Sequential improvements, but Q2 was below ABGSCe. We lower our Ovzon-3 utilisation assumptions for '25e. Ovzon-3 launch window of Q4'23-Q1'24 reiterated.

21 Aug 2023
Small steps forward

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Small steps forward
- Published:
21 Aug 2023 -
Author:
ABGSC Telecom Equipment Research | Daniel Thorsson | Simon Granath -
Pages:
10 -
Sequential improvements, but Q2 was below ABGSCe. We lower our Ovzon-3 utilisation assumptions for '25e. Ovzon-3 launch window of Q4'23-Q1'24 reiterated.