Core Insights - Nokia has partnered with Bharti Airtel to provide third-party developers access to Airtel's network capabilities through Nokia's Network as Code platform, enabling new monetization opportunities and innovative use cases across various industries [2][3][6] Group 1: Partnership Details - The collaboration allows developers and enterprises to utilize Airtel's extensive pan-India network assets, enhancing the potential for automation and secure digital services [2][5] - Airtel's network APIs will be available on a subscription basis to a network of developers, system integrators, and enterprises, facilitating the development of advanced solutions leveraging AI, 5G, and edge computing [3][4] Group 2: Technology and Innovation - Network APIs are transforming the telecommunications landscape by enabling operators to virtualize network components and provide tailored data and features to developers, which is expected to unlock significant new revenue opportunities [4][6] - Nokia's Network as Code platform simplifies access to network functions for developers, bridging the gap between application innovation and network capabilities [6][7] Group 3: Company Backgrounds - Bharti Airtel is a leading global communications solutions provider with over 600 million customers across 15 countries, ranking among the top three mobile operators worldwide [9][10] - Nokia is recognized as a global leader in connectivity, leveraging its expertise in fixed, mobile, and transport networks to advance connectivity for the AI era [8]

Core Insights - Nokia has partnered with Bharti Airtel to provide third-party developers access to Airtel's network capabilities through Nokia's Network as Code platform, enabling new monetization opportunities and innovative use cases across various industries [2][3][6] Group 1: Partnership Details - The collaboration allows developers and enterprises to utilize Airtel's extensive pan-India network assets, enhancing the potential for automation and secure digital services [2][5] - Airtel's network APIs will be available on a subscription basis to a network of developers, system integrators, and enterprises, facilitating the development of advanced solutions leveraging AI, 5G, and edge computing [3][4] Group 2: Technology and Ecosystem - Network APIs are transforming the telecommunications landscape by enabling operators to virtualize network components and provide tailored data and features to developers, which is expected to unlock significant new revenue opportunities [4][6] - Nokia's Network as Code platform connects multiple API ecosystems, offering standardized access to network functions while ensuring robust multi-tier API security [6][7] Group 3: Company Backgrounds - Bharti Airtel is a leading global communications solutions provider with over 600 million customers across 15 countries, ranking among the top three mobile operators globally [9][10] - Nokia is recognized as a global leader in connectivity, leveraging innovations from Nokia Bell Labs to enhance network capabilities for the AI era [8]

Summary of Nokia's Conference Call Company Overview - **Company**: Nokia - **Industry**: Telecommunications and Network Infrastructure Key Points and Arguments Network Infrastructure Focus - Nokia is focusing on capitalizing on opportunities in network infrastructure, particularly in IP switching and optical networking, with a growth guidance of 10%-12% in these areas [6][8][12] - The integration of Infinera is aimed at enhancing competitiveness in AI and cloud sectors, shifting focus from traditional telco reliance [6][7] Growth Guidance and Market Position - The guidance for Network Infrastructure (NI) growth is set at 6%-8%, with optical and AI components expected to grow more than 10% [8][12] - Nokia's market exposure is currently more aligned with telcos than with cloud service providers (CSPs), which may limit growth potential in certain segments [12][13] Capital Allocation Strategy - Nokia plans to maintain investments in telcos while also focusing on AI and cloud opportunities driven by hyperscalers [17][18] - The company aims to balance investments between traditional telco services and emerging AI-driven technologies [17][19] Backlog and Customer Engagement - The backlog consists of multiple customers with longer order durations, indicating a growing demand for optical solutions [21] - Nokia emphasizes the importance of executing orders and maintaining customer commitments over mere customer announcements [22] Competitive Landscape in IP and Optical Markets - Nokia acknowledges the challenges in gaining market share in IP switching and routing due to established competitors but sees opportunities through co-development with customers [24][25] - The company is focused on enhancing its software stack and tooling to differentiate itself in the market [24][26] Profitability and Cost Management - Nokia is committed to improving profitability in the optical segment by focusing on cost targets and pricing discipline [28][29] - The integration of Infinera is expected to enhance scale and reduce costs, making Nokia more competitive against peers like Ciena and Huawei [29] U.S. Manufacturing and Supply Chain Strategy - The establishment of U.S. manufacturing is seen as strategic for winning business and enhancing supply chain resilience [30][31] - Nokia is investing in regionalization of manufacturing to align with demand and improve agility in supply [31][32] Mobile Infrastructure Importance - Nokia views mobile infrastructure as critical for future connectivity needs, especially with the rise of AI, autonomous vehicles, and other technologies requiring reliable networks [36][37] - The company is transitioning to a more software-driven business model in mobile networks to enhance profitability and adaptability [40][41] Partnership with NVIDIA - The partnership with NVIDIA is expected to yield benefits starting in 2026, with initial commercial deployments anticipated in 2027 [42][43] - Nokia aims to capture value in the AI space by focusing on software enhancements rather than solely on hardware [46][47] Market Perception and Communication - There is a need for better communication regarding Nokia's role as a critical infrastructure provider, moving beyond its historical association with mobile phones [63][64] - The company is focused on reshaping its narrative to highlight innovations and investments in core infrastructure and services [64] Additional Important Insights - Nokia's historical performance has led to a cautious approach in setting growth targets to ensure realistic and achievable expectations [15][39] - The company recognizes the need for telcos to innovate to improve returns and is positioning itself as a partner in this transformation [39][40]

