EMR June 2025 highlights growing monetization appeal of 5G fixed wireless access | ERIC Stock News

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Jun 24, 2025
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  • 51% of global service providers now offer speed-based Fixed Wireless Access (FWA) services, increasing from 40% in 2024.
  • FWA projected to reach 350 million connections by 2030, accounting for over 35% of new fixed broadband connections.
  • 5G subscriptions forecasted to reach 2.9 billion by end-2025, increasing to 6.3 billion by 2030.

Ericsson (ERIC, Financial) has published its June 2025 Mobility Report, highlighting a substantial advancement in the adoption and monetization of 5G Fixed Wireless Access (FWA). Currently, 51% of global communications service providers offer speed-based FWA services, a notable increase from 40% in 2024.

The report forecasts that FWA will constitute over 35% of new fixed broadband connections, with a goal of reaching 350 million connections by 2030. This is crucial for expanding broadband access, especially in regions where traditional wired infrastructure is less feasible.

The report also indicates that 5G subscriptions will reach 2.9 billion globally by the end of 2025, which accounts for about one-third of all mobile subscriptions. By 2030, this number is expected to grow to 6.3 billion, with 5G networks projected to handle 80% of global mobile traffic by the end of the decade.

Mobile network data traffic grew by 19% year-over-year, although the growth rate is declining, the total volume of data traffic is expected to more than double by the end of 2030. This necessitates ongoing investment in network capacity, directly benefiting equipment providers like Ericsson.

In terms of regional 5G mid-band deployment, Europe has a 50% population coverage, which is behind North America's 90% and India's 95%. The disparity suggests significant market potential for Ericsson's infrastructure solutions in Europe.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.