爱立信的销售指引暗示，第三季度EBITA可能低于市场共识2%至11%。第二季度利润率表现亮眼，超出预期。然而，调整许可追付款项后，利润率大体符合预期。云软件和服务受益于有利的产品组合，显著推高了利润表现。尽管面临重大货币逆风及1个百分点关税冲击，公司仍高效执行成本削减策略，适应了当前环境。分析师指出，网络毛利率或已触顶，未来季度可能面临严峻挑战。股价应声下跌3.6%。
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