Spitze der Telekommunikationsrevolution zu bleiben.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit großen Telekommunikationsbetreibern weltweit

Ericsson hat strategische Partnerschaften mit den folgenden großen Telekommunikationsbetreibern aufgebaut:

Telekommunikationsbetreiber	Land/Region	Einzelheiten zur Partnerschaft
Verizon	Vereinigte Staaten	Bereitstellung der 5G-Netzwerkinfrastruktur
China Mobile	China	Groß angelegter 5G-Netzausbau
Vodafone	Europa	Netzwerkmodernisierung und 5G-Implementierung

Technologiepartnerschaften

Ericsson unterhält strategische Technologiepartnerschaften mit wichtigen Branchenakteuren:

• Nokia: Vereinbarungen zur gegenseitigen Lizenzierung von Patenten
• Qualcomm: Entwicklung und Standardisierung der 5G-Technologie
• Intel: Fortschrittliche Netzwerkinfrastrukturtechnologien

Forschungs- und Entwicklungsallianzen

Ericsson arbeitet mit den folgenden akademischen und Forschungseinrichtungen zusammen:

Institution	Fokusbereich	Art der Forschungskooperation
KTH Royal Institute of Technology	5G- und 6G-Forschung	Gemeinsames Forschungsprogramm
Stanford-Universität	Künstliche Intelligenz in der Telekommunikation	Forschungsstipendium und Verbundprojekte

Cloud- und Software-Ökosystem-Partnerschaften

Zu den wichtigsten Cloud- und Softwarepartnerschaften gehören:

• Microsoft Azure: Cloud-Infrastruktur und Edge-Computing-Lösungen
• Amazon Web Services (AWS): Netzwerkvirtualisierung und Cloud-Dienste

Joint Ventures im Bereich 5G und Netzwerkinfrastruktur

Ericssons Joint-Venture-Investitionen in die Netzwerkinfrastruktur:

Joint-Venture-Partner	Investitionsbetrag	Fokusbereich
Cisco-Systeme	1,1 Milliarden US-Dollar	5G-Netzwerklösungen für Unternehmen
Telefónica	500 Millionen Euro	Entwicklung der europäischen 5G-Infrastruktur

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Telekommunikationsnetzwerkgeräten

Im vierten Quartal 2023 meldete Ericsson einen Netzwerkausrüstungsumsatz von 52,4 Milliarden SEK. Das Unternehmen produzierte und lieferte 5G-Funkbasisstationen für 155 kommerzielle Netzwerke weltweit.

Ausrüstungskategorie	Produktionsvolumen	Globaler Marktanteil
5G-Funkzugangsnetzwerk	38 % der weltweiten Bereitstellungen	26,4 % Marktanteil
Mobilfunknetz-Infrastruktur	Produziert an 12 Produktionsstandorten	21,7 % Weltmarktanteil

Forschung und Einsatz der 5G-Technologie

Ericsson investierte im Jahr 2023 44,3 Milliarden SEK in Forschung und Entwicklung, davon 25 % für die Weiterentwicklung der 5G-Technologie.

• Aktive 5G-Patente: 66.000+
• Kommerzielle 5G-Netze gestartet: 320 weltweit
• F&E-Personal: 28.432 Mitarbeiter

Software- und digitale Transformationslösungen

Software-Segment	Einnahmen	Wachstumsrate
Digitale Dienste	22,1 Milliarden SEK (2023)	3,5 % im Jahresvergleich

Verwaltete Netzwerkdienste und Beratung

Verwaltete Netzwerkdienste generierten im Jahr 2023 einen Umsatz von 37,6 Milliarden SEK und deckten 209 verwaltete Netzwerkverträge in 67 Ländern ab.

Kontinuierliche Innovation in der drahtlosen Kommunikationstechnologie

• Gesamte Innovationsinvestitionen: 44,3 Milliarden SEK
• Anzahl aktiver Forschungsprojekte: 127
• Im Jahr 2023 eingereichte Patentanmeldungen: 1.652

Ericsson unterhält ein umfassendes Innovationsökosystem mit strategischen Partnerschaften in 15 Ländern, das sich auf drahtlose Technologien der nächsten Generation konzentriert.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliches Portfolio für technologisches geistiges Eigentum

Im Jahr 2024 hält Ericsson weltweit 59.000 erteilte Patente in den Bereichen Telekommunikation und 5G-Technologien.

Patentkategorie	Anzahl der Patente
Wesentliche 5G-Patente	2,100
Telekommunikationspatente	57,000

Globale Forschungs- und Entwicklungszentren

Ericsson unterhält weltweit 19 eigene Forschungs- und Entwicklungszentren.

