Chinese tech giant Xiaomi saw its shares fall over 5% on Monday, following reports that the doors of one of its electric vehicles failed to open after a fiery crash in China that left one person dead.The stock slid as much as 8.7% in Hong Kong, marking its steepest drop since April, before paring losses after images and video of a burning Xiaomi SU7 sedan in Chengdu circulated on Chinese social media.Video and eyewitness accounts showed bystanders trying but failing to open the doors of the burning car to r ...

以下文章来源于鲜枣课堂 ，作者伯恩 扫码加我本人微信 17世纪，世界上第一家股份制公司诞生。伴随着工业革命以及全球化的进程，公司在各行各业的 地位与日俱增。它们占据着资本﹑技术﹑人才，如同一个个帝国盘踞在历史舞台上，上演着兴盛和 衰败的传说。 今年7月，《财富》世界500强出炉。通信设备商只有两家上榜，分别是华为和思科。通信行业也 曾是"天下英雄，如过江之鲫"，如今却低调了很多。历史是有记忆的，本文以时间为切片，以五年 为跨度，梳理从2000年至今，各大通信设备商在500强的座次变化，从一个侧面展现行业的兴衰更 替。 鲜枣课堂 . 学通信，学5G，就上鲜枣课堂！ 我已加入"维权骑士"（rightknights.com）的版权保护计划。 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 具体排名如下图： 01 2000年——千禧的繁荣 20世纪90年代，电信行业刚经历完一段爆炸式的增长。以爱立信为例，它一度占据了2G(GSM)领 域40%的市场份额。诺基亚的手机市场份额全球第一，远比其网络设备业务光鲜靓丽。 2000年共 ...

Accessibility StatementSkip Navigation This is particularly important for ComDesign, as it addresses cross-border telephony challenges, enabling rapid deployment, cost efficiency, and seamless global operations while continuing to focus on delivering exceptional customer experiences worldwide. "ComDesign's solution not only simplifies international number provisioning but also aligns closely with Japan's push for digital transformation," said Christophe Van de Weyer, President and Head of Business Unit API ...

Core Viewpoint - China is reducing the reliance on European telecom equipment suppliers Nokia and Ericsson in its telecommunications networks, as reported by the Financial Times citing unnamed sources [1] Group 1 - The decision to curb the use of Nokia and Ericsson is part of China's broader strategy to enhance domestic technology capabilities [1] - This move may impact the revenue and market share of Nokia and Ericsson in the Chinese market [1] - The report highlights the ongoing geopolitical tensions influencing China's telecom supply chain decisions [1]

Core Insights - Vonage has been recognized in the 2025 Gartner Magic Quadrant for Unified Communications as a Service (UCaaS), highlighting its ability to deliver an integrated communications platform that enhances business productivity and customer engagement [1][3]. Group 1: Product Offerings - Vonage's UCaaS solution, Vonage Business Communications (VBC), empowers enterprises across various industries, including finance, healthcare, manufacturing, and retail, to streamline operations and enhance productivity through a unified platform for telephony, messaging, and meetings [2]. - The combination of VBC and Vonage Contact Center as a Service (CCaaS), known as Vonage Fusion, enables back-office experts to collaborate more effectively with agents, resolving customer issues faster [3]. Group 2: AI Integration - Vonage's AI-powered enterprise solutions include advanced virtual assistants, knowledge bots, and AI-driven transcription and summarization, which simplify workflows, enhance communication, and improve the overall customer experience [4]. Group 3: Company Background - Vonage, a wholly-owned subsidiary of Ericsson, creates technology that empowers enterprises and equips developers for digital transformation, focusing on new value creation and innovative customer experiences across mobile networks and the cloud [5][6].

Core Viewpoint - Ericsson is set to release its financial report for Q3 2025 on October 14, 2025, at 7:00 AM CEST, followed by a live video webcast for analysts and investors at 9:00 AM CEST [1][4][3] Financial Report Details - The financial report will be available in PDF format on Ericsson's website after the press release [1][4] - President and CEO Börje Ekholm and CFO Lars Sandström will comment on the report during the webcast [1] Webcast Information - The live video webcast will be accessible for analysts, investors, and journalists, with on-demand viewing available post-event [2][3] - Dial-in information for questions will be provided [2] Company Background - Ericsson has been a pioneer in communication technology for nearly 150 years, providing mobile communication and connectivity solutions for service providers and enterprises [2]

