Core Insights - Nokia has shifted its focus from being a consumer mobile phone brand to a telecom hardware company, which has led to decreased visibility among consumers and investors [1] - A new partnership with Nvidia has sparked renewed interest in Nokia's stock, potentially aiding its transition into artificial intelligence (AI) and supporting long-term recovery [2] Company Developments - Nokia is expanding into AI, having established partnerships with Verizon and Lockheed Martin, and acquired Infinera for $2.3 billion in early 2025 [4] - The partnership with Nvidia, announced in October, involves developing AI-powered radio access network (AI-RAN) technologies, enhancing Nokia's cellular network infrastructure and paving the way for 6G technology [5] Financial Implications - Nvidia invested $1 billion in Nokia at a share price of $6.01, indicating positive market sentiment as Nokia's stock trades higher [6] - The RAN market is projected to grow to $200 billion by 2030, suggesting significant revenue growth potential for Nokia, which reported €19.7 billion ($23 billion) in net sales over the past four quarters [6] - Nokia's revenue for Q3 2025 increased by 12% year over year to €6.0 billion ($7.0 billion), showing an acceleration in growth compared to a 4% increase in the first nine months of the year [7]

Group 1 - Nokia Corporation is planning to establish a Global Capability Centre (GCC) and additional research centres in Karnataka, with discussions held during the World Economic Forum summit in Davos [6] - The Karnataka government has assured full support for Nokia's future expansion plans, which include operations in Tier-2 cities [2][6] - The state government is committed to supporting the World Economic Forum's 'Yes-BLR UpLink' initiative aimed at sustainable urban development, providing financial assistance and mentorship to start-ups [3][6] Group 2 - Discussions were held with Cloudflare regarding its participation in the 'KWIN City' project and future expansion opportunities in Karnataka [4][6] - Cloudflare's Global Strategy Head praised Karnataka as one of the best destinations for attracting cutting-edge technologies [4][6]

Core Insights - Nokia Corporation (NOK) is scheduled to report its fourth-quarter 2025 results on January 29, with a previous earnings surprise of 16.67% and an average trailing four-quarter negative earnings surprise of 4.05% [1][2] Revenue and Earnings Expectations - The Zacks Consensus Estimate for total revenues in the December quarter is $6.95 billion, up from $6.38 billion a year ago, while earnings are projected at 17 cents per share, down from 19 cents per share in the same quarter last year [7][11] Business Challenges - Nokia's core Mobile Networks business continues to face challenges, including slowing customer deployments and strong competition, leading to soft gains in network infrastructure and cloud services [3] - Higher component costs, supply chain issues, and ongoing R&D spending are contributing to financial pressure, with rising infrastructure investments and volatile business conditions potentially offsetting revenue gains [4] Strategic Developments - Nokia secured a $1 billion investment from NVIDIA Corporation during the quarter, providing strategic flexibility, although near-term benefits are limited due to execution challenges and long development cycles [5] - A collaboration with Bharti Airtel to enable 5G capabilities via network APIs is noted, but long adoption cycles and uncertain monetization are expected to restrict immediate financial benefits [6] Earnings Prediction - The current model does not predict an earnings beat for Nokia in the fourth quarter, with an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [8][9]

Group 1 - Nokia Corporation is interested in establishing a Global Capability Centre and research centres in Karnataka, having a long-standing association with the State for over 25 years and operating its largest global research centre in Bengaluru [1] - The Karnataka Government is committed to supporting the World Economic Forum's 'Yes–BLR UpLink' initiative, aimed at developing the 'Yes Bengaluru' programme for sustainable urban development [2] - The UpLink initiative provides financial assistance, mentorship, and pilot opportunities to start-ups addressing city-centric challenges and contributing to urban development, with the WEF UpLink delegation appreciating the Karnataka Government's support [3] Group 2 - Vast Space, a US-based space technology company, has expressed interest in partnering with the Karnataka Government in space technology, advanced manufacturing, and innovation-driven initiatives [4] - Voyager Technologies, another aerospace company, is also interested in a partnership with the Karnataka Government and aims to collaborate with ISRO on space technology and research initiatives [4]

Core Insights - OpenAI, the creator of ChatGPT, is facing significant financial challenges, with estimates suggesting it may need to spend over $200 billion to achieve its growth objectives [1] Group 1: Investment Opportunities - Investing in companies that provide essential services to the AI sector, referred to as "pick-and-shovel" plays, may be a more prudent strategy than waiting for OpenAI to become investable [2] - Astera Labs, Iren, and Nokia are identified as key "pick-and-shovel" businesses that are well-positioned to benefit from the ongoing AI megatrend [3] Group 2: Company Profiles - Astera Labs specializes in products that enhance connectivity within AI data centers, addressing the significant computational needs of AI systems [5] - The company reported a remarkable 104% year-over-year revenue increase in Q3, reaching $230.6 million, with Q4 sales projected between $245 million and $253 million [7] - Iren, originally a Bitcoin mining business, is pivoting to expand its cloud computing capacity to meet the growing demand from hyperscalers for AI processing power [8]

