"The Ericsson call has now finished, and the stock is down c7%. The main focus on the call was on rollout costs, semis cost inflation, and IPR."

Ericsson’s Q2 revenue fell 6% to SEK 52.7bn, but adjusted operating profit beat forecasts. Ekholm is warning about component costs and pricing.

"The Ericsson call has now finished, and the stock is down c7%. The main focus on the call was on rollout costs, semis cost inflation, and IPR."