Ericsson Investors Concerned over Component Costs

Dow Jones

07/15

0750 GMT - Ericsson faces surging component prices and the market isn't convinced that the company can offset costs through contract renegotiation and efficiency measures, J.P. Morgan says. While Ericsson's weaker gross margin guidance for networks in the third quarter is a function of new project rollout costs, the company has flagged input costs as gradually more negative in the second half and 2027. The company is working to mitigate costs through product substitution, supply chain actions and customer contract renegotiations. On the positive side, group operating expenditure this year is estimated at 78 billion Swedish kronor ($8.06 billion), from 81.5 billion kronor in 2025, and a new licensing deal should also be accretive to margins. The bank rates Ericsson at neutral with a 102 kronor price target. Shares fall 0.4% to 98.12 kronor. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

July 15, 2026 03:50 ET (07:50 GMT)

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Morgan says. While Ericsson's weaker gross margin guidance for networks in the third quarter is a function of new project rollout costs, the company has flagged input costs as gradually more negative in the second half and 2027. The company is working to mitigate costs through product substitution, supply chain actions and customer contract renegotiations. On the positive side, group operating expenditure this year is estimated at 78 billion Swedish kronor ($8.06 billion), from 81.5 billion kronor in 2025, and a new licensing deal should also be accretive to margins. The bank rates Ericsson at neutral with a 102 kronor price target. Shares fall 0.4% to 98.12 kronor. 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Morgan says. While Ericsson's weaker gross margin guidance for networks in the third quarter is a function of new project rollout costs, the company has flagged input costs as gradually more negative in the second half and 2027. The company is working to mitigate costs through product substitution, supply chain actions and customer contract renegotiations. On the positive side, group operating expenditure this year is estimated at 78 billion Swedish kronor ($8.06 billion), from 81.5 billion kronor in 2025, and a new licensing deal should also be accretive to margins. The bank rates Ericsson at neutral with a 102 kronor price target. Shares fall 0.4% to 98.12 kronor. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 15, 2026 03:50 ET (07:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4554","symbol_name":"元宇宙及AR概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651458948","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651458948","pubTimestamp":1784101800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0750 GMT - Ericsson faces surging component prices and the market isn't convinced that the company can offset costs through contract renegotiation and efficiency measures, J.P. Morgan says. While Ericsson's weaker gross margin guidance for networks in the third quarter is a function of new project rollout costs, the company has flagged input costs as gradually more negative in the second half and 2027. The company is working to mitigate costs through product substitution, supply chain actions and customer contract renegotiations. On the positive side, group operating expenditure this year is estimated at 78 billion Swedish kronor , from 81.5 billion kronor in 2025, and a new licensing deal should also be accretive to margins. The bank rates Ericsson at neutral with a 102 kronor price target. Shares fall 0.4% to 98.12 kronor.  Dow Jones NewswiresJuly 15, 2026 03:50 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4554":"元宇宙及AR概念","ERIC":"爱立信","BK4515":"5G概念","ISBC":"投资者银行","BK4591":"室温超导概念","BK4020":"通信设备","BK4211":"区域性银行"},"translate_title":"爱立信投资者担心零部件成本","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1.5,"ERIC":1.5},"content_text":"0750 GMT - Ericsson faces surging component prices and the market isn't convinced that the company can offset costs through contract renegotiation and efficiency measures, J.P. Morgan says. While Ericsson's weaker gross margin guidance for networks in the third quarter is a function of new project rollout costs, the company has flagged input costs as gradually more negative in the second half and 2027. The company is working to mitigate costs through product substitution, supply chain actions and customer contract renegotiations. On the positive side, group operating expenditure this year is estimated at 78 billion Swedish kronor ($8.06 billion), from 81.5 billion kronor in 2025, and a new licensing deal should also be accretive to margins. The bank rates Ericsson at neutral with a 102 kronor price target. Shares fall 0.4% to 98.12 kronor. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 15, 2026 03:50 ET (07:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}