Telefonaktiebolaget LM Ericsson (publ) (Eric): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução das telecomunicações globais, o Telefonaktiebolaget LM Ericsson se destaca como uma potência tecnológica, navegando estrategicamente pelas complexas interseções de inovação, conectividade e transformação digital. Ao criar meticulosamente um modelo de negócios abrangente que abrange redes 5G de ponta, soluções corporativas e infraestrutura sustentável, a Ericsson se posicionou como um arquiteto crítico de tecnologias modernas de comunicação. Essa exploração do modelo de negócios da Ericsson Canvas revela um projeto sofisticado que demonstra como um pioneiro sueco alavanca as parcerias estratégicas, a experiência tecnológica e as propostas de valor visionárias para permanecer na vanguarda da revolução das telecomunicações.

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com os principais operadores de telecomunicações em todo o mundo

A Ericsson estabeleceu parcerias estratégicas com os seguintes principais operadores de telecomunicações:

Operador de telecomunicações	País/região	Detalhes da parceria
Verizon	Estados Unidos	5G de implantação de infraestrutura de rede
China Mobile	China	Lançamento de rede 5G em larga escala
Vodafone	Europa	Modernização da rede e implementação 5G

Parcerias de tecnologia

A Ericsson mantém parcerias estratégicas de tecnologia com os principais players do setor:

• Nokia: acordos de licenciamento cruzado de patentes
• Qualcomm: desenvolvimento e padronização da tecnologia 5G
• Intel: Tecnologias avançadas de infraestrutura de rede

Alianças de pesquisa e desenvolvimento

A Ericsson colabora com as seguintes instituições acadêmicas e de pesquisa:

Instituição	Área de foco	Tipo de colaboração de pesquisa
Kth Royal Institute of Technology	Pesquisa 5G e 6G	Programa de pesquisa conjunta
Universidade de Stanford	Inteligência artificial em telecomunicações	Pesquisa Grant e projetos colaborativos

Parcerias de ecossistemas em nuvem e software

As principais parcerias em nuvem e software incluem:

• Microsoft Azure: Infraestrutura em nuvem e soluções de computação de borda
• Amazon Web Services (AWS): Virtualização de rede e serviços em nuvem

Joint ventures em 5G e infraestrutura de rede

Investimentos de joint venture da Ericsson em infraestrutura de rede:

Parceiro de joint venture	Valor do investimento	Área de foco
Sistemas Cisco	US $ 1,1 bilhão	Enterprise 5G Network Solutions
Telefonica	€ 500 milhões	Desenvolvimento europeu de infraestrutura 5G

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: Atividades -chave

Design e fabricação de equipamentos de rede de telecomunicações

No quarto trimestre 2023, a Ericsson relatou receitas de equipamentos de rede de 52,4 bilhões de SEK. A empresa fabricou e entregou estações de rádio 5G em 155 redes comerciais em todo o mundo.

Categoria de equipamento	Volume de produção	Participação de mercado global
Rede de acesso de rádio 5G	38% das implantações globais	26,4% de participação de mercado
Infraestrutura de rede móvel	Produzido em 12 locais de fabricação	21,7% de participação de mercado global

5G Pesquisa e implantação de tecnologia

A Ericsson investiu o SEK 44,3 bilhões em pesquisa e desenvolvimento durante 2023, com 25% dedicados ao avanço da tecnologia 5G.

• Patentes 5G ativos: 66.000+
• Redes comerciais 5G lançadas: 320 em todo o mundo
• Pessoal de P&D: 28.432 funcionários

Soluções de Software e Transformação Digital

Segmento de software	Receita	Taxa de crescimento
Serviços digitais	SEK 22,1 bilhões (2023)	3,5% ano a ano

Serviços de rede gerenciados e consultoria

Os serviços de rede gerenciados geraram 37,6 bilhões em receita durante 2023, cobrindo 209 contratos de rede gerenciados em 67 países.

Inovação em andamento em tecnologias de comunicação sem fio

• Total Innovation Investments: SEK 44,3 bilhões
• Número de projetos de pesquisa ativa: 127
• Pedidos de patente arquivados em 2023: 1.652

A Ericsson mantém um ecossistema abrangente de inovação com parcerias estratégicas em 15 países, concentrando-se nas tecnologias sem fio da próxima geração.