• Gesamtinvestitionen in Forschung und Entwicklung im Jahr 2023: 37,4 Milliarden SEK
• F&E-Personal: 24.500 Mitarbeiter
• Wichtige Forschungs- und Entwicklungsstandorte: Schweden, USA, China, Indien, Kanada

Qualifizierte Ingenieure und technische Arbeitskräfte

Gesamtzahl der Mitarbeiter im Jahr 2023: 105.138 Fachkräfte

Mitarbeiterkategorie	Prozentsatz
Ingenieursprofis	62%
Technischer Support	23%
Management	15%

Umfangreiche Patentsammlung in der Telekommunikation

Das Patentportfolio von Ericsson umfasst kritische Telekommunikationstechnologien.

• 5G-Technologiepatente: Weltweit führende Position
• Jährliche Patentanmeldungsrate: Ungefähr 1.500 neue Patente
• Einnahmen aus Patentlizenzen im Jahr 2023: 6,5 Milliarden SEK

Robuste digitale Infrastruktur und Netzwerktechnologien

Netzwerkinfrastruktur und Technologieressourcen stellen bedeutende Schlüsselressourcen dar.

Infrastrukturmetrik	Wert
Globaler Marktanteil für Netzwerkausrüstung	39%
5G-Handelsverträge	378 Verträge
Länder mit Ericsson Network-Präsenz	180+

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Wertversprechen

End-to-End-5G-Netzwerklösungen für die globale Telekommunikation

Die 5G-Netzwerklösungen von Ericsson werden ab dem vierten Quartal 2023 weltweit bereitgestellt:

Region	5G-Handelsvereinbarungen	Live-5G-Netzwerke
Nordamerika	38 Vereinbarungen	24 Live-Netzwerke
Europa	52 Vereinbarungen	35 Live-Netzwerke
Asien-Pazifik	62 Vereinbarungen	41 Live-Netzwerke

Modernste drahtlose Kommunikationstechnologien

Kennzahlen für Investitionen in drahtlose Technologie:

• F&E-Ausgaben im Jahr 2023: 4,6 Milliarden US-Dollar
• Patentportfolio: 57.000 erteilte Patente
• 5G-Patentanmeldungen: Über 26.000 Patentfamilien

Skalierbare und sichere digitale Transformationsdienste

Leistungsportfolio zur digitalen Transformation:

Servicekategorie	Jahresumsatz (2023)
Netzwerkdienste	6,2 Milliarden US-Dollar
Digitale Dienste	3,8 Milliarden US-Dollar
Cloud- und Sicherheitslösungen	2,5 Milliarden US-Dollar

Nachhaltige und energieeffiziente Netzwerkinfrastruktur

Nachhaltigkeitsleistungsindikatoren:

• Verbesserungen der Energieeffizienz: Reduzierung des Netzwerkenergieverbrauchs um 35 %
• Nutzung erneuerbarer Energien: 70 % des weltweiten Betriebs
• Ziel der CO2-Neutralität: 2040

Umfassendes Telekommunikationsausrüstungs- und Software-Ökosystem

Aufschlüsselung der Einnahmen aus Ausrüstung und Software:

Produktkategorie	Umsatz 2023	Marktanteil
Funkzugangsnetzwerk (RAN)	11,3 Milliarden US-Dollar	28%
Kernnetzwerkausrüstung	7,6 Milliarden US-Dollar	22%
Managed-Services-Software	5,2 Milliarden US-Dollar	18%

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Kundenbeziehungen

Langfristige Verträge mit Unternehmen und Dienstleistern

Ericsson unterhält strategische langfristige Verträge mit großen Telekommunikationsbetreibern weltweit. Im vierten Quartal 2023 meldete das Unternehmen 160 kommerzielle 5G-Verträge mit einzelnen Betreibern weltweit.

Vertragstyp	Anzahl der Verträge	Geografische Abdeckung
5G-Netzwerkbereitstellung	160	Global
Netzwerkverwaltete Dienste	42	Multikontinental

Technischer Support und Beratungsdienste

Ericsson bietet umfassenden technischen Support über mehrere Kanäle.

• Globale technische Supportzentren rund um die Uhr
• Dedizierte Enterprise-Support-Teams
• Ferndiagnose- und Fehlerbehebungsdienste

Digitale Kundenbindungsplattformen

Zu den digitalen Engagement-Plattformen gehören Online-Support-Portale und Echtzeit-Kommunikationsschnittstellen. Im Jahr 2023 meldete Ericsson, dass 85 % der Kundeninteraktionen über digitale Kanäle abgewickelt wurden.

Maßgeschneidertes Netzwerklösungsdesign

Ericsson bietet maßgeschneiderte Netzwerklösungen für verschiedene Marktsegmente.

Segment	Anpassungsebene	Umsetzungsrate
Telekommunikationsbetreiber	Hoch	92%
Unternehmenskunden	Mittel	76%
Regierungssektor	Hoch	88%

Laufender technischer Upgrade- und Wartungssupport

Ericsson bietet kontinuierlichen technischen Support und Upgrade-Services.

