Overview:

Both Ericsson and Nokia reported good top-line growth in revenues in 1Q 2022 but will face headwinds during the remainder of 2022 due to a continuation of last year’s supply chain issues, inflationary pressures plus geo-political problems in Russia and Ukraine. However, there are encouraging signs that R&D investments in new services will start to come to fruition during 2022 with the commercial launch of a range of ARPU-boosting services leveraging CSPs recent investments in 5G SA core plus accelerating enterprise revenues.

This report provides a back-to-back review of Ericsson and Nokia’s recent first quarter 2022 results and provides a detailed insight into the business units of the two vendors. In addition, the report reviews selected announcements made during the quarter, with analysis and comment on the strategic significance of these announcements for the vendors and the industry in general.

Table of Contents:

Key Business Assumptions

Description of Business Units

Overview of Financial Results

Business Unit Analysis
- Ericsson
- Nokia

Key Business Highlights

5G Contracts

RAN Market Share

Regional Trends

Non-RAN Services

Enterprise Revenues

R&D Investment Allocations

Joining The Dots...

AI-Based Network Optimization

ARPU Boost via Network Slicing

Nokia and Kyndryl Partnership

Targeting the Edge
- Edge Exposure Server
- Local Packet Gateway

Nokia's Win with Microsoft

Number of Pages: 18

Publication Date: May 2022

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