Ericsson

After two years of decline, telecom equipment spending is edging back into positive territory with early signs of a broad-based rebound. Dellโ€™Oro Groupโ€™s preliminary data indicates worldwide telecom equipment revenues across six tracked sectors rose 4% year over year in the first half of 2025, with markets outside China up a stronger 8%. The rebound was not limited to a single pocket of spend, but three areas led the gains: mobile core networks, optical transport, and service provider routers and switches. By contrast, RAN remains comparatively muted in many markets as 5G macro buildouts mature.
The new AT&T IoT Marketplace turns complex IoT procurement and lifecycle management into a catalog-driven digital experience that aims to speed revenue and reduce operational friction for enterprises and partners. AT&T, working with Ericsson, introduced a digital eCommerce platform that unifies how IoT services are discovered, configured, contracted, provisioned, and billed. The Marketplace is powered by Ericssonโ€™s Digital Experience Platform alongside its Catalogue Manager and Order Care components. AT&T reports it has cut the time it takes to order certain fleet management services from hours to minutes, an indicator of the step-change in operational efficiency the Marketplace is designed to deliver.
Airbus has partnered with Ericsson to deploy private 5G networks at its Hamburg and Toulouse factories, transforming operations through secure, low-latency connectivity. The rollout supports AR, predictive maintenance, and IoT-driven smart manufacturing, setting a scalable model for global digital transformation.
Malaysiaโ€™s five mobile operators will federate a GSMA Open Gateway API to give banks and online retailers a consistent, cross-network tool to fight account takeovers and digital identity theft. CelcomDigi, Maxis, U Mobile, Telekom Malaysia, and YTL Communications plan to provide federated access to the GSMA Open Gateway Number Verification API, based on the CAMARA standard. The API verifies a userโ€™s mobile number against real-time network attributes, offering a more secure, low-friction alternative to SMS one-time passwords. Network-anchored verification provides silent, possession-based authentication that reduces user friction and closes common OTP exploits. Developers can integrate once and reach all participating Malaysian networks while each operator retains control of data, policy, and monetization.
Fresh off its merger, VodafoneThree has locked in eight-year vendor deals with Ericsson and Nokia to underpin a ยฃ11 billion UK network build that is front-loaded for rapid 5G Standalone coverage gains. VodafoneThree selected Ericsson and Nokia as primary technology partners for one of the largest privately funded mobile infrastructure programs in Europe, with contracts collectively valued at over ยฃ2 billion. In year one, close to three quarters of the population are targeted for access to its fastest 5G services, rising to about 90% population coverage on 5G Standalone by year three and reaching roughly 99.95% by 2034 under a regulated, fully funded build plan.
Verizon has launched a 6G Innovation Forum to accelerate research, trials, and standards alignment for the next generation of wireless. The forum convenes major RAN suppliers, including Ericsson, Samsung Electronics, and Nokia – alongside platform and device ecosystem players such as Meta and Qualcomm Technologies. The stated goal is an open, diversified, and resilient 6G ecosystem with global alignment from the outset. Verizon will back the forum with hands-on environments, starting with a dedicated 6G Lab in Los Angeles. Early priorities include testing new spectrum bands and bandwidths, and validating interoperability with mainstream standards bodies.
Digital Nasional Berhad (DNB) and Ericsson have launched a national upskilling program to train 40,000 municipal and government employees in 5G, AI, IoT and automation, signaling a shift from network build to service delivery readiness. Malaysiaโ€™s 5G footprint is expanding and the country is positioning for AI-led growth by 2030. Infrastructure alone will not unlock outcomes. Cities and agencies need people who can specify, procure, secure and operate digital services at scale. This initiative targets the execution gap by training frontline staff and policy makers on how to translate connectivity into citizen services, operational efficiency and data-driven decisions.
Manufacturers and wireless providers are shifting 5G from promising pilots to scaled, revenueโ€‘relevant deployments across American factories. A joint report from the National Association of Manufacturers (NAM) and CTIA underscores a clear inflection point: commercial 5G, industrial AI and edge computing are maturing together. With 3GPP Release 16/17 capabilities such as URLLC, timeโ€‘sensitive networking integration, network slicing and nonโ€‘public networks, 5G is increasingly able to support timeโ€‘critical control, quality inspection and safety systems at scale. Production use cases are expanding and delivering measurable benefits. The message is consistent: companies that operationalize 5G alongside AI and automation will capture disproportionate productivity and resiliency advantages.
Gartnerโ€™s latest outlook points to global AI spend hitting roughly $1.5 trillion in 2025 and exceeding $2 trillion in 2026, signaling a multi-year investment cycle that will reshape infrastructure, devices, and networks. This is not a short-lived hype curve; it is a capital plan. Hyperscalers are pouring money into data centers built around AI-optimized servers and accelerators, while device makers push on-device AI into smartphones and PCs at scale. For telecom and enterprise IT leaders, the message is clear: capacity, latency, and data gravity will dictate where value lands. Spending is broad-based. AI services and software are growing fast, but the heavy lift is in hardware and cloud infrastructure.
Ericsson is embedding an agentic AI framework into its NetCloud platform to accelerate self-healing, intent-driven operations across private 5G, Wireless WAN, and SASE. Ericsson is evolving its AI assistant, ANA, from a prompt-based helper into a multi-agent system that can interpret high-level intents, plan workflows, and coordinate specialized agents to act across the enterprise networking stack. Ericssonโ€™s rollout will be staged. A troubleshooting orchestrator is planned for Q4 2025 to handle high-frequency pain points such as offline devices and degraded radio conditions, with a projected reduction in downtime and support cases by more than 20 percent.
Hitachi Railโ€™s Hagerstown factory is now powered by a secure Private 5G Network, thanks to GlobalLogic and Ericsson. This digital transformation enables smart manufacturing capabilities such as predictive maintenance, digital twins, AI-driven inspections, and real-time automationโ€”positioning the plant as a benchmark for Industry 4.0 in North America.
Ericsson and Thailandโ€™s Digital Economy Promotion Agency (depa) have extended their 5G cooperation for two more years to accelerate industrial digitalization under the Thailand 4.0 agenda. The updated memorandum of understanding renews a publicโ€“private framework that began in 2022 and centers on applied 5G innovation for manufacturers, logistics providers, energy firms, and smart city programs. A focal point remains the 5G Innovation and Experience Studio (5GIX Studio) in Thailand Digital Valley, Chonburi, which functions as a testbed and service hub for advanced wireless trials, spectrum sharing scenarios, and industry-grade applications.

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