Core Viewpoint - Nokia is set to publish its fourth-quarter and full-year 2025 financial report on 29 January 2026, with the report available on its website shortly after publication [1]. Financial Reporting - Nokia only provides a summary of its financial reports in stock exchange releases, focusing on the financial information of Nokia Group and its outlook [2]. - Detailed segment-level discussions will be available in the complete financial report hosted on Nokia's financials webpage [2]. Analyst Webcast - An analyst webcast will take place on 29 January 2026 at 11:30 a.m. Finnish time, lasting approximately 60 minutes, including a presentation and a Q&A session [5]. - Presentation slides for the webcast will be available for download on Nokia's financials webpage [5].

MIAMI, Fla., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced the launch of the Defiance Daily Target 2X Long NOK ETF (LNOK), expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to global telecommunications and networking leaders. The newest addition, LNOK, is designed for traders who seek magnified, short-term bullish exposure to Nokia Oyj (NYSE: NOK). By seeking to deliver 200% of the daily percentage change in the share price of Nokia O ...

Group 1 - Nokia's stock closed at $6.61, up 3.93%, following an upgrade by Morgan Stanley to "overweight" due to AI and cloud/data center growth potential [1] - Trading volume for Nokia reached 49.9 million shares, nearly 15% above its three-month average of 43.5 million shares [1] - Since its IPO in 1994, Nokia has experienced a growth of 401% [1] Group 2 - The S&P 500 and Nasdaq Composite saw gains of 0.27% and 0.25%, respectively, on the same day [2] - Among peers in communication equipment, Ericsson and Cisco Systems also saw stock price increases [2] Group 3 - Morgan Stanley added Nokia to its "Top Picks" list for 2026, highlighting its successful diversification away from telecom operators [3] - Nokia's acquisition of Infinera for $2.3 billion in early 2025 strengthened its optical networking business, positioning it to benefit from increased capital expenditures in AI, data centers, and cloud computing [3] Group 4 - The AI and Cloud segment currently accounts for 6% of Nokia's sales, with growth of one percentage point each quarter [4] - Nokia anticipates the AI and Cloud market to grow by 16% annually through 2028, making it a noteworthy stock for tech-savvy investors [4]

Core Viewpoint - Nokia has been selected by New Zealand's independent tower company Connexa as its Network Operations Center (NOC) partner, outsourcing infrastructure operations to enhance efficiency and streamline processes [1] Group 1: Partnership and Operations - Connexa has chosen Nokia to manage its extensive tower network, which covers over 2,500 sites across New Zealand [1] - The NOC provided by Nokia allows for centralized management and proactive monitoring of critical infrastructure, improving operational efficiency for Connexa [1] - Connexa's CEO, Rob Berriill, emphasized Nokia's global expertise combined with local experience as a key factor in better managing their tower network [1] Group 2: Market Response and Analyst Ratings - Following the announcement, Nokia's stock rose over 4% to $6.66 [1] - Morgan Stanley raised Nokia's European stock price target from €4.2 to €6.5, upgrading the rating from "hold" to "buy" [1] - The collaboration with innovative clients like Connexa is seen as crucial for driving automation and efficiency in the tower ecosystem [1]

周四，诺基亚(NOK.US)盘前涨逾4%，报6.66美元。消息面上，据报道，新西兰独立铁塔公司Connexa选 择诺基亚作为其网络运营中心(NOC)合作伙伴，将基础设施的运营外包给一家全球服务提供商，而非自 行管理。在一份声明中，该供应商解释称，其网络运营中心能够实现对关键基础设施的集中管理和主动 监控，从而使Connexa得以整合并简化其运营流程，提高运营效率。 Connexa首席执行官罗布.贝里尔(Rob Berriill)表示："诺基亚带来了全球专业知识，并辅以深厚的本地经 验，帮助Connexa更好地管理其分布广泛的铁塔网络"，这张网络覆盖了新西兰超过2500个站点。 诺基亚大洋洲市场部门负责人安德鲁.科普(Andrew Cope)表示："与像Connexa这样积极拥抱运营创新的 客户合作，对于推动整个铁塔生态系统的自动化进程和提高效率至关重要。" 摩根士丹利将诺基亚欧洲股票目标价从4.2欧元上调至6.5欧元，评级由"持股观望"升至"增持"。 ...