Press ReleaseAccessOn Internet deploys Nokia’s AI-native Altiplano platform for new FTTH network AccessOn selects Nokia fiber solutions and AI-native access automation platform to quickly connect subscribers in North Carolina.Altiplano provides AI-powered tools to accelerate deployments, perform root-cause analysis, and guarantee the user experience; and is designed to be easily consumable by large language models (LLMs) and AI agents. 16 October 2025Espoo, Finland – Nokia today announced that AccessOn Int ...

Core Insights - The Land Transport Authority (LTA) of Singapore is enhancing its railway infrastructure by deploying Nokia's Optical LAN and IP/MPLS solutions to upgrade its video surveillance system [1][9] - This upgrade aims to improve public safety and security for millions of passengers using the railway system daily [9] Company and Industry Summary - The CCTV cameras are essential for real-time monitoring, ensuring public safety, detecting illegal activities, and managing traffic patterns across more than 50 stations [2] - Nokia's Optical LAN solution is designed to support high-speed data transmission of up to 25Gb/s, requiring 70% less cabling and 40% less power compared to traditional copper-based networks [3] - The partnership between Nokia and Hitachi Rail focuses on delivering a comprehensive solution that meets the growing demands of LTA's video surveillance and network operations [5] - The upgraded video transmission network will significantly enhance safety for millions of passengers traveling on Singapore's railways [9]

Core Insights - Nokia has extended its strategic partnership with Vodafone and Vodacom to enhance radio access network (RAN) innovation across Europe and Africa as part of Vodafone's five-year investment program [1][7] - The partnership aims to support Vodafone's goal of delivering next-generation connectivity, fostering an inclusive and sustainable digital society [1] Group 1: Partnership Details - Under the new agreement, Nokia will provide equipment from its energy-efficient AirScale RAN portfolio, including Massive MIMO radios and baseband solutions powered by ReefShark technology, improving network performance and efficiency [2] - The deployment includes the first 5G Dual-Band Massive MIMO Radio in Africa, which will enhance Vodafone's network coverage, performance, and capacity [2] Group 2: Technological Advancements - Nokia will implement the MantaRay NM, an AI-driven intelligent network management system that offers a consolidated view for optimal network monitoring and management [3] - The partnership emphasizes the need for networks to achieve new levels of performance, trust, and resilience, particularly in the context of the accelerating AI supercycle [4] Group 3: Company Background - Nokia is recognized as a B2B technology innovation leader, focusing on creating networks that are capable of sensing, thinking, and acting, while also leveraging its intellectual property and long-term research initiatives [5][6]

Company Overview - LTC Properties is a Real Estate Investment Trust (REIT) that focuses on seniors housing and skilled nursing facilities across 25 states, offering a solid monthly dividend [1] Analyst Background - The analyst has over 10 years of experience researching companies, having conducted in-depth research on more than 1000 companies across various sectors including commodities and technology [1] Investment Focus - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, where they have researched hundreds of companies, with a particular interest in metals and mining stocks, as well as comfort in other industries like consumer discretionary/staples, REITs, and utilities [1]

Core Insights - Nokia and CommScope have partnered to enhance fiber-to-the-home (FTTH) deployments in the Asia-Pacific region by integrating Nokia's Broadband Easy platform with CommScope's FLX ODN terminals, resulting in a fully digitized, end-to-end solution that improves precision, speed, and automation [1][9] Group 1: Partnership and Technology - The joint solution is available to customers across APAC and will be showcased at upcoming industry events in Paris and Bangkok [2] - CommScope's FLX ODN terminals utilize advanced indexing and connectorized technology, eliminating the need for field splicing while being modular and scalable, which, when combined with Nokia's platform, allows for centralized management of the fiber deployment process [3] - The integration of AI with Nokia's expertise in fiber network design aims to lower costs, reduce rollout times, and accelerate high-speed connectivity delivery to more homes [4] Group 2: Strategic Initiatives - Nokia is actively expanding its portfolio, recently collaborating with Supermicro to provide AI-optimized data center networking solutions for various sectors [5] - A contract with Extreme Broadband and its subsidiary Open DC aims to enhance AI data center performance and security in Malaysia, aligning with the National Cloud Computing Policy [6] Group 3: Challenges and Market Position - Despite advancements, Nokia faces challenges in its Mobile Networks segment, which is impacting revenue growth, alongside exposure to political and economic disruptions and stiff competition in the wireless equipment market [7] - Nokia currently holds a Zacks Rank of 4 (Sell), with its stock gaining 20.9% over the past year, compared to a 37.3% increase in the Wireless Equipment industry [8]

Core Insights - Nokia has launched new high-capacity shelves for the 1830 Photonic Service Switch (PSS-hc) to address increasing bandwidth demands, offering up to three times higher density and up to 60% lower power consumption per bit [1][9] - The new shelves, including the PSS-10hc and PSS-4hc, provide a seamless upgrade path for existing customers, integrating into current deployments without disruption [2][9] - The 1830 PSS-hc shelves are designed to support high-speed services driven by cloud, AI, video, enterprise, and mobile services, delivering up to 12Tb/s per slot [2][4] Product Features - The 1830 PSS-hc shelves enhance support for high-density deployment of the latest generations of embedded and coherent optical engines [2][9] - The design includes support for higher power and front-to-back airflow, improving operational efficiency [2] - The commercial availability of the new shelves is expected in Q2-2026, with customer trials commencing in late 2025 [5] Industry Context - The introduction of the 1830 PSS-hc shelves is seen as a critical evolution in the optical transport market, enabling operators to scale bandwidth more cost-effectively [4][9] - The product aims to help operators rapidly deploy high-speed services to meet growing customer demand in the era of AI [4]

