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诺基亚(NOK.US)精简业务 押注AI基础设施热潮
Zhi Tong Cai Jing· 2025-11-19 13:41
(原标题:诺基亚(NOK.US)精简业务 押注AI基础设施热潮) 智通财经APP获悉,诺基亚公司(NOK.US)正押注人工智能热潮,通过精简业务,聚焦于可连接AI数据 中心的网络基础设施领域。 诺基亚首席执行官贾斯汀·霍塔德周三在公司资本市场日活动前接受采访时表示,此举将在未来几年实 现两位数的营业利润增长。 公司宣布,到2028年,年度营业利润将达到27亿欧元(约合31亿美元)至32亿欧元区间。 周三,诺基亚股价在赫尔辛基证券交易所跌幅一度达6.3%,连续第五个交易日下跌。上月,芯片巨头 英伟达公司同意以10亿美元收购诺基亚股权后,其股价曾大幅飙升,但随后受市场对AI泡沫的普遍担 忧影响,部分涨幅回吐。截至发稿,该股美股盘前下跌5.88%。 第三季度,AI和云服务客户占公司净销售额的6%,但高管们称该领域是公司"最大的机遇"。 诺基亚与全球市值最高的公司英伟达达成的10亿美元合作协议,让这家芯片巨头获得了诺基亚3%的股 份。 去年,诺基亚收购了英飞朗公司(Infinera Corp.),以拓展AI数据中心网络产品业务;还聘请了芬兰前驻美 大使,向各国政府推广国防通信服务。 分析师马修·布洛克斯汉姆与卡米拉· ...
Nokia to Reposition With Focus on AI Market
WSJ· 2025-11-19 13:23
The company plans to accelerate growth in AI and cloud services, while developing new technology incorporating AI into next-generation mobile networks. ...
Nokia (NYSE:NOK) 2025 Earnings Call Presentation
2025-11-19 13:00
Welcome to Nokia's Capital Markets Day 2025 David Mulholland Head of Investor Relations 1 © 2025 Nokia Public Disclaimer It should be noted that Nokia and its business are exposed to various risks and uncertainties and certain statements herein that are not historical facts are forward-looking statements. These forward-looking statements reflect Nokia's current expectations and views of future developments and include statements preceded by "believe", "expect", "expectations", "ensure", "commit", "anticipat ...
诺基亚公布全新战略:聚焦AI驱动的网络变革
Sou Hu Cai Jing· 2025-11-19 11:53
IT之家 11 月 19 日消息,诺基亚今日举行 2025 年资本市场日(Capital Markets Day),正式公布其全新战略,旨在把握人工智能(AI)驱动的网络转型浪 潮,引领行业进入"AI 超级周期"(AI supercycle),并充分捕获其中蕴含的巨大价值。公司同步宣布了新的长期财务目标、战略性关键绩效指标(KPI)、 运营模式演进方案,以及集团领导团队的调整安排。 为高效落实新战略方向,诺基亚将简化其运营架构,整合为两大核心业务板块:网络基础设施(Network Infrastructure)与移动基础设施(Mobile Infrastructure)。此次重组预计 2026 年 1 月 1 日起正式生效,旨在推动公司更敏捷地创新、更高效地服务客户,并持续提升股东价值。诺基亚现设定目标: 到 2028 年,可比运营利润(comparable operating profit)达到 27 亿至 32 亿欧元,较截至 2025 年第三季度末的过去 12 个月(2024 年 Q4–2025 年 Q3)所实 现的 20 亿欧元显著提升。 诺基亚总裁兼首席执行官贾斯汀・霍塔德(Justin Hotar ...
X @Bloomberg
Bloomberg· 2025-11-19 11:20
Nokia is banking on the boom in AI, streamlining its business to focus on networking infrastructure that can connect data centers https://t.co/yThOY2959W ...
诺基亚:计划到2028年实现27-32亿欧元的营业利润
Ge Long Hui A P P· 2025-11-19 11:15
格隆汇11月19日|诺基亚宣布新战略、运营模式的演进、新的长期财务目标、战略关键绩效指标以及集 团领导团队的变动。诺基亚计划到2028年实现27-32亿欧元的营业利润。此次重组将于2026年1月1日生 效。目标是在2026年确定每个部门的未来发展方向。 ...
Nokia targets profit boost by 2028 with new AI-focused strategy
Reuters· 2025-11-19 11:09
Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as the Finnish telecoms equipment maker strives to simplify its business and boost annual core profit by as much as 60% o... ...
Nokia bets on AI with new strategy, targets up to 60% profit rise
Yahoo Finance· 2025-11-19 11:08
By Gianluca Lo Nostro (Reuters) -Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as it strives to simplify its business and boost annual core profit by as much as 60% over the next three years. Beginning in 2026, the Finnish telecoms equipment maker intends to reorganize into two primary businesses: network infrastructure, dedicated to AI and data centres, and mobile infrastructure, focused on core telecoms activities. The company is now targeting annual comparable oper ...
Nokia announces new strategy, evolution of its operating model, new long-term financial target, strategic KPIs and changes to its Group Leadership Team
Globenewswire· 2025-11-19 11:00
Core Insights - Nokia is announcing a new strategy to lead in the AI-driven transformation of networks and capture the value of the AI supercycle [1][2] - The company aims to grow its annual comparable operating profit to a range of EUR 2.7 to 3.2 billion by 2028, up from EUR 2.0 billion generated in the last 12 months [1][12] Strategic Priorities - The new strategy will focus on five strategic priorities: accelerate growth in AI & Cloud, lead the next era of mobile connectivity with AI-native networks and 6G, grow by co-innovating with customers and partners, focus capital where Nokia can differentiate, and unlock sustainable returns [3][8] Organizational Changes - Nokia will reorganize its business into two primary operating segments: Network Infrastructure and Mobile Infrastructure, effective January 1, 2026 [4][6] - The Network Infrastructure segment will focus on growth opportunities in AI and data center build-out, while the Mobile Infrastructure segment will lead in core and radio network technology [5][6] Leadership Team Adjustments - Changes in the leadership team include Raghav Sahgal as Chief Customer Officer and Patrik Hammarén as President of Technology Standards, effective January 1, 2026 [7] Portfolio Management - Several non-core units will be moved into a new segment called Portfolio Businesses for further assessment, which generated net sales of approximately EUR 0.9 billion with an operating loss of EUR 0.1 billion in the past twelve months [9][10] Financial Targets and KPIs - Nokia's new long-term financial target includes achieving a comparable operating profit of EUR 2.7 to 3.2 billion by 2028, with a focus on different strategic KPIs to illustrate expected outcomes [12][13] - The company targets a net sales CAGR of 6-8% in Network Infrastructure during 2025-2028 and aims for an operating margin of 13% to 17% by 2028 [17]