
What smart money is saying about Ericsson
1 fund in our archive has pitched Ericsson — most recently Hotchkis & Wiley International Value Strategy in September 2026.
Telefonaktiebolaget LM Ericsson (publ), together with its subsidiaries, provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India. It operates through Networks; Cloud Software and Services; Enterprise; and Other segments. The Networks segment offers hardware, software, and service offerings for intelligent, reliable and flexible 5G networks. This segment also provides energy-efficient RAN with an AI-native software architecture deployable on Ericsson silicon and third-party CPUs/GPUs; transport networks; and active/ passive antennas, as well as deployment and lifecycle management services. The Cloud Software and Services segment provides core networks, network management, business and operations support systems, and network operations delivered as managed services, including secure data and voice connectivity, service monetization and orchestration tools, and network management services. The Enterprise segment offers intelligent networking and advanced communications software solutions comprising global communications platform, wireless wide area networks (WWAN), and private 5G networks. The Other segment includes RedBee Media that prepares and distributes live and on-demand video services for broadcasters, sports leagues, and communications service providers. The company has a strategic collaboration with T-Mobile US, Inc for the development of AI-native Scheduler with Link Adaptation software. The company was formerly known as Allmanna Telefon AB LM Ericsson and changed its name to Telefonaktiebolaget LM Ericsson (publ) in January 1926. Telefonaktiebolaget LM Ericsson (publ) was founded in 1876 and is headquartered in Stockholm, Sweden.
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Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Ericsson, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 4 positions
- September 2026
“Ericsson is the largest vendor of the hardware and software needed to operate wireless networks outside China. We own it because earnings are below normal as the Enterprise business continues to lose money and market share gains in Japan have yet to convert to material revenue.”
Ericsson - September 2026
“Ericsson is the largest vendor of the hardware and software needed to operate wireless networks outside China. We own it because earnings are below normal as the Enterprise business continues to lose money and market share gains in Japan have yet to convert to material revenue.”
Ericsson - September 2026
“Ericsson is a vendor of the hardware and software needed to operate wireless networks.”
Ericsson - HoldsInvestor ABJune 2026
“Listed Companies Highlights during the quarter • Total return 14% • SEK 1.7bn (pro - rata) invested in Electrolux’s rights issue • Wärtsilä announced JV for its global Energy Storage business and continued to invest in production capacity expansion • Per Narvinger appointed new CEO of Ericsson”
Ericsson
Fund coverage · 1 thesis
- Hotchkis & Wiley International Value StrategySeptember 2026
Ericsson is a major provider of wireless network hardware and software, and the manager sees cost pressure as manageable despite near-term earnings weakness.
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