Ericsson aregwa Vonage 'agaciro ko gusenya' mugihe cya 5G

Umuyobozi mukuru wa Ericsson ashimangira ko ishoramari mu bihe bizaza by’ikoranabuhanga rya terefone igendanwa bizagorana kubyemeza keretse niba ibintu bishya 5G bishobora gutangwa.

Nyuma y’uko miliyari imwe y’amadolari yanditswe muri Vonage, isobanurwa ngo "gusenya agaciro" n’isesengura ry’imari, ibisubizo Ericsson yatangaje mu cyumweru gishize byashoboraga kuba bibi cyane. Kurandura kandi umucuruzi wo muri Suwede yaba yaracunguye inyungu ntoya ya miliyoni 400 kronor yo muri Suwede (miliyoni 38 US $) mu gihembwe cya kabiri giheruka aho kuba igihombo cya miliyari 11.4 (miliyari 1.1 $). Ibyo byari kuba byarateje imbere igihombo cya miliyoni 600 ($ 57 million) umwaka ushize. Igurisha ryagabanutse umwaka ushize 7% gusa, kugeza kuri miliyari 59.8 (miliyari 5.7 $), nyuma yo kugabanuka 9% mugihe kimwe cya 2023. Ku kigero cya 43.1%, Ericsson yinjije amanota 5.7%.

Urakoze kubwibyo bigomba kujya igice muri Amerika ya ruguru, aho amaherezo tereviziyo isa nkaho yagabanije ibarura rirenze urugero bubatse nyuma y’icyorezo. Umuyobozi w'ishami rikuru rya Ericsson, Fredrik Jejdling, yabwiye Light Reading ati: "Turabona isoko ryo muri Amerika ryiyongereyeho 14% mu gihembwe." Amafaranga yinjije agera kuri miliyari 16,6 (miliyari 1.6 z'amadolari) mu gihe terevisi ivumbi mu gikapu cyayo ikomeza gukoresha.

Icyabafashije kandi ni amasezerano ya miliyari 14 z'amadorali Ericsson aherutse kugirana na AT&T, irimo guhindura ibikoresho bya Nokia. Umukunzi wa Ericsson wo muri Finilande, ubara T-Mobile nkumukiriya wa nyuma usigaye muri Amerika, ntabwo ashobora kuba yarishimiye gukira (biratangaza nyuma yiki cyumweru). Amasezerano mashya yo gutanga uruhushya na OPPO, uruganda rukora amaterefone yo mu Bushinwa, rwarushijeho kuzamura ibicuruzwa kuri Ericsson.

Irakomeza kandi kuba umuyobozi ushishoza ukoresha umuyobozi mukuru Börje Ekholm. Mu gihe amafaranga yinjira yagabanutseho 7%, igiciro cyo kugurisha cyagabanutseho 16%, kigera kuri miliyari 34 (miliyari 3.2 $), mu gihembwe cya kabiri. Headcount yagabanutse ku bakozi 1.155, igera kuri 97.985, kuva mu mpera za Werurwe, na 7.544 kuva mu mpera za 2022. Nyamara ubushakashatsi n’iterambere, byari byaragize ingaruka mu bihe byabanjirije Ekholm, bisa nkaho ari sacrosanct. Ishoramari muri kariya gace ryazamutseho 8%, rigera kuri miliyari 14.9 (miliyari 1.4 $). Ibicuruzwa byinshi birushanwe bingana umutobe wuzuye, abayobozi basa nkaho bafite ishingiro mugutongana.

Vonage fiasco

Ikimenyetso nyamukuru cyirabura kirwanya imikorere yikigo ni Vonage. Ericsson yaguze isosiyete ikora software muri Amerika kuri miliyari 6.2 z'amadolari mu 2022, ariko imikorere yayo mibi ndetse n'imitekerereze yayo byatumyekwandika-kwandika ubu hafi miliyari 4 z'amadolari. "Ni nde nyirabayazana w'uru rwego rwo kwangiza agaciro?" nk'uko byatangajwe na Richard Kramer, umusesenguzi wa Arete Research, ku gihembwe cya Ericsson guhamagarira ibisubizo.

Ekholm, kumushimira, yemeye amakosa yose. Yashubije ati: "Biragaragara ko nzabazwa nk'umuyobozi mukuru." "Ariko fata amafarashi yawe mbere yuko usuzuma ibyakozwe muri rusange, kugeza igihe tumenye niba dushobora gushyiraho isoko rishya ryihariye rya neti APIs. Ndatekereza ko ariho twibanzeho igihe cyose. Birashoboka ko tutigeze dutanga kubikorwa byubu. ubucuruzi buriho. "

Ubucuruzi buriho bukora mubijyanye n'itumanaho APIs, nko kwemeza ibintu bibiri ukoresheje ubutumwa bugufi. Vonage yandika yerekana ivugurura ryimigabane ihanganye nka Twilio, yagabanutseho 85% mumyaka itatu ishize, ndetse nubushobozi buke bwa Vonage. Icyerekezo cya Ericsson, ariko, ni uguhindura Vonage kugirango ishyigikire inganda-nganda zisanzwe APIs, ziha abitezimbere kugera kubintu 5G bitamenyekanye.

