Peter Nyquist: Thanks, Börje. And thank you, Andreas, for those 2 questions. So we’ll move further in the Q&A session, and we have the next question from Peter Nielsen at ABG.
Peter Nielsen: My first question relates to the Network gross margin, please. You’ve obviously talked — spoken essentially about the mix impact. And with the decline in North America, growth in India, that’s plain for us to see. However, Carl has also — as Carl said earlier, the initial phase, the ramp-up phase in India, the deployment primarily comes with low margins, which should then gradually improve as you move further in that project. So my question is, when will we start to see the underlying margins, gross margins, in India improve and contribute, how should I say, to a better overall gross margin irrespective of the mix changes we are seeing? I.e., when will gross margins in India improve in this rollout phase? And then my second quick question is just, Carl, could you tell us what the underlying run rate in IPR revenues is now adjusted for the one-off payment in Q2, please?
Peter Nyquist: Carl, should you…
Carl Mellander: Yes. I can start with the IPR piece so — and will say this also. So the IPR expectation for the third quarter is somewhere between SEK 2.5 billion and SEK 2.8 billion. That’s the number that we give. And obviously, with a new signed contract, we are on our way towards this substantial growth of the IPR portfolio that we have talked about before, some SEK 12 billion, SEK 13 billion as an aim for next year, thanks to these new contracts. So SEK 2.5 billion to SEK 2.8 billion next quarter. That’s where we aim.
Borje Ekholm: And then the gross margin question, the reality is we’re going from about 35-ish percent share of North America to about a 25% share of sales. And India goes from, I believe, for…
Carl Mellander: 3% to 16%.
Borje Ekholm: Yes, 3% to 16%. So it’s a big mix shift. And we can still execute with a gross margin that’s about 39% in Network. So it’s — there is a big change here in our sales mix. Of course, the details on contracts we’re not going to discuss here. But we are already seeing a strengthening of the gross margin profile, delivering well according to our plans.
Peter Nyquist: Okay. Are you good with that, Peter Kurt? Okay. Thank you for that question, Peter Kurt. And we’ll move to the next question. That question is from Andrew Gardiner at Citi.
Andrew Gardiner: I had another one on your visibility into the recovery that you’re calling for later this year and into 2024. Yes, I hear what you’re saying in terms of the need for additional deployment, mid-band coverage, networks perhaps deteriorating a bit under the traffic load. All of that sort of makes theoretical sense to me. But I’m just wondering if you’re not yet seeing it in terms of firm orders from the customers, by when would you need to in order to see a reasonable recovery in the fourth quarter? I know you don’t have the longest lead times and you will have inventory on hand. But I suppose I’m just worried that if we’re here in the middle of July and you’re still not seeing the firm orders coming in, are we not setting ourselves up for a risk of disappointment come sort of September and October if indeed they haven’t arrived? So just what — by when would you need to see the customers react and place the orders in order to see that 4Q recovery?
Peter Nyquist: Börje?