• Regelmäßige Software-Updates
• Hardware-Aktualisierungsprogramme
• Vorausschauende Wartungsdienste

Im Jahr 2023 investierte Ericsson 4,6 Milliarden US-Dollar in Forschung und Entwicklung, um Kundensupporttechnologien und Netzwerklösungen zu verbessern.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Kanäle

Direktvertriebsteam für Unternehmens- und Telekommunikationskunden

Ericsson unterhält ab 2023 ein globales Direktvertriebsteam von 14.600 Vertriebsprofis und richtet sich an Unternehmens- und Telekommunikationskunden in 180 Ländern.

Vertriebskanal	Anzahl der Vertriebsprofis	Geografische Abdeckung
Enterprise-Verkaufsteam	4,200	Globale Unternehmenssegmente
Vertriebsteam für Telekommunikationsbetreiber	10,400	180 Länder

Digitale Online-Plattformen und E-Commerce

Ericsson betreibt mehrere digitale Plattformen und erwirtschaftet im Jahr 2023 einen digitalen Umsatz von 1,2 Milliarden US-Dollar.

• Ericsson.com Unternehmensportal
• Digitaler Marktplatz für 5G-Lösungen
• Online-Plattform für Netzwerkinfrastruktur

Partner- und Reseller-Netzwerke

Ericsson unterhält weltweit 1.200 zertifizierte Technologie- und Implementierungspartner.

Partnerkategorie	Anzahl der Partner	Jährlicher Partnerumsatz
Technologiepartner	450	780 Millionen Dollar
Implementierungspartner	750	1,3 Milliarden US-Dollar

Branchenkonferenzen und Technologieausstellungen

Ericsson nimmt jährlich an 85 großen globalen Technologiekonferenzen teil.

• Mobiler Weltkongress
• 5G-Technologiegipfel
• Konferenz zur Unternehmenskonnektivität

Digitale Marketing- und Kommunikationskanäle

Ericsson nutzt eine umfangreiche digitale Marketing-Infrastruktur mit 12,5 Millionen Social-Media-Followern.

Digitaler Kanal	Follower/Abonnenten	Jährliche Engagement-Rate
LinkedIn	3,2 Millionen	4.7%
Twitter	2,1 Millionen	3.9%
YouTube	1,5 Millionen	5.2%

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Kundensegmente

Globale Telekommunikationsdienstleister

Ericsson bedient große globale Telekommunikationsbetreiber in 180 Ländern. Ab dem vierten Quartal 2023 verfügte das Unternehmen über Netzwerkverträge mit:

Region	Anzahl der Telekommunikationsbetreiber
Europa	62 Betreiber
Nordamerika	37 Betreiber
Asien-Pazifik	83 Betreiber
Naher Osten und Afrika	48 Betreiber

Kunden für Unternehmens- und Unternehmensnetzwerkinfrastruktur

Ericsson bietet Unternehmensnetzwerklösungen für:

• Fortune-500-Unternehmen
• Multinationale Konzerne
• Branchenspezifische Unternehmenskunden

Sektor	Betreute Unternehmenskunden
Herstellung	1.247 Kunden
Finanzdienstleistungen	832 Kunden
Gesundheitswesen	516 Kunden

Regierung und Organisationen des öffentlichen Sektors

Ericsson liefert kritische Netzwerkinfrastruktur für Regierungsbehörden in 47 Ländern, mit einem Gesamtauftragswert der Regierung von 2,3 Milliarden US-Dollar im Jahr 2023.

Regierungssegment	Vertragswert
Öffentliche Sicherheitsnetzwerke	687 Millionen US-Dollar
Verteidigungskommunikationssysteme	542 Millionen US-Dollar
Smart City-Infrastruktur	1,071 Milliarden US-Dollar

Kleine und mittlere Telekommunikationsunternehmen

Ericsson unterstützt weltweit 2.345 kleine und mittlere Telekommunikationsbetreiber mit spezialisierten skalierbaren Lösungen.

Unternehmensgröße	Anzahl der Operatoren
Kleine Betreiber (1–100 Mitarbeiter)	1.142 Betreiber
Mittlere Betreiber (101–500 Mitarbeiter)	1.203 Betreiber

Netzwerknutzer im Industrie- und Fertigungssektor

Ericsson bietet industrielle Netzwerklösungen für 3.657 Fertigungskunden aus verschiedenen Branchen.

Teilsektor Fertigung	Anzahl der Kunden
Automobil	876 Kunden
Elektronikfertigung	1.247 Kunden
Schwerindustrie	1.534 Kunden

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Kostenstruktur

Bedeutende Forschungs- und Entwicklungsinvestitionen

Im Jahr 2022 investierte Ericsson 50,1 Milliarden SEK in Forschung und Entwicklung, was 18,4 % seines Gesamtumsatzes entspricht. Die F&E-Ausgaben des Unternehmens setzten sich wie folgt zusammen:

Kategorie „F&E-Investitionen“.	Betrag (Milliarden SEK)	Prozentsatz der gesamten F&E
Entwicklung der 5G-Technologie	22.3	44.5%
Netzwerkinfrastruktur	15.7	31.3%
Cloud- und KI-Technologien	8.6	17.2%
Andere neue Technologien	3.5	7.0%

