Telefonaktiebolaget LM Ericsson Q2 2020 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Johanna Ahlqvist - SEB, Research Division - Analyst : Congratulations to a strong report. First question relates to pickup on the patents. Just wondering, they were very strong in the quarter, and I'm just -- I realize that you still sort of remain your full year guidance. So were there sort of a one-off payment in any term this quarter that will not repeat? Or how do you see that? And then just to try to dig in a bit more on the gross margin for the second half. I realize it's -- we talked a lot about China, but what do you see on the remaining sort of business? If we exclude the China, do you see any positive or negative drivers to the gross margin in second half from here? Carl Mellander - Telefonaktiebolaget LM Ericsson (publ) - Senior VP, CFO and Head of Group Function Finance & Common Functions On IPR, maybe I can start to tell you on a -- Carl here. On IPR, I mean, there are fluctuations over quarters given how contracts pan out in reality. What drove the growth now is some of the recent agreements we have with handset providers that we signed in the end of last year. But there are elements also of fluctuations between quarters that we saw boosting this quarter. We keep the SEK 10 billion number for 2020 totally unchanged. That's still the number we talk about.