Nokia Corporation Half year financial report24 July 2025 at 08:00 EEST Nokia Corporation Report for Q2 and Half Year 2025Solid performance offset by currency impact Q2 comparable net sales declined 1% y-o-y on a constant currency and portfolio basis (2% reported) due to a 13% decline in Mobile Networks which had benefited from accelerated revenue recognition in the prior year. Network Infrastructure grew 8% while Cloud and Network Services grew 14%. Nokia Technologies grew 3%.Comparable gross margin in Q2 w ...

Group 1 - Nokia has lowered its profit guidance for 2025 due to a weaker dollar and trade tariff issues, now expecting operating profit between €1.6 billion and €2.1 billion, down from a previous forecast of €1.9 billion to €2.4 billion [1] - The adjustment in guidance highlights the impact of the trade war initiated by the Trump administration, affecting supply chains and economic conditions across various industries, particularly for network equipment manufacturers like Nokia and Ericsson [1] - Nokia's stock price fell by 8.2% to €3.77 in Helsinki, marking the largest intraday drop since April 24, while its US shares dropped by 6.11% [1] Group 2 - The company anticipates a loss of approximately €230 million due to currency fluctuations, particularly the dollar exchange rate, and expects tariffs to reduce its annual operating profit by €50 million to €80 million [1] - For the second quarter, Nokia estimates net sales of about €4.55 billion, showing slight growth year-on-year but falling short of analyst expectations of €4.8 billion [2] - Citigroup analyst Andrew Gardiner noted that while market sentiment may be negatively affected, the primary reasons being currency and tariff risks may not be as severe as potential demand or profit issues [2]

由于汇率和关税压力，诺基亚下调业绩预期 金十数据7月23日讯，诺基亚下调了全年营业利润预期，理由是汇率波动和关税带来的不利因素。这家 芬兰电信设备制造商周二表示，目前预计2025年的可比营业利润将在16亿欧元至21亿欧元之间。此前的 预测为19亿欧元至24亿欧元。该公司预计，汇率波动，特别是美元走软，将带来约2.3亿欧元的负面影 响。此外，该公司指出，目前的关税状况预计将使其全年营业利润减少5000万至8000万欧元。同时，该 集团公布了第二季度的初步财报数据，净销售额约为45.5亿欧元，可比营业利润为3亿欧元。 ...

诺基亚预计全年调整后运营利润16亿-21亿欧元，分析师预期20.8亿欧元。 ...

市场消息：诺基亚下调2025年运营利润指引。 ...

Core Viewpoint - Nokia has lowered its 2025 operating profit guidance due to adverse currency fluctuations and tariff impacts, adjusting the range from EUR 1.9 billion to EUR 2.4 billion down to EUR 1.6 billion to EUR 2.1 billion [2][4][7] Financial Guidance Update - The updated comparable operating profit outlook for 2025 is now EUR 1.6 billion to EUR 2.1 billion, down from the previous range of EUR 1.9 billion to EUR 2.4 billion [4][7] - Free cash flow conversion guidance remains unchanged at 50% to 80% from comparable operating profit [4] - The new guidance is based on a EUR:USD exchange rate of 1.17, compared to the previous rate of 1.04 used in January [2][4] Impact of External Factors - Currency fluctuations, particularly the weaker USD, are expected to have a negative impact of approximately EUR 230 million on the 2025 outlook, which includes EUR 140 million operationally and EUR 90 million from non-cash venture fund currency revaluations [3] - The current tariff landscape is anticipated to affect full year operating profit by EUR 50 million to EUR 80 million [3] Preliminary Q2 Financials - For the second quarter, Nokia expects to report net sales of approximately EUR 4.55 billion and a comparable operating profit of EUR 300 million, which includes a negative impact of EUR 50 million from its venture funds primarily related to currency [5][7] - The official release of the second quarter and half year 2025 financial results is scheduled for July 24, 2025 [5][6]

Nokia CorporationInside information22 July 2025 at 19:00 EESTInside Information: Nokia lowers 2025 operating profit guidance due to currency   Nokia lowers its comparable operating profit guidance range to EUR 1.6 billion to EUR 2.1 billion from EUR 1.9 billion to EUR 2.4 billion.  Adjustment relates to currency headwinds from the weaker USD and tariffs. Reports preliminary Q2 financial results of approximately EUR 4.55 billion net sales and EUR 0.3 billion comparable operating profit.   Espoo, Finland – No ...

Core Points - HMD, a Finnish mobile brand known for its association with Nokia, has announced a significant reduction in its operations in the U.S., effectively exiting the market [1][3][34] - The company has struggled to adapt to the competitive smartphone market, particularly against established players like Apple and Samsung, and has primarily focused on low to mid-range devices [18][30][33] Company Background - HMD Global Oy was formed after Nokia's mobile division was sold to Microsoft, with HMD acquiring the rights to use the Nokia brand [11][12][15] - Despite the legacy of Nokia, HMD has failed to make a significant impact in the smartphone market since its inception in 2016 [32][34] Market Challenges - HMD's strategy has been focused on the sub-$400 market, which is highly competitive and has limited profit margins [18][19] - The company has faced challenges in the U.S. market due to the dominance of major carriers and the high costs associated with gaining market access [28][29] Future Strategy - HMD plans to pivot towards three strategic pillars: "family," "security," and "microfinancing," targeting emerging markets and enterprise solutions [35][40] - The company has already launched products aimed at family safety and is looking to expand into enterprise markets with a focus on security [36][38] Competitive Landscape - HMD's exit from the U.S. market highlights its inability to compete effectively against larger brands and the challenges posed by established ecosystems [30][33][34] - The company faces significant competition from brands like Transsion in emerging markets, which could hinder its growth plans [41]

Core Insights - The report titled "Natural Disaster Management - Company Evaluation Report, 2024" provides a comprehensive analysis of the global market for natural disaster management, evaluating over 100 companies and identifying the top 14 as quadrant leaders [1][2]. Industry Overview - Natural disaster management has shifted from reactive to proactive, technology-driven strategies due to increasing climate-related events and urbanization, integrating technologies such as IoT, AI, GIS, and remote sensing [3][4]. - The approach to disaster management encompasses four phases: preparedness, response, recovery, and mitigation, focusing on planning, immediate actions, restoration, and long-term risk reduction [3][4]. Technological Advancements - Data-driven technologies are crucial for enhancing preparedness and response, with real-time monitoring improving situational awareness and AI supporting predictive analytics [4]. - Key trends include integrated multi-hazard early warning systems, personalized risk assessments, and resilient infrastructure development [4]. Competitive Landscape - The 360 Quadrant evaluates companies based on revenue, geographic presence, growth strategies, and sales strategies, with criteria including product footprint by component, application, end user, and communication system [5]. - Key players in the market include NEC, Hexagon, Nokia, Xylem, Esri, and others, each contributing unique technologies and solutions to disaster management [6][7][8][10]. Market Dynamics - The market is driven by the escalating frequency of climate-related disasters, technological advancements in IoT and AI, and increased government initiatives [12]. - Opportunities exist in the expansion of remote sensing technologies and the development of AI-powered predictive analytics [12]. Company Profiles - NEC Corporation is recognized for integrating AI and IoT in disaster management solutions, enhancing collaboration between governments and enterprises [7]. - Hexagon AB excels in geospatial solutions, supporting effective risk assessment and resource allocation [8][9]. - Nokia provides critical communication infrastructure and drone-based solutions for damage assessment, reinforcing its role in advanced disaster management systems [10].

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find s ...