Globale Produktions- und Lieferkettenkosten

Die weltweiten Herstellungskosten von Ericsson beliefen sich im Jahr 2022 auf rund 38,2 Milliarden SEK, wobei die Hauptverteilung auf folgende Regionen verteilt ist:

• Herstellungskosten im asiatisch-pazifischen Raum: 15,6 Milliarden SEK
• Europäische Herstellungskosten: 11,4 Milliarden SEK
• Nordamerikanische Herstellungskosten: 7,8 Milliarden SEK
• Lateinamerikanische Herstellungskosten: 3,4 Milliarden SEK

Kosten für Personal- und Talentakquise

Im Jahr 2022 beliefen sich die gesamten Personalkosten von Ericsson auf 67,3 Milliarden SEK, darunter:

Kostenkategorie	Betrag (Milliarden SEK)
Gehälter und Löhne	52.6
Sozialversicherungsbeiträge	8.9
Rekrutierung und Schulung	5.8

Technologielizenzierung und Patentpflege

Die Ausgaben für geistiges Eigentum von Ericsson beliefen sich im Jahr 2022 auf 6,2 Milliarden SEK und verteilten sich wie folgt:

• Patentanmeldung und -wartung: 3,7 Milliarden SEK
• Technologielizenzgebühren: 2,5 Milliarden SEK

Ausgaben für Marketing- und Vertriebsinfrastruktur

Die Marketing- und Vertriebskosten für Ericsson beliefen sich im Jahr 2022 auf insgesamt 24,5 Milliarden SEK:

Kategorie der Marketingausgaben	Betrag (Milliarden SEK)
Digitales Marketing	7.6
Vertriebsinfrastruktur	9.3
Messe- und Eventmarketing	4.2
Unternehmensbranding	3.4

Telefonaktiebolaget LM Ericsson (publ) (ERIC) – Geschäftsmodell: Einnahmequellen

Vertrieb von Netzwerkausrüstung und Hardwarelösungen

Im vierten Quartal 2023 meldete Ericsson einen Nettoumsatz von 67,2 Milliarden SEK. Der Umsatz mit Netzwerkinfrastruktur machte 38,5 Milliarden SEK des Gesamtumsatzes aus.

Produktkategorie	Umsatz (Milliarden SEK)	Prozentsatz des Gesamtumsatzes
Funkzugangsnetzwerk (RAN)	23.4	34.8%
Kernnetzwerkausrüstung	11.2	16.7%
Übertragungsnetzlösungen	3.9	5.8%

Verwaltete Netzwerkdienste und Beratung

Der Umsatz mit Managed Services erreichte im Jahr 2023 15,6 Milliarden SEK, was 23,2 % des gesamten Netzwerkumsatzes entspricht.

• Beratungsumsatz für digitale Dienste: 4,2 Milliarden SEK
• Netzwerkoptimierungsdienste: 6,8 Milliarden SEK
• Cloud- und Edge-Computing-Dienste: 4,6 Milliarden SEK

Softwarelizenzierung und digitale Transformationsdienste

Der Software- und Dienstleistungsumsatz für 2023 betrug 22,1 Milliarden SEK.

Softwarekategorie	Umsatz (Milliarden SEK)
Cloud- und NFV-Software	8.3
Lizenzierung für die digitale Transformation	6.7
Betriebsunterstützungssysteme	7.1

Verträge zur Implementierung der 5G-Technologie

Der 5G-bezogene Umsatz belief sich im Jahr 2023 auf insgesamt 29,5 Milliarden SEK, was 44 % des gesamten Netzwerkinfrastrukturumsatzes entspricht.

• Nordamerika 5G-Verträge: 12,3 Milliarden SEK
• Europa 5G-Verträge: 8,7 Milliarden SEK
• 5G-Verträge im asiatisch-pazifischen Raum: 8,5 Milliarden SEK

Laufende Wartungs- und Supportverträge

Die Wartungs- und Supporteinnahmen für 2023 beliefen sich auf 12,4 Milliarden SEK.

Wartungstyp	Umsatz (Milliarden SEK)	Vertragsdauer
Netzwerkwartung	7.2	3-5 Jahre
Software-Support	3.6	1-3 Jahre
Erweiterte Garantie	1.6	1-2 Jahre

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Value Propositions

You're looking at the core value Ericsson is delivering to its Communication Service Provider (CSP) customers as of late 2025. It's all about performance, programmability, and operational intelligence, which is how they maintain their leadership position.

