Core Insights - Telefonica, S.A. (TEF) has extended its partnership with Nokia for five years to modernize its radio access network in Germany, supporting accelerated 5G rollout and sustainable digitalization goals [1][11] - The agreement includes the deployment of Nokia's energy-efficient AirScale RAN portfolio, enhancing coverage and network reliability [2][11] - The initiative aims to advance network automation through AI-driven orchestration, leveraging Nokia's MantaRay NM platform [4][11] Network Modernization and 5G Expansion - Nokia will provide advanced solutions including Habrok Massive MIMO radios, multi-band remote radio heads, and small cells to improve indoor performance and overall network reliability [2][3] - The rollout will utilize Nokia's Interleaved Passive Active Antenna (IPAA+) to streamline site deployment and accelerate 5G expansion [3] Strategic Partnerships and Contracts - Telefonica has signed long-term contracts, including a 16-year agreement with DIGI in Spain, enhancing infrastructure quality and ensuring stable revenue [6] - The company is also collaborating with Vodafone and has entered renewable energy agreements in Chile and Mexico [6] Financial Outlook - For 2025, Telefonica anticipates organic growth in revenues, EBITDA, and EBITDAaL - CapEx, aiming to keep CapEx below 12.5% of sales and maintain free cash flow at 2024 levels [9] Market Position and Performance - Telefonica's 5G network in Spain covers nearly 94% of the population, with the miMovistar portfolio gaining traction [5] - The company is experiencing growth in its B2B segment in Germany, supported by steady ARPU and low churn in O2 contracts [7]

Core Insights - Nokia has signed a 5-year contract extension with Telefónica Germany to modernize and upgrade its radio access network until 2030, focusing on 5G expansion and sustainable digitalization in Germany [2][6] - The agreement includes the deployment of Nokia's advanced Cloud RAN solutions and AI-powered technologies to enhance network performance and customer experience [2][5] Group 1: Contract Details - The contract involves the supply of Nokia's energy-efficient AirScale RAN portfolio, including Habrok Massive MIMO radios, Pandion multi-band remote radio heads, and AirScale small cell solutions [3] - Nokia will also provide baseband solutions to improve 5G network performance and reliability for Telefónica [3][4] Group 2: Technological Advancements - The deployment will feature Nokia's Interleaved Passive Active Antenna (IPAA+) solution to streamline site design and expedite 5G rollout [4] - Telefónica will utilize Nokia's AI-powered network management solution, MantaRay NM, to support RAN and Cloud RAN operations, aiming for automation level 4 through AI orchestration [5] Group 3: Strategic Importance - The partnership aims to enhance Telefónica's performance, efficiency, and customer experience across its 5G network, positioning the company for long-term competitiveness amid the AI Supercycle [5][6] - Both companies express a shared commitment to advancing 5G technology and fostering a more connected and sustainable Germany [6]

Core Insights - Nokia has entered a multi-year partnership with Surge to enhance internet connectivity in Indonesia through a large-scale 5G Fixed Wireless Access (FWA) network deployment [1][9] - The project aims to support the Indonesian government's digital transformation goals and its 'Affordable Broadband' initiative, targeting provinces such as Java, Papua, and Maluku [1][9] - Deployment of the network is set to commence in December 2025 [1] Group 1 - Nokia will provide a customized RAN and CPE solution for Surge, utilizing the n50 spectrum band to deliver high-speed, low-latency broadband access, especially in areas with limited fiber connectivity [2][9] - The deployment will leverage Nokia's existing FTTx, IP, and Optics infrastructure for backhaul and transport [2] - Surge will benefit from Nokia's energy-efficient AirScale Radio Access Network (RAN) portfolio, which includes the latest generation of Nokia AirScale Baseband and Remote Radio Head (RRH) solutions [3] Group 2 - The partnership includes Nokia's intelligent network management system, MantaRay NM, which offers a consolidated view for optimal network monitoring and management [4] - The deal encompasses deployment, maintenance, and support services that utilize AI to enhance network performance, efficiency, and safety [4] - Surge's Director emphasized that this collaboration will enable the creation of a best-in-class 5G network, enhancing user experience and bridging the digital divide [5] Group 3 - Nokia's Head of Radio Access Networks highlighted the significance of this partnership in delivering premium connectivity experiences and accelerating digitalization in Indonesia [5] - Surge operates over 6,900 km of fiber optic infrastructure with a capacity of 64 Tbps and has over 1.5 million fixed broadband connections [10][11] - Surge offers affordable service packages starting from IDR 100,000 for up to 200 Mbps, with a utilization rate exceeding 60% [11]

