Ericsson Margins Could Face Pressure From Rising Component Prices -- Market Talk

Dow Jones

Apr 17

0654 GMT - Ericsson flagged rising prices of components as AI investments take capacity from the market, which may pressure the margins of network-equipment manufacturers in the future, Inderes's Atte Riikola writes in a note. Nokia is likely to face similar challenges, he says. Ericsson's first-quarter results fell slightly short of consensus, but networks volumes are growing outside of North America, and the market outlook for the full year remains stable, Riikola adds. "The growth of Ericsson's networks unit outside North America is a positive sign and based on this, Nokia's stable development target for this year is on track." On the other hand, challenges related to components increase uncertainty regarding profitability development, he says. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

April 17, 2026 02:55 ET (06:55 GMT)

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Nokia is likely to face similar challenges, he says. Ericsson's first-quarter results fell slightly short of consensus, but networks volumes are growing outside of North America, and the market outlook for the full year remains stable, Riikola adds. \"The growth of Ericsson's networks unit outside North America is a positive sign and based on this, Nokia's stable development target for this year is on track.\" On the other hand, challenges related to components increase uncertainty regarding profitability development, he says. (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  April 17, 2026 02:55 ET (06:55 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ericsson Margins Could Face Pressure From Rising Component Prices -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEricsson Margins Could Face Pressure From Rising Component Prices -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-17 14:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0654 GMT - Ericsson flagged rising prices of components as AI investments take capacity from the market, which may pressure the margins of network-equipment manufacturers in the future, Inderes's Atte Riikola writes in a note. Nokia is likely to face similar challenges, he says. Ericsson's first-quarter results fell slightly short of consensus, but networks volumes are growing outside of North America, and the market outlook for the full year remains stable, Riikola adds. \"The growth of Ericsson's networks unit outside North America is a positive sign and based on this, Nokia's stable development target for this year is on track.\" On the other hand, challenges related to components increase uncertainty regarding profitability development, he says. (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  April 17, 2026 02:55 ET (06:55 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":"ERIC","symbol_name":"爱立信","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2628278293","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2628278293","pubTimestamp":1776408900,"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":"0654 GMT - Ericsson flagged rising prices of components as AI investments take capacity from the market, which may pressure the margins of network-equipment manufacturers in the future, Inderes's Atte Riikola writes in a note. Nokia is likely to face similar challenges, he says. Ericsson's first-quarter results fell slightly short of consensus, but networks volumes are growing outside of North America, and the market outlook for the full year remains stable, Riikola adds. \"The growth of Ericsson's networks unit outside North America is a positive sign and based on this, Nokia's stable development target for this year is on track.\" On the other hand, challenges related to components increase uncertainty regarding profitability development, he says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ERIC":"爱立信","BK4020":"通信设备","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4591":"室温超导概念"},"translate_title":"爱立信利润率可能面临零部件价格上涨的压力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ERIC":1.5},"content_text":"0654 GMT - Ericsson flagged rising prices of components as AI investments take capacity from the market, which may pressure the margins of network-equipment manufacturers in the future, Inderes's Atte Riikola writes in a note. Nokia is likely to face similar challenges, he says. Ericsson's first-quarter results fell slightly short of consensus, but networks volumes are growing outside of North America, and the market outlook for the full year remains stable, Riikola adds. \"The growth of Ericsson's networks unit outside North America is a positive sign and based on this, Nokia's stable development target for this year is on track.\" On the other hand, challenges related to components increase uncertainty regarding profitability development, he says. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 17, 2026 02:55 ET (06:55 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"}}}