Ericsson Stress Test: Cash Fortress or Crumbling Empire? (Q4 2025)
Автор: Iron_Financial
Загружено: 2026-01-23
Просмотров: 13
Описание:
Is Ericsson’s foundation made of solid steel or cracking concrete? 🏗️📉
In this episode of Iron Financial, we strip away the management spin and put Ericsson’s Q4 2025 numbers through a rigorous corporate stress test. The market is buying the story of resilience, but our "Market Skeptic" uncovers a massive 11 billion SEK revenue hole that the bulls are ignoring.
We debate the two sides of this telecom giant: The massive cash-generating "Networks" engine versus the hemorrhaging "Enterprise" segment that is dragging the company down.
In this deep dive, we cover:
The Bull Case: Why 9 quarters of margin expansion and SEK 26.8B in free cash flow might make this a buy.
The Bear Case: The truth about the -25% drop in reported sales and the disaster in the Enterprise segment.
The Red Flags: Potential liabilities in Iraq and looming restructuring charges.
The Verdict: Is ERIC a value trap or a massive opportunity?
⏱️ Timestamps: 00:00 - The Ericsson Stress Test Begins 01:44 - The Bull Case: Blueprint for Success 03:24 - The Growth Illusion (Organic vs. Reported) 05:21 - Inspecting the Core Engine (Networks Division) 06:55 - The Cracks in the Enterprise Segment 09:10 - Forging a Cash Fortress (Dividends & Buybacks) 10:44 - Reading the Storm Clouds (Risks & Warnings) 11:48 - The Iron Financial Verdict
#Ericsson #StockMarket #Investing #IronFinancial
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
