– Ericsson highlights North America and services growth in solid Q2 2015

Bengt Nordstrom, CEO of mobile consultancy Northstream, thinks these results highlight the general slowdown in network roll-out business. “The results indicate that the long period of high investment by operators in America and Europe in mobile broadband and LTE macro-infrastructure is coming to an end. Operators in these regions now want lower-value investments for improving their networks’ capacity and performance.

“It’s likely that China has two to three quarters left of intensive LTE macro roll-out, after which it too will follow America and Europe and become a market centred on lower-value hardware, software and services for existing networks.”

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