Nokia Corporation Stock Exchange Release 23 April 2025 at 16:00 EEST Nokia cancels repurchased shares With truly open architectures that seamlessly integrate into any ecosystem, our high-performance networks create new opportunities for monetization and scale. Service providers, enterprises and partners worldwide trust Nokia to deliver secure, reliable and sustainable networks today – and work with us to create the digital services and applications of the future. Inquiries: Nokia Communications Phone: +358 ...

Core Viewpoint - The article emphasizes the importance of value investing and highlights Nokia (NOK) as a potentially undervalued stock based on various financial metrics [2][8]. Group 1: Value Investing Strategy - Value investing focuses on identifying companies that are undervalued by the market using fundamental analysis and traditional valuation metrics [2]. - The Zacks Rank system and Style Scores are tools used to identify high-quality value stocks, with a specific focus on the "Value" category for value investors [3]. Group 2: Nokia's Financial Metrics - Nokia (NOK) has a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential for value investors [4]. - NOK's Forward P/E ratio is 13.90, significantly lower than the industry average of 23.51, with historical values ranging from 8.67 to 15.03 over the past year [4]. - The PEG ratio for NOK is 6.18, compared to the industry average of 8.29, with a historical range of 0.92 to 6.68 [5]. - NOK's P/S ratio is 1.32, which is lower than the industry average of 1.94, indicating better performance relative to sales [6]. - The P/CF ratio for NOK is 11.27, well below the industry average of 40.41, suggesting it is undervalued based on cash flow [7]. Group 3: Overall Assessment - The combination of these metrics suggests that Nokia is likely undervalued, making it one of the strongest value stocks in the market based on its earnings outlook [8].

Core Insights - Nokia Corporation is scheduled to release its first-quarter 2024 results on April 24, with adjusted earnings from the last reported quarter at 19 cents per share [1] Financial Performance - The company is expected to experience revenue contraction year over year due to intense competition, macroeconomic challenges, and inventory corrections [2] - Total revenue for the March quarter is estimated at $4.62 billion, down from $5.07 billion in the prior-year quarter, with adjusted earnings per share projected at 6 cents, a decrease from 10 cents in the previous year [8] Strategic Developments - Nokia completed the divestiture of its submarine networks business to the French State, aligning with its strategy to focus on core Network Infrastructure business [3] - The company has signed multi-year patent license agreements with Samsung and Amazon, which are expected to positively impact its upcoming results [5] Product Innovations - Nokia launched a new digital platform, Broadband Easy, to streamline broadband rollout, and introduced a Wi-Fi 7-enabled compact 5G indoor gateway, FastMile Gateway 4, enhancing consumer experience [6] Revenue Estimates - The Zacks Consensus Estimate for revenues from Mobile Networks is €1.7 billion, indicating 5.9% year-over-year growth, while Network Infrastructure revenues are estimated at €1.5 billion, also reflecting 5.9% growth [7]

Core Insights - Nokia Corporation has signed an agreement with ResetData to enhance Australia's AI infrastructure, focusing on compliance with national security and data sovereignty [1] - ResetData's AI Factories utilize liquid immersion cooling technologies, achieving up to 10 times more efficiency than traditional setups, with 40% lower cloud costs and 45% lower emissions [2] - Nokia's 7750 Service Router will provide the necessary speed and reliability for AI operations, supporting connectivity with speeds up to 800Gb/s [2] Group 1: Strategic Positioning - Nokia is well-positioned in the technology cycle due to its comprehensive end-to-end portfolio and growing installed base of high-capacity AirScale products, facilitating quick upgrades to 5G [3] - The company aims to create new business opportunities by transitioning customers to demand-driven operations, enhancing programmability and automation [4] - The collaboration with ResetData is expected to enhance Nokia's capabilities in delivering efficient AI infrastructure while addressing high-capacity connectivity demands [5] Group 2: Market Impact - Nokia's advancements in AI technology and 5G applications are expected to bolster its market position and drive incremental revenue through similar future agreements [6][7] - The company holds a substantial portfolio of approximately 20,000 patent families, including over 6,000 critical to 5G technology, establishing a strong foundation for innovation [6] - The partnership with ResetData is anticipated to strengthen Nokia's status as a leading telecommunications equipment provider in the region [7]

Core Insights - Nokia has been selected by ResetData to provide a networking backbone for its sovereign 'AI Factory' data centers across Australia, aiming to enhance the cloud services market which saw a 19% year-on-year increase in 2024 [1][9]. Group 1: Technology and Efficiency - ResetData's AI factories utilize liquid immersion cooling technology, making them up to 10 times more efficient than legacy designs, while also reducing cloud costs by 40% and emissions by 45% [2][9]. - The Nokia 7750 Service Router, based on the FP5 platform, offers super-fast, reliable, and secure performance, achieving a 75% reduction in energy consumption compared to previous generations [3][9]. Group 2: Strategic Partnerships and Market Position - ResetData is backed by Centuria Capital Group and is focused on delivering AI, machine learning, and large language model capabilities on-shore and on-demand, emphasizing the importance of sovereign AI for Australia's international competitiveness [3][5]. - Nokia's IP portfolio is designed to meet the stringent demands of AI infrastructure, combining speed, capacity, reliability, cost-efficiency, and sustainability, making it a preferred choice for modern data centers [6][9].

