Analyst’s Disclosure:I/we have a beneficial long position in the shares of YARIY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advic ...

Core Insights - O2 Czech Republic has deployed Nokia 5G Standalone (SA) Core software, becoming the first operator in the country to do so, which will enhance its ability to offer advanced 5G services like slicing for improved customer experience [1][8] - The deployment aligns with O2 Czech Republic's cloud-first strategy, enabling faster delivery of new 5G services with lower latency and enhanced security, while avoiding vendor lock-in for data and analytics [2][4] - Nokia's cloud-native 5G Core portfolio allows O2 Czech Republic to provide new network services in multi-cloud environments, ensuring quick, secure, and scalable operations [3][5] Market Position - Nokia leads the global market in 5G SA Core deployments, with 52 operators currently live on 5G Standalone service and a total of 125 Core Service Provider customers as of the end of Q1 2025 [5] - The deployment of Nokia's Core Network portfolio, which is fully cloud-native, facilitates easier operation of full 4G/5G Core in cloud-native network functions for operators [5] Strategic Implications - The deployment is expected to drive greater service reliability for O2 Czech Republic subscribers and create new revenue streams for the operator [8] - Nokia's commitment to innovation and digital transformation is reflected in this deployment, enhancing the security and reliability of O2 Czech Republic's network infrastructure [4]

Core Insights - Nokia has secured a four-year contract extension with Elisa to enhance the capacity, coverage, and speed of its network in preparation for the Advanced 5G era [1][8] - The partnership aims to support ultra-fast speeds and low latency, essential for applications such as AI, virtual reality, augmented reality, and industrial automation [1][8] Network Enhancements - Nokia will provide its energy-efficient AirScale Radio Access Network (RAN) portfolio, including Advanced 5G-ready Habrok 32 Massive MIMO radios and Pandion multi-band remote radio heads [2] - The deployment will also include high-capacity baseband solutions like Tuuli 26e and ultra-performance Ponente, Lodos, and Levante [2] Advanced Technologies - Introduction of AirScale Dual Boost base station technology to maximize base station asset potential, enhancing uplink and downlink processing [3] - Deployment of Nokia's cloud-native Voice Core solution, Cloud Native Communication Suite (CNCS), which improves operational efficiencies and energy efficiency by 10% to 20% compared to standard IMS Voice Core [4] Data Center Solutions - Nokia will supply a modern data center fabric solution, including SR Linux-based switches and the Event-Driven Automation (EDA) platform for interconnection between telco cloud locations [5] - Additional core solutions include Subscriber Data Management and Cloud Signaling Director for enhanced security and data centralization [6] Future Innovations - Elisa is already utilizing 5.5G features in its network, with plans to expand access to this technology in collaboration with Nokia [7] - The Advanced 5G era is expected to drive innovation across various industries, creating new jobs and economic opportunities [8][9]

Core Insights - Nokia has partnered with Leonardo to provide mission-critical private wireless networks for public safety and critical infrastructures, enhancing Nokia's position in secure and scalable connectivity solutions [1][3] - The collaboration will integrate Leonardo's MC_linX platform into Nokia's enterprise solutions, facilitating faster deployment and operational readiness for essential services [2][9] Company Overview - Nokia is a B2B technology innovation leader focused on creating networks that leverage mobile, fixed, and cloud technologies, with a strong emphasis on research and development through Nokia Bell Labs [6][7] - Leonardo is a major player in Aerospace, Defense, and Security, with a workforce of 60,000 and significant production capabilities across multiple countries, including Italy, the UK, Poland, and the USA [8][10] Technology and Services - The MC_linX platform supports mission-critical push-to-talk, video, and data services over LTE/5G networks, enhancing real-time communication and situational awareness for public safety and critical infrastructure sectors [5][9] - Nokia's Core Enterprise Solutions are designed with low-footprint core modules optimized for mission-critical communications, catering to industries such as public safety, utilities, and railways [5][9]

Core Insights - Nokia leads a coalition of over 42 organizations, including Nvidia, to develop advanced drone technology funded partially by the EU, aimed at enhancing the resilience of critical European infrastructure [1][2] - The project focuses on utilizing drones for monitoring energy networks, data centers, and communication lines, with potential military applications [1][2] - The ongoing conflict between Russia and Ukraine highlights the EU's need to protect its defense systems, increasing the importance of drone warfare capabilities [1][2] Group 1 - The coalition includes major tech companies and startups, with significant funding from participating countries and the EU's "Chips Joint Undertaking" program [2][3] - The project is expected to generate approximately €90 million (around $102.7 million) in revenue over three years, with potential for defense procurement projects to reach tens of billions of euros [3] - Nokia's new CEO has prioritized the European defense sector, seeking to expand its presence in both European and international defense markets [2][3] Group 2 - Nvidia's involvement accelerates its penetration into the European public safety and defense markets, establishing a competitive edge in the "critical infrastructure + drone AI systems" sector [3][4] - Nvidia's integrated solutions, including high-performance AI GPUs and software platforms, are designed for various applications such as drone core systems and coastal defense [4] - The collaboration aims to create a comprehensive monitoring system across air, ground, and underwater platforms, leveraging Nokia's 5G network and European defense OEMs [4]

Press ReleaseNokia to lead PROACTIF, a multimillion Europe robotics and unmanned technology project  The venture is projected to generate around €90 million in revenue by 2035.The consortium brings together 42 leading European technology companies from 13 countries to redefine how emergency situations and critical infrastructure are managed. 4 June 2025Espoo, Finland – Nokia has been selected to lead PROACTIF, a project funded by the European Union’s Chips Joint Undertaking. The project aims to strengthen E ...

