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5G SA Core and Enterprise to Drive Growth at Nokia and Ericsson?

Nov 24, 2021 | Author : Gareth Owen

Overview:

After years of R&D investment and legacy portfolio rebalancing, there are encouraging signs that Nokia’s Cloud and Network Services and Ericsson’s Digital Services businesses may have finally turned a corner. Driven predominantly by higher deployments of 5G SA core products, both business units should deliver increasingly positive financials during 2022. And with increasing sales at Cradlepoint - and lots of lovely cash available - another acquisition looks very likely at Ericsson. 

This report provides a back-to-back review of Ericsson and Nokia’s recent third quarter 2021 results and provides a detailed insight into the business units and strategies of the two vendors. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Overview of Financial Results
  • Business Unit Analysis
  • Regional Trends
  • Key Points
    • 5G Contract Awards
    • Market Share
    • Digital Services
    • Cloud and Network Services
    • Network Infrastructure
    • Enterprise and Service Based Businesses 
    • IPR Revenues
    • R&D Investments
  • Viewpoint

Number of Pages: 14

Publication Date: November 2021

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