The foundation of the value proposition rests on industry-leading 5G network performance and reliability. Independent analysis confirms this leadership; the Omdia Market Landscape RAN Vendors report for 2025 ranked Telefonaktiebolaget LM Ericsson (publ) as the top vendor in both business performance and portfolio. This isn't just talk; their 5G contracts account for 35% of the global market, which helped drive a 10% rise in operating profit year-on-year in Q1 2025. To be fair, their 5G market share outside of China was approximately 36% in 2024, and they have worked to strengthen that position throughout 2025. More than 50% of worldwide 5G traffic outside China is running on their equipment. Here's a quick look at their scale:

Metric	Value
5G Contracts Global Market Share	35%
5G Market Share (Outside China, 2024 Est.)	Approx. 36%
Live 5G Standalone (SA) Networks Powered	42 of 70+
5G Networks Running on Ericsson Innovation	189 of ~340

Next, you see the push for programmable networks, which lets CSPs offer differentiated connectivity and unlock new use cases. This architectural shift is happening now; the company projects that more than two-thirds of its radio product deliveries in 2025 will support these open and programmable networks. They are on track to offer 130 radio products to support these networks during 2025. This programmability is directly translating into new revenue streams; as of late 2025, there are 65 commercial offerings based on network slicing across 33 CSPs, with 21 of those offerings launched in 2025 alone. That's rapid monetization, you see.

Energy efficiency is a major component of the value, helping customers manage operational costs and sustainability targets. The stated goal was to reduce the energy consumption of typical new radio base station sites by 40% between 2021 and 2025. While the final verified data for the 2025 target is pending audit, new radio innovations are already delivering significant gains. For instance, new Massive MIMO radios can cut energy consumption by up to 30 per cent and reduce embodied carbon footprint by up to 50 per cent. Plus, streamlined supply chain and logistics practices annually avoid almost 23,000 metric tons of carbon emissions.

The move to cloud-based communication and API platforms is about making network capabilities accessible to enterprise developers. Telefonaktiebolaget LM Ericsson (publ) is accelerating this via a strategic partnership, including a minority stake acquisition in LotusFlare, which has 500 employees globally. This effort, combined with their Vonage cloud communications platform, aims to expose and monetize advanced network capabilities via APIs. They also launched Ericsson On-Demand, a true software-as-a-service (SaaS) platform for core network services, designed with Google Cloud. This model helps CSPs provision services in minutes rather than months, which is a huge step up from traditional deployment cycles.

Finally, AI-driven autonomous network management is central to operational efficiency. They are embedding AI into their products; for example, using an AI model on link adaptation shows a potential spectral gain of 10%. The industry recognizes this shift; forecasts show the network-automation segment rising towards USD 11 billion in 2025. This intelligence is already showing results in trials, such as Chunghwa Telecom deploying digital twins and generative models that lifted event capacity by 14 percent. Still, the industry is early in this journey; less than 10% of CSPs are barely reaching Level 3 autonomy, which is the point where AI integration into network operation systems truly begins to take hold.

• New radio products designed to reduce energy consumption by up to 30%.
• AI model application showing a potential spectral gain of 10%.
• 21 new commercial offerings based on network slicing launched in 2025 alone.
• The network-automation segment is forecast to rise towards USD 11 billion in 2025.
• Ericsson's core network services are offered as a SaaS platform, allowing provisioning in minutes.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Customer Relationships

Long-term, strategic account management for major CSPs

• Ericsson supports 187 live 5G networks in 78 countries as of late 2025.
• Over 40 of these live 5G networks are 5G Standalone (SA) deployments.
• Ericsson has 70+ live cloud-native core deployments across 180 countries.
• North America represented 35% of total sales by Q2 2025.
• North America sales surged by 54% year-on-year in Q4 2024.

Dedicated support and customized pricing for complex network deployments

The five-year, $14 billion contract signed with AT&T in late 2023 is a key example of a strategic, long-term deployment commitment. This contributed to North America revenues reaching SEK 20.4 billion ($2 billion) in Q3 2024.

Metric	Value	Context
AT&T Contract Value	$14 billion	Long-term strategic CSP agreement
North America Sales % of Total (Q2 2025)	35%	Regional contribution
North America Revenue Growth (Q4 2024 YoY)	54%	Impact of strategic deployment spending

Self-service and API documentation for developers on the Vonage platform

Telefonaktiebolaget LM Ericsson (publ) (ERIC) expects meaningful network API revenue during 2025. The Vonage platform is embraced by a 1.1 million global developer community. Vonage maintains back-end connections across over 200 CSPs. As of December 2025, Vonage Communications APIs and Network APIs are available in AWS Marketplace.

Simplified, incentivized channel partner program for Enterprise sales

The new Enterprise Wireless Solutions Partner Programme officially became active on July 1, 2025, replacing the previous multi-tiered structure. The program features three core categories: Solution Partners, Distribution-managed Partners, and Ecosystem member partners. The program rollout includes the launch of Partner View, a dashboard for performance metrics.

• New program structure aims for better earning potential and simplified operations.
• Solution Partners invest in sales and technical certifications.
• The Mountaineer program, focused on training-based certifications, is now open to all registered partners.

