Скачать или смотреть Ericsson Stress Test: Cash Fortress or Crumbling Empire? (Q4 2025)

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

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