Core Insights - Nokia has been selected by KPN to transform the Netherlands' core digital infrastructure with an 800G-capable IP and optical network, known as FabriQ, which will enhance speed, resilience, and energy efficiency [1][5][6] KPN Overview - KPN is the leading telecommunications provider in the Netherlands, offering a range of services including mobile, fixed-line, IT, and wholesale, and is rapidly expanding its fiber-optic network to provide high-speed broadband [2] Network Capacity and Technology - The new network will support over 216 terabits per second (Tbps), an increase from the current 48 Tbps, enabling customer services exceeding 10 gigabits per second [3] - The deployment marks the first large-scale brownfield implementation of segment routing over IPv6 (SRv6) in Europe, facilitating automation, fault handling, and flexible traffic management [4] Strategic Importance - FabriQ serves as the foundation for KPN's digital infrastructure, supporting various sectors including manufacturing and smart buildings, and aims to maintain KPN's leadership in digital services [5][6] - The project emphasizes energy efficiency, service flexibility, and long-term resilience, aligning with KPN's goals for sustainable growth [6][8] Network Features - The FabriQ network is designed to connect various access types to any service or cloud, incorporating advanced encryption and intelligent failover, thus enhancing service quality for business and wholesale customers [7][8]

Core Insights - Nokia and du have achieved a significant milestone by implementing the first autonomous network slicing solution in 5G technology, which allows for premium, self-optimizing services across various applications [2][3]. Group 1: Technology Innovation - The autonomous network slicing solution introduces self-optimizing intelligence that continuously measures and adjusts 5G RAN policies to ensure premium service levels for enterprise and consumer applications [3][4]. - This technology leverages machine learning to autonomously manage network capacity based on business intent, particularly in urban areas, ensuring low-latency performance for demanding applications like gaming [4]. Group 2: Strategic Partnership - The collaboration between Nokia and du is positioned as a significant advancement in connectivity, aiming to enhance network performance and prepare for future technologies such as 6G [5]. - Nokia's MantaRay solutions, including SON and AutoPilot, are integral to the autonomous network slicing, showcasing the company's commitment to innovation and service differentiation in telecommunications [4][5]. Group 3: Market Impact - The implementation of autonomous network slicing is expected to provide telecommunications providers with the ability to offer differentiated services efficiently, setting the stage for the monetization of next-generation technologies [5].

Core Insights - Nokia partners with Tampnet to enhance 5G offshore connectivity in the Gulf of Mexico, deploying 5G technology across 120 active base stations and extending coverage to 350-400 platforms and vessels [1][2][4] Group 1: Partnership and Deployment - The collaboration aims to modernize and expand digital operations in the Gulf of Mexico, setting new benchmarks for connectivity and safety in the offshore energy sector [1][2] - This partnership builds on the deployment of the world's first fully autonomous private 5G edge network on an offshore production platform in Norway, extending this innovation to the U.S. offshore [2][8] Group 2: Infrastructure and Capabilities - Tampnet operates critical subsea fiber and both private and public networks, forming the digital backbone of offshore activities in the Gulf, providing ultra-low latency and high-availability connectivity [3][7] - Nokia's 5G AirScale Radio Access equipment will enable advanced capabilities such as real-time remote monitoring and predictive maintenance, enhancing safety and operational efficiency for workers [4][8] Group 3: Strategic Importance - The Gulf of Mexico is a strategic region for Tampnet, which supports safer, smarter, and more sustainable operations from site to shore through its high-capacity connectivity solutions [3][7] - The investment in 5G technology is expected to meet the evolving connectivity and automation needs of offshore industries, unlocking new digital applications [5][8]

Core Viewpoint - The company, Zhongshi Technology, confirmed its collaboration with major telecommunications equipment manufacturers, including ZTE, Ericsson, Nokia, Cisco, and Finisar, in the digital infrastructure sector [2]. Group 1 - The company provides key products in the digital infrastructure industry, such as thermal interface materials, heat pipes, uniform heat plates, thermal modules, EMI shielding materials, and environmental sealing materials [2]. - The company has a long-term service relationship with leading clients in the telecommunications sector [2].

