Core Insights - Nokia has entered into a licensing agreement with HPE to enhance its AI-powered radio access network (RAN) automation capabilities, specifically through its MantaRay SMO platform [1][2][3] - The agreement allows Nokia to integrate HPE's RAN Intelligent Controller (RIC) with its existing MantaRay AI-Powered SMO and Network Automation assets, with a significant portion of the development team transferring to Nokia Mobile Networks [2][3][7] - This collaboration aims to improve customer experience by providing advanced automation and orchestration solutions, facilitating the management of multi-vendor networks and preparing for the transition from 5G to 6G [3][7] Company Overview - Nokia is recognized as a B2B technology innovation leader, focusing on creating networks that are capable of sensing, thinking, and acting, leveraging advancements across mobile, fixed, and cloud networks [5][6] - The company emphasizes the importance of open architectures that integrate seamlessly into various ecosystems, which helps create new monetization opportunities and scalability for service providers and enterprises [6] - Nokia's MantaRay SMO is positioned as an industry-leading solution for AI-driven RAN automation and autonomous networking, achieving TM Forum's autonomous networks level 4 compliance [3][7]

Core Points - Nokia's Board of Directors has resolved to issue 120 million new shares to fulfill obligations under its equity plans for 2025, 2026, and 2027 [1][3] - The total number of Nokia shares will increase to 5,575,850,345 following the registration of the new shares [2] - The new shares are expected to commence trading on Nasdaq Helsinki on October 3, 2025, and on Euronext Paris on October 6, 2025 [2] Summary by Sections Share Issuance - Nokia will issue 120 million new shares without consideration to itself to meet obligations under its equity plans [1][3] - The shares will also be used to settle commitments under the Employee Share Purchase Plan and various Restricted and Performance Share awards [3] Registration and Trading - The shares are expected to be registered with the Finnish Trade Register on or about October 2, 2025 [2] - Following registration, the new shares will be included in the book-entry system maintained by Euroclear Finland Ltd [2] Corporate Governance - The resolutions for share issuance are based on the authorization granted by the Annual General Meeting on April 29, 2025 [4]

Core Viewpoint - China is reducing the reliance on European telecom equipment suppliers Nokia and Ericsson in its telecommunications networks, as reported by the Financial Times citing unnamed sources [1] Group 1 - The decision to curb the use of Nokia and Ericsson is part of China's broader strategy to enhance domestic technology capabilities [1] - This move may impact the revenue and market share of Nokia and Ericsson in the Chinese market [1] - The report highlights the ongoing geopolitical tensions influencing China's telecom supply chain decisions [1]

Group 1 - FLEX LNG (NYSE: FLNG) owns and operates a fleet of 13 modern LNG carriers, playing a crucial role in the global LNG industry [1] - The company is positioned to benefit from potential macro improvements expected by 2025 [1] - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1]

Core Insights - Nokia has successfully conducted end-to-end testing of Ultra Ethernet Transport (UET) traffic across its high-performance data center switching platforms, reinforcing its leadership in AI-ready networking solutions [1][5][7] - The integration of UEC Specification 1.0 into Nokia's data center fabric solution addresses the increasing demands of AI and High-Performance Computing (HPC) workloads, emphasizing the need for ultra-low latency and high bandwidth [3][5][7] Company Developments - The testing involved 800 GE interfaces using Keysight's AresONE testing platform, showcasing the performance and scalability of Nokia's 7220 IXR and 7250 IXR product families [4][6] - Nokia's commitment to the Ultra Ethernet Consortium (UEC) is highlighted, as the company aims to leverage UET for cost-effective and interoperable AI and HPC application stacks [3][6] Industry Trends - The rise of AI is prompting a reevaluation of data center operations, necessitating networks that can handle real-time training and inference with minimal packet loss [2][7] - The Ultra Ethernet Consortium's new UET layer is positioned as a solution to the complex challenges posed by AI and HPC, aiming to modernize data center networks with new standards and architectures [3][7]

Core Insights - Nokia Oyj (NYSE:NOK) has gained significant hedge fund interest and is listed among the 10 Cheapest Penny Stocks to Buy Now [1][5] Strategic Partnerships - Nokia has entered into a strategic partnership with Nscale to enhance AI infrastructure development [2] - As part of this partnership, Nokia becomes Nscale's preferred partner for AI-ready data center deployments globally and will co-develop innovations in networking stacks for AI clusters [3] Major Contracts - VodafoneThree awarded Nokia and Ericsson a $2.7 billion contract for 5G equipment, marking Nokia's return as a supplier in the U.K. market [4] - Under this contract, Nokia will provide radio access network and core network equipment to approximately 7,000 sites as part of Vodafone Three's $14.74 billion investment over the next decade to develop a leading 5G network in Europe [4]

