IT之家 11 月 19 日消息，诺基亚今日举行 2025 年资本市场日（Capital Markets Day），正式公布其全新战略，旨在把握人工智能（AI）驱动的网络转型浪 潮，引领行业进入"AI 超级周期"（AI supercycle），并充分捕获其中蕴含的巨大价值。公司同步宣布了新的长期财务目标、战略性关键绩效指标（KPI）、 运营模式演进方案，以及集团领导团队的调整安排。 为高效落实新战略方向，诺基亚将简化其运营架构，整合为两大核心业务板块：网络基础设施（Network Infrastructure）与移动基础设施（Mobile Infrastructure）。此次重组预计 2026 年 1 月 1 日起正式生效，旨在推动公司更敏捷地创新、更高效地服务客户，并持续提升股东价值。诺基亚现设定目标： 到 2028 年，可比运营利润（comparable operating profit）达到 27 亿至 32 亿欧元，较截至 2025 年第三季度末的过去 12 个月（2024 年 Q4–2025 年 Q3）所实 现的 20 亿欧元显著提升。 诺基亚总裁兼首席执行官贾斯汀・霍塔德（Justin Hotar ...

格隆汇11月19日｜诺基亚盘前跌4%。此前公司概述新的长期财务目标。 ...

Nokia is banking on the boom in AI, streamlining its business to focus on networking infrastructure that can connect data centers https://t.co/yThOY2959W ...

格隆汇11月19日｜诺基亚宣布新战略、运营模式的演进、新的长期财务目标、战略关键绩效指标以及集 团领导团队的变动。诺基亚计划到2028年实现27-32亿欧元的营业利润。此次重组将于2026年1月1日生 效。目标是在2026年确定每个部门的未来发展方向。 ...

Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as the Finnish telecoms equipment maker strives to simplify its business and boost annual core profit by as much as 60% o... ...

By Gianluca Lo Nostro (Reuters) -Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as it strives to simplify its business and boost ​annual core profit by as much as 60% over the next three years. Beginning ‌in 2026, the Finnish telecoms equipment maker intends to reorganize into two primary businesses: network infrastructure, dedicated to ‌AI and data centres, and mobile infrastructure, focused on core telecoms activities. The company is now targeting annual comparable oper ...

Core Insights - Nokia is announcing a new strategy to lead in the AI-driven transformation of networks and capture the value of the AI supercycle [1][2] - The company aims to grow its annual comparable operating profit to a range of EUR 2.7 to 3.2 billion by 2028, up from EUR 2.0 billion generated in the last 12 months [1][12] Strategic Priorities - The new strategy will focus on five strategic priorities: accelerate growth in AI & Cloud, lead the next era of mobile connectivity with AI-native networks and 6G, grow by co-innovating with customers and partners, focus capital where Nokia can differentiate, and unlock sustainable returns [3][8] Organizational Changes - Nokia will reorganize its business into two primary operating segments: Network Infrastructure and Mobile Infrastructure, effective January 1, 2026 [4][6] - The Network Infrastructure segment will focus on growth opportunities in AI and data center build-out, while the Mobile Infrastructure segment will lead in core and radio network technology [5][6] Leadership Team Adjustments - Changes in the leadership team include Raghav Sahgal as Chief Customer Officer and Patrik Hammarén as President of Technology Standards, effective January 1, 2026 [7] Portfolio Management - Several non-core units will be moved into a new segment called Portfolio Businesses for further assessment, which generated net sales of approximately EUR 0.9 billion with an operating loss of EUR 0.1 billion in the past twelve months [9][10] Financial Targets and KPIs - Nokia's new long-term financial target includes achieving a comparable operating profit of EUR 2.7 to 3.2 billion by 2028, with a focus on different strategic KPIs to illustrate expected outcomes [12][13] - The company targets a net sales CAGR of 6-8% in Network Infrastructure during 2025-2028 and aims for an operating margin of 13% to 17% by 2028 [17]

Core Points - Nokia plans to close its significant R&D center in Munich, Germany, before 2030, affecting over 700 jobs [2] - The layoffs will occur in two phases, with the first phase cutting more than 300 jobs by 2026, and the remaining positions to be eliminated by 2030 [2] - The decision is described as difficult but necessary for maintaining long-term market competitiveness, part of a global base strategy to focus investments on sustainable development hubs [2] Company Actions - On November 4, Nokia announced its decision to apply for delisting from the Euronext Paris exchange, based on an assessment of trading volume, costs, and administrative requirements [2] - Nokia's shares will continue to be listed on the Helsinki Nasdaq and its American Depositary Receipts (ADR) will remain traded on the New York Stock Exchange [2] - If approved by the Euronext board, the delisting is expected to take effect within the next three months [2]

Nokia (NYSE: NOK) stock has surged 50% in the last year, and investors still love it. ...

Core Insights - Nokia has completed a capital raise involving Nvidia, which integrates Nokia into Nvidia's AI networking plans, creating mutual benefits for both companies [1][2] - Nvidia acquired approximately 2.9% of Nokia's total shares through American Depositary Shares, translating to a financial infusion of about $1 billion at a share price of $6.01 [2] - Nvidia's upcoming earnings announcement is expected to reveal significant sales figures, with Wall Street anticipating over $54 billion in sales for fiscal 2026 third quarter, driven by AI infrastructure demand [3][5] Group 1: Nokia and Nvidia Partnership - The partnership with Nvidia is seen as a strategic move for Nokia, enhancing its role in the AI sector and aligning with Nvidia's expansion plans [1] - The capital raise is not just a routine exercise but a significant event due to Nvidia's involvement, indicating a strong market interest [1][2] Group 2: Nvidia's Earnings Expectations - Nvidia's earnings report on November 19 is highly anticipated, with a focus on the implications of the Nokia agreement for its AI expansion [4] - Analysts expect Nvidia's sales to reflect a year-over-year increase of over 50%, driven by heightened demand for AI in data centers [6] - The company's gross margins are projected to be in the mid-70s, supported by the growth of its Blackwell AI platform among hyperscale clients [5][6]