Jejdling ati: "Urayubaka kugirango itange interineti imwe ya API igera ku miyoboro yose yo ku isi". "Ubwiza bw'urusobe rwa 5G buragenda bwiyongera iyo porogaramu imwe ishobora gutezwa imbere ku bakiriya benshi." Igikorwa cyiswe Camara, gicungwa na Linux Foundation ifungura isoko, iragerageza kwemeza ko tereviziyo yisi yubahiriza amahame amwe.

Ariko agaciro kiyi APIs kubateza imbere ntikivugwaho rumwe, kandi ubushake bwabakiriya bwo kwishyura byinshi kubwiza bwa serivisi nziza cyangwa ibindi biranga 5G nabyo ntibizwi. Andi masosiyete, harimo na hyperscalers, arashobora kuba urubuga rushimishije kumasoko asanzwe aho kuba tereviziyo yihariye ya API. Impamvu Ericsson yari akeneye Vonage kugirango akurikirane umuyoboro wa APIs ntabwo bisobanutse kubasesenguzi bamwe.

Caroline Chappell, umusesenguzi muri Analysys Mason, yagize ati: "Vonage irashobora kwirata urusobe rw'ibinyabuzima bya CPaaS ariko abaterankunga gakondo ba Vonage ntabwo byanze bikunze bakoresha imiyoboro igezweho - bitandukanye n'itumanaho - APIs".mu mpapuro mu ntangiriro z'uyu mwaka. Yongeyeho ko uburyo Nokia itashingiye ku kugura miliyari 6.2 z'amadolari y'Amerika, "busa naho butanga icyizere."

Intege nke zihoraho

Kuki Ericsson aruhije na gato? Ahanini kuberako ibyabaye mugice kinini cyumushinga wacyo wa 5G hanze ya Amerika ya ruguru no gukosora ibarura. Jejdling ati: "Andi masoko yose arimo kugabanuka kuri twe." Ikigo cy’ubushakashatsi Dell'Oro giteganya ko isoko ry’itumanaho rya radiyo rigabanuka kuri 4% kugeza kuri 8% muri uyu mwaka, kandi Ericsson abona ko ari byiza. Jejdling ati: "Turatekereza ko ibyo bishoboka ko ari byiza kandi tukabona kugabanuka ku isoko ku isoko, bityo rero ni ibidukikije bitoroshye ku isoko".

Ubwoba bwa Suwede ni uko kwikuramo atari ukuruhuka guhumeka, mbere yuko terevisi zitangira kumukino ukurikira w'irushanwa rya 5G, ahubwo ni intege nke zihoraho. N'ubwo ikoreshwa rya data rigendanwa ryiyongera, terevizi ntizigeze zigaruka neza ku ishoramari rya 5G kugeza ubu, Ekholm yemeye mu cyumweru gishize. Abasesenguzi benshi bavuga ko umuvuduko w’ubwiyongere bw’imodoka ugenda gahoro. Raporo yanyuma ya Ericsson yerekanambere yarenze urugero urwego rwumuhanda na exabytes mirongo. Ntanumwe muribi bituma usubirana mumikoreshereze ya 5G isa nkaho iri hafi.

Aho niho Vonage ihurira. "Ekholm yagize ati:" Niba tudashobora kwinjiza amafaranga y’inyongera ava mu miterere y'urusobe, biragoye cyane kwemeza ishoramari ry'ejo hazaza no mu bisekuruza bizaza. " Mu yandi magambo, niba ubukungu bwabo butifashe neza, terevizi ntizishishikajwe no kubaka imiyoboro ya 5G igezweho mu gihe kiri imbere - tutibagiwe no gutangiza umuyoboro mushya wa 6G.

Ishira igitutu kinini kuri Vonage. Kandi Ekholm yamanuye imitungo myinshi yaguzwe na Hans Vestberg wamubanjirije, bituma Ericsson atunzwe cyane n’abacuruza ibikoresho binini ku bijyanye na 5G. Kugura hanze y’iri soko bisa nkaho bidashoboka, aho Ekholm isa nkaho itemera amasoko yose y’abacuruzi ba optique nyuma y’uko Nokia yaguze miliyari 2.3 z'amadolari yo kugura Infinera mu mpera za Kamena.

Ekholm yagize ati: "Ndatekereza ko bari mu mwanya utandukanye cyane natwe." "Basanzwe bafite ubucuruzi. Rero, kuri bo, ni nko kugura ibintu mu buryo bushyize mu gaciro. Ndatekereza ko iryo ari isoko dukoresha binyuze mu ikoranabuhanga ryinjira. Ariko kubona tugurisha mu buryo butaziguye mu bigo by’amakuru ntabwo bishoboka."