Core Insights - Nokia has launched new high-capacity shelves for the 1830 Photonic Service Switch (PSS-hc) to address increasing bandwidth demands, offering up to three times higher density and up to 60% lower power consumption per bit [1][9] - The new shelves, including the PSS-10hc and PSS-4hc, provide a seamless upgrade path for existing 1830 PSS customers, integrating into current deployments without disruption [2][9] - The 1830 PSS-hc shelves are designed to support high-speed services driven by cloud, AI, video, enterprise, and mobile services, delivering up to 12Tb/s per slot [2][4] Product Features - The new shelves enhance support for high-density deployment of the latest generations of embedded and coherent optical engines, allowing operators to scale their networks more cost-effectively [2][9] - The design includes support for higher power and front-to-back airflow, which improves operational efficiency [2] - Customer trials for the Nokia 1830 PSS-HC shelves are set to begin in late 2025, with commercial availability expected in Q2-2026 [5] Industry Context - The introduction of the 1830 PSS-hc shelves is seen as a critical evolution in the optical transport market, enabling operators to rapidly deploy high-speed services to meet growing customer demand [4] - The product aligns with the industry's need for cost-effective bandwidth scaling in the era of AI, where demand for high-capacity networks is surging [4][9]

Core Insights - The Nokia Mobile Broadband Index Report 2025 highlights the rapid shift towards 5G connectivity in the Middle East and Africa (MEA), projecting that by 2030, 5G will significantly influence mobile subscriptions and data traffic [1][2] - The report indicates that 82% of connections in MEA will be on 4G/5G networks by 2030, with 5G subscriptions expected to reach 605 million, accounting for 25% of total mobile connections and 53% of total mobile data traffic [2][8] - The growth of 5G Fixed Wireless Access (FWA) is notable, with market share projected to increase from 15% in 2023 to 35% by 2030, driven by the maturity of 5G networks [3][8] Investment and Economic Impact - Significant investments in 5G technology by operators in the MEA region are anticipated to enable IoT, smart cities, and enterprise solutions, fostering economic growth and digital innovation [4] - The integration of 5G with edge computing and AI is expected to create new opportunities for industries, enhancing productivity and customer experiences [4] Market Trends - The adoption of 5G FWA is gaining momentum due to its advantages over traditional wired connections, such as faster deployment and lower infrastructure costs, making it a viable option for expanding internet access [3][8] - In the Gulf Cooperation Council (GCC), 91% of subscriptions are projected to be on 5G, indicating the region's leadership in 5G adoption within MEA [2]

Group 1: Hong Kong Stocks - MicroPort Scientific Corporation-B (02252) rose over 3% as it announced that its commercialization process has accelerated, with overseas orders exceeding 60 units [1] - COSCO Shipping Energy Transportation Co., Ltd. (01138) increased over 3% following new sanctions announced by the U.S. OFAC against companies related to Iranian oil exports [1] - InnoCare Pharma-B (09606) gained over 3% as the company is expected to submit its first ADC for listing within the year [1] - Zijin Mining Group International (02259) rose over 4% after completing the acquisition of the Raygorodok gold mine project in Kazakhstan [1] - Hong Kong Travel International (00308) surged over 8% after announcing a proposal for the physical distribution of its tourism real estate business, which is expected to reduce the drag from non-core assets [1] - Kingsoft Corporation (03888) increased over 10% following the Chinese Ministry of Commerce's announcement of export controls on certain overseas rare earth-related items containing Chinese components [1] Group 2: Solar and Insurance Stocks - Solar stocks collectively declined, with Flat Glass Group Co., Ltd. (06865) down over 8%, Xinyi Solar Holdings Limited (00968) down over 7%, and Xinyi Glass Holdings Limited (00868) down over 6%, as the market focuses on capacity clearing and future installation demand [2] - Domestic insurance stocks fell across the board, with New China Life Insurance Co., Ltd. (01336) down over 5%, China Pacific Insurance (Group) Co., Ltd. (02328) down over 3%, and China Life Insurance Company Limited (02628) down nearly 4%, following Tianan Insurance's announcement of a 5.3 billion yuan debt default [2] Group 3: U.S. Stocks - Beike (BEKE.US) fell 3.87% as a report indicated that the sales of the top 100 real estate companies in September increased month-on-month, driven by seasonal factors and policy relaxations [3] - Stellantis (STLA.US) dropped 7.37% after preliminary third-quarter sales data showed a 13% year-on-year increase in global deliveries to 1.3 million units [3] - Intel (INTC.US) decreased 3.78% after revealing details about its new Core Ultra series processors [3] - Venture Global (VG.US) plummeted 24.88% after losing a legal dispute related to LNG cargo sales with BP [4] - Nokia (NOK.US) rose 2.70% after announcing a technology asset licensing agreement with HPE to enhance its AI wireless access network capabilities [4]

Group 1 - The stock of Mosaic (NYSE: MOS) has increased by approximately 10% since it was first covered in August, highlighting solid fundamentals despite a relatively fair stock price [1] Group 2 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors, including commodities and technology, which enhances the quality of insights provided [2]