Latest news with #Aduna
Yahoo
16-07-2025
- Business
- Yahoo
Telefonaktiebolaget L M Ericsson (ERIC) Q2 2025 Earnings Call Highlights: Navigating Growth ...
Organic Sales Growth: 2% year-over-year. Gross Margin: 48%, up from 43.9% in Q2 last year. EBITA Margin: 13.2%, a three-year high. Net Sales: SEK 56.1 billion, with a reported decline of 6% due to currency impact. IPR Revenue: Increased to SEK 4.9 billion from SEK 3.2 billion in Q1. Operating Expenses: SEK 20 billion, around SEK 3 billion lower than last year. Free Cash Flow Before M&A: SEK 2.6 billion. Networks Sales: Decreased by 5% year-on-year to SEK 35.7 billion. Networks Adjusted Gross Margin: 49.5%. Cloud and Software Services Sales: Declined by 5% year-on-year to SEK 14.4 billion. Enterprise Sales: Decreased by 14%, with organic sales down 6%. Net Cash: Decreased by SEK 2.6 billion compared to the previous quarter. Warning! GuruFocus has detected 4 Warning Sign with ERIC. Release Date: July 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) reported a 2% organic sales growth in Q2 2025, with significant contributions from the Americas and IPR segments. The company achieved a three-year high in EBITA margin at 13.2%, demonstrating strong execution against operational and strategic priorities. Gross margin improved to 48%, with broad-based margin improvements across all segments. The company successfully signed up all three operators in Japan for its joint venture Aduna, expanding its market coverage. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) is investing in AI and 5G stand-alone networks, which are expected to drive future growth and innovation in connectivity solutions. Sales in Southeast Asia, Oceania, and India decreased by 22% year over year, primarily due to temporary pauses in network investments in India. The company faced a negative currency impact of SEK4.7 billion due to the strengthening of the Swedish krona against the US dollar and other currencies. Sales in Northeast Asia declined by 15%, attributed to reduced customer investments in some 5G front-runner markets. Free cash flow before M&A was SEK2.6 billion, down compared to last year, partly due to lower inventory levels and completion of large-scale rollout projects. Restructuring costs are expected to remain elevated during the year, impacting overall financial performance. Q: Can you explain the dynamics behind the robust gross margin guidance for the network's business in the next quarter? Are there specific deals or mix shifts contributing to this? A: The margin outlook is based on the current product and market mix, not related to IPR. It's more about the underlying margins we see coming into the quarter. We don't have high expectations for India in Q3 due to the temporary pause in investments. Q: How do you see operating expenses (OpEx) trending for the rest of the year? A: The cost reduction activities from the past year are now reflected in our OpEx. We expect a similar level of OpEx in the second half of the year, with some seasonality potentially leading to higher costs. It takes time for cost reductions to fully impact the numbers. Q: Can you provide more details on the tariff-related effects during the quarter and expectations for Q3? A: The impact of tariffs was around 1 percentage point, slightly lower than expected. We anticipate similar levels going forward, given current information. We are preparing for potential changes but have not made any major investment decisions yet. Q: Could you elaborate on the trends in the North American market, particularly regarding inventory levels and mix changes? A: Inventory levels among operators are fairly balanced. We expect more services and rollout activities to contribute to revenue. While there may be quarterly margin shifts, we anticipate stable development for the full year. Q: How do you see 5G standalone and AI investments impacting your business and product mix? A: 5G standalone is crucial for low latency and high-speed applications, but deployments are still limited. AI is fundamental for network operations and efficiency. We expect AI to drive traffic and connectivity needs as applications move to the edge. Q: What opportunities do you see in defense and 5G for such areas? A: There is substantial potential for 5G technology in defense, as it can connect equipment and sensors. We are engaged in discussions globally and have launched the Ericsson Federal Technology Group in the US. Mission-critical applications for first responders also present significant opportunities. Q: What measures are you taking to mitigate tariff impacts, and are there plans to realign your supply chain? A: We are preparing for potential changes but have not made firm decisions due to uncertainty. We are exploring options to adjust our supply chain and have already built a factory in the US to increase flexibility. Q: Can you elaborate on your confidence in gaining market share, particularly in the North American market? A: We are focusing on strengthening our position in key markets like the US, India, and Japan. Investments in local R&D and manufacturing facilities are part of our strategy to enhance market presence and competitiveness. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
16-07-2025
- Business
- Yahoo
Telefonaktiebolaget L M Ericsson (ERIC) Q2 2025 Earnings Call Highlights: Navigating Growth ...
