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Ericsson Wins Cellnex Poland 5G RAN Deal: More Upside Ahead?
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Key Takeaways
ERIC will supply radios, RAN modules, microwave links and antennas for Cellnex Poland's network upgrade.
The deployment features the MINI-LINK 6356 E-band radio and AI automation to improve backhaul efficiency.
ERIC's Networks segment contributed 63.8% of 2025 net sales, while Q2 2026 revenues fell 6% year over year.
Ericsson (ERIC - Free Report) has been selected by Cellnex Poland as one of the suppliers for the modernization and expansion of its Radio Access Network (RAN), marking another opportunity for the company to strengthen its position in the European 5G infrastructure market. The agreement covers radios, RAN compute modules, microwave links, antennas and enclosures.
The deployment is designed to help improve network coverage, speeds and reliability across urban and rural areas while reducing site footprint, energy consumption and tower load. The latest agreement highlights Ericsson’s expanding role in network modernization as operators and infrastructure providers look to support rising mobile data demand. Cellnex Poland said that increasing data traffic requires both modernization and network densification, while also improving energy efficiency, equipment optimization and network resilience.
Post-deployment, Cellnex will become Ericsson’s lead customer for the MINI-LINK 6356 E-band radio, which is designed to provide high-capacity microwave backhaul with improved power efficiency. The project will also feature Ericsson’s Transport Automation Controller for microwave backhaul, enabling AI-driven automation and network management.
The new agreement comes as Ericsson navigates an uneven operating environment. In second-quarter 2026, revenues fell 6% year over year to SEK 52.7 billion, missing the Zacks Consensus Estimate, while adjusted gross margin increased to 48.4%. The Cellnex agreement is particularly relevant to Ericsson’s Networks segment, which accounted for 63.8% of the company’s 2025 net sales.
Other Players in the Wireless Equipment Market
Nokia Corporation (NOK - Free Report) is a major player in the wireless equipment market. Nokia has made substantial progress in its three-phase value creation strategy of Reset, Accelerate and Scale. The company continues to emphasize capital allocation discipline and technology leadership while investing in future growth platforms. It has strengthened its 5G portfolio through AirScale enhancements and continued advancement of the ReefShark chipset. Nokia’s portfolio comprises more than 26,000 patent families, including more than 8,000 patent families declared essential to 5G standards.
Ubiquiti Inc. (UI - Free Report) , along with its subsidiaries, offers networking products and solutions for service providers, enterprises and consumers. Its community-driven operating structure and global distribution model continue to support scalable growth across networking markets. The company sells through more than 100 distributors, online retailers and its webstores without a traditional direct sales force.
Motorola Solutions, Inc. (MSI - Free Report) is a leading communications equipment manufacturer and has strong market positions in the mission-critical communications vertical. Motorola continues to extend its mission-critical communications platform through AI-enabled software, command center applications and video security solutions. Second-quarter 2026 revenue increased 13% year over year to $3.13 billion, with growth across both segments and all three technologies. In September 2026, Louisiana awarded Motorola a $139 million, 10-year contract spanning body cameras, in-car video, digital evidence management, command center technology and land mobile radio (LMR) network upgrades across six state agencies.
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Ericsson Wins Cellnex Poland 5G RAN Deal: More Upside Ahead?
Key Takeaways
Ericsson (ERIC - Free Report) has been selected by Cellnex Poland as one of the suppliers for the modernization and expansion of its Radio Access Network (RAN), marking another opportunity for the company to strengthen its position in the European 5G infrastructure market. The agreement covers radios, RAN compute modules, microwave links, antennas and enclosures.
The deployment is designed to help improve network coverage, speeds and reliability across urban and rural areas while reducing site footprint, energy consumption and tower load. The latest agreement highlights Ericsson’s expanding role in network modernization as operators and infrastructure providers look to support rising mobile data demand. Cellnex Poland said that increasing data traffic requires both modernization and network densification, while also improving energy efficiency, equipment optimization and network resilience.
Post-deployment, Cellnex will become Ericsson’s lead customer for the MINI-LINK 6356 E-band radio, which is designed to provide high-capacity microwave backhaul with improved power efficiency. The project will also feature Ericsson’s Transport Automation Controller for microwave backhaul, enabling AI-driven automation and network management.
The new agreement comes as Ericsson navigates an uneven operating environment. In second-quarter 2026, revenues fell 6% year over year to SEK 52.7 billion, missing the Zacks Consensus Estimate, while adjusted gross margin increased to 48.4%. The Cellnex agreement is particularly relevant to Ericsson’s Networks segment, which accounted for 63.8% of the company’s 2025 net sales.
Other Players in the Wireless Equipment Market
Nokia Corporation (NOK - Free Report) is a major player in the wireless equipment market. Nokia has made substantial progress in its three-phase value creation strategy of Reset, Accelerate and Scale. The company continues to emphasize capital allocation discipline and technology leadership while investing in future growth platforms. It has strengthened its 5G portfolio through AirScale enhancements and continued advancement of the ReefShark chipset. Nokia’s portfolio comprises more than 26,000 patent families, including more than 8,000 patent families declared essential to 5G standards.
Ubiquiti Inc. (UI - Free Report) , along with its subsidiaries, offers networking products and solutions for service providers, enterprises and consumers. Its community-driven operating structure and global distribution model continue to support scalable growth across networking markets. The company sells through more than 100 distributors, online retailers and its webstores without a traditional direct sales force.
Motorola Solutions, Inc. (MSI - Free Report) is a leading communications equipment manufacturer and has strong market positions in the mission-critical communications vertical. Motorola continues to extend its mission-critical communications platform through AI-enabled software, command center applications and video security solutions. Second-quarter 2026 revenue increased 13% year over year to $3.13 billion, with growth across both segments and all three technologies. In September 2026, Louisiana awarded Motorola a $139 million, 10-year contract spanning body cameras, in-car video, digital evidence management, command center technology and land mobile radio (LMR) network upgrades across six state agencies.