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5G Infrastructure Vendors - Are They Immune To Recession?

Aug 19, 2022 | Author : Gareth Owen

Overview:

Nordic vendors Ericsson and Nokia had a good second quarter, buoyed by favourable currency conditions, particularly in the US, their biggest market. Both vendors remain bullish for the rest of 2022 and into 2023. 

Even so, a deteriorating macro environment could dampen customer demand over the next few months, particularly in emerging markets where currency fluctuations could impact the affordability of 5G products typically priced in dollars or euros. In addition, both vendors are expected to experience other headwinds, including inflation, higher R&D costs, etc.  throughout the remainder of 2022 and into 2023. 

This report provides a back-to-back review of Ericsson and Nokia’s recent second quarter 2022 results and provides a detailed insight into the business units of the two vendors.  

Table of Contents:

  • Key Business Assumptions
  • Description of Business Units
  • Overview of Financial Results
  • Business Unit Analysis
    • Ericsson
    • Nokia
  • Key Business Highlights
  • RAN Business
    • 5G Contracts
    • Regional Trends
    • RAN Market Share
  • Non-RAN Business
    • Digital Services
    • Network Infrastructure
    • Enterprise Revenues
  • R&D Investment
  • Supply Chain Issues
  • Viewpoint

Number of Pages: 14

Publication Date: August 2022

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