Co-creation and joint innovation initiatives with key partners like stc

On December 3, 2025, Telefonaktiebolaget LM Ericsson (publ) (ERIC) announced a strategic partnership with LotusFlare, which included the acquisition of a minority stake. This alliance, alongside Aduna (launched September 2024), focuses on providing common solution blueprints for a Network API Exposure Layer. The goal is to accelerate CSPs' ability to unlock new network capabilities.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Channels

You're looking at how Telefonaktiebolaget LM Ericsson (publ) gets its technology-from massive core network gear to enterprise software-into the hands of customers. It's a multi-pronged approach, balancing direct, high-touch sales with a vast partner ecosystem. Considering the TTM revenue hit SEK 240.31 billion as of September 30, 2025, the scale of these channels is significant.

Direct Sales force for large-scale network infrastructure contracts (CSPs)

The bedrock of Telefonaktiebolaget LM Ericsson (publ)'s channel strategy remains the direct sales force targeting Communication Service Providers (CSPs). This team handles the large-scale, complex infrastructure contracts that form the core business. This is where you see the impact of their leadership in 5G infrastructure; for instance, Telefonaktiebolaget LM Ericsson (publ) currently powers 42 of the world's 70+ commercially live 5G Standalone (SA) networks. The North American market, a key focus area, represented 35% of total sales by Q2 2025.

Enterprise Wireless Solutions Partner Programme (resellers, MSPs)

For the growing Enterprise segment, Telefonaktiebolaget LM Ericsson (publ) relies heavily on its revamped Solutions Partner Programme, which went live on July 1, 2025, simplifying the previous tiered structure. This channel is crucial, as the enterprise side of the business sees around a 95/5 split, meaning 95% of its business flows through partners versus direct sales. The program now clearly defines three categories:

• Solution partners: Resellers investing in sales and technical certifications.
• Distribution-managed partners: Supported programmatically via authorized distributors.
• Ecosystem member partners: Including Managed Service Providers (MSPs) and technology alliance players.

The financial incentives were recalibrated to drive specific behaviors. The deal registration discount was increased to 15% from a previous 5% base, with the ultimate goal being for partners to make right around 20% margin working with Telefonaktiebolaget LM Ericsson (publ).

Vonage/Global Communications Platform for direct API consumption

The push into software and developer services is channeled through the Global Communications Platform, anchored by the Vonage business, which Telefonaktiebolaget LM Ericsson (publ) acquired for $6.2 billion. The strategy here is direct consumption by developers and enterprises building applications using network APIs. Telefonaktiebolaget LM Ericsson (publ)'s CEO had previously indicated expectations for meaningful API revenue starting in 2025. This aligns with the broader market, where the global Network API Market size was valued at USD 1.63 billion in 2025. The company is accelerating this by leveraging its Vonage division and a minority stake in LotusFlare to enhance the supply of APIs, aiming to boost consumption of new network capabilities.

Ericsson Federal Technologies Group for US public sector sales

To specifically address the US public sector, Telefonaktiebolaget LM Ericsson (publ) established the Ericsson Federal Technologies Group (EFTG) in March 2024. This entity focuses on accelerating digital modernization for state and federal agencies, including the Department of Defense (DoD). As of early 2024, Telefonaktiebolaget LM Ericsson (publ) equipment was already part of about 50% of the DoD's 5G deployments. EFTG ensures compliance with requirements like Foreign Ownership Control or Influence (FOCI) Mitigation to secure sensitive government work.

Authorized distributors and system integrators for enterprise hardware

Beyond the dedicated Enterprise Wireless Solutions Partner Programme, the broader hardware and system integration landscape remains a key channel. The global telecommunication system integration market itself was estimated to be a $50 billion market in 2025. While the 95/5 partner-to-direct split mentioned earlier pertains to the Enterprise segment specifically, authorized distributors and system integrators are essential for scaling the deployment and integration of Telefonaktiebolaget LM Ericsson (publ)'s core network and enterprise hardware solutions across various geographies and customer types.

Here's a snapshot of the scale and recent channel focus:

Channel Focus Area	Relevant Metric/Data Point	Value/Amount
Overall Scale (TTM)	Total Reported Revenue (Net Sales) as of September 30, 2025	SEK 240.31 billion
Direct Sales (CSPs)	Number of commercially live 5G SA networks powered	42 (out of 70+)
Enterprise Partner Program	Deal Registration Discount Increase (New vs. Old)	15% vs. 5%
Enterprise Partner Program	Targeted Partner Margin	Around 20%
Vonage/APIs	Acquisition Cost of Vonage	$6.2bn
Vonage/APIs	Estimated Network API Market Size in 2025	USD 1.63 Billion
Ericsson Federal Technologies Group	Approximate share of DoD 5G deployments using Ericsson equipment	50%
System Integration Market Context	Estimated Global Telecom System Integration Market in 2025	$50 billion

The new Partner View digital tool helps Solution Partners monitor performance metrics like revenue and pipeline data, meaning less time chasing data. Finance: draft 13-week cash view by Friday.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Customer Segments

You're looking at the core customer base for Telefonaktiebolaget LM Ericsson (publ) as of late 2025. This isn't just about selling radios; it's about selling the entire digital plumbing for the next decade.