Nokia CorporationStock Exchange Release1 December 2025 at 8:00 EETNokia Corporation’s Financial Calendar for 2026 Espoo, Finland – In this stock exchange release, Nokia provides its 2026 financial calendar, which includes the planned publication dates of its financial reports. Planned publication dates for Nokia's financial reports in 2026: report for Q4 and full year 2025: 29 January 2026interim report for Q1 2026: 23 April 2026report for Q2 2026 and half year 2026: 23 July 2026interim report for Q3 2026 a ...

Group 1: Executive Changes - Huawei Cloud has appointed Zhou Yuefeng as CEO, with Zhang Ping'an transitioning to Chairman. The cloud R&D organization has been moved back to the ICT department, and five new cloud R&D product lines have been established [4] - Xiaomi has made a change in its public relations department, appointing Xu Jieyun as the new General Manager of the Public Relations Department, while former GM Wang Hua has moved to a new role at Xiaomi's Wuhan headquarters [5] - ByteDance's Seed large language model team has seen a key member, Qiao Siyuan, leave to join Meta [7][8] - Vivo has confirmed the promotion of Huang Tao to Vice President, joining the management committee [9] - Lenovo Holdings announced the resignation of CEO Li Peng, with Yu Hao appointed as the new CEO effective November 17, 2025 [10] - Visual China has appointed Li Yi as Vice President, effective immediately [11] - Apple has lost a prominent designer, Abidur Chowdhury, who has left to join an AI startup [12] - Samsung Electronics has appointed Roh Tae-moon as Co-CEO, alongside another executive [13] - Intel's CTO Sachin Katti has left to join OpenAI, with the CEO taking over the AI business [15] - Meta's Chief AI Scientist Yann LeCun has announced his departure to start a new company focused on "world model" technology [16] - Meta's Chief Revenue Officer John Hegeman is also leaving to start his own company [17] - Jeff Bezos has been appointed as Co-CEO of a new AI startup, Project Prometheus, which has raised $6.2 billion [20] - Oracle has elected Stephen Rusckowski to its board, expanding the board to 14 members [21] - Nokia has appointed Kristen Pressner as Chief People Officer, effective May 1, 2026 [22] - BBC's Director Tim Davie has resigned amid criticism of the organization [23] - Kevin Reilly has been appointed as CEO of Kartel, focusing on AI systems for major brands [24][26] - Mike Ellow has joined Synopsys as Chief Revenue Officer, bringing extensive experience from Siemens EDA [27] - Ken Lau has been appointed as Chief Strategy Officer at SuperX AI, effective December 1, 2025 [28] - Huang Chenhong has been appointed as CEO of SuperX AI, effective December 1, 2025 [30] - Morse Micro has appointed Alex Talevski as Senior Vice President for Platform, Product, and AI [31] - Robert Davis has joined Sharp Imaging and Information Company as Vice President [34] Group 2: Organizational Restructuring - Huawei Cloud has restructured its cloud R&D organization, moving it back to the ICT department and establishing five new product lines [4] - Lenovo Holdings has undergone a significant leadership change with the resignation of its CEO and the appointment of a new CEO [10] - Meta is experiencing key leadership changes with the departure of its Chief AI Scientist and Chief Revenue Officer [16][17] - SuperX AI has made multiple executive appointments to strengthen its leadership team [28][30]

Core Insights - Nokia has been working to re-establish itself as a significant player in the technology industry over the past few years [1] - The company has undergone leadership changes, with its third CEO appointed since April 2025 [1] Company Developments - Nokia's efforts to regain market position indicate a strategic shift within the company [1] - The frequent changes in leadership may reflect challenges in executing its business strategy [1] Industry Context - The technology industry is highly competitive, and companies like Nokia must adapt to maintain relevance [1] - The ongoing transformation within Nokia highlights the broader trends and pressures faced by technology firms [1]