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The ISAC System represents a potential new 5G-based sensing revenue stream, especially if pilots translate into enterprise or government deals. Positive sentiment may emerge from demonstrated live trials (AT&T, Helsinki, Poland) and the strategic use of existing mobile infrastructure, though material revenue visibility remains uncertain until pilots scale.
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Ericsson is launching the Integrated Sensing and Communication (ISAC) System to add sensing capabilities to 5G networks for wide-area drone detection. Commercial pilots begin in 2027 with broader deployments in 2028 as the system evolves toward 6G. The effort could unlock defense/public-safety revenue, but hinges on pilot outcomes and customer adoption.
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