Core Insights - Nokia has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Communication Service Provider 5G Core Network Infrastructure Solutions for the fifth consecutive year, being positioned furthest in Completeness of Vision [1][9] - The recognition reflects Nokia's technology leadership and the trust placed in the company by customers and partners, emphasizing a security-first, automation-enabled, and AI-ready core [2][5] - Nokia's Core Networks portfolio is fully cloud-native, allowing operators to run their 2G, 3G, 4G, 5G, and IMS cores in cloud-native network functions, facilitating quick and secure service rollouts [3] Market Position - As of Q2 2025, Nokia had the most 5G Standalone Core operator customers, totaling 125, and the highest number of live deployments at 54 [4] - Omdia ranked Nokia's Core portfolio 1 for competitiveness in its "Market Landscape: Core Vendors - 2025" report, highlighting strengths in cloud-native capabilities, automation, and breadth of core portfolio [5] - Nokia commands 33% of the global commercial 5G Standalone footprint, attributed to its multi-cloud strategy [5]

Core Viewpoint - Nokia and Nscale have formed a partnership to enhance the development of AI infrastructure, with Nokia becoming a preferred partner for advanced networking technologies in Nscale's AI-ready data center deployments globally [1][2][8]. Group 1: Partnership Details - The partnership will see Nokia join other investors in Nscale's Series B investment round, aimed at building scalable and secure AI infrastructure to meet the increasing demand for AI-ready data centers [2][8]. - Nokia will provide a comprehensive portfolio of networking technologies, including data center switching, IP routing, and optical networking, to support the build-out of AI clusters at scale [3][8]. - Both companies will collaborate on innovation in the networking stack used in AI clusters and engage in joint deployment initiatives globally [4][8]. Group 2: Leadership Insights - Justin Hotard, President and CEO of Nokia, emphasized the accelerating demand for secure and scalable AI infrastructure and highlighted the synergy between Nokia's networking expertise and Nscale's infrastructure platform [5]. - Josh Payne, CEO of Nscale, noted the importance of strong partnerships in building the next generation of AI infrastructure and expressed confidence in Nokia's proven networking technologies [5].

Core Insights - Telin has selected Nokia's optical transport solution to interconnect data centers across Singapore, enhancing network services and scalability [1][2] - The upgraded infrastructure will provide low-latency services and efficient connectivity for Telin's operations in Singapore [2][8] - The partnership aims to modernize Telin's network and meet increasing bandwidth demands while reducing costs [3] Company Developments - Telin is committed to delivering advanced connectivity solutions and has strategic partnerships with major tech companies to expand its network [3] - Nokia's technology, including the 1830 GX compact modular platform, will support Telin in providing enhanced data center connectivity [2][8] - The collaboration is positioned to strengthen Singapore's digital infrastructure in the evolving AI landscape [3] Industry Context - The deployment of Nokia's latest optical technology is expected to create new opportunities for monetization and scalability in the data center interconnect market [6][8] - The initiative reflects the growing demand for reliable and high-performance networks in the B2B technology sector [5][6]

Core Insights - Nokia partners with Microscan to deploy an optical network solution in Mumbai and Pune, addressing the increasing bandwidth demand from various sectors [1][2] - The new optical network, powered by Nokia's PSE technology, will enhance customer experience and prepare for future expansions in Maharashtra and Gujarat [2][4] - Microscan aims to build a nationwide National Long Distance (NLD) network to meet growing bandwidth demands and improve network resilience [3][8] Company Developments - Microscan is expanding its fiber network beyond Mumbai to cities like Pune, Kolhapur, and Goa, targeting underserved regions [8][9] - The company plans to integrate its fiber network with India's subsea cable ecosystem for enhanced global connectivity [10] - Microscan is investing in small edge data centers to support cloud computing and enterprise demand while expanding its digital infrastructure across India [10] Technology and Solutions - Nokia's optical transport solution includes the 1830 PSS and CDC-F 2.0 architecture, capable of delivering 400G+ high-speed wave services [2][4] - The deployment will allow Microscan to provide higher Service Level Agreements (SLAs) and develop new use cases [3][8] - Nokia's solutions are designed to be cloud-optimized, providing flexibility and resiliency to Microscan's network [4][8]