Nokia (NOK) Solutions to Boost Malaysia's Data Center Connectivity

Nokia and Telekom Malaysia Partnership - Nokia has partnered with Telekom Malaysia to deploy a Dense Wavelength Division Multiplexing (DWDM) network, enhancing data center connectivity across Malaysia [1] - The network will span from the Malaysia-Thailand border to the Malaysia-Singapore border, linking key data centers and supporting exponential data traffic growth [2] - Nokia's fifth-generation super-coherent Photonic Service Engine (PSE-Vs) will be central to the network, offering high transmission performance and low energy consumption [3] Strategic Benefits for Nokia - The partnership strengthens Nokia's position in the Asia-Pacific region and highlights its leadership in optical networking solutions [4] - Nokia will supply both technical expertise and locally manufactured DWDM gear, enhancing its revenue potential in the growing market [4] - The company is well-positioned for the ongoing technology cycle, leveraging its end-to-end portfolio and high-capacity AirScale products to drive 5G adoption [5] Nokia's Business Expansion and Innovation - Nokia aims to create new business and licensing opportunities in the consumer ecosystem, focusing on demand-driven operations and flexible automation [6] - The company seeks to expand into high-growth, high-margin vertical markets beyond its traditional primary markets [6] Stock Performance and Industry Comparison - Nokia's stock has gained 8.6% in the past year, compared to the industry's growth of 50.5% [7] Industry Competitors and Market Trends - Arista Networks (ANET) is positioned for strong growth with a software-driven, data-centric approach and a long-term earnings growth expectation of 17.2% [9][10] - CommScope Holding Company (COMM) has long-term earnings growth expectations of 18.1% and specializes in wireless and fiber optic infrastructure solutions [10][11] - Harmonic Inc (HLIT) has delivered an average earnings surprise of 32.5% in the trailing four quarters and is a leader in virtualized cable access solutions [12][13]