Telefonaktiebolaget LM Ericsson (publ) (ERIC): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de las telecomunicaciones globales, Telefonaktiebolaget LM Ericsson se erige como una potencia tecnológica, navegando estratégicamente las complejas intersecciones de innovación, conectividad y transformación digital. Al crear meticulosamente un modelo de negocio integral que abarca redes 5G de vanguardia, soluciones empresariales e infraestructura sostenible, Ericsson se ha posicionado como un arquitecto crítico de las tecnologías de comunicación modernas. Esta exploración del lienzo de modelo de negocio de Ericsson revela un plan sofisticado que demuestra cómo un pionero multinacional sueco aprovecha las asociaciones estratégicas, la experiencia tecnológica y las propuestas de valor visionario para permanecer a la vanguardia de la revolución de las telecomunicaciones.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocios: asociaciones clave

Colaboración estratégica con los principales operadores de telecomunicaciones en todo el mundo

Ericsson ha establecido asociaciones estratégicas con los siguientes operadores principales de telecomunicaciones:

Operador de telecomunicaciones	País/región	Detalles de la asociación
Verizon	Estados Unidos	Implementación de infraestructura de red 5G
China Mobile	Porcelana	Desplle de red 5G a gran escala
Vodafone	Europa	Modernización de red e implementación 5G

Asociaciones tecnológicas

Ericsson mantiene asociaciones de tecnología estratégica con actores clave de la industria:

• Nokia: acuerdos de licencia cruzada de patentes
• Qualcomm: desarrollo y estandarización de tecnología 5G
• Intel: tecnologías avanzadas de infraestructura de red

Alianzas de investigación y desarrollo

Ericsson colabora con las siguientes instituciones académicas y de investigación:

Institución	Área de enfoque	Tipo de colaboración de investigación
KTH Royal Institute of Technology	Investigación 5G y 6G	Programa de investigación conjunta
Universidad de Stanford	Inteligencia artificial en telecomunicaciones	Subvención de investigación y proyectos de colaboración

Asociaciones en la nube y el ecosistema de software

Las asociaciones clave en la nube y el software incluyen:

• Microsoft Azure: Infraestructura en la nube y soluciones informáticas de borde
• Amazon Web Services (AWS): Virtualización de red y servicios en la nube

Empresas conjuntas en 5G e infraestructura de red

Inversiones de empresas conjuntas de Ericsson en infraestructura de red:

Socio de empresa conjunta	Monto de la inversión	Área de enfoque
Sistemas de Cisco	$ 1.1 mil millones	Soluciones de red 5G Enterprise 5G
Telefónica	500 millones de euros	Desarrollo europeo de infraestructura 5G

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: actividades clave

Diseño y fabricación de equipos de red de telecomunicaciones

En el cuarto trimestre de 2023, Ericsson informó ingresos por equipos de red de SEK 52.4 mil millones. La compañía fabricó y entregó estaciones de radio 5G en 155 redes comerciales a nivel mundial.

Categoría de equipo	Volumen de producción	Cuota de mercado global
Red de acceso a radio 5G	38% de las implementaciones globales	Cuota de mercado de 26.4%
Infraestructura de red móvil	Producido en 12 sitios de fabricación	21.7% de participación en el mercado global

5G Investigación e implementación de tecnología

Ericsson invirtió SEK 44.3 mil millones en investigación y desarrollo durante 2023, con un 25% dedicado al avance de la tecnología 5G.

• Patentes activas 5G: más de 66,000
• 5G Redes comerciales lanzadas: 320 en todo el mundo
• Personal de I + D: 28,432 empleados

SOFTWARE y Soluciones de transformación digital

Segmento de software	Ganancia	Índice de crecimiento
Servicios digitales	SEK 22.1 mil millones (2023)	3.5% interanual

Servicios de red administrados y consultoría

Los servicios de red administrados generaron SEK 37.6 mil millones en ingresos durante 2023, que cubren 209 contratos de red administrados en 67 países.

Innovación continua en tecnologías de comunicación inalámbrica

• Inversiones de innovación total: SEK 44.3 mil millones
• Número de proyectos de investigación activos: 127
• Solicitudes de patentes presentadas en 2023: 1,652

Ericsson mantiene un ecosistema de innovación integral con asociaciones estratégicas en 15 países, centrándose en tecnologías inalámbricas de próxima generación.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: Recursos clave

Cartera avanzada de propiedad intelectual tecnológica

A partir de 2024, Ericsson posee 59,000 patentes otorgadas a nivel mundial a través de telecomunicaciones y tecnologías 5G.

Categoría de patente	Número de patentes
5G Patentes esenciales	2,100
Patentes de telecomunicaciones	57,000

Centros de investigación y desarrollo globales

Ericsson mantiene 19 centros de I + D dedicados en todo el mundo.

• Inversión total de I + D en 2023: SEK 37.4 mil millones
• Personal de I + D: 24,500 empleados
• Ubicaciones clave de I + D: Suecia, EE. UU., China, India, Canadá

Ingeniería especializada y fuerza laboral técnica

Cuenta total de empleados a partir de 2023: 105,138 profesionales

Categoría de empleado	Porcentaje
Profesionales de ingeniería	62%
Apoyo técnico	23%
Gestión	15%

Extensa colección de patentes en telecomunicaciones

La cartera de patentes de Ericsson cubre tecnologías críticas de telecomunicaciones.

• Patentes de tecnología 5G: posición de liderazgo a nivel mundial
• Tasa anual de presentación de patentes: aproximadamente 1,500 nuevas patentes
• Ingresos de licencia de patentes en 2023: SEK 6.5 mil millones

Infraestructura digital robusta y tecnologías de red

La infraestructura de red y los activos de tecnología representan recursos clave significativos.

Infraestructura métrica	Valor
Cuota de mercado de equipos de red globales	39%
Contratos comerciales 5G	378 contratos
Países con presencia de la red Ericsson	180+

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: propuestas de valor

Soluciones de red 5G de extremo a extremo para telecomunicaciones globales

Las soluciones de red 5G de Ericsson se implementan a nivel mundial a partir del cuarto trimestre de 2023:

Región	Acuerdos comerciales 5G	Redes 5G en vivo
América del norte	38 acuerdos	24 redes en vivo
Europa	52 acuerdos	35 redes en vivo
Asia Pacífico	62 acuerdos	41 redes en vivo

Tecnologías de comunicación inalámbrica de vanguardia

Métricas de inversión de tecnología inalámbrica:

• Gastos de I + D en 2023: $ 4.6 mil millones
• Portafolio de patentes: 57,000 patentes otorgadas
• 5G Declaraciones de patentes: más de 26,000 familias de patentes

Servicios de transformación digital escalables y seguros

Cartera de servicios de transformación digital:

Categoría de servicio	Ingresos anuales (2023)
Servicios de red	$ 6.2 mil millones
Servicios digitales	$ 3.8 mil millones
Soluciones de seguridad en la nube y de seguridad	$ 2.5 mil millones

Infraestructura de red sostenible y de eficiencia energética

Indicadores de rendimiento de sostenibilidad:

• Mejoras de eficiencia energética: reducción del 35% en el consumo de energía de la red
• Uso de energía renovable: 70% de las operaciones globales
• Objetivo de neutralidad de carbono: 2040

Equipo integral de telecomunicaciones y ecosistema de software

Desglose de ingresos de equipos y software:

Categoría de productos	2023 ingresos	Cuota de mercado
Radio Access Network (Ran)	$ 11.3 mil millones	28%
Equipo de red central	$ 7.6 mil millones	22%
Software de servicios administrados	$ 5.2 mil millones	18%

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: Relaciones con los clientes

Contratos de proveedores empresariales y de servicios a largo plazo

Ericsson mantiene contratos estratégicos a largo plazo con importantes operadores de telecomunicaciones a nivel mundial. A partir del cuarto trimestre de 2023, la compañía reportó 160 acuerdos comerciales 5G con operadores únicos en todo el mundo.

Tipo de contrato	Número de contratos	Cobertura geográfica
Implementación de red 5G	160	Global
Servicios administrados por la red	42	Multi-continental

Soporte técnico y servicios de consulta

Ericsson proporciona soporte técnico integral a través de múltiples canales.

• Centros de soporte técnico global 24/7
• Equipos de apoyo empresarial dedicados
• Servicios de diagnóstico y solución de problemas remotos

Plataformas de participación de clientes digitales

Las plataformas de participación digital incluyen portales de soporte en línea e interfaces de comunicación en tiempo real. En 2023, Ericsson reportó el 85% de las interacciones de los clientes administradas a través de canales digitales.

Diseño de solución de red personalizada

Ericsson ofrece soluciones de red a medida en diferentes segmentos de mercado.

Segmento	Nivel de personalización	Tasa de implementación
Operadores de telecomunicaciones	Alto	92%
Clientes empresariales	Medio	76%
Sector gubernamental	Alto	88%

Soporte tecnológico y soporte de mantenimiento en curso

Ericsson proporciona soporte tecnológico continuo y servicios de actualización.

• Actualizaciones de software regulares
• Programas de actualización de hardware
• Servicios de mantenimiento predictivo

En 2023, Ericsson invirtió $ 4.6 mil millones en investigación y desarrollo para mejorar las tecnologías de atención al cliente y las soluciones de red.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: canales

Equipo de ventas directo para clientes empresariales y de telecomunicaciones

Ericsson mantiene una fuerza de ventas directa global de 14.600 profesionales de ventas a partir de 2023, dirigidos a clientes empresariales y de telecomunicaciones en 180 países.

Canal de ventas	Número de profesionales de ventas	Cobertura geográfica
Equipo de ventas empresarial	4,200	Segmentos empresariales globales
Equipo de ventas de operadores de telecomunicaciones	10,400	180 países

Plataformas digitales en línea y comercio electrónico

Ericsson opera múltiples plataformas digitales que generan $ 1.2 mil millones en ingresos por ventas digitales en 2023.

• Portal Enterprise Ericsson.com
• Mercado digital de 5G Solutions
• Plataforma en línea de infraestructura de red

Redes de socios y revendedores

Ericsson mantiene 1.200 socios de implementación de tecnología e implementación certificada en todo el mundo.

Categoría de socio	Número de socios	Ingresos anuales de socios
Socios tecnológicos	450	$ 780 millones
Socios de implementación	750	$ 1.3 mil millones

Conferencias de la industria y exposiciones de tecnología

Ericsson participa en 85 principales conferencias de tecnología global anualmente.

• Congreso del mundo móvil
• Cumbre de tecnología 5G
• Conferencia de conectividad empresarial

Canales de marketing digital y comunicación

Ericsson aprovecha una amplia infraestructura de marketing digital con 12.5 millones de seguidores en las redes sociales.

Canal digital	Seguidores/suscriptores	Tasa de compromiso anual
LinkedIn	3.2 millones	4.7%
Gorjeo	2.1 millones	3.9%
YouTube	1.5 millones	5.2%

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: segmentos de clientes

Proveedores de servicios de telecomunicaciones globales

Ericsson atiende a los importantes operadores de telecomunicaciones globales en 180 países. A partir del cuarto trimestre de 2023, la compañía tenía contratos de red con:

Región	Número de operadores de telecomunicaciones
Europa	62 operadores
América del norte	37 operadores
Asia Pacífico	83 operadores
Medio Oriente y África	48 operadores

Clientes de infraestructura empresarial y de redes corporativas

Ericsson proporciona soluciones de red empresariales para:

• Fortune 500 Companies
• Corporaciones multinacionales
• Clientes empresariales específicos de la industria

Sector	Clientes empresariales atendidos
Fabricación	1.247 clientes
Servicios financieros	832 clientes
Cuidado de la salud	516 clientes

Organizaciones gubernamentales y del sector público

Ericsson proporciona infraestructura de red crítica a entidades gubernamentales en 47 países, con un valor total del contrato gubernamental de $ 2.3 mil millones en 2023.

Segmento gubernamental	Valor de contrato
Redes de seguridad pública	$ 687 millones
Sistemas de comunicación de defensa	$ 542 millones
Infraestructura de la ciudad inteligente	$ 1.071 mil millones

Pequeñas y medianas compañías de telecomunicaciones

Ericsson admite 2,345 operadores de telecomunicaciones pequeños y medianos a nivel mundial, con soluciones escalables especializadas.

Tamaño de la empresa	Número de operadores
Pequeños operadores (1-100 empleados)	1.142 operadores
Operadores medianos (101-500 empleados)	1.203 operadores

Usuarios de la red del sector industrial y manufacturera

Ericsson ofrece soluciones de redes industriales a 3.657 clientes manufactureros en diferentes industrias.

Subsector de fabricación	Número de clientes
Automotor	876 clientes
Fabricación electrónica	1.247 clientes
Industria pesada	1.534 clientes

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modelo de negocio: Estructura de costos

Inversiones significativas de investigación y desarrollo

En 2022, Ericsson invirtió 50.1 mil millones de SEK en investigación y desarrollo, lo que representa el 18.4% de sus ingresos totales. Los gastos de I + D de la compañía se rompieron de la siguiente manera:

Categoría de inversión de I + D	Cantidad (SEK mil millones)	Porcentaje de I + D total
Desarrollo de tecnología 5G	22.3	44.5%
Infraestructura de red	15.7	31.3%
Tecnologías de nubes y IA	8.6	17.2%
Otras tecnologías emergentes	3.5	7.0%

Gastos globales de fabricación y cadena de suministro

Los costos de fabricación global de Ericsson en 2022 totalizaron aproximadamente 38.2 mil millones de SEK, con una distribución clave entre las regiones:

• Costos de fabricación de Asia-Pacífico: 15.6 mil millones de SEK
• Costos de fabricación europea: 11.4 mil millones de SEK
• Costos de fabricación norteamericanos: 7.8 mil millones de SEK
• Costos de fabricación latinoamericana: 3.4 mil millones de SEK

Costos de adquisición de fuerza laboral y talento

En 2022, los gastos de personal total de Ericsson ascendieron a 67.300 millones de SEK, que incluyen:

Categoría de costos	Cantidad (SEK mil millones)
Salarios y salarios	52.6
Contribuciones del Seguro Social	8.9
Reclutamiento y capacitación	5.8

Licencias de tecnología y mantenimiento de patentes

Los gastos de propiedad intelectual de Ericsson en 2022 fueron 6.2 mil millones de SEK, distribuidos de la siguiente manera:

• Presentación y mantenimiento de patentes: 3.700 millones de SEK
• Tarifas de licencia de tecnología: 2.500 millones de SEK

Gastos de infraestructura de marketing y ventas

Los costos de marketing y ventas para Ericsson en 2022 totalizaron 24.5 mil millones de SEK:

Categoría de gastos de marketing	Cantidad (SEK mil millones)
Marketing digital	7.6
Infraestructura de ventas	9.3
Marketing de ferias comerciales y eventos	4.2
Marca corporativa	3.4

Telefonaktiebolaget LM Ericsson (Publ) (ERIC) - Modelo de negocios: flujos de ingresos

Ventas de equipos de red y soluciones de hardware

En el cuarto trimestre de 2023, Ericsson informó ventas netas de SEK 67.2 mil millones. Las ventas de infraestructura de red representaron 38.5 mil millones de ingresos totales.

Categoría de productos	Ingresos (SEK mil millones)	Porcentaje de ingresos totales
Radio Access Network (Ran)	23.4	34.8%
Equipo de red central	11.2	16.7%
Soluciones de red de transmisión	3.9	5.8%

Servicios de red administrados y consultoría

Los ingresos por servicios administrados en 2023 llegaron a SEK 15.6 mil millones, lo que representa el 23.2% de las ventas totales de las redes.

• Ingresos de consultoría de servicios digitales: SEK 4.2 mil millones
• Servicios de optimización de red: SEK 6.8 mil millones
• Servicios de computación en la nube y borde: SEK 4.6 mil millones

Licencias de software y servicios de transformación digital

Los ingresos de software y servicios para 2023 fueron SEK 22.1 mil millones.

Categoría de software	Ingresos (SEK mil millones)
Software en la nube y NFV	8.3
Licencias de transformación digital	6.7
Sistemas de soporte operativo	7.1

Contratos de implementación de tecnología 5G

Los ingresos relacionados con 5G en 2023 totalizaron 29.5 mil millones de SEK, lo que representa el 44% de las ventas totales de infraestructura de la red.

• Norteamérica 5G Contratos: SEK 12.3 mil millones
• Europa 5G Contratos: SEK 8.7 mil millones
• Asia-Pacific 5G Contracts: SEK 8.5 mil millones

Acuerdos continuos de mantenimiento y soporte

Los ingresos de mantenimiento y soporte para 2023 fueron SEK 12.4 mil millones.

Tipo de mantenimiento	Ingresos (SEK mil millones)	Duración del contrato
Mantenimiento de la red	7.2	3-5 años
Soporte de software	3.6	1-3 años
Garantía extendida	1.6	1-2 años

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.