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: Recursos -chave

Portfólio de propriedade intelectual tecnológica avançada

A partir de 2024, a Ericsson possui 59.000 patentes concedidas globalmente nas tecnologias de telecomunicações e 5G.

Categoria de patentes	Número de patentes
5G Patentes essenciais	2,100
Patentes de telecomunicações	57,000

Centros Globais de Pesquisa e Desenvolvimento

A Ericsson mantém 19 centros dedicados a P&D em todo o mundo.

• Investimento total de P&D em 2023: SEK 37,4 bilhões
• Pessoal de P&D: 24.500 funcionários
• Principais localizações de P&D: Suécia, EUA, China, Índia, Canadá

Engenharia qualificada e força de trabalho técnica

Contagem total de funcionários a partir de 2023: 105.138 profissionais

Categoria de funcionários	Percentagem
Profissionais de engenharia	62%
Suporte técnico	23%
Gerenciamento	15%

Extensa coleção de patentes em telecomunicações

O portfólio de patentes da Ericsson abrange tecnologias críticas de telecomunicações.

• Patentes de tecnologia 5G: Posição liderando globalmente
• Taxa anual de registro de patentes: aproximadamente 1.500 novas patentes
• Receita de licenciamento de patentes em 2023: Sek 6,5 bilhões

Infraestrutura digital robusta e tecnologias de rede

A infraestrutura de rede e os ativos de tecnologia representam recursos importantes significativos.

Métrica de infraestrutura	Valor
Participação de mercado global de equipamentos de rede	39%
Contratos comerciais 5G	378 contratos
Países com presença de rede Ericsson	180+

Telefonaktiebolaget LM Ericsson (publ) (ERIC) - Modelo de negócios: proposições de valor

Soluções de rede 5G de ponta a ponta para telecomunicações globais

As soluções de rede 5G da Ericsson implantadas globalmente a partir do quarto trimestre 2023:

Região	Acordos comerciais 5G	Redes 5G ao vivo
América do Norte	38 acordos	24 redes ao vivo
Europa	52 acordos	35 redes ao vivo
Ásia -Pacífico	62 acordos	41 redes ao vivo

Tecnologias de comunicação sem fio de ponta

Métricas de investimento em tecnologia sem fio:

• Gastos de P&D em 2023: US $ 4,6 bilhões
• Portfólio de patentes: 57.000 patentes concedidas
• Declarações de patentes 5G: mais de 26.000 famílias de patentes

Serviços de transformação digital escaláveis ​​e seguros

Portfólio de serviços de transformação digital:

Categoria de serviço	Receita anual (2023)
Serviços de rede	US $ 6,2 bilhões
Serviços digitais	US $ 3,8 bilhões
Soluções de nuvem e segurança	US $ 2,5 bilhões

Infraestrutura de rede sustentável e com eficiência energética

Indicadores de desempenho de sustentabilidade:

• Melhorias de eficiência energética: redução de 35% no consumo de energia da rede
• Uso de energia renovável: 70% das operações globais
• Alvo de neutralidade de carbono: 2040

Equipamento abrangente de telecomunicações e ecossistema de software

Redução de receita de equipamentos e software:

Categoria de produto	2023 Receita	Quota de mercado
Rede de acesso à rádio (RAN)	US $ 11,3 bilhões	28%
Equipamento de rede central	US $ 7,6 bilhões	22%
Software de serviços gerenciados	US $ 5,2 bilhões	18%

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: Relacionamentos do cliente

Contratos de longo prazo para empreendimentos e provedores de serviços

A Ericsson mantém contratos estratégicos de longo prazo com os principais operadores de telecomunicações em todo o mundo. A partir do quarto trimestre de 2023, a empresa registrou 160 acordos comerciais 5G com operadores exclusivos em todo o mundo.

Tipo de contrato	Número de contratos	Cobertura geográfica
Implantação de rede 5G	160	Global
Serviços gerenciados de rede	42	Multi-continental

Serviços de suporte técnico e consulta

A Ericsson fornece suporte técnico abrangente por meio de vários canais.

• Centros de Suporte Técnico Global 24/7
• Equipes de suporte corporativo dedicadas
• Serviços remotos de diagnóstico e solução de problemas

Plataformas de engajamento de clientes digitais

As plataformas de engajamento digital incluem portais de suporte on-line e interfaces de comunicação em tempo real. Em 2023, a Ericsson relatou 85% das interações com os clientes gerenciadas por meio de canais digitais.

