Telefonaktiebolaget LM Ericsson (Publ) (Eric): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage rapide des télécommunications mondiales, Telefonaktiebolaget LM Ericsson est une puissance technologique, naviguant stratégiquement dans les intersections complexes de l'innovation, de la connectivité et de la transformation numérique. En fabriquant méticuleusement un modèle commercial complet qui s'étend sur les réseaux 5G de pointe, les solutions d'entreprise et les infrastructures durables, Ericsson s'est positionné comme un architecte critique des technologies de communication modernes. Cette exploration de la toile du modèle commercial d'Ericsson révèle un plan sophistiqué qui démontre comment un pionnier des multinationaux suédois exploite les partenariats stratégiques, l'expertise technologique et les propositions de valeur visionnaire pour rester à l'avant-garde de la révolution des télécommunications.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle commercial: partenariats clés

Collaboration stratégique avec les principaux opérateurs de télécommunications dans le monde entier

Ericsson a établi des partenariats stratégiques avec les principaux opérateurs de télécommunications suivants:

Opérateur de télécommunications	Pays / région	Détails du partenariat
Verizon	États-Unis	Déploiement d'infrastructure réseau 5G
Chine mobile	Chine	Déploiement du réseau 5G à grande échelle
Vodafone	Europe	Modernisation du réseau et implémentation 5G

Partenariats technologiques

Ericsson maintient des partenariats technologiques stratégiques avec les principaux acteurs de l'industrie:

• Nokia: accords de licence croisée de brevet
• Qualcomm: Développement et normalisation de la technologie 5G
• Intel: Advanced Network Infrastructure Technologies

Alliances de recherche et développement

Ericsson collabore avec les institutions académiques et de recherche suivantes:

Institution	Domaine de mise au point	Type de collaboration de recherche
Kth Royal Institute of Technology	Recherche 5G et 6G	Programme de recherche conjoint
Université de Stanford	Intelligence artificielle dans les télécommunications	Grant de recherche et projets collaboratifs

Partenariats écosystémiques cloud et logiciels

Les partenaires clés du cloud et des logiciels comprennent:

• Microsoft Azure: Cloud Infrastructure and Edge Computing Solutions
• Amazon Web Services (AWS): Virtualisation du réseau et services cloud

Coentreprises en 5G et infrastructure réseau

Les investissements de coentreprise d'Ericsson dans l'infrastructure réseau:

Coentreprise	Montant d'investissement	Domaine de mise au point
Systèmes Cisco	1,1 milliard de dollars	Solutions de réseau d'entreprise 5G
Telefonica	500 millions d'euros	Développement européen des infrastructures 5G

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: Activités clés

Télécommunications Network Equipment Conception et fabrication

Au quatrième trimestre 2023, Ericsson a rapporté des revenus d'équipement de réseau de 52,4 milliards de SEK. La société a fabriqué et livré des stations de base de radio 5G sur 155 réseaux commerciaux dans le monde.

Catégorie d'équipement	Volume de production	Part de marché mondial
Réseau d'accès radio 5G	38% des déploiements mondiaux	26,4% de part de marché
Infrastructure de réseau mobile	Produit dans 12 sites de fabrication	21,7% de part de marché mondiale

Recherche et déploiement technologiques 5G

Ericsson a investi 44,3 milliards de SEK dans la recherche et le développement en 2023, avec 25% dédié à l'avancement technologique 5G.

• Brevets 5G actifs: 66 000+
• Réseaux commerciaux 5G lancés: 320 dans le monde
• Personnel R&D: 28 432 employés

Solutions de transformation logicielles et numériques

Segment logiciel	Revenu	Taux de croissance
Services numériques	22,1 milliards de sept. (2023)	3,5% en glissement annuel

Services de réseau gérés et conseil

Les services de réseau gérés ont généré 37,6 milliards de SEK de revenus au cours de 2023, couvrant 209 contrats de réseau gérés dans 67 pays.

Innovation continue dans les technologies de communication sans fil

• Investissements totaux de l'innovation: 44,3 milliards de SEK
• Nombre de projets de recherche actifs: 127
• Demandes de brevet déposées en 2023: 1 652

Ericsson maintient un écosystème d'innovation complet avec des partenariats stratégiques dans 15 pays, en se concentrant sur les technologies sans fil de nouvelle génération.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle commercial: Ressources clés

Portfolio de propriété intellectuelle avancée

En 2024, Ericsson détient 59 000 brevets accordés à l'échelle mondiale dans les télécommunications et les technologies 5G.