Core Insights - The launch of Ecuador's first commercial 5G network by Nokia and CNT marks a significant advancement in the country's digital transformation, providing speeds up to 1.5 Gbps, which is ten times faster than 4G [1][2][7] - The deployment includes 188 5G sites in major cities, supporting the Ecuadorian government's digital transformation policy and aiming for nationwide high-speed coverage by mid-2026 [2][3] Group 1 - The 5G network will enhance connectivity for various sectors including health, education, manufacturing, agriculture, and transport, utilizing data and AI-driven solutions [3][4] - Nokia's AirScale Radio Access Network (RAN) portfolio will be utilized, featuring energy-efficient technology and advanced network management systems [5][6] - The integration of IP routing and optical transport solutions will ensure seamless data transmission, reducing latency and packet loss [6][7] Group 2 - The initiative is expected to unlock new applications and services, contributing to a more inclusive and sustainable digital society in Ecuador [2][7] - The collaboration between Nokia and CNT is positioned as a long-term partnership aimed at modernizing broadband and enhancing competitiveness [4][8] - Nokia's technology is designed to create high-performance networks that support future digital services and applications [9]

Core Insights - Nokia and CNT E.P. have launched Ecuador's first commercial 5G network, significantly enhancing digital connectivity in the country [1][2] - The network offers speeds up to 1.5 Gbps, which is ten times faster than 4G, and features ultra-low latency, facilitating various digital services [1][3] - The initiative aligns with the Ecuadorian government's digital transformation policy, aiming to expand high-speed coverage nationwide by mid-2026 [2][3] Group 1 - The deployment includes 188 5G sites in major cities like Guayaquil and other regions, operating in the N78, 3.5 GHz band [2] - The 5G network will support strategic sectors such as health, education, manufacturing, agriculture, and transport through data and AI-driven solutions [3][4] - Nokia's AirScale Radio Access Network (RAN) portfolio will be utilized, focusing on performance and energy efficiency [5][6] Group 2 - Nokia's solutions will enhance CNT's broadband network, integrating IP routing and optical transport solutions for improved data transmission [6][7] - The collaboration aims to modernize CNT's infrastructure and support the creation of a more innovative and connected nation [4][5] - The launch is seen as a landmark moment in Ecuador's technology history, promising faster, more stable, and secure connectivity without increasing commercial prices [3][4]

Core Insights - Nokia has extended its strategic partnership with Vodafone and Vodacom to enhance radio access network (RAN) innovation across Europe and Africa as part of Vodafone's five-year investment program [1][7] - The partnership aims to support Vodafone's goal of delivering next-generation connectivity, fostering an inclusive and sustainable digital society [1] Group 1: Partnership Details - Under the new agreement, Nokia will provide equipment from its energy-efficient AirScale RAN portfolio, including Massive MIMO radios and baseband solutions powered by ReefShark technology, improving network performance and efficiency [2] - The deployment includes the first 5G Dual-Band Massive MIMO Radio in Africa, which will enhance Vodafone's network coverage, performance, and capacity [2] Group 2: Technological Advancements - Nokia will implement the MantaRay NM, an AI-driven intelligent network management system that offers a consolidated view for optimal network monitoring and management [3] - The partnership emphasizes the need for networks to achieve new levels of performance, trust, and resilience, particularly in the context of the accelerating AI supercycle [4] Group 3: Company Background - Nokia is recognized as a B2B technology innovation leader, focusing on creating networks that are capable of sensing, thinking, and acting, while also leveraging its intellectual property and long-term research initiatives [5][6]

Core Insights - Nokia has signed a contract with Maersk to equip 450 vessels with private wireless network solutions for real-time cargo tracking [1][4] - The deployment is part of Maersk's IoT connectivity platform, OneWireless, aimed at enