Tuesday, July 18, 2023

Meta releases Llama 2 LLM

Meta released Llama 2, its large language model with an open source license for research and commercial use. 

Microsoft is the preferred partner for Llama 2, however Meta announced support across a broad set of companies, including AWS, HuggingFace, Intel, AMD, Nvidia, IBM Qualcomm, data cricks, Deutsche Telekom, Orange, YCombinator, Palo Alto Networks, Andreessen Horowitz, MIT, etc.

Llama 2 pretrained models are trained on 2 trillion tokens, and have double the context length than Llama 1. Its fine-tuned models have been trained on over 1 million human annotations. It is available in available in 7B, 13B and 70B parameters.

https://about.fb.com/news/2023/07/llama-2/

Enterprise Networking Alphabet Soup: Mastering Hybrid Workloads for AI

Wondering how to optimize your workloads in a hybrid world?

Holland Barry, Field CTO from Cyxtera, explains:

* The importance of running workloads in the right venue: With workloads being run in a variety of spaces including public Cloud, private Cloud, SAS Services, and the edge, it's crucial to align application requirements with the best attributes of each venue.

* The rise of artificial intelligence in data center Colo space: Driven largely by large language models and generative AI, these high-performance compute workloads require power density and cooling solutions that traditional venues may not offer.

* The need for advanced cooling solutions for high-performance workloads: With power densities north of 50 kilowatts per rack, customers are increasingly interested in solutions like liquid cooling and immersion cooling, where the compute infrastructure is submerged in an electrostatic tank of fluid to dissipate heat.

Full showcase on #SASE, #SSE, #SDWAN, #ZTNA, #MCN, #NaaS at: https://ngi.fyi/sdwansaseztna23yt

Want to be involved in our video series? Contact info@nextgeninfra.io



Enterprise Networking Alphabet Soup: Navigating from SD-WAN to SASE

Wondering how to navigate the shift to hybrid working and cloud adoption while maintaining robust security?

https://youtu.be/ey4gb74180U

Laurent Perrin, Director of Product Management, Application Driven Networks from Orange Business Services explains:

- The increasing demand for integrated security solutions in the infrastructure, with a strong move towards SASE (Secure Access Service Edge) which combines SD-WAN and security in a consistent manner.- The complexity of the technology and the need to select the right mix according to your requirements. This includes SD-WAN for site connectivity, cloud-based security, on-premises security, and the Zero Trust model for device and user security.- The importance of understanding the technology, making the right choices in terms of technology partnerships, and managing the transformation process. This includes considering the connectivity of sites, end users, and applications in the cloud, and ensuring seamless security and performance for users and applications.

Full showcase on #SASE, #SSE, #SDWAN, #ZTNA, #MCN, #NaaS at: https://ngi.fyi/sdwansaseztna23yt

Want to be involved in our video series? Contact info@nextgeninfra.io

https://ngi.fyi/sdwansaseztna23-obs-laurent

Dell’Oro: Optical transport equipment forecast increased

Optical Transport equipment demand is forecast to be $83 billion over the next five years. This cumulative revenue is up 10 percent compared to the previous five-year period and will largely be from sales of coherent DWDM systems, according to a newly published forecast report by Dell’Oro Group.

 “We slightly raised our outlook for Optical Transport equipment,” said Jimmy Yu, Vice President at Dell’Oro Group. “We believe the demand for long haul equipment is better than we had originally thought and while working on the report identified more items that could further improve future market revenues than lower them. At the end of the day, although year-to-year spending on optical equipment is lumpy, the direction for bandwidth consumption remains steady, pointing up and to the right,” added Yu.

Additional highlights from the Optical Transport 5-Year July 2023 Forecast Report:

  • Optical Transport market expected to approach $18 billion by 2027.
  • DWDM Long Haul forecast raised due to the growing need for network capacity and increasing use of integrated C+L band optical line systems.
  • Demand for WDM equipment for metro and long-haul data center interconnect (DCI) expected to grow through forecast period with the majority of growth in long-haul systems.
  • New generation of coherent DSPs to begin shipping in late-2023. By 2027, nearly one-third of shipments will be comprised of DSPs capable of transmitting 1.2 Tbps and 1.6 Tbps signals over a single wavelength.

https://www.delloro.com/news/83-billion-of-optical-transport-equipment-revenue-in-next-five-years/

Keysight intros 800GE test platform 

Keysight Technologies introduced its AresONE-M 800GE Layer 1-3 Ethernet performance test platform, supporting data center interconnect speeds from 10GE to 800GE. 

The new Keysight AresONE-M 800GE enables design engineers and data center operators to validate networking equipment interoperability and bandwidth performance while supporting the transition to 400GE and 800GE networks with the capability to also test slower, legacy Ethernet speeds.

Highlights of the AresONE-M 800GE:

  • Ethernet speeds – 1x800GE, 2x400GE, 4x200GE, and 8x100GE.
  • PAM4 and NRZ signaling support – Features 106.25 Gb/s host electrical lane signaling with the ability to downshift to the lower electrical lane speeds of 53Gb/s and 25Gb/s for 400GE and 100GE speeds.
  • Single test platform – Supports all required forward error correction (FEC) types and a full array of in-depth link tuning, stability, reliability, and performance measurement statistics.
  • Complete 800GE high-scale protocol emulation and performance testing – Provides the protocol support required to test enterprise, metro, and cloud-capable Layer 2 and Layer 3 switching and routing network equipment through the IxNetwork software application.
  • Highest port density available today for 800GE test systems – Supports 8 ports in a single, 2-rackmount unit chassis with additional configurations for 2 and 4 ports.

The AresONE-M 800GE uses an integrated physical layer Digital Signal Processor (DSP) from Credo Technology Group for fast and efficient data transfer with low latency that enables data transit requirements of hyperscalers, enterprises, 5G carriers, and service providers. The Credo chip also optimizes power consumption to reduce operational costs, minimize heat dissipation, and meet energy-efficient standards for advanced networks.


Bill Brennan, President and Chief Executive Officer, Credo Technology Group, said: "Keysight has once again delivered a milestone product with the AresONE-M 800GE, a comprehensive Ethernet Layer 1-3 test platform designed to meet the challenges faced with scaling and supporting next generation artificial intelligence / machine learning network applications. Credo is proud to collaborate with Keysight on its AresONE-M 800GE platform, by providing high-quality merchant silicon solutions supporting data center interconnect speeds from 10GE to 800GE, across a wide variety of physical connections."

Ram Periakaruppan, Vice President and General Manager, Network Test & Security Solutions, Keysight, said: "At Keysight, we believe industry standard Ethernet test solutions are an essential and integral part of solving the most complex problems our customers face today. We are extremely proud to introduce the AresONE-M 800GE, the world's highest density, most feature rich Layer 1-3 800GE test platform that boasts high scale, power efficiency, and performance."

Cradlepoint outlines 5G SASE Strategy

Cradlepoint has announced a phased strategy for 5G-optimized Secure Access Service Edge (SASE). 

The solution features zero trust, cellular intelligence along with cloud and SIM-based security to address the challenges and threats faced by today’s extended enterprise. 

As enterprises evolve beyond fixed sites to include mobile and IoT, Cradlepoint believes that SASE must encompass Wireless WAN and 5G. 

With its recent acquisition of Ericom, Cradlepoint says it is uniquely positioned to help organizations to seamlessly match the security challenges of extended networks.

Cradlepoint 5G SASE will be delivered in phases over the next 12 months:

  • Cradlepoint Cellular Intelligence: Available today, cellular telemetries, such as signal strength and data plan usage, can be leveraged for SD-WAN traffic steering. As 5G Standalone (SA) networks become mainstream, Cradlepoint’s network slicing capabilities will work with carriers’ services to offer prioritization and slice-based isolation.
  • SIM-based Security: Cradlepoint offers SIM management and GPS tracking to secure the physical devices and to detect rogue movement. Cradlepoint’s vision for the future is to work with carriers for tighter SIM-based security using SIMs as the basis for authentication, regardless of the connecting hardware.
  • Connect-and-Go Zero Trust Security: Creating WANs in just a few clicks, 5G SASE replaces complex VPNs. Zero trust shrinks the lateral attack surface — devices connected to a Cradlepoint router are immediately dark to the outside world and other sites. Soon, this capability will be delivered from the cloud, offering an easier deployment option.
  • Cloud-Delivered Security: Ericom’s full suite of SSE solutions, including SWG, CASB, RBI and DLP, protects users browsing in fixed and mobile environments from threats such as phishing and ransomware. Cradlepoint will integrate these capabilities with existing zero trust and SD-WAN solutions into Cradlepoint NetCloud for a single pane of glass user experience for IT teams.


“As enterprises evolve and become more diverse in terms of their connectivity to branch, mobile and IoT, they need a more 5G centric approach to security and management. An updated approach to SASE is essential for today’s modern organization to defend against elevated attack surfaces,” said Todd Krautkremer, CMO, Cradlepoint. “Current SASE solutions are not optimized for 5G. Cradlepoint’s strategy is to provide lean IT organizations with a security solution that is aligned with the realities of a changing business and network profile. “


Microsoft adds service Provider partners to Teams Phone Mobile

Microsoft is expanding Teams Phone Mobile, its mobile-first, enterprise-grade calling solution that offers a single, business-provided mobile number to each employee as their Teams Phone number. 


Teams Phone Mobile is currently available in US, Canada, Germany, Sweden, and Switzerland, and will be available later this year in Denmark and Norway with Telia and in Liechtenstein with Swisscom.

Microsoft also added numerous AI-driven features, such as automated note taking and collaborative functions.

https://techcommunity.microsoft.com/t5/microsoft-teams-blog/what-s-new-in-microsoft-teams-microsoft-inspire-2023/ba-p/3855657

Vodafone deploys Ericsson's single antenna technology

Vodafone has begun deploying Ericsson’s compact active-passive antenna in the UK to bring greater 5G capacity, coverage and performance without adding to antenna footprint.

Ericsson’s Interleaved AIR 3218 combines an antenna-integrated radio and multiband passive antenna technology in one single enclosure, meaning additional high-performing 5G capacity can be added with no additional antenna footprint.

Ericsson says the combination of radio and antenna in one single unit brings optimised modular form factor and easy rooftop, tower, wall and pole mounting – meaning that site upgrades and acquisitions will be simplified and 5G deployment accelerated in areas previously constrained by building regulations or planning law. 

AIR 3218 is forecast to be deployed across 50 sites within the Vodafone UK network in 2023, with a 30 per cent saving in site acquisition and build time expected.

Evangelia Tzifa, Chief Technology Officer, Networks & Managed Services, for Ericsson UK and Ireland said: “This is a game changer for Vodafone and the UK deployment of 5G Massive MIMO. Together, we are increasing 5G capacity without growing visual antenna footprint on site. By being able to do more with less we are bringing the benefits of next-generation connectivity to more people in the UK, but also reducing any impact on the environment and continuing our journey to break the energy curve.”

https://www.ericsson.com/en/press-releases/3/2023/vodafone-accelerates-5g-deployment-in-the-uk-thanks-to-ericssons-single-antenna-technology

Malta’s GO plc deploys Nokia’s AVA Charging SaaS

Nokia’s AVA Charging Software-as-a-Service (SaaS) solution has been chosen by GO plc, Malta’s leading communications provider, to help it accelerate the time to value of new offerings for 5G and IoT use cases, expanding the commercial relationship between the two companies.

GO plc, a Nokia 5G RAN partner, will move from Nokia’s SurePay solution to AVA Charging SaaS, using software consumed on demand through a subscription that facilitates rapid customer adoption and usage by reducing the time spent on software installation and configuration. Deployment is now underway.

In addition to reducing costs, the Nokia SaaS delivery model enables quicker time to market for 5G and IoT services through capabilities that include no code configuration, TM Forum open APIs, and field-proven network integrations.

Nokia AVA Charging SaaS incorporates business intelligence derived from hundreds of customer engagements, speeding up commercialization of new CSP services through automation and no-code charging configurability. It can be used by CSP’s to monetize consumer services like cloud gaming, as well as enterprise services for vertical markets, including utilities, logistics and healthcare.

Spark picks Ericsson as 5G Core supplier in New Zealand

Spark, one of New Zealand’s largest telecommunications and digital services providers, selected Ericsson to supply its 5G Core solution to power Spark’s 5G Standalone (SA) network in New Zealand.

The contract follows a three-month 5G SA trial in 2022, demonstrating the ease with which cloud-native core network solutions - to support 5G SA - can be deployed. The 5G SA trial was underpinned by Ericsson’s cloud-native 5G Core, and integrated with Spark’s 5G Fixed Wireless Access Network (FWA) to test enhanced wireless broadband. The trial’s success confirmed and validated the technical capabilities of Ericsson’s dual-mode 5G Core solution on Spark’s network.

Emilio Romeo, Head of Ericsson, Australia and New Zealand, says: “We’re excited to partner with Spark and support their vision of providing world-class 5G services to New Zealand by delivering a smoother 5G migration through the capabilities enabled by Ericsson’s dual-mode 5G Core technology. As the technology is rolled out across Spark’s 5G network, Spark is set to offer even more performance for its 5G network while opening the door to enhanced 5G capabilities for both its consumers and enterprises."

5G Core (5GC) is the heart of a 5G mobile network, handling a wide variety of essential functions in the mobile network, such as connectivity and mobility 

Ericsson’s dual-mode 5G Core combines Evolved Packet Core (EPC) and the new 5GC network functions into a common, cloud-native platform that supports the introduction of 5G while enabling an efficient co-existence with deployed 4G Core networks.

https://www.ericsson.com/en/press-releases/7/2023/spark-appoints-ericsson-as-5g-core-supplier-for-its-5g-standalone-network

Claro Perú to Bring 10G FTTH Offering to Market with Harmonic

Claro Perú, a unit of the América Móvil group, is extending Harmonic’s CableOS® Broadband Platform for fiber-to-the-home (FTTH) to deliver next-gen broadband and 10G speeds. 

Claro Perú previously deployed Harmonic’s CableOS Platform in a distributed access architecture (DAA) with virtualized CMTS software, Reef Remote PHY (R-PHY) shelves and Ripple R-PHY nodes. 

By adding the CableOS Fin 10G SFP+ OLT to Ripple, Claro Peru can offer both 10G fiber and DOCSIS from the same node to rapidly deploy fiber service into new markets and strategically selected competitive areas. 

“We’re excited to introduce a new FTTH offering that fuels faster, more reliable broadband experiences for customers while significantly reducing our space, power and cooling costs as we expand our service areas,” said Nelson Moscoso, deputy director of fixed services network at Claro Perú. “We have successfully trialed the FTTH offering utilizing Harmonic’s CableOS Platform in our Lima Hub, and we’re ready to go live by early next year.” 

www.harmonicinc.com

Monday, July 17, 2023

Enterprise Networking Alphabet Soup: Navigating Multi-Cloud with Alkira

 


https://ngi.fyi/sdwansaseztna23-alkira-amir

Struggling to navigate the complexities of multi-cloud networking

In this video, Amir Khan (CEO), Atif Khan (CTO) from Alkira explain:

- How their unique cloud-centric approach simplifies multi-cloud networking
- The importance of agility, on-demand elasticity, and end-to-end solutions
- How Alkira's solution integrates with existing services and spans all environments

Discover how Alkira is reinventing networking for the cloud era and transforming the way businesses approach multi-cloud networking.

Full showcase on #SASE, #SSE, #SDWAN, #ZTNA, #MCN, #NaaS at: https://ngi.fyi/sdwansaseztna23yt

Want to be involved in our video series? Contact info@nextgeninfra.io

Semiconductor Industry Association calls for U.S. and China to ease tensions

The Semiconductor Industry Association (SIA) today released the following statement regarding potential additional government restrictions on semiconductors.

“Recognizing that strong economic and national security require a strong U.S. semiconductor industry, leaders in Washington took bold and historic action last year to enact the CHIPS and Science Act to strengthen our industry’s global competitiveness and de-risk supply chains. Allowing the industry to have continued access to the China market, the world’s largest commercial market for commodity semiconductors, is important to avoid undermining the positive impact of this effort. Repeated steps, however, to impose overly broad, ambiguous, and at times unilateral restrictions risk diminishing the U.S. semiconductor industry’s competitiveness, disrupting supply chains, causing significant market uncertainty, and prompting continued escalatory retaliation by China.

“We call on both governments to ease tensions and seek solutions through dialogue, not further escalation. And we urge the administration to refrain from further restrictions until it engages more extensively with industry and experts to assess the impact of current and potential restrictions to determine whether they are narrow and clearly defined, consistently applied, and fully coordinated with allies.”

https://www.semiconductors.org

Heraeus Comvance acquires OFS line in Denmark for subsea fiber

Heraeus Comvance has acquired part of the OFS Fitel Denmark ApS plant in Brøndby (near Copenhagen), Denmark. Financial terms were not disclosed.

Heraeus said it plans to manufacture standard optical telecommunication fibers based on a European value chain and will provide these fibers to the EMEA market. 

OFS will continue providing its customers outside of EMEA as well as its cable factories a full range of fiber types from world-class draw towers in the US.  OFS will also continue to produce and market specialty fiber in Brøndby, Denmark for the global market, and Furukawa Electric, OFS' parent company, will continue serving the global market with a full portfolio of telecommunication fibers from state-of-the-art draw towers in Japan.

"The OFS focus at its Denmark site remains the production of world-class, unsurpassed attenuation sub-sea fibers and other specialty communications fibers," explains Holly Hulse, President and CEO of OFS.  "The divesture of telecommunications equipment and manufacturing space will not adversely impact OFS' production and supply of specialty fibers and is in line with the company's strategy for long-term growth and profitability."

"Heraeus Comvance is one of the largest manufacturers of synthetic quartz glass which will remain our main business focus globally. To cater specifically to the EMEA market, we have now taken the next step along the value chain with the production of bend insensitive and standard optical fibers at our facility in Denmark. They will be made in the European Union from glass to fiber. With this engagement we will better serve our global glass customers," explains Dr. Jan Vydra, President of Heraeus Comvance.

https://www.heraeus.com/en/group/press_group/corporate_news/2023_3/ofsfitel.html 

PacketLight enhances its PL-4000M Muxponder/ADM

PacketLight Networks has upgraded its PL-4000M muxponder to support the transport of 600 Gbps in the current 1U device. 


This enables providers to increase network backbone capacity cost-effectively and speed the introduction of new services.
The PL-4000M aggregates a mix of Ethernet, Fibre Channel, and OTN services into uplinks of 200/300/400 Gbps capacity. In addition, the device now also supports 25 GbE service type, leveraging existing 10 GbE fiber optic cables.
 
It delivers cost-effective, high-capacity transport of 10/25/100 GbE, 16G FC, and OTU2/2e/4 services over 200/300/400 Gbps wavelengths with enhanced spectral efficiency. The device expedites the implementation of new services and increases the capacity of existing DCI, metro, short-haul, and long-haul network backbones. It achieves this by utilizing alien wavelengths without requiring the replacement of existing infrastructure.
 
The PL-4000M supports 25 GbE client service over existing 10 GbE cables, using fewer optical modules to deliver double the density, and saving and simplifying network upgrades. The integrated 1U footprint saves rack space, and low power consumption per transmitted bit, all of which reduce the overall cost of the transport solution. It offers high levels of security with embedded Layer-1 GCM-AES-256 optical encryption using elliptic curve Diffie-Hellman key exchange, FIPS-140-3 level 2 compliant.
 
"This latest upgrade to the PL-4000M represents a leap forward in performance and functionality, and that benefits both current and future deployments, and 5G front-haul applications,” said Koby Reshef, CEO of PacketLight. “With this upgrade, we continue our commitment to delivering cutting-edge technology that exceeds our customers' expectations and sets new standards in the industry."
 

Brazil’s Solução Network lights up DWDM in three states with Padtec

Solução Network, a Brazilian telecommunications service provider, is expanding the coverage and transmission capacity of its DWDM networks in Paraná, Mato Grosso do Sul and São Paulo using Padtec’s 800 Gbps transponders.

In total, there will be more than 3,000 kilometers of lit networks on three new routes. Two of them connect the municipality of Maringá, in Paraná, to the city of São Paulo, passing through the capital Curitiba and key cities in the interior of São Paulo. The third route also departs from Maringá and extends to Campo Grande, in Mato Grosso do Sul, passing through the cities of Bauru (SP) and Três Lagoas (MS).


https://www.padtec.com.br/wp-content/uploads/2020/07/2023.07.17-Solucao-Network-ING.pdf

Nokia and Brazil’s SC CapRock to implement LTE private with Starlink

SC CapRock, a Brazilian subsidiary of Speedcast, signed an agreement with Starlink to sell Starlink's corporate internet services.

SC CapRock has an existing agreement with Nokia to deploy Nokia's 4.9G/LTE and 5G private wireless network solutions.

The company said its new agreement with Starlink will enable an expansion of private wireless network coverage to remote areas using Starlink's satellite network as a backhaul link.

SC CapRock and Nokia have already deployed an LTE private network for a customer in Brazil using Nokia's solution. The Starlink integration will make it easier to extend coverage to remote sites without needing to deploy new infrastructure.

By integrating Nokia Digital Automation Cloud (DAC) with Starlink, the solution:

  • Offers up to 100ms latency possible between the 4G/LTE radio base stations and the private wireless core, significantly expanding coverage and creating 4G coverage bubbles in remote areas.
  • Provides high-speed, low-latency connectivity to enterprise customers with high levels of performance and operational efficiency.
  • Reduces complexity for small remote sites by eliminating the need for new private wireless cores, towers, and energy systems.

“There is growing demand from the agribusiness, energy and mining sectors for private wireless networks, and the recent global agreement with Starlink will help us provide high-speed, low-latency connectivity to these customers, with high levels of performance and operational efficiency,” said André Gustavo Sant’Anna, country manager for SC CapRock in Brazil.

Marcelo Entreconti, Head of Enterprise for Latin America at Nokia, said: “We’re happy to partner with SC CapRock in this initiative, providing Nokia’s leading-edge private wireless solutions to accelerate digital transformation throughout enterprises in Brazil, enhancing productivity, safety, and efficiency with secure and reliable connectivity.”

  • Nokia has deployed over 2,600 mission-critical networks globally.


Philippines’ InfiniVAN picks Ribbon for backbone

InfiniVAN, a leading provider of business Internet in the Philippines, selected Ribbon Communications to modernize its nationwide network backbone. using solutions from Ribbon.


The deployment will use Ribbon's NPT IP Routing and Apollo Optical Transport solutions, part of the company's comprehensive IP Wave portfolio. 


"Businesses turn to us for high availability, fully redundant, high-capacity connectivity that is on par with the highest global standards," said Mr. Koji Miyashita, Chairman, InfiniVAN. "Working with Ribbon enabled us to achieve the dual goal of upgrading our network to the newest standards of security, availability and capacity while also gaining a lower Total Cost of Ownership."


"InfiniVAN is a key leader in advancing the communications infrastructure throughout the Philippines. This high performance nationwide backbone will significantly improve connectivity and digitization in the region, and enable InfiniVAN to offer its customers access to the latest connectivity services," said Mickey Wilf, Managing Director APAC and Africa, Ribbon. 


RAD appoints Avi Levin as CFO

RAD announce the appointment of Avi Levin as its new Chief Financial Officer (CFO), replacing Nitza Lifshitz, who has retired after serving as RAD’s CFO for 15 years. Levin took office during the first quarter of this year.

 

Levin started his career at PwC and then held corporate finance positions in New York at Broadridge (NYSE: BR), at International Seaways (NYSE: INSW), and at Credit Suisse as associate investment banker. Later, Levin served as CFO for both public and private companies.


Sunday, July 16, 2023

Ericsson’s Q2 revenue drops 9% on weak N America sales

Citing a sharp decline in sales in North America, Ericsson reported Q2 revenue SEK 64.4 billion (US$6.286 billion), down 9% compared to a year earlier. Segment Networks sales declined by -13%, while segment Enterprise sales grew by 20%. 

Gross income excluding restructuring charges decreased to SEK 24.7 (26.3) b. as a result of lower sales and margins in Networks. Gross income increased in Enterprise, mainly driven by the consolidation of Vonage. Reported gross income was SEK 24.1 (26.3) b.  Gross margin excluding restructuring charges was 38.3% (42.2%) primarily impacted by changed business mix in Networks. Reported gross margin was 37.4% (42.1%). 

A summary of commentary provided by Börje Ekholm, President and CEO of Ericsson, in the Q2 investor brief: 

  • Q2 performance was in line with expectations despite market changes and macro uncertainty.
  • Networks had a gross margin of over 39% with strong execution in India, offsetting softening in other markets.
  • Cloud Software and Services are on track for at least break-even EBITA for the full year 2023.
  • Enterprise saw strong growth in Enterprise Wireless Solutions and positive EBITA in the Global Communications Platform business.
  • Another 5G licensing agreement was secured with a device vendor, strengthening the IPR portfolio.
  • Plans to reduce annual run rate by at least SEK 11 billion by year-end to positively impact the P&L.
  • Free cash flow before M&A was SEK -5.0 billion primarily due to lower EBIT and increased working capital.
  • The focus remains on bolstering leadership in mobile networks, growing the enterprise business, and driving cultural transformation.
  • Ericsson's market-leading position in mobile networks enables expansion into the enterprise segment through 5G capabilities and network APIs.
  • Ethical and compliance programs have been enhanced, and testing ensures effectiveness across the company.
  • Q3 is expected to have a similar market mix as Q2, with the EBITA margin in line with or slightly higher than Q2.
  • Continued rapid data traffic growth, 5G subscriptions, and migration to 5G standalone drive investments and market recovery.
  • Average smartphone usage is expected to exceed 20 GB/month in 2023 with strong growth. 
  • 240 operators have launched 5G, bringing new revenue growth with pricing model innovation. 
  • 5G subscriptions are expected to top 1.5 billion by end-2023 and reach 4.6 billion by 2028. 
  • Fixed Wireless Access (FWA) also grows quickly, driving further traffic growth. 
  • An estimated 75% of all base station sites outside China are not yet updated with 5G mid-band, and migration to 5G standalone will continue in order to deliver on 5G’s full potential. 

https://www.ericsson.com/en/press-releases/2023/7/ericsson-reports-second-quarter-2023