Catégorie de brevet	Nombre de brevets
5G brevets essentiels	2,100
Brevets de télécommunications	57,000

Centres de recherche et développement mondiaux

Ericsson conserve 19 centres de R&D dédiés dans le monde.

• Investissement total de R&D en 2023: 37,4 milliards de SEK
• Personnel R&D: 24 500 employés
• Emplacements clés de la R&D: Suède, États-Unis, Chine, Inde, Canada

Ingénierie qualifiée et main-d'œuvre technique

Le total des employés compte à partir de 2023: 105 138 professionnels

Catégorie des employés	Pourcentage
Professionnels de l'ingénierie	62%
Support technique	23%
Gestion	15%

Génération approfondie de brevets dans les télécommunications

Le portefeuille de brevets d'Ericsson couvre les technologies de télécommunications critiques.

• Brevets technologiques 5G: position de leader à l'échelle mondiale
• Taux de dépôt annuel des brevets: environ 1 500 nouveaux brevets
• Revenus de licence de brevets en 2023: 6,5 milliards de SEK

Infrastructure numérique robuste et technologies réseau

L'infrastructure réseau et les actifs technologiques représentent des ressources clés importantes.

Métrique d'infrastructure	Valeur
Part de marché mondial de l'équipement de réseau réseau	39%
Contrats commerciaux 5G	378 Contrats
Pays ayant une présence du réseau Ericsson	180+

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: propositions de valeur

Solutions réseau 5G de bout en bout pour les télécommunications mondiales

Les solutions réseau 5G d'Ericsson sont déployées à l'échelle mondiale au quatrième trimestre 2023:

Région	Accords commerciaux 5G	Réseaux 5G en direct
Amérique du Nord	38 accords	24 réseaux en direct
Europe	52 accords	35 réseaux en direct
Asie-Pacifique	62 accords	41 réseaux en direct

Technologies de communication sans fil de pointe

Métriques d'investissement technologique sans fil:

• Dépenses de R&D en 2023: 4,6 milliards de dollars
• Portefeuille de brevets: 57 000 brevets accordés
• 5G Déclaration de brevets: plus de 26 000 familles de brevets

Services de transformation numérique évolutifs et sécurisés

Portfolio de services de transformation numérique:

Catégorie de service	Revenus annuels (2023)
Services réseau	6,2 milliards de dollars
Services numériques	3,8 milliards de dollars
Solutions de cloud et de sécurité	2,5 milliards de dollars

Infrastructure réseau durable et économe en énergie

Indicateurs de performance sur la durabilité:

• Améliorations de l'efficacité énergétique: réduction de 35% de la consommation d'énergie du réseau
• Utilisation des énergies renouvelables: 70% des opérations mondiales
• Cible de neutralité en carbone: 2040

Écosystème complet d'équipement et de logiciels de télécommunications

Répartition des revenus de l'équipement et des logiciels:

Catégorie de produits	Revenus de 2023	Part de marché
Réseau d'accès radio (RAN)	11,3 milliards de dollars	28%
Équipement de réseau central	7,6 milliards de dollars	22%
Logiciel de services gérés	5,2 milliards de dollars	18%

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: relations clients

Contrats à long terme de l'entreprise et des prestataires de services

Ericsson maintient des contrats stratégiques à long terme avec les principaux opérateurs de télécommunications dans le monde. Au quatrième trimestre 2023, la société a signalé 160 accords commerciaux 5G avec des opérateurs uniques dans le monde entier.

Type de contrat	Nombre de contrats	Couverture géographique
Déploiement du réseau 5G	160	Mondial
Services gérés de réseau	42	Multi-continental

Services de support technique et de consultation

Ericsson fournit un support technique complet via plusieurs canaux.

• Centres de support technique 24/7 24/7
• Équipes de support d'entreprise dédiées
• Services de diagnostic à distance et de dépannage

Plates-formes de fiançailles clients numériques

Les plateformes d'engagement numérique comprennent des portails de support en ligne et des interfaces de communication en temps réel. En 2023, Ericsson a rapporté 85% des interactions clients gérées par le biais de canaux numériques.

Conception de solution de réseau personnalisée

Ericsson propose des solutions de réseau sur mesure sur différents segments de marché.

