Investment Rating - The report maintains a cautious stance on inflation forecasts while awaiting further policy actions [3][19]. Core Insights - The year-on-year Consumer Price Index (CPI) turned positive in June, marking a surprise after four consecutive negative readings, which may indicate potential reflation in China [3][4]. - The Producer Price Index (PPI) deflation deepened unexpectedly, highlighting a divergence in price trends among different sectors, particularly between auto and steel prices [4][19]. - The report emphasizes the importance of supply-side reforms (SSR2.0) and the role of demand in shaping inflation expectations [19]. Summary by Sections CPI Analysis - The CPI reading for June was +0.0% YoY, compared to a prior reading of -0.1% YoY, with a sequential change of -0.1% MoM [3][5]. - Significant price increases were noted in the "other goods and services" category, which includes jewelry, with a +8.1% YoY change [5][8]. - Core inflation rose by +0.7% YoY, with core goods prices increasing by 0.9% YoY [5][19]. PPI Analysis - The PPI reading was -3.6% YoY, contrasting with market expectations of a narrower contraction [4][19]. - The PPI for the auto sector showed stabilization, while ferrous metals and non-metallic minerals reported negative changes, indicating a mixed outlook for SSR2.0 candidates [4][19]. Supply Side Reform Insights - The report suggests that the upcoming Politburo meeting and action plans from relevant ministries will be crucial for future inflation trajectories [19]. - The divergence in price trends between sectors like steel and auto underscores the need for targeted demand-side policies [19].

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 - The article introduces IWA Research as a new contributing analyst for Seeking Alpha, encouraging readers to share their investment ideas [1] Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [2] - The analyst has researched over 1000 companies, focusing on metals and mining stocks, but is also knowledgeable in consumer discretionary, REITs, and utilities [2]

Core Insights - Mavenir, in collaboration with Three UK and Red Hat, successfully validated the performance advantages of 5G non-standalone O-RAN compatible small cells in Glasgow, achieving a doubling of 5G speeds during peak hours [1][2][3] - The project marks the first pilot of an Open RAN in a dense urban environment in the UK, demonstrating the integration of O-RAN compatible small cells with traditional macro base stations [1][2][4] - The pilot achieved peak 5G speeds of 520 Mbps in the trial area, significantly enhancing network capacity and user experience [1][3] Project Details - The SCONDA project, supported by the UK government’s Department for Science, Innovation and Technology (DSIT), aims to enhance small cell density in urban areas [2][5] - Mavenir's complete 4G and 5G O-RAN solutions include OpenBeam small cell radio units running on Red Hat OpenShift, facilitating automated network performance management in complex RF environments [2][3] - Following the successful trial of 18 sites, the project will expand to a total of 34 small cells [1] Industry Impact - The integration project demonstrates the capability of Open RAN to seamlessly work with traditional vendor equipment, potentially attracting global interest in wireless network design [3][4] - The collaboration between Mavenir and Red Hat is expected to enhance network performance and unlock new 5G application potentials for operators [3][4] - The pilot serves as a foundation for scaling urban Open RAN deployments and optimizing performance in complex environments [3][4]

Q1 - 2 5 Earnings May 14, 20 2 5 Benny Eppstein CEO This conference call will contain forward-looking statements. Forward-looking statements in the conference call involve several risks and uncertainties, including, but not limited, to the Company's statements about its momentum, strategic direction and trajectory, future execution and delivery of value to customers, development of and enhancing strategic partnerships and expected benefits from collaborations, the success of new technologies to, among other ...