Global Communication Service Providers (CSPs) like AT&T, Vodafone, China Mobile

CSPs remain the bedrock. Their investment cycles dictate the health of the Networks segment, which was 63% of net sales in Q3 2025. For the twelve months ending September 30, 2025, Telefonaktiebolaget LM Ericsson (publ) reported total revenue of SEK 240.31 billion. In Q3 2025 specifically, the Networks segment sales were SEK 35.4 billion. The focus here is on 5G Standalone (5G SA) monetization; as of November 2025, more than 90 CSPs have launched or soft-launched 5G SA networks. This move enables new value, evidenced by 65 commercial offerings based on network slicing across 33 CSPs, with 21 of those offerings launched in 2025 alone. The US market is a massive component, accounting for a stunning 44% of Ericsson's Q2 2025 sales, though the Americas region overall represented 35% of Q3 2025 net sales. Globally, 5G subscription uptake is strong, with the total expected to reach 2.9 billion by the end of 2025.

Here's a snapshot of the scale with the major CSP-facing unit:

Metric	Value (Q3 2025)	Context/Source
Networks Segment Sales	SEK 35.4 billion	Reported sales for the quarter.
Networks Segment Share of Net Sales	63%	Percentage of total Q3 2025 net sales.
Global 5G Contract Market Share	35%	Ericsson's share of the global 5G contracts.
5G SA Commercial Offerings	65	Total commercial offerings based on network slicing.
Total 5G Subscriptions (End of 2025 Est.)	2.9 billion	Global estimate for year-end 2025.

Enterprise sector (e.g., manufacturing, utilities) seeking Private 5G and Wireless WAN

The Enterprise segment is a strategic growth area, though it faced headwinds recently. In Q3 2025, this segment represented 9% of sales and saw an organic sales decline of 7%. Still, the Enterprise Wireless Solutions unit, which handles Private 5G and Cradlepoint products, showed strong momentum in early 2025, with reported sales growing by 20% year-on-year in Q1 2025. For the full year 2024, this enterprise wireless division contributed SEK 4.9 billion to sales, a 17% increase from 2023. The division's revenue in Q2 2025 stood at SEK 5.5 billion ($570 million). This group is focused on delivering high-quality, low-latency connectivity for industrial use cases.

Developers and businesses consuming network APIs (via Vonage)

The acquisition of Vonage feeds directly into this segment, aiming to monetize network capabilities via APIs. The overall Communications Platform as a Service (CPaaS) market is projected to reach USD 22 billion by 2025, with expectations for the segment to grow at 30% annually. Ericsson had projected revenue synergies from Vonage of USD 0.4 billion by 2025. More recent analyst expectations cited a 17% growth for the CPaaS business up to 2025, with a Total Addressable Market (TAM) of USD 69 billion. However, the Business Area Global Communications Platform (BGCP), which includes Vonage, saw sales decline by 9% organically in Q3 2025. In that quarter, Vonage's sales were SEK 3.2 billion ($330 million), accompanied by a loss widening by 50% to SEK 600 million ($63 million). Vonage serves a community of more than one million registered developers.

US Federal Government and Public Sector entities

While specific government contract revenue isn't broken out, this customer base is captured within the significant North American sales figures. The Americas region represented 35% of Telefonaktiebolaget LM Ericsson (publ)'s net sales in Q3 2025. North America is a key strategic priority market.

Handset manufacturers (for Intellectual Property Rights licensing)

This group provides a source of high-margin, recurring revenue through IPR (Intellectual Property Rights) licensing. In Q3 2025, IPR revenue was SEK 3.1 billion. This figure represented a year-over-year decline of SEK 0.4 billion compared to Q3 2024.

Finance: draft 13-week cash view by Friday.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Cost Structure

You're looking at the core expenses Telefonaktiebolaget LM Ericsson (publ) incurs to keep the lights on and the networks running. Honestly, for a company this size, the cost structure is dominated by a few massive buckets, primarily R&D and the actual cost of the hardware they sell.

High R&D costs are non-negotiable to stay ahead in the telecom game. To maintain technology leadership, Telefonaktiebolaget LM Ericsson (publ) is pouring significant capital into innovation. The research and development expenses for the twelve months ending September 30, 2025, clocked in at $4.897B. This aligns closely with the internal target of annual investments exceeding SEK 50 billion in R&D, which supports their portfolio of over 60,000 granted patents.

The Cost of Goods Sold (COGS) represents the direct cost tied to their hardware sales, which is a huge chunk of the total outlay. For the twelve months ending September 30, 2025, the Cost of Goods Sold for hardware manufacturing and supply chain logistics totaled $12.571B. This figure reflects the ongoing costs associated with producing and delivering network equipment and related services.

