爱立信调整后息税及摊销前利润（EBITA）在第三季度达到101亿瑞典克朗（10亿美元）。彭博社汇总的数据显示，分析师平均预期为79.3亿瑞典克朗。
Ericsson’s adjusted earnings before interest, taxes and amortisation (EBITA) came in at SEK 10.1bn ($1bn) in the third quarter. Analysts had expected SEK 7.93bn on average, according to data compiled by Bloomberg.
彭博社报道称，该股周四在斯德哥尔摩盘中一度上涨11%，为自1月23日以来的最大单日涨幅，今年累计涨幅达到18%。
The shares rose as much as 11% in Stockholm on Thursday, Bloomberg reported. It was their biggest intraday gain since 23 January, and took their rise this year to 18%.
销售与利润 爱立信在业绩报告中称，报告销售额为595亿瑞典克朗，较去年同期的562亿瑞典克朗增长。剔除并购、剥离及汇率影响的有机销售额增长7%。网络业务的销售增长拉动了整体增长，爱立信四大市场区域中有三个实现销售增长。
Sales and profit Reported sales were SEK 59.5bn, up from SEK 56.2bn a year earlier, the Swedish company said in its results statement. Organic sales, which strip out acquisitions, divestments and currency effects, rose 7%. Higher sales in Networks drove most of the growth, and sales grew in three of Ericsson’s four market areas.
调整后EBITA较去年同期的158亿瑞典克朗下降，当时该数字包含76亿瑞典克朗的资本收益。爱立信表示，扣除该收益后，调整后EBITA实现增长。调整后EBITA利润率为17.0%，去年同期为28.1%。
Adjusted EBITA was down from SEK 15.8bn a year earlier, when the figure included a SEK 7.6bn capital gain. Without that gain, adjusted EBITA rose, Ericsson said. The adjusted EBITA margin was 17.0%, against 28.1%.
净利润从113亿瑞典克朗降至58亿瑞典克朗。并购前自由现金流为49亿瑞典克朗，爱立信用于回购自身股份的支出为48亿瑞典克朗。“RAN市场持平”本月刚接任首席执行官的佩尔·纳维格尔称这些为“强劲的第三季度业绩”。彭博社报道称，他的前任博尔耶·埃克霍姆曾削减开支和人员数量。
Net income fell to SEK 5.8bn from SEK 11.3bn. Free cash flow before M&A was SEK 4.9bn, and Ericsson spent SEK 4.8bn buying back its own shares. ‘The RAN market is flat’Per Narvinger, who took over as chief executive this month, called them “strong third-quarter results”. His predecessor, Börje Ekholm, cut expenses and headcount, Bloomberg reported.
“展望未来，RAN市场持平，地缘政治不确定性仍然居高不下，且零部件成本将成为明年毛利润的逆风。”佩尔·纳维格尔，爱立信首席执行官 爱立信首席财务官拉尔斯·桑德斯特罗姆告诉彭博社，公司将通过产品开发中的短期措施抵消零部件成本的上升。他表示，待客户当前合同到期时，将把这些成本转嫁给客户。纳维格尔在接受彭博社电视台采访时表示，本季度部分需求来自客户在价格上涨前提前采购。
“Looking ahead, the RAN market is flat, geopolitical uncertainty remains elevated and component costs are a headwind to gross margin next year.”Per Narvinger, Ericsson CEO Ericsson offset higher component costs with short-term measures in product development, chief financial officer Lars Sandström told Bloomberg. It will pass those costs on to customers when their current contracts end, he said. Narvinger told Bloomberg TV that part of the quarter’s demand came from customers buying ahead of price increases.
爱立信还宣布了亚太地区市场区域的更简化的组织结构。自2027年1月1日起，北东亚市场区域、东南亚、大洋洲和印度市场区域将合并为单一的亚太市场区域。目前担任欧洲、中东和非洲（EMEA）市场区域负责人的帕特里克·约翰松将领导该区域。爱立信将开始招聘EMEA的新负责人。
One Asia-Pacific market area Ericsson also announced a simpler group structure. From 1 January 2027, Market Areas North East Asia and South East Asia, Oceania and India will form a single Market Area Asia-Pacific. Patrick Johansson, now head of Market Area Europe, Middle East and Africa (EMEA), will lead it. Ericsson will start recruiting a new head for EMEA.
企业无线解决方案业务领域将被拆分。中性主机解决方案和爱立信私有5G将并入网络业务领域。无线WAN将保持为独立业务，向美洲市场区域负责人约西·科恩汇报。
The Enterprise Wireless Solutions business area will be broken up. Neutral Host solutions and Ericsson Private 5G move into Business Area Networks. Wireless WAN stays a standalone business, reporting to Yossi Cohen, head of Market Area Americas.
三位执行团队成员将于12月31日离开其现有职位。他们是企业无线解决方案负责人奥萨·塔姆松、北东亚负责人沙菲克·纳西夫以及东南亚、大洋洲和印度负责人安德烈斯·维森特。纳尔文格表示，执行团队将“在职责方面更精简、更平衡”。
Three Executive Team members will transition from their current positions on 31 December. They are Åsa Tamsons, head of Enterprise Wireless Solutions, Chafic Nassif, head of North East Asia, and Andres Vicente, head of South East Asia, Oceania and India. The Executive Team will be “leaner and more balanced in terms of responsibilities”, Narvinger said.
他告诉彭博电视台，这些变化将帮助爱立信聚焦亚洲，并更好地与埃隆·马斯克的星链竞争。他表示，星链正日益挑战电信运营商。
He told Bloomberg TV the changes will help Ericsson focus on Asia and compete better with Elon Musk’s Starlink. Starlink is increasingly challenging telecom operators, he said.
彭博指出，芬兰竞争对手诺基亚已重组以优先考虑用于AI数据中心的网络设备。它还在将英伟达芯片集成到无线接入网络中。爱立信仍然是电信运营商设备的纯粹供应商。
Finnish rival Nokia has reorganised to prioritise networking equipment for AI data centres, Bloomberg noted. It is also building Nvidia chips into radio access networks. Ericsson remains a pure-play supplier of equipment for telecom operators.