Organic Sales Growth: 2% year-over-year. Gross Margin: 48%, up from 43.9% in Q2 last year. EBITA Margin: 13.2%, a three-year high. Net Sales: SEK 56.1 billion, with a reported decline of 6% due to currency impact. IPR Revenue: Increased to SEK 4.9 billion from SEK 3.2 billion in Q1. Operating Expenses: SEK 20 billion, around SEK 3 billion lower than last year. Free Cash Flow Before M&A: SEK 2.6 billion. Networks Sales: Decreased by 5% year-on-year to SEK 35.7 billion. Networks Adjusted Gross Margin: 49.5%. Cloud and Software Services Sales: Declined by 5% year-on-year to SEK 14.4 billion. Enterprise Sales: Decreased by 14%, with organic sales down 6%. Net Cash: Decreased by SEK 2.6 billion compared to the previous quarter. Warning! GuruFocus has detected 4 Warning Sign with ERIC. Release Date: July 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) reported a 2% organic sales growth in Q2 2025, with significant contributions from the Americas and IPR segments. The company achieved a three-year high in EBITA margin at 13.2%, demonstrating strong execution against operational and strategic priorities. Gross margin improved to 48%, with broad-based margin improvements across all segments. The company successfully signed up all three operators in Japan for its joint venture Aduna, expanding its market coverage. Telefonaktiebolaget L M Ericsson (NASDAQ:ERIC) is investing in AI and 5G stand-alone networks, which are expected to drive future growth and innovation in connectivity solutions. Sales in Southeast Asia, Oceania, and India decreased by 22% year over year, primarily due to temporary pauses in network investments in India. The company faced a negative currency impact of SEK4.7 billion due to the strengthening of the Swedish krona against the US dollar and other currencies. Sales in Northeast Asia declined by 15%, attributed to reduced customer investments in some 5G front-runner markets. Free cash flow before M&A was SEK2.6 billion, down compared to last year, partly due to lower inventory levels and completion of large-scale rollout projects. Restructuring costs are expected to remain elevated during the year, impacting overall financial performance. Q: Can you explain the dynamics behind the robust gross margin guidance for the network's business in the next quarter? Are there specific deals or mix shifts contributing to this? A: The margin outlook is based on the current product and market mix, not related to IPR. It's more about the underlying margins we see coming into the quarter. We don't have high expectations for India in Q3 due to the temporary pause in investments. Q: How do you see operating expenses (OpEx) trending for the rest of the year? A: The cost reduction activities from the past year are now reflected in our OpEx. We expect a similar level of OpEx in the second half of the year, with some seasonality potentially leading to higher costs. It takes time for cost reductions to fully impact the numbers. Q: Can you provide more details on the tariff-related effects during the quarter and expectations for Q3? A: The impact of tariffs was around 1 percentage point, slightly lower than expected. We anticipate similar levels going forward, given current information. We are preparing for potential changes but have not made any major investment decisions yet. Q: Could you elaborate on the trends in the North American market, particularly regarding inventory levels and mix changes? A: Inventory levels among operators are fairly balanced. We expect more services and rollout activities to contribute to revenue. While there may be quarterly margin shifts, we anticipate stable development for the full year. Q: How do you see 5G standalone and AI investments impacting your business and product mix? A: 5G standalone is crucial for low latency and high-speed applications, but deployments are still limited. AI is fundamental for network operations and efficiency. We expect AI to drive traffic and connectivity needs as applications move to the edge. Q: What opportunities do you see in defense and 5G for such areas? A: There is substantial potential for 5G technology in defense, as it can connect equipment and sensors. We are engaged in discussions globally and have launched the Ericsson Federal Technology Group in the US. Mission-critical applications for first responders also present significant opportunities. Q: What measures are you taking to mitigate tariff impacts, and are there plans to realign your supply chain? A: We are preparing for potential changes but have not made firm decisions due to uncertainty. We are exploring options to adjust our supply chain and have already built a factory in the US to increase flexibility. Q: Can you elaborate on your confidence in gaining market share, particularly in the North American market? A: We are focusing on strengthening our position in key markets like the US, India, and Japan. Investments in local R&D and manufacturing facilities are part of our strategy to enhance market presence and competitiveness. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Korea Herald
19-06-2025
- Business
- Korea Herald
JT Global to join Aduna to advance secure CPaaS solutions with Network APIs
