Ericsson’s Evolving Strategy

Ericsson has evolved its strategic focus as it adapts to a changing landscape that presents both significant challenges and opportunities for the world's leading telecoms equipment vendor. The boom in wireless data services and the rapid proliferation of mobile services in developing markets has underpinned revenue growth. However, at the same time, margins have been eroded by intense competition from Chinese vendors Huawei and ZTE, which has hit Ericsson, along with Nokia Siemens Networks and Alcatel Lucent. BMI analyses Ericsson's recent performance in Central and Eastern Europe (CEE) within this context, and evaluates its local strategy and product portfolio against our medium-term views for the market.

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