Design de solução de rede personalizado

A Ericsson oferece soluções de rede personalizadas em diferentes segmentos de mercado.

Segmento	Nível de personalização	Taxa de implementação
Operadores de telecomunicações	Alto	92%
Clientes corporativos	Médio	76%
Setor governamental	Alto	88%

Atualização tecnológica contínua e suporte de manutenção

A Ericsson fornece suporte tecnológico contínuo e serviços de atualização.

• Atualizações regulares de software
• Programas de atualização de hardware
• Serviços de manutenção preditiva

Em 2023, a Ericsson investiu US $ 4,6 bilhões em pesquisa e desenvolvimento para aprimorar tecnologias de suporte ao cliente e soluções de rede.

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: canais

Equipe direta de vendas para clientes corporativos e de telecomunicações

A Ericsson mantém uma força de vendas direta global de 14.600 profissionais de vendas a partir de 2023, direcionando clientes corporativos e de telecomunicações em 180 países.

Canal de vendas	Número de profissionais de vendas	Cobertura geográfica
Equipe de vendas corporativa	4,200	Segmentos da empresa global
Equipe de vendas de operadores de telecomunicações	10,400	180 países

Plataformas digitais on-line e comércio eletrônico

A Ericsson opera várias plataformas digitais, gerando US $ 1,2 bilhão em receita de vendas digitais em 2023.

• Ericsson.com Portal Enterprise
• 5G Solutions Digital Marketplace
• Plataforma online de infraestrutura de rede

Redes de parceiros e revendedores

A Ericsson mantém 1.200 parceiros de tecnologia e implementação certificados em todo o mundo.

Categoria de parceiro	Número de parceiros	Receita anual do parceiro
Parceiros de tecnologia	450	US $ 780 milhões
Parceiros de implementação	750	US $ 1,3 bilhão

Conferências da indústria e exposições de tecnologia

A Ericsson participa de 85 principais conferências de tecnologia global anualmente.

• Congresso Mundial Mobile
• 5G Technology Summit
• Conferência de conectividade corporativa

Canais de marketing e comunicação digital

A Ericsson aproveita a extensa infraestrutura de marketing digital com 12,5 milhões de seguidores de mídia social.

Canal digital	Seguidores/assinantes	Taxa de engajamento anual
LinkedIn	3,2 milhões	4.7%
Twitter	2,1 milhões	3.9%
YouTube	1,5 milhão	5.2%

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: segmentos de clientes

Provedores de serviços de telecomunicações globais

A Ericsson atende principais operadores globais de telecomunicações em 180 países. A partir do quarto trimestre 2023, a empresa tinha contratos de rede com:

Região	Número de operadores de telecomunicações
Europa	62 operadores
América do Norte	37 operadores
Ásia -Pacífico	83 operadores
Oriente Médio e África	48 operadores

Clientes de infraestrutura de rede corporativa e corporativa

A Ericsson fornece soluções de rede corporativa para:

• Fortune 500 empresas
• Corporações multinacionais
• Clientes corporativos específicos do setor

Setor	Clientes corporativos serviram
Fabricação	1.247 clientes
Serviços financeiros	832 clientes
Assistência médica	516 clientes

Organizações do governo e do setor público

A Ericsson fornece infraestrutura de rede crítica para entidades governamentais em 47 países, com valor total do contrato do governo de US $ 2,3 bilhões em 2023.

Segmento do governo	Valor do contrato
Redes de segurança pública	US $ 687 milhões
Sistemas de comunicação de defesa	US $ 542 milhões
Infraestrutura da cidade inteligente	US $ 1,071 bilhão

Pequenas e médias empresas de telecomunicações

A Ericsson suporta 2.345 operadores de telecomunicações pequenas e médias em todo o mundo, com soluções escaláveis ​​especializadas.

Tamanho da empresa	Número de operadores
Pequenos operadores (1-100 funcionários)	1.142 operadores
Operadores médios (101-500 funcionários)	1.203 operadores

Usuários de rede do setor industrial e manufatureiro

A Ericsson fornece soluções de redes industriais para 3.657 clientes de fabricação em diferentes setores.