PLANO, Texas, June 19, 2025 /PRNewswire/ -- Aduna, the global aggregator of network APIs, today announced that JT Global, a leading international Communications as a Service (CPaaS) provider, will join its partner ecosystem to integrate a new set of high-trust network APIs into its communications platform. The partnership will enable JT Global to deliver enhanced authentication, identity verification, and fraud prevention capabilities to its global enterprise customers that are critical tools in today's increasingly digital and mobile-first world. Through Aduna's unified API platform, JT Global will gain seamless access to standardized network APIs such as SIM Swap and Number Verification, which allow enterprises to verify the integrity of phone numbers in real time, detect potential fraud, and ensure secure user onboarding and transactions. "We're excited to welcome JT Global as a developer platform partner helping to deliver stronger, more secure digital interactions," said Anthony Bartolo, CEO of Aduna. "By embedding real-time network data into enterprise workflows, JT can help customers stay ahead of threats and meet growing demands for trust and compliance." JT's CPaaS platform serves highly regulated and time-sensitive industries where verified communication is essential. Their Mobile Intelligence division provides real-time fraud prevention and identity solutions, using live mobile network data to help banks and organizations tackle APP fraud, SIM swap attacks, and account takeovers. Its MoneyGuard solution protects over 135 million consumers, while Scam Signal - developed with leading UK banks and major mobile operators - detects impersonation scams and supports compliance with emerging regulatory frameworks. "Joining Aduna is a natural extension of JT's commitment to being part of a more secure and intelligent mobile ecosystem. As an active contributor to the GSMA Open Gateway initiative, we believe mobile network operators have a shared responsibility to work together, share intelligence, and make trusted network capabilities more accessible. By combining Aduna's global reach with JT's proven expertise in fraud prevention and mobile identity, together we're helping to deliver real-time services that protect consumers, support compliance, and enable safer digital experiences worldwide," said Clare Messenger, Head of JT Mobile Intelligence, JT Group. The partnership reflects growing momentum behind GSMA-aligned network APIs and a shared commitment to open standards, interoperability, and security across the digital communications landscape. About JT Global JT Global is a government-owned, full-service communications provider headquartered in the Channel Islands, delivering world-class CPaaS, messaging, and identity services to enterprises and mobile operators globally. With deep expertise in fraud prevention, mobile identity, and regulatory compliance, JT supports critical communications and digital transformation for customers in highly regulated industries. Contact JT Fraud Protection Services About Aduna Aduna is a landmark venture between some of the world's leading telecom operators and Ericsson, dedicated to enabling developers worldwide to accelerate innovation by leveraging networks to their full potential via common network Application Programming Interfaces (APIs). Its venture partners include AT&T, Bharti Airtel, Deutsche Telekom, e&, KDDI, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone. Aduna's developer partner platforms include Google Cloud, Infobip, Sinch, and Vonage. By combining network APIs from multiple operators globally under a unified platform based on the CAMARA open-source project, driven by the GSMA and the Linux Foundation, Aduna provides a standardized platform to foster collaboration, enhance user experiences, and drive industry growth.
Yahoo
19-06-2025
- Business
- Yahoo
JT Global to join Aduna to advance secure CPaaS solutions with Network APIs
PLANO, Texas, June 19, 2025 /PRNewswire/ -- Aduna, the global aggregator of network APIs, today announced that JT Global, a leading international Communications as a Service (CPaaS) provider, will join its partner ecosystem to integrate a new set of high-trust network APIs into its communications platform. The partnership will enable JT Global to deliver enhanced authentication, identity verification, and fraud prevention capabilities to its global enterprise customers that are critical tools in today's increasingly digital and mobile-first world. Through Aduna's unified API platform, JT Global will gain seamless access to standardized network APIs such as SIM Swap and Number Verification, which allow enterprises to verify the integrity of phone numbers in real time, detect potential fraud, and ensure secure user onboarding and transactions. "We're excited to welcome JT Global as a developer platform partner helping to deliver stronger, more secure digital interactions," said Anthony Bartolo, CEO of Aduna. "By embedding real-time network data into enterprise workflows, JT can help customers stay ahead of threats and meet growing demands for trust and compliance." JT's CPaaS platform serves highly regulated and time-sensitive industries where verified communication is essential. Their Mobile Intelligence division provides real-time fraud prevention and identity solutions, using live mobile network data to help banks and organizations tackle APP fraud, SIM swap attacks, and account takeovers. Its MoneyGuard solution protects over 135 million consumers, while Scam Signal - developed with leading UK banks and major mobile operators - detects impersonation scams and supports compliance with emerging regulatory frameworks. "Joining Aduna is a natural extension of JT's commitment to being part of a more secure and intelligent mobile ecosystem. As an active contributor to the GSMA Open Gateway initiative, we believe mobile network operators have a shared responsibility to work together, share intelligence, and make trusted network capabilities more accessible. By combining Aduna's global reach with JT's proven expertise in fraud prevention and mobile identity, together we're helping to deliver real-time services