Core Insights - Nokia has been selected by ResetData to provide a networking backbone for its sovereign 'AI Factory' data centers across Australia, aiming to enhance the cloud services market which saw a 19% year-on-year increase in 2024 [1][9] - ResetData's AI factories utilize liquid immersion cooling technology, making them up to 10 times more efficient than legacy designs, with potential to reduce cloud costs by 40% and emissions by 45% [2][9] - The deployment of Nokia's 7750 Service Router will facilitate the establishment of these AI factories, starting in Melbourne's CBD, while achieving a 75% reduction in energy consumption compared to previous generations [3][9] Company and Industry Developments - ResetData is backed by Centuria Capital Group and is focused on delivering on-shore AI, machine learning, and large language model capabilities, emphasizing the importance of sovereign AI for Australia's international competitiveness [5] - Nokia's IP portfolio is designed to meet the stringent demands of AI infrastructure, combining speed, capacity, reliability, cost-efficiency, and sustainability, making it a preferred choice for modern data centers [6][10] - The partnership between Nokia and ResetData is positioned to revolutionize data center operations and support the immediate rollout of sustainable AI cloud solutions across Australia [1][6][9]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 allaboutcircuits ，谢谢。 西门子、诺基亚、英飞凌、安森美和 Black Semiconductor 正在进行有针对性的收购，以扩大其在 制造、连接和先进材料方面的能力。 多家大型半导体公司已宣布多项收购，旨在巩固其在关键技术领域的地位。从支持人工智能的光网 络到汽车以太网，再到下一代 PCB 工作流程，这些交易体现了公司持续致力于简化产品开发流程、 拓展邻近市场并确保长期增长的努力。以下是近期这些举措及其对行业的影响。 01 西门子收购 DownStream Technologies 西门子收购了 Downstream Technologies，该公司致力于开发用于生产 PCB 设计的软件。这为西门 子提供了更强大的工具来支持 PCB 设计与生产之间的交接，尤其适用于需要更紧凑的工作流程且不 增加复杂性的中小型企业。 Downstream 的工具——CAM350、BluePrint-PCB 和 DFMStream——专注于在设计数据进入工厂 之前对其进行清理和验证。这些工具有助于及早发现问题，减少手动步骤，并生成制造商正确构建 电 ...

Core Insights - Anterix is collaborating with major companies like Ericsson, GE Vernova, and Nokia to enhance the deployment of 900 MHz private wireless networks for utilities, offering bundled services to accelerate adoption [1][2][3] - The AnterixAccelerator initiative aims to facilitate the digital transformation of the power grid, with participation from over 15 leading utilities and members of the Anterix Active Ecosystem [2][3] Company Overview - Anterix is the largest holder of licensed spectrum in the 900 MHz band across the contiguous United States, Alaska, Hawaii, and Puerto Rico, positioning itself to provide private wireless broadband solutions for modernized grid applications [5] - The company leads an ecosystem of more than 100 members focused on utility-first solutions to address current challenges faced by utilities [5] Industry Impact - The collaboration is seen as a significant step towards a smarter and more connected energy future, enhancing the resilience and sustainability of utility operations [3] - The initiative supports utilities in modernizing their communication infrastructure, which is critical for integrating advanced technologies and improving operational reliability [3]

Core Collaboration - Nokia and Digita are expanding their partnership with CoreGo to enhance customer experience at large events through secure data transmission [1][5] - The collaboration has benefited over 2 million event attendees in Europe by providing reliable connectivity for sports and festival organizers [1][3] Technology Implementation - The CoreGo POS system, combined with Nokia's Digital Automation Cloud (DAC) private wireless network, allows event organizers to manage onsite payments seamlessly [2][6] - The private 5G network deployed by Digita ensures real-time data transfer for critical event systems, including inventory management and ticket validation [2][3] Event Experience Enhancement - Private networks are essential for large public events, enabling efficient electronic ticket sales, reliable payment transactions, and secure access control [3][4] - Advanced real-time data analytics and interactive fan engagement are facilitated by private networks, enhancing the overall guest experience [3][4] Strategic Goals - CoreGo aims to improve customer experience and support event organization through real-time situational awareness [4] - The partnership with CoreGo strengthens Nokia and Digita's expertise in delivering scalable and reliable network solutions, particularly in the Nordics [5][6]

Core Insights - Nokia has been recognized as a Leader and Outperformer in the GigaOm Radar Report for Data Center Switching for the fourth consecutive year, highlighting the effectiveness of its Data Center Fabric solution [1][9] Group 1: Product Features and Performance - Nokia's Data Center Fabric solution is noted for its reliability, efficiency, and scalability in data center and cloud environments, with a strong emphasis on AI-driven features [1][10] - The hardware portfolio supports port speeds from 1 GbE to 800 GbE, including high-performance platforms like the 7250 IXR series and 7220 IXR series designed for data center deployments [3][10] - The Nokia Event-Driven Automation (EDA) platform enhances operations across the data center fabric lifecycle, contributing to its high ranking due to its automated design, deployment, and operational processes [4][10] Group 2: Software and Management Capabilities - Nokia's SR Linux, a microservices-based network operating system, received high marks for its containerized microservices and integration of Large Language Models (LLM) for network insights [5][10] - The NetOps Development Kit (NDK) allows networking teams to develop applications and operational tools, providing deep programmatic access to the IXR switching system [6][10] Group 3: Reliability and Integration - The solution achieved exceptional reliability scores, particularly in failover handling, traffic rerouting, and disaster recovery [7][10] - Nokia's solution is easily integrable into existing heterogeneous deployments, facilitating the ramp-up of Nokia-based data center networks [8][10]