Ericsson vs Chunghwa Telecom
Ericsson and Chunghwa Telecom are compared on this page to outline differences in business models, financial performance, and market context. The comparison aims to be neutral, accessible, and focused on how each company operates and competes. Educational content, not financial advice.
Ericsson and Chunghwa Telecom are compared on this page to outline differences in business models, financial performance, and market context. The comparison aims to be neutral, accessible, and focused...
Why It's Moving
Ericsson surges to 3-year high on Q4 earnings beat and landmark share buyback.
- Q4 net profit soared 76% to SEK 8.6 billion, driven by tight cost controls and strong Europe, Middle East, Africa performance that offset 5G slowdowns.
- Launched SEK 15 billion buyback through 2027, powered by robust cash from asset sales, alongside a bumped-up dividend to reward shareholders.
- Full-year net income exploded over 7,000% to SEK 28.7 billion, underscoring improved profitability and reduced reliance on risky suppliers via European shifts.
Chunghwa Telecom Fuels Optimism with AI-Driven 2026 Revenue Growth Outlook
- Revenue boost from mobile and data services highlights momentum in AI-empowered digital transformation and emerging business opportunities.
- EPS guidance set at 1.550-1.600, underscoring profitability resilience amid strategic capex hikes to NT$31.91 billion for submarine cables, satellites, and cloud AI data centers.
- Heightened focus on cybersecurity, 6G readiness, and sustainability measures positions CHT for long-term network dominance and tech leadership.
Ericsson surges to 3-year high on Q4 earnings beat and landmark share buyback.
- Q4 net profit soared 76% to SEK 8.6 billion, driven by tight cost controls and strong Europe, Middle East, Africa performance that offset 5G slowdowns.
- Launched SEK 15 billion buyback through 2027, powered by robust cash from asset sales, alongside a bumped-up dividend to reward shareholders.
- Full-year net income exploded over 7,000% to SEK 28.7 billion, underscoring improved profitability and reduced reliance on risky suppliers via European shifts.
Chunghwa Telecom Fuels Optimism with AI-Driven 2026 Revenue Growth Outlook
- Revenue boost from mobile and data services highlights momentum in AI-empowered digital transformation and emerging business opportunities.
- EPS guidance set at 1.550-1.600, underscoring profitability resilience amid strategic capex hikes to NT$31.91 billion for submarine cables, satellites, and cloud AI data centers.
- Heightened focus on cybersecurity, 6G readiness, and sustainability measures positions CHT for long-term network dominance and tech leadership.
Investment Analysis
Ericsson
ERIC
Pros
- Ericsson has experienced a 17.06% share price gain in the last four weeks, demonstrating recent positive market momentum.
- It operates across diverse segments including Networks, IT & Cloud, and Media, supporting telecom operators and enterprises with advanced infrastructure and software solutions.
- Ericsson's product portfolio includes competitive radio access network hardware and cloud software services, enabling it to serve a broad global market from North America to Asia.
Considerations
- Despite recent gains, Ericsson's share price fell by 1.82% over the last 12 months, indicating some medium-term weakness in market valuation.
- Forecasts suggest a decline in Ericsson's share price from current levels to 79.16 within one year, pointing to potential investor concerns or headwinds.
- The company faces execution risks tied to evolving technologies and intense competition in telecommunications infrastructure and managed services.
Pros
- Chunghwa Telecom reported strong financial results for the nine months ending September 2025, indicating solid operational performance.
- It holds a dominant market position in Taiwan with integrated telecom services across consumer, enterprise, and international businesses.
- Chunghwa Telecom's services span mobile, fixed-line, broadband, and ICT solutions including cloud and advanced network security, supporting diverse revenue streams.
Considerations
- The stock trades at a relatively high price-to-earnings ratio of 27.1x compared to its sector average of 16.9x, suggesting potentially stretched valuation.
- Chunghwa Telecom's price has dipped 2.9% recently from its all-time high, reflecting near-term share price volatility.
- Analyst consensus implies an expected downside of approximately 8.7% from current levels, indicating limited near-term upside in market expectations.
Related Market Insights
Patent Wars: Why Telecom's IP Holders Are Finally Winning
Discover how a $175M Verizon verdict empowers telecom patent holders. Explore high-margin IP licensing opportunities & invest in companies winning the patent wars with Nemo.
Aimee Silverwood | Financial Analyst
July 24, 2025
Related Market Insights
Patent Wars: Why Telecom's IP Holders Are Finally Winning
Discover how a $175M Verizon verdict empowers telecom patent holders. Explore high-margin IP licensing opportunities & invest in companies winning the patent wars with Nemo.
Aimee Silverwood | Financial Analyst
July 24, 2025
Ericsson (ERIC) Next Earnings Date
Ericsson (ERIC) is scheduled to report its next earnings on January 23, 2026, covering the fourth quarter of 2025 (ending December 31, 2025). This pre-market release follows the company's pattern of mid-to-late January announcements for Q4 results. Investors should monitor for the official confirmation as the date approaches.
Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) is scheduled to report its next earnings on February 3, 2026, before market open, covering the fiscal Q4 2025 ending December 2025. This date aligns with the company's official IR calendar and consensus from multiple financial platforms. The prior Q4 2024 earnings were released on January 23, 2025, maintaining their typical early-year pattern for year-end results.
Ericsson (ERIC) Next Earnings Date
Ericsson (ERIC) is scheduled to report its next earnings on January 23, 2026, covering the fourth quarter of 2025 (ending December 31, 2025). This pre-market release follows the company's pattern of mid-to-late January announcements for Q4 results. Investors should monitor for the official confirmation as the date approaches.
Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) is scheduled to report its next earnings on February 3, 2026, before market open, covering the fiscal Q4 2025 ending December 2025. This date aligns with the company's official IR calendar and consensus from multiple financial platforms. The prior Q4 2024 earnings were released on January 23, 2025, maintaining their typical early-year pattern for year-end results.
Which Baskets Do They Appear In?
Telecom's Patent Powerhouses
A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.
Published: July 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Telecom's Patent Powerhouses
A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.
Published: July 24, 2025
Explore BasketBuy ERIC or CHT in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Ericsson vs Hewlett Packard Enterprise
Ericsson vs Hewlett Packard Enterprise: stock comparison
Ericsson vs Pure Storage
Ericsson vs Pure Storage
Ericsson vs Charter Communications
Ericsson vs Charter Communications