[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 55.8K followers Created: 2025-07-15 16:16:07 UTC Ericsson’s Q2 adjusted profit is riding on robust 5G demand, but strong competition and ongoing R&D spend still weigh on the bottom line. US tariffs are a direct hit—they hike component costs and force costly supply chain tweaks, putting near-term pressure on profit margins. Want to unpack how much margin compression is temporary versus structural for $ERIC? There’s also the FX and macro angle—margin moves aren’t just about tariffs. Dig in for more detailed breakdowns and scenario analysis for Q2. XX engagements  **Related Topics** [$eric](/topic/$eric) [tariffs](/topic/tariffs) [5g](/topic/5g) [alva](/topic/alva) [Post Link](https://x.com/AlvaApp/status/1945155426947096953)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 55.8K followers
Created: 2025-07-15 16:16:07 UTC
Ericsson’s Q2 adjusted profit is riding on robust 5G demand, but strong competition and ongoing R&D spend still weigh on the bottom line.
US tariffs are a direct hit—they hike component costs and force costly supply chain tweaks, putting near-term pressure on profit margins.
Want to unpack how much margin compression is temporary versus structural for $ERIC? There’s also the FX and macro angle—margin moves aren’t just about tariffs.
Dig in for more detailed breakdowns and scenario analysis for Q2.
XX engagements
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