Ericsson (ERIC) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to the presentation of Ericsson's second quarter 2025 results. With me here in the studio today are Borea Elkhom, our President and CEO, and Lars Sandström, our Chief Financial Officer. As usual, we'll have a short presentation followed by Q&A, and in order to ask a question, you'll need to join the conference by phone. Details can be found in today's earnings release and in the Investor Relations website. Please be advised that today's call is being recorded and that today's presentation may include forward-looking statements. These statements are based on our current expectations and certain planning assumptions which are subject to risks and uncertainties. The actual results may differ materially due to factors mentioned in today's press release and discussed in this conference call. We encourage you to read about these risks and uncertainties in our earnings report as well as in our annual report. I'll now hand over the call to Birger and to Lars for their introductory comments. Thanks Daniel and good morning everyone and thanks for joining us today. So we delivered a solid Q2 with organic growth of 2% following the weak development the last few years and three-year high in EBITDA margin as we continue to demonstrate strong execution against both our operational and strategic priorities. Milestones included a fifth quarter in a row of positive EBITDA in cloud software and services. And we continue to have the solid execution in networks with good gross margin. We return to sequential growth in global communication platform following the market exits. And Aduna has now signed up all three operators in Japan. We achieved these results despite the fluid geopolitical and trade environment. And let me give you some key financial and strategi...