此外，该行认为汇率影响与此前相近。回顾第二季度业绩，当时汇率波动对盈利产生了不利影响。本季 度汇率影响与第二季度相近，瑞典克朗(SEK)将带来小幅负面影响，欧元(EUR)则将带来小幅正面提 振。 摩根士丹利近日针对爱立信(ERIC.US)2025年第三季度业绩发布前瞻报告，核心聚焦Q3业绩预期、业务 调整影响及投资评级。瑞典头部企业爱立信Q3财报将于10月14日正式发布，该公司当前将面临"市场疲 软与业务韧性并存"的格局，摩根士丹利对其维持"中性"评级，目标价80.00瑞典克朗(SEK)。 从市场环境与Q3业绩核心预期看，整体市场增长疲软态势持续，电信客户对资本支出(capex)管控严 格，成为营收增长主要压力源。其中，北美作为爱立信核心市场(营收占比30-40%)，正面临高基数对比 压力——2024年Q3AT&T合同启动交付爬坡推高同期营收，2025年Q3无同等规模新合同支撑，区域营 收增速或受压制，进而拉低整体Q3销售额(预期561.08亿SEK，同比降9.2%)。 不过，移动网络业务成为关键亮点，其利润率韧性超出预期，管理层指引毛利率为48%-50%，较Q2基 础毛利率47%-48%实现环比提升，有望成 ...

Company Overview - Ericsson, founded in 1876 and headquartered in Stockholm, Sweden, is a leading provider of communication networks, telecom services, and support solutions. The company is transitioning into an ICT (Information and Communications Technology) solutions provider and has restructured its operations into four segments: Networks, Cloud Software and Services, Enterprise, and Other, effective from the third quarter of 2022 [11]. Investment Ratings - Ericsson currently holds a Zacks Rank of 3 (Hold) and has a VGM Score of A. It also has a Value Style Score of B, supported by attractive valuation metrics, including a forward P/E ratio of 13.81, which may appeal to value investors [12]. Earnings Estimates - In the last 60 days, two analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.01 to $0.60 per share. Additionally, Ericsson has an average earnings surprise of +13.3% [12]. Investment Potential - With a solid Zacks Rank and top-tier Value and VGM Style Scores, Ericsson is recommended to be on investors' short lists for potential investment opportunities [13].

Core Insights - Ericsson has secured an eight-year deal worth SEK 12.5 billion (nearly GBP £1 billion) to power VodafoneThree's next-generation mobile network in the U.K., marking a significant network consolidation effort in Europe [1] - The agreement positions Ericsson as the sole nationwide core network vendor for VodafoneThree, supplying a substantial portion of the operator's enhanced radio network [1] Network Coverage and Goals - Ericsson's technology will provide coverage for major U.K. cities, including London, Edinburgh, Cardiff, and Belfast, with a rollout targeting 99.95% 5G SA population coverage by 2034 [2] - The partnership aims to support VodafoneThree's 29 million mobile broadband customers and accelerate the U.K.'s digital transformation through high-performance connectivity [4] Technological Advancements - The deal includes the deployment of Ericsson's advanced 5G Standalone (5G SA) hardware, software, and solutions, enabling new enterprise applications powered by AI and immersive technologies [4][5] - Ericsson will introduce its latest 5G RAN products, including AI-optimized radios and energy-efficient basebands, designed for faster speeds and seamless connectivity [5] Market Positioning and Strategy - Ericsson is well-positioned to capitalize on market momentum with its competitive 5G product portfolio and strategic acquisitions aimed at enterprise expansion and security [6] - The company emphasizes the importance of 5G standardization for the digitization of industries and anticipates increased adoption of IoT devices [7] Innovations in Enterprise Solutions - Ericsson has integrated agentic AI into its NetCloud platform, transforming how enterprises deploy and manage private 5G and Wireless WAN solutions [8]

Company Overview - Ericsson, founded in 1876 and headquartered in Stockholm, Sweden, is a leading provider of communication networks, telecom services, and support solutions. The company is transitioning into an ICT (Information and Communications Technology) solutions provider and has reorganized its operations into four segments: Networks, Cloud Software and Services, Enterprise, and Other, effective from the third quarter of 2022 [12]. Investment Insights - Ericsson currently holds a Zacks Rank of 3 (Hold) and has a VGM Score of A, indicating a solid overall rating [13]. - The company has a Momentum Style Score of B, with shares increasing by 1.8% over the past four weeks. Additionally, one analyst has revised their earnings estimate higher for fiscal 2025, with the Zacks Consensus Estimate rising by $0.01 to $0.60 per share [13]. - Ericsson has demonstrated an average earnings surprise of +13.3%, suggesting a positive trend in earnings performance [13]. - With a strong Zacks Rank and favorable Momentum and VGM Style Scores, Ericsson is recommended for investors' consideration [14].