that protect consumers, support compliance, and enable safer digital experiences worldwide," said Clare Messenger, Head of JT Mobile Intelligence, JT Group. The partnership reflects growing momentum behind GSMA-aligned network APIs and a shared commitment to open standards, interoperability, and security across the digital communications landscape. About JT GlobalJT Global is a government-owned, full-service communications provider headquartered in the Channel Islands, delivering world-class CPaaS, messaging, and identity services to enterprises and mobile operators globally. With deep expertise in fraud prevention, mobile identity, and regulatory compliance, JT supports critical communications and digital transformation for customers in highly regulated industries. Contact JT Fraud Protection Services About AdunaAduna is a landmark venture between some of the world's leading telecom operators and Ericsson, dedicated to enabling developers worldwide to accelerate innovation by leveraging networks to their full potential via common network Application Programming Interfaces (APIs). Its venture partners include AT&T, Bharti Airtel, Deutsche Telekom, e&, KDDI, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone. Aduna's developer partner platforms include Google Cloud, Infobip, Sinch, and Vonage. By combining network APIs from multiple operators globally under a unified platform based on the CAMARA open-source project, driven by the GSMA and the Linux Foundation, Aduna provides a standardized platform to foster collaboration, enhance user experiences, and drive industry growth. To find out more about network APIs and Aduna, visit Media Contact: Email: MediaRelations@ Tel: +46 10 719 69 92 SOURCE Aduna Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Cision Canada
19-06-2025
- Business
- Cision Canada
JT Global to join Aduna to advance secure CPaaS solutions with Network APIs
PLANO, Texas, June 19, 2025 /CNW/ -- Aduna, the global aggregator of network APIs, today announced that JT Global, a leading international Communications as a Service (CPaaS) provider, will join its partner ecosystem to integrate a new set of high-trust network APIs into its communications platform. The partnership will enable JT Global to deliver enhanced authentication, identity verification, and fraud prevention capabilities to its global enterprise customers that are critical tools in today's increasingly digital and mobile-first world. Through Aduna's unified API platform, JT Global will gain seamless access to standardized network APIs such as SIM Swap and Number Verification, which allow enterprises to verify the integrity of phone numbers in real time, detect potential fraud, and ensure secure user onboarding and transactions. "We're excited to welcome JT Global as a developer platform partner helping to deliver stronger, more secure digital interactions," said Anthony Bartolo, CEO of Aduna. "By embedding real-time network data into enterprise workflows, JT can help customers stay ahead of threats and meet growing demands for trust and compliance." JT's CPaaS platform serves highly regulated and time-sensitive industries where verified communication is essential. Their Mobile Intelligence division provides real-time fraud prevention and identity solutions, using live mobile network data to help banks and organizations tackle APP fraud, SIM swap attacks, and account takeovers. Its MoneyGuard solution protects over 135 million consumers, while Scam Signal - developed with leading UK banks and major mobile operators - detects impersonation scams and supports compliance with emerging regulatory frameworks. "Joining Aduna is a natural extension of JT's commitment to being part of a more secure and intelligent mobile ecosystem. As an active contributor to the GSMA Open Gateway initiative, we believe mobile network operators have a shared responsibility to work together, share intelligence, and make trusted network capabilities more accessible. By combining Aduna's global reach with JT's proven expertise in fraud prevention and mobile identity, together we're helping to deliver real-time services that protect consumers, support compliance, and enable safer digital experiences worldwide," said Clare Messenger, Head of JT Mobile Intelligence, JT Group. The partnership reflects growing momentum behind GSMA-aligned network APIs and a shared commitment to open standards, interoperability, and security across the digital communications landscape. About JT Global JT Global is a government-owned, full-service communications provider headquartered in the Channel Islands, delivering world-class CPaaS, messaging, and identity services to enterprises and mobile operators globally. With deep expertise in fraud prevention, mobile identity, and regulatory compliance, JT supports critical communications and digital transformation for customers in highly regulated industries. About Aduna Aduna is a landmark venture between some of the world's leading telecom operators and Ericsson, dedicated to enabling developers worldwide to accelerate innovation by leveraging networks to their full potential via common network Application Programming Interfaces (APIs). Its venture partners include AT&T, Bharti Airtel, Deutsche Telekom, e&, KDDI, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone. Aduna's developer partner platforms include Google Cloud, Infobip, Sinch, and Vonage. By combining network APIs from multiple operators globally under a unified platform based on the CAMARA open-source project, driven by the GSMA and the Linux Foundation, Aduna provides a standardized platform to foster collaboration, enhance user experiences, and drive industry growth.
