Telefonaktiebolaget LM Ericsson (publ) · ERIC · Next earnings

Telefonaktiebolaget LM Ericsson (publ) reports Thursday, Oct 15, 2026

ERIC reports before market open with consensus EPS at $0.14 and revenue at $5.59B. Last quarter: Ericsson Q3: Growth and AI progress offset cost and RAN risks

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.14 Calendar consensus
Consensus revenue $5.59B Calendar consensus
Report date Oct 15, 2026 Thursday, date estimated
Session Before market open 0 days away

Where ERIC left off: FY2026 Q3

Full report

Ericsson Q3: Growth and AI progress offset cost and RAN risks

EPS surprise — Reported — vs $0.14
Revenue surprise — Reported — vs $5.59B
Stock move +7.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained; the analysis does not specify a numerical guidance change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Component-cost inflation could pressure margins if pricing actions are insufficient.
  • A flat RAN market may constrain organic growth.
  • Inventory buildup and component lead-time issues may weigh on cash flow.
  • Macroeconomic and geopolitical uncertainty could affect customer capex cycles.
  • Enterprise-wireless profitability remains an execution challenge.

Questions analysts left open

  • Whether pricing actions fully offset component-cost inflation without pressuring demand or margins.
  • Free-cash-flow volatility from inventory buildup and higher component costs.
  • Profitability timeline for enterprise wireless, including Cradlepoint and Vonage.
  • Whether GPUs could displace custom ASICs in baseband processing.

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Recent ERIC quarters

All ERIC earnings
+7.2%FY2026 Q3-13.5%FY2026 Q2-6.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.