Personnel costs are being actively managed through workforce adjustments. Telefonaktiebolaget LM Ericsson (publ) has been executing a global restructuring plan, aiming to cut approximately 8,500 jobs worldwide to streamline operations. While the prompt mentioned 6,000 reductions, the broader plan targets 8,500. As a concrete example of the financial impact, restructuring charges were estimated at SEK 4 billion for 2024, and Q2 2025 results suggested these charges would remain high as the company continued its efficiency drive.

Sales, General, and Administrative (SG&A) expenses cover the overhead of running a global operation. For the twelve months ending September 30, 2025, SG&A expenses were reported at $3.483B. This is down from the 2024 annual figure of $4.887B, suggesting some success in controlling these operational costs as part of the broader cost-cutting strategy.

Finally, Intellectual Property Rights (IPR) litigation and licensing costs are a recurring, albeit variable, expense. While settlements bring in revenue, the legal battles themselves are costly. For instance, the partial settlement with Lenovo in Q2 2025 led to the withdrawal of all ongoing lawsuits, including actions before the United States International Trade Commission (USITC), with financial impacts recognized starting in Q2 2025. This shows that resolving disputes, even partially, is a major financial event.

Here's a quick look at some of the key cost components based on the latest available data:

Cost Component	Latest Reported Amount	Period/Context
Cost of Goods Sold (COGS)	$12.571B	Twelve Months Ending September 30, 2025
Research & Development (R&D) Expenses	$4.897B	Twelve Months Ending September 30, 2025
SG&A Expenses	$3.483B	Twelve Months Ending September 30, 2025
Restructuring Charges	SEK 4 billion	Estimated for Fiscal Year 2024
Global Job Reduction Target	Around 8,500 employees	Global Restructuring Plan

The cost structure is heavily weighted toward product delivery and future technology development. You can see the focus on efficiency in the reduction of SG&A relative to the LTM COGS, but the R&D spend remains high to protect their market position.

• R&D expenses averaged $4.906 billion from fiscal years ending December 2020 to 2024.
• The company is confident in growing IPR revenues following new 5G agreements.
• Q2 2025 adjusted gross margin reached 48.0%, supported by lower operating expenses.
• The company has structurally lowered its cost base.

Finance: draft 13-week cash view by Friday.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Canvas Business Model: Revenue Streams

You're looking at the core ways Telefonaktiebolaget LM Ericsson (publ) brings in cash as we move through late 2025. It's a mix of big hardware sales, recurring software/service fees, and the often-lumpy but important income from its patent portfolio.

The bulk of the revenue still comes from the foundational network infrastructure business, but the shift toward software and services is definitely visible in the projections.

Revenue Stream Category	Projected 2025 Revenue (USD)	Approximate Share of Total Projected Revenue
Networks segment sales (equipment and services)	$16 Billion	64%
Cloud Software and Services sales	$6.1 Billion	24.4%
Enterprise and Other sales (including Vonage)	$2.6 Billion	10.4%
Total Projected Revenue (FY2025)	$25 Billion	100%

The Networks segment remains the single-biggest revenue driver, projected to account for about 65% of the total projected $25 Billion in revenues for Fiscal Year 2025. That segment delivers the products and services needed for mobile and fixed communication, covering several generations of radio and transmission networks.

Intellectual Property Rights (IPR) licensing fees from handset makers contribute significantly, often bolstered by one-time settlements. For instance, IPR licensing revenues in the fourth quarter of 2024 reached SEK 3.5 billion. A portion of this IPR income, specifically 82%, is reported within the Networks segment, with the rest falling under Cloud Software and Services.

Here's a quick look at the components driving the Cloud Software and Services and Enterprise streams, which rely heavily on recurring or service-based revenue models:

• Cloud Software and Services sales are projected at $6.1 Billion for 2025.
• Enterprise and Other sales, which include the Vonage operation, are projected at $2.6 Billion.
• The Enterprise segment includes Enterprise Wireless Solutions, covering private networks and wireless wide-area network (WWAN) solutions.
• The Global Communications Platform within Enterprise includes cloud-based Unified Communications as a Service offerings.
• Early revenues are emerging from the programmable network ecosystem, specifically from the Aduna network API initiative.

The move toward subscription-based models for software and managed services is a strategic focus point. This is evident in the composition of the Cloud Software and Services segment, which provides solutions for core networks and business/operational support systems. Furthermore, the Enterprise segment is pushing cloud-based services like Contact Center as a Service and Communications Platform as a Service.

Revenue Type Detail	Latest Reported Data Point/Context
IPR Licensing Revenue (Latest Specific Figure)	SEK 3.5 billion (Q4 2024)
Cloud Software & Services (Managed Services)	Provides managed network services.
Enterprise (UCaaS/CCaaS/CPaaS)	Includes cloud-based Unified Communications as a Service.
Enterprise (Private Networks)	Growth area for Enterprise Wireless Solutions.

The company reported a net income of SEK 4.6 billion in Q2 2025, which benefited from higher IPR licensing revenues following a settlement. Finance: draft 13-week cash view by Friday.