Core Insights - Metanoia Communications Inc.'s JURA Open Radio Unit (O-RU) has successfully completed end-to-end over-the-air (OTA) validation at VIAVI's VALOR lab, marking the first product validated in the lab's new RF-shielded anechoic chamber [1][2][3] Group 1: Validation and Testing - The VALOR lab, funded by the National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund, officially opened on October 7, 2024, and has since added an RF chamber and two additional customer labs [2] - The JURA O-RU underwent performance validation to ensure seamless integration into Open RAN networks, with tests conducted over the air in the RF chamber, evaluating key performance metrics under realistic radio conditions [3][4] - The validation process included O-RAN end-to-end functional and performance tests based on defined test cases, ensuring compliance with O-RAN architectural and performance requirements [3][4] Group 2: Technological Advancements - Metanoia's JURA O-RU is a 4T4R 24dbm 5G FR1 radio unit that operates in the sub-6 GHz bands using TDD duplexing, leveraging an advanced Software Defined Radio (SDR) platform for high-performance Open RAN solutions [4] - The VALOR RF chamber is the industry's first Test-as-a-Service offering for Massive MIMO and beamforming OTA validation, creating a controlled environment free from outside interference [5] - VALOR provides independent interoperability, performance, and security testing, utilizing VIAVI's NITRO Wireless Open RAN Test Suite and offering over 500 test cases compliant with O-RAN and 3GPP specifications [6] Group 3: Industry Impact - The successful validation of Metanoia's O-RU is seen as a significant milestone for both VIAVI and the VALOR lab, contributing to increased telecom innovation through Open RAN-based systems [4] - Metanoia Communications is recognized as a leading System-on-Chip (SoC) innovator, transforming the 5G NR ecosystem with its advanced 5G SoC featuring a future-proof SDR architecture [9]

Core Insights - Nokia is enhancing Optus's 5G network capabilities and coverage in regional Australia through the deployment of advanced technologies [1][8] - The partnership aims to provide faster data speeds and improved customer experience, particularly in underserved areas [5][6] Group 1: Technology Deployment - Nokia will deploy Habrok Massive MIMO radios and Levante ultra-performance baseband solutions to improve Optus's network performance [1][7] - The Habrok 32 radios offer a 33% increase in output power while reducing power consumption, making them suitable for both new deployments and site modernization [2][3] - The Levante baseband capacity card is designed to enhance scalability and reduce energy consumption by 50% compared to previous generations [3][6] Group 2: Energy Efficiency and Sustainability - Optus will utilize the 'Extreme Deep Sleep' mode of Habrok technology to minimize energy consumption without compromising network performance [3][6] - Nokia's ReefShark SoC technology contributes to energy efficiency and supports advanced AI capabilities in the network [4][6] Group 3: Strategic Importance - The upgrade is part of Optus's commitment to improving connectivity for customers in regional areas, enabling better streaming and content sharing [5][6] - The collaboration strengthens the long-term partnership between Nokia and Optus, focusing on network modernization and sustainability [6][8]

Note: Amounts presented in all slides are on a continuing operations basis unless otherwise noted. Fiscal Q3 2025 Earnings Call Supplementary Slides May 1, 2025 Cautionary Language Concerning Forward-Looking Statements This presentation contains forward-looking statements under Section 27A of the Securities Act of 1934. Forward-looking statements are all statements we make other than those dealing specifically with historical matters. These forward-looking statements include, among other things, financial g ...

Core Insights - Verizon Frontline has announced Ericsson Enterprise Wireless Solutions as the latest partner to achieve "Verizon Frontline Verified" status, enhancing its offerings for public safety and critical communications [1][2]. Group 1: Partnership and Product Verification - Ericsson Enterprise Wireless Solutions is recognized as a market leader in 4G and 5G Wireless WAN edge solutions, providing secure connectivity for various sectors including public safety [2]. - The "Verizon Frontline Verified" program designates vendors whose products meet rigorous standards for public safety use on the Verizon network, ensuring reliability for first responders [3][4]. - Products like the Cradlepoint R980 router, which supports the Verizon Frontline Network Slice, are now verified, enhancing mission-critical communications capabilities for public safety agencies [2][3]. Group 2: Industry Context and Company Performance - Verizon Frontline is built on over three decades of collaboration with public safety officials, tailored to meet the unique needs of first responders [5]. - Verizon Communications Inc. reported revenues of $134.8 billion in 2024, highlighting its significant market presence and commitment to innovation in connectivity and security [6].

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