Segment	Niveau de personnalisation	Taux de mise en œuvre
Opérateurs de télécommunications	Haut	92%
Entreprenants	Moyen	76%
Secteur du gouvernement	Haut	88%

Assistance technologique et maintenance en cours

Ericsson fournit des services de soutien technologique et de mise à niveau continu.

• Mises à jour logicielles régulières
• Programmes de rafraîchissement matériel
• Services de maintenance prédictive

En 2023, Ericsson a investi 4,6 milliards de dollars dans la recherche et le développement pour améliorer les technologies de support client et les solutions de réseau.

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: canaux

Équipe de vente directe pour les clients d'entreprise et de télécommunications

Ericsson maintient une force de vente directe mondiale de 14 600 professionnels des ventes à partir de 2023, ciblant les entreprises et les clients de télécommunications dans 180 pays.

Canal de vente	Nombre de professionnels de la vente	Couverture géographique
Équipe de vente d'entreprise	4,200	Segments d'entreprise mondiaux
Équipe de vente d'opérateurs de télécommunications	10,400	180 pays

Plateformes numériques en ligne et commerce électronique

Ericsson exploite plusieurs plateformes numériques générant 1,2 milliard de dollars de revenus de vente numérique en 2023.

• Portail d'entreprise ericsson.com
• Solutions 5G Market numérique
• Plateforme en ligne d'infrastructure réseau

Réseaux de partenaires et de revendeurs

Ericsson maintient 1 200 partenaires de technologie et de mise en œuvre certifiés dans le monde.

Catégorie de partenaire	Nombre de partenaires	Revenus de partenaires annuels
Partenaires technologiques	450	780 millions de dollars
Partenaires de mise en œuvre	750	1,3 milliard de dollars

Conférences de l'industrie et expositions technologiques

Ericsson participe à 85 principales conférences de technologie mondiales chaque année.

• Congrès mondial mobile
• Sommet technologique 5G
• Conférence de connectivité d'entreprise

Canaux de marketing numérique et de communication

Ericsson tire parti d'une vaste infrastructure de marketing numérique avec 12,5 millions de followers de médias sociaux.

Canal numérique	Adeptes / abonnés	Taux d'engagement annuel
Liendin	3,2 millions	4.7%
Gazouillement	2,1 millions	3.9%
Youtube	1,5 million	5.2%

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: segments de clientèle

Provideurs de services mondiaux de télécommunications

Ericsson dessert les principaux opérateurs mondiaux de télécommunications dans 180 pays. Au quatrième trimestre 2023, la société avait des contrats de réseau avec:

Région	Nombre d'opérateurs de télécommunications
Europe	62 opérateurs
Amérique du Nord	37 opérateurs
Asie-Pacifique	83 opérateurs
Moyen-Orient et Afrique	48 opérateurs

Clients des infrastructures de réseau d'entreprise et d'entreprise

Ericsson fournit des solutions de réseau d'entreprise à:

• Fortune 500 Companies
• Sociétés multinationales
• Clients d'entreprise spécifiques à l'industrie

Secteur	Les clients d'entreprise ont servi
Fabrication	1 247 clients
Services financiers	832 clients
Soins de santé	516 clients

Organisations du gouvernement et du secteur public

Ericsson fournit une infrastructure de réseau critique aux entités gouvernementales dans 47 pays, avec une valeur totale du contrat gouvernemental de 2,3 milliards de dollars en 2023.

Segment du gouvernement	Valeur du contrat
Réseaux de sécurité publique	687 millions de dollars
Systèmes de communication de défense	542 millions de dollars
Infrastructure de ville intelligente	1,071 milliard de dollars

Petites et moyennes entreprises de télécommunications de taille

Ericsson prend en charge 2 345 opérateurs de télécommunications de petite et moyenne taille dans le monde, avec des solutions évolutives spécialisées.

Taille de l'entreprise	Nombre d'opérateurs
Petits opérateurs (1 à 100 employés)	1 142 opérateurs
Opérateurs moyens (101-500 employés)	1 203 opérateurs

Utilisateurs du réseau secteur industriel et manufacturier

Ericsson fournit des solutions de réseautage industriel à 3 657 clients manufacturiers dans différentes industries.

