Ericsson posted a healthy Q3 2026 revenue rise with its performance boosted by higher sales in its Network division and effective efficiency measures, although new CEO Per Narvinger (pictured) warned of potential headwinds over the next year.

Overseeing his first results announcement since taking the helm from Borje Ekholm last month, former Networks chief Narvinger said he spent the quarter meeting customers and a consistent theme emerged: “the need for more intelligent and autonomous networks to improve performance, efficiency, robustness and resilience.”

Looking ahead, he added: “the RAN market is flat, geopolitical uncertainty remains elevated, and component costs are a headwind to gross margin next year.”

Narvinger believes through disciplined actions and prioritising technology leadership, the company remains well positioned “to navigate these challenges and deliver profitable long-term growth”.

Revenue for the period rose 6% year-on-year to SEK59.5 billion ($6 billion), with sales from Networks up 9% to SEK38.7 billion. Cloud Software and Services increased 3% to SEK15.8 billion, while Enterprise sales dropped 10% to SEK4.6 billion, reflecting the divestment of iconectiv.

Breaking out geographical markets, sales grew in most markets including Asia and Europe, but offset by the Americas with struggles in Latin America.

IPR licensing revenue hit SEK3.9 billion from SEK3.1 billion, driven party by retroactive revenue to previously unlicenced products.

Net income declined 49% to SEK5.8 billion.

Group restructure
Alongside the results announcement, the Swedish vendor outlined a revamped group structure, intended to utilise its R&D capabilities and target cost efficiencies.

The revamp will see a new Asia-Pacific Market Area established from the start of 2027, combining Market areas North East Asia and South East Asia, Oceania and India. It claims this will enable Ericsson to operate more effectively across the region.

The division will be headed by Patrick Johansson, currently boss of Market Area Europe, Middle East and Africa. A process has started for his successor in EMEA.

It is also shaking up Business Area Enterprise Wireless Solutions to put more focus on indoor solutions, while moving the current portfolio of the unit to other parts of Ericsson, including Networks.

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Nokia signed an agreement to sell its Enterprise Campus Edge (ECE) business to investment company Aurelius Group, a move the Finnish vendor stated sharpens its portfolio and directs capital to areas earmarked for long-term value.

Value of the planned transaction was undisclosed and Nokia expects the deal to close in the first half of 2027, subject to customary closing conditions.

Nokia this month also completed a deal to sell its fixed wireless access (FWA) CPE business to US broadband vendor Inseego.

Under Aurelius’ ownership, Nokia said ECE will continue to operate as a standalone business but benefit from greater independence and a dedicated strategic focus. Employees are expected to transfer with the business, in accordance with applicable local laws and processes.

ECE has a big presence in the private wireless market, serving almost 900 customers across industries including manufacturing, mining, logistics, airports, ports and power generation worldwide.

Its portfolio also includes industrial devices, on-premises operational technology, edge and micro-edge solutions and software applications to power industrial AI use cases.

Konstanty Owczarek, chief corporate development officer at Nokia, said the deal provides ECE a strong foundation for growth. “Our priority throughout the transition will be continued growth of the business and continuity for existing customers and employees,” he added.

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European operators could reportedly be granted more time to strip out network equipment from so-called high-risk suppliers, following a European Commission (EC) proposal of a three-year phase-out period.

Reuters reported a document showed governments in the bloc asked for amendments to the EC proposal, calling for the phase-out period to be determined by numerous factors rather than a set date.

These include assessing risk levels, how long equipment lasts, compatibility needs and “the availability of suitable alternatives”, Reuters wrote.

Reuters reported member states would need to discuss the planned changes with politicians before enacting the Cybersecurity Act, which covers the equipment overhaul requirement.

De-risking
The EC proposed revisions to the Cybersecurity Act in January to account for increased risks to the bloc’s ICT supply chain posed by third-party suppliers, arguing the move would remove dangers posed to regional mobile networks.

The move is expected to impact Chinese vendors Huawei and ZTE.

At the time, Huawei told Mobile World Live the move would violate basic EU legal principles and it would continue to provide “secure and trusted products and services”.

GSMA Intelligence estimated it would cost European operators €30 billion to €40 billion to replace the equipment involved.

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