Ericsson

Torshamnsgatan 21

Stockholm, x, 164 83, Sweden

+46 10 719 00 00

http://www.ericsson.com/

116

Recent Developments

Consolidated gains in OSS and BSS apps, while steering telcos to 5G.

Overview

Ownership: Public - ERIC:NASDAQ

Employees: 116281

Functional Market: ERP Services and Operations Management,

Key Verticals: Communication,

Ericsson Key Enterprise & Cloud Applications

Ericsson Cloud

SCORES Analysis

Ericsson Strengths

ConceptWave acquisition complements and strengthens Ericsson's offering in the area of operations- and business support systems (OSS/BSS) with world leading Order Management and Product Catalog solutions, providing solutions to better support network operators with their handling of activities related to personalizing end-user offerings and revenue management solutions.

 

In October 2015, Ericsson acquired Envivio to further improve its television and media solutions. This was a strategic move by Ericsson to bolster its support solutions segment, which includes OSS (operations support system) & BSS (business support system), television and media solutions as well as mobile commerce.

 

In April 2016, Ericsson has acquired NodePrime, a San Francisco-based startup that helps enterprises manage their data centers. NodePrime’s employees will join Ericsson and the company plans to integrate NodePrime’s technology into its Hyperscale Datacenter System 8000 — its platform for automatically discovering, configuring and managing data center hardware.

 

Another pillar in the Ericsson product portfolio is the Apcera Platform, a highly secure, policy-driven software platform to empower a new era of application delivery and cloud economics for global enterprises and operators. It is a connective fabric that enables deployment, orchestration, and governance of diverse application workloads—containers such as Docker, Platform-as-a-Service (PaaS) runtimes, and complete operating systems—across multiple cloud infrastructure assets including hybrid clouds, private clouds (such as those using OpenStack or VMware), and public clouds (for example, Amazon Web Services, Google Compute Engine, and IBM SoftLayer). The platform provides an extensive, open API to allow true integration into wider ecosystems of complementary services.

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  • Key differentiators
  • Domain Expertise
  • Product portfolio
  • Solution scope

Ericsson Revenues, $M:

Type/Year20112012201320142015YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Enterprise Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Cloud Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe

* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

Ericsson Revenue Breakdown By Type, $M:

TypeLicenseServicesHardwareSupport & MaintenanceSaaS
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe

Ericsson Revenues By Region, $M

Region% of Total Revenues2015 Total Revenues, $M2015 Enterprise Applications Revenues, $M2015 Cloud Applications Revenues, $M
Americas Subscribe Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe Subscribe

Ericsson 2015 Direct vs Indirect sales

RegionDirect SalesIndirect SalesTotal
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

Ericsson Customers

No. of Customers: Subscribe

No. of Enterprise Applications Customers: Subscribe

No. of Cloud Customers: Subscribe

No. of Cloud Subscribers: Subscribe

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  • Reference wins across regions
  • Customer Size segments
  • Customer wins momentum

Ericsson Opportunities

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  • Market Opportunities at the vertical and subvertical levels
  • Mergers and Acquisitions (M&A), Funding
  • Geo Expansions

Ericsson Risks

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  • Ability to handle internal and external risk and challenges

Ericsson Ecosystem

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  • Health of ecosystem
  • Network Effects of BPO, ISV, SI
  • VAR Partners
  • Direct vs Indirect sales

Ericsson Cloud Infrastructure Insights

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  • Cloud Infrastructure (IaaS)
  • Cloud Platform (PaaS)
  • Cloud Application delivery (SaaS)
  • Data Center (Hosting)

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.


Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).




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