Sous-secteur de fabrication	Nombre de clients
Automobile	876 clients
Fabrication d'électronique	1 247 clients
Industrie lourde	1 534 clients

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement importants

En 2022, Ericsson a investi 50,1 milliards de SEK dans la recherche et le développement, représentant 18,4% de ses revenus totaux. Les dépenses de R&D de l'entreprise se sont séparées comme suit:

Catégorie d'investissement de R&D	Montant (milliards de SEK)	Pourcentage de la R&D totale
Développement technologique 5G	22.3	44.5%
Infrastructure réseau	15.7	31.3%
Technologies des cloud et des airs	8.6	17.2%
Autres technologies émergentes	3.5	7.0%

Dépenses de fabrication mondiale et de chaîne d'approvisionnement

Les coûts de fabrication mondiaux d'Ericsson en 2022 ont totalisé environ 38,2 milliards de SEK, avec une distribution clé entre les régions:

• Coûts de fabrication en Asie-Pacifique: 15,6 milliards de SEK
• Coûts de fabrication européens: 11,4 milliards de SEK
• Coûts de fabrication nord-américains: 7,8 milliards de SEK
• Coûts de fabrication d'Amérique latine: 3,4 milliards de SEK

Frais de travail et d'acquisition de talents

En 2022, les dépenses totales du personnel d'Ericsson s'élevaient à 67,3 milliards de SEK, notamment:

Catégorie de coûts	Montant (milliards de SEK)
Salaires et salaires	52.6
Contributions de la sécurité sociale	8.9
Recrutement et formation	5.8

Licence technologique et maintenance des brevets

Les dépenses de propriété intellectuelle d'Ericsson en 2022 étaient de 6,2 milliards de SEK, distribuées comme suit:

• Dépôt et entretien des brevets: 3,7 milliards de SEK
• Frais de licence de technologie: 2,5 milliards de SEK

Dépenses de marketing et d'infrastructure de vente

Les coûts de marketing et de vente pour Ericsson en 2022 ont totalisé 24,5 milliards de SEK:

Catégorie de dépenses de marketing	Montant (milliards de SEK)
Marketing numérique	7.6
Infrastructure de vente	9.3
Salon du commerce et marketing d'événements	4.2
Marque de marque	3.4

Telefonaktiebolaget LM Ericsson (Publ) (Eric) - Modèle commercial: Strots de revenus

Solutions de ventes d'équipements de réseau et de matériel

Au quatrième trimestre 2023, Ericsson a déclaré des ventes nettes de 67,2 milliards de SEK. Les ventes d'infrastructures de réseau ont représenté 38,5 milliards de SEK des revenus totaux.

Catégorie de produits	Revenus (milliards SEK)	Pourcentage du total des revenus
Réseau d'accès radio (RAN)	23.4	34.8%
Équipement de réseau central	11.2	16.7%
Solutions de réseau de transmission	3.9	5.8%

Services de réseau gérés et conseil

Les revenus des services gérés en 2023 ont atteint 15,6 milliards de SEK, ce qui représente 23,2% du total des ventes de réseaux.

• Revenus de consultation des services numériques: 4,2 milliards de SEK
• Services d'optimisation du réseau: 6,8 milliards de SEK
• Services informatiques Cloud and Edge: 4,6 milliards de SEK

Services de licences logicielles et de transformation numérique

Les revenus des logiciels et des services pour 2023 étaient de 22,1 milliards de SEK.

Catégorie de logiciels	Revenus (milliards SEK)
Logiciel Cloud et NFV	8.3
Licence de transformation numérique	6.7
Systèmes de soutien opérationnel	7.1

Contrats de mise en œuvre de la technologie 5G

Les revenus liés à la 5G en 2023 ont totalisé 29,5 milliards de SEK, ce qui représente 44% du total des ventes d'infrastructures de réseau.

• Contrats 5G en Amérique du Nord: 12,3 milliards de SEK
• Contrats Europe 5G: 8,7 milliards de SEK
• Contrats Asie-Pacifique 5G: 8,5 milliards de SEK

Accords de maintenance et de soutien continus

Les revenus de maintenance et de soutien pour 2023 étaient de 12,4 milliards de SEK.

Type de maintenance	Revenus (milliards SEK)	Durée du contrat
Maintenance du réseau	7.2	3-5 ans
Support logiciel	3.6	1 à 3 ans
Garantie prolongée	1.6	1-2 ans

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.