Old West Investment Management LLC purchased a new position in shares of Nokia Corporation (NYSE:NOK – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 738,205 shares of the technology company’s stock, valued at approximately $3,551,000. Get Nokia alerts: Other large investors also recently bought and sold shares of the company. FNY Investment Advisers LLC acquired a new position in shares of Nokia during the s ...

如果您希望可以时常见面，欢迎标星收藏哦~ 在电信行业工作的西方人士到访中国后，往往会被这个幅员辽阔的国家庞大的5G基础设施所震 撼。各大城市如雨后春笋般涌现的5G基站，让人们无处可逃5G信号的魔爪。据中国政府最新数据 显示，截至11月底，中国已建成483万个5G基站，比2024年底增加了57.9万个。短短一年内，中 国新增的5G基站数量似乎超过了欧洲自该技术问世以来安装的总和。 拥有14亿人口的中国，其5G支出预计将出现爆炸式增长，这解释了为什么中国曾经对爱立信和诺 基亚如此具有吸引力。在欧洲监管严格的移动市场中，数十家网络运营商似乎实力不足，难以部署 超过几十万个基站。亚洲另一个大国印度，在新一代通信技术方面通常落后于时代。除美国以外， 这使得中国成为北欧厂商的优先市场。"我们希望在中国5G领域比4G领域更强大，"爱立信首席执 行官博尔耶·埃克霍尔姆在2019年10月表示，当时他上任还不到两年。 但受突如其来的地缘政治冲击以及近期5G支出削减的影响，爱立信在中国的销售额断崖式下跌。 2019年，当埃克霍尔姆对中国市场充满期待时，爱立信从中国客户那里获得了近18亿美元的收 入，并占据了10%的市场份额。次年， ...

Core Insights - Nokia Corporation reported a 3% increase in comparable net sales for Q4 2025, reaching EUR 6.1 billion, driven by growth in network infrastructure and mobile networks [1] - The company achieved a full-year operating profit of EUR 2.0 billion, slightly exceeding its guidance midpoint of EUR 1.85 billion [2] Financial Overview - In 2025, Nokia experienced a 2% year-on-year rise in net sales on a constant currency and portfolio basis, with a reported increase of 3% [2] - The comparable diluted EPS for Q4 was EUR 0.16, with a free cash flow of EUR 0.2 billion and a net cash balance of EUR 3.4 billion [5] Margin Analysis - The comparable operating margin fell by 90 basis points year-on-year to 17.3%, mainly due to increased investments in network infrastructure and costs from the integration of Infinera [3][9] - The comparable gross margin improved by 90 basis points to 48.1%, supported by a strong product mix, while the reported gross margin decreased by 120 basis points to 44.9% due to higher restructuring costs [4] Networks Overview - Optical networks emerged as a significant growth driver, fueled by strong demand from AI and cloud deployments, while IP networks grew by approximately 3% [6][10] - Fixed networks remained stable, and the company's book-to-bill ratio stayed above 1, indicating ongoing momentum in optical and IP networks [6] Cloud and Network Services - Cloud and network services saw a slight year-on-year decline in Q4, but full-year net sales increased by 6% due to strong demand in core networks [7] - Mobile networks experienced a 6% growth in Q4 net sales, supported by a favorable product mix [7]

Key Takeaways CIEN & NOK compete in optical networking as carriers boost fiber spending to handle AI-driven traffic.CIEN expects 2026 revenue of $5.7$6.1B, citing solid demand from cloud, DCI & AI infrastructure investments.NOK expects double-digit optical growth on AI and cloud orders and an expanded portfolio after Infinera.Ciena Corporation (CIEN) and Nokia (NOK) are both established players in the telecommunications equipment industry, with a strong focus on optical networking solutions used by service ...

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

Nokia (NYSE: NOK) shares should seemingly be up today. The Finnish telecom-technology company's fourth quarter revenue grew 3% year over year to $7.13 billion, topping analysts' estimates of $6.95 billion. And, per-share earnings of $0.21 beat estimates of $0.17. Guidance for the year now underway is also encouraging, with the company expecting top-line growth of between 6% and 8%. As of 3:06 p.m. ET today, however, Nokia's stock is down 8%. What gives? Where to invest $1,000 right now? Our analyst team j ...

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Nokia Corp (NYSE:NOK) is one of the Best Tech Stocks Under $10 to Buy , at least based on two ratings upgrades that the company gained in January. For instance, Morgan Stanley upgraded Nokia to Overweight from Equal Weight on January 15, with a price target change to €6.50 from €4.20, noting that the company is now more exposed to network demand driven by data centers and AI, which now account for about 6% of group revenues. The analyst projected that the addressable market for data center and AI activity ...

Key Takeaways Nokia posted stronger-than-expected Q4 results, with both revenues and earnings topping consensus estimates.NOK's revenues rose 2% YoY, led by growth in IP Networks and Optical Networks within Network Infrastructure.Nokia's net income fell YoY as higher operating expenses weighed on profits despite solid sales growth.Nokia Corporation (NOK) reported stronger-than-expected fourth-quarter 2025 results, with both top and bottom lines beating the Zacks Consensus Estimate. The company's top line in ...

Core Viewpoint - The European Union is considering increasing support for domestic industries, with Nokia's CEO emphasizing the interdependence between Europe and the U.S. in the technology sector [1][3]. Group 1: Industry Dynamics - Nokia's CEO, Justin Hottad, stated that no company can rely solely on either the European or U.S. market, highlighting the necessity of broad market access for success in the technology industry [1][3]. - Governments are reassessing the risks of collaborating with Chinese suppliers, positioning Nokia and its Swedish competitor Ericsson as secure network equipment providers for the Western bloc [1][3]. - The EU is focused on enhancing local technological capabilities and reducing dependence on third-party countries, including the U.S., which presents a delicate balance for Nokia and Ericsson as their significant revenues come from both sides of the Atlantic [1][3]. Group 2: Market Opportunities - The EU Commission has proposed gradually removing high-risk suppliers from critical areas like 5G networks, which could further diminish Huawei's market share in Europe [4]. - The past few years have seen weak 5G investment in Europe, but the large-scale removal of Chinese equipment could create new market opportunities for Nokia and Ericsson [5]. - Hottad expressed optimism about the EU's recent initiatives but urged for faster implementation and a shift from advisory to mandatory regulations for operators [5].