Subsetor de fabricação	Número de clientes
Automotivo	876 clientes
Fabricação eletrônica	1.247 clientes
Indústria pesada	1.534 clientes

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: Estrutura de custos

Investimentos significativos de pesquisa e desenvolvimento

Em 2022, a Ericsson investiu 50,1 bilhões de SEK em pesquisa e desenvolvimento, representando 18,4% de sua receita total. As despesas de P&D da empresa quebraram da seguinte forma:

Categoria de investimento em P&D	Valor (sek bilhão)	Porcentagem de P&D total
Desenvolvimento de tecnologia 5G	22.3	44.5%
Infraestrutura de rede	15.7	31.3%
Tecnologias de nuvem e IA	8.6	17.2%
Outras tecnologias emergentes	3.5	7.0%

Despesas globais da cadeia de suprimentos

Os custos globais de fabricação da Ericsson em 2022 totalizaram aproximadamente 38,2 bilhões de SEK, com a distribuição das principais regiões:

• Custos de fabricação da Ásia-Pacífico: 15,6 bilhões de SEK
• Custos de fabricação europeia: 11,4 bilhões de SEK
• Custos de fabricação norte -americanos: 7,8 bilhões de SEK
• Custos de fabricação latino -americanos: 3,4 bilhões de SEK

Custos de força de trabalho e aquisição de talentos

Em 2022, as despesas totais de pessoal da Ericsson totalizaram 67,3 bilhões de SEK, incluindo:

Categoria de custo	Valor (sek bilhão)
Salários e salários	52.6
Contribuições do Seguro Social	8.9
Recrutamento e treinamento	5.8

Licenciamento de tecnologia e manutenção de patentes

As despesas de propriedade intelectual da Ericsson em 2022 foram de 6,2 bilhões de SEK, distribuídos da seguinte forma:

• Arquivamento e manutenção de patentes: 3,7 bilhões de SEK
• Taxas de licenciamento de tecnologia: 2,5 bilhões de SEK

Despesas de infraestrutura de marketing e vendas

Os custos de marketing e vendas da Ericsson em 2022 totalizaram 24,5 bilhões de SEK:

Categoria de despesa de marketing	Valor (sek bilhão)
Marketing digital	7.6
Infraestrutura de vendas	9.3
Feira de feira e marketing de eventos	4.2
Marca corporativa	3.4

Telefonaktiebolaget LM Ericsson (publ) (Eric) - Modelo de negócios: fluxos de receita

Soluções de vendas e hardware de equipamentos de rede

No quarto trimestre 2023, a Ericsson reportou vendas líquidas de 67,2 bilhões de SEK. As vendas de infraestrutura de rede representaram 38,5 bilhões de receita total.

Categoria de produto	Receita (Sek bilhões)	Porcentagem da receita total
Rede de acesso à rádio (RAN)	23.4	34.8%
Equipamento de rede central	11.2	16.7%
Soluções de rede de transmissão	3.9	5.8%

Serviços de rede gerenciados e consultoria

A receita de serviços gerenciados em 2023 atingiu 15,6 bilhões de SEK, representando 23,2% do total de vendas de rede.

• Receita de consultoria de serviços digitais: SEK 4,2 bilhões
• Serviços de otimização de rede: Sek 6,8 bilhões
• Serviços de computação em nuvem e borda: SEK 4,6 bilhões

Serviços de licenciamento de software e transformação digital

A receita de software e serviços para 2023 foi de 22,1 bilhões de SEK.

Categoria de software	Receita (Sek bilhões)
Software Cloud e NFV	8.3
Licenciamento de transformação digital	6.7
Sistemas de suporte operacional	7.1

Contratos de implementação de tecnologia 5G

A receita relacionada ao 5G em 2023 totalizou 29,5 bilhões de SEK, representando 44% do total de vendas de infraestrutura de rede.

• Contratos 5G da América do Norte: SEK 12,3 bilhões
• Contratos da Europa 5G: Sek 8,7 bilhões
• Contratos 5G da Ásia-Pacífico: Sek 8,5 bilhões

Acordos contínuos de manutenção e suporte

A receita de manutenção e suporte para 2023 foi de 12,4 bilhões de SEK.

Tipo de manutenção	Receita (Sek bilhões)	Duração do contrato
Manutenção da rede	7.2	3-5 anos
Suporte de software	3.6	1-3 anos
Garantia estendida	1.6	1-2 anos

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.