Press ReleaseNokia selected by City of Elberton to modernize broadband network and move from cable to 25G future City of Elberton, Georgia, selects Nokia and partner ZCorum to update its aging cable broadband infrastructure and create a next-generation, 25G PON-ready fiber network.Deployment marks a new digital chapter for Elberton, providing enhanced connectivity that will power the community’s education, healthcare, remote workforce and local innovations. Nokia next-generation fiber and IP solutions help ...

Core Insights - Nokia has partnered with Vodafone Qatar for a nationwide network modernization initiative aimed at enhancing 5G services for consumers and businesses in Qatar [1][11] - The partnership will leverage comprehensive end-to-end technology solutions to boost network capacity, reduce latency, and accelerate innovative service rollout [2][6] Network Modernization and Technology Integration - The initiative will provide enhanced agility through automation and improved security features, addressing the growing demand for reliable connectivity in Qatar's expanding digital economy [3][4] - Nokia's advanced technology will facilitate intelligent broadband access and new enterprise offerings such as 5G slicing, ensuring Vodafone Qatar remains at the forefront of technological advancements [4][5] Cloud-Native Solutions and Automation - Nokia's multi-cloud core software will deliver cloud-native automation and scalability to Vodafone Qatar's network, supporting the transition towards fully autonomous networks [5][6] - The integration of automated solutions across IP and optical networks, along with a five-year managed services agreement, will reduce operational costs and establish a future-proof network architecture [6] Market Position and Growth Strategy - Nokia is well-positioned in the technology cycle, with a strong end-to-end portfolio and a growing installed base of high-capacity AirScale products [7][10] - The company is focused on capital allocation and technology leadership, aiming for sustainable, profitable growth through additional 5G investments and an extensive patent portfolio [9][10] Performance Metrics - Nokia's shares have increased by 23.4% over the past six months, contrasting with a 2.4% decline in the Zacks Wireless Equipment industry [12]

Core Insights - Nokia and Andorix have formed a partnership to enhance the adoption of private 5G networks and Neutral Host Networks in the North American real estate market [2][4] - The collaboration aims to address the demand for improved connectivity and operational efficiency in real estate properties through advanced 5G solutions [3][5] Company Overview - Nokia is recognized as a leader in private 5G wireless solutions, having deployed private wireless networks for 890 customers globally, with 24% located in North America [6] - Andorix specializes in designing and managing converged network infrastructure for commercial, residential, and mixed-use developments, focusing on reliable indoor connectivity [6][10] Market Demand - Real estate owners are increasingly seeking private 5G platforms to enhance energy management, building operations, and cybersecurity [3] - There is a growing need for a smart 5G platform that can expand indoor cellular coverage and improve tenant experiences through value-added edge applications [3][4] Technological Integration - The partnership combines Nokia's Digital Automation Cloud (DAC) and MX Industrial Edge (MXIE) with Andorix's expertise in in-building network deployment [4][5] - The collaboration aims to facilitate the deployment of new technologies such as VR and IoT, addressing issues like unreliable connectivity and security [4][7] Strategic Goals - The partnership is positioned to meet the evolving needs of enterprise clients in the real estate sector, focusing on enhancing connectivity and supporting massive IoT deployments [7] - Both companies aim to create a secure and scalable foundation for smart building digitization strategies, optimizing building operations and increasing property values [10][11]

Core Insights - Nokia and Andorix have formed a partnership to enhance the adoption of private 5G networks and Neutral Host Networks in the real estate sector across the United States and Canada [1] - The collaboration aims to address the demand for a 5G private cellular platform that supports various Operational Technology (OT) use cases, including energy management, building operations, and cybersecurity [2][5] - This partnership combines Nokia's expertise in private 5G solutions with Andorix's experience in deploying scalable in-building networks, targeting commercial, retail, residential, and industrial properties [3][4] Company Overview - Nokia has deployed private wireless networks for 890 customers globally, with 24% of these customers located in North America, indicating a strong market presence [4] - Andorix specializes in designing and managing fibre-based converged networks for commercial, retail, and residential properties, focusing on optimizing building operations and enhancing tenant experiences [6] Industry Trends - There is a growing need for reliable indoor connectivity in the real estate sector, driven by the increasing demand for IoT deployments and immersive technologies like VR [3][5] - The partnership aims to provide a future-proof smart 5G platform that can expand indoor cellular coverage, thereby improving tenant connectivity and enabling value-added applications [2][3]