Post by
ARIMA11 on Jan 23, 2023 11:45am
Interesting
https://www.wsj.com/articles/ericsson-warns-of-slowing-5g-orders-in-north-america-11674212235?
The Swedish telecommunications-equipment company said Friday that the trend started to hurt its key networks unit in the fourth quarter and that it expects it to continue during the first half of 2023.
On an analyst call to discuss earnings, Mr. Ekholm said he was confident that operators would increase their spending later this year as they work through inventory and need to cater for increasing traffic growth.
“Operators can sweat assets for a couple of quarters but it cannot be done for much more because simply traffic grows fast underneath so…we’re seeing a gradual improvement in the second part of the year.“