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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945155426947096953/c:line.svg)

**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.]

AlvaApp Avatar 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

Engagements Line Chart

Related Topics $eric tariffs 5g alva

Post Link

post/tweet::1945155426947096953
/post/tweet::1945155426947096953