斯德哥尔摩时间上午8时51分——爱立信最新披露的第二季度业绩表现稳健，但前景展望却呈现复杂态势。开普勒盛富证券分析师指出，虽然当季销售额较市场预期低6%，但利润率与经调整EBITA指标均超预期。爱立信坦言未来数月不确定性加剧，尤其涉及关税政策与全球经济走势。
值得关注的是，公司预计第三季度网络业务将面临弱于常规的季节性波动，而云端软件及服务业务则将维持正常季节性表现。分析师警示，这种分化可能导致当季有机销售额持平或小幅下滑，致使第三季度销售指引较市场共识低约6%。
不过，即便面临美国关税影响，爱立信仍预期网络业务经调整毛利率将持续保持48%-50%的强劲水平。这份喜忧参半的财报发布后，爱立信股价应声下跌3.5%。
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