Ericsson’s Biggest Customers and Partners (Operators) Are Holding it Back
Ericsson has competitive technology, but its overreliance on CSPs to purchase that technology and/or scale it into end markets remains a weakness that will continue to hamper the company’s ability to participate more significantly in key growth domains, such as PCN. On the network API and communications application side, progress is being made and some scale is occurring, but Ericsson and its CSP partners are up against relatively fast-moving, well-resourced and more specialized entities, most notably hyperscalers and other digital-native players. Addressing the telecom industry’s weaknesses and shortcomings in these market areas will require more investment in channel development and more robust strategic partnerships with entities such as government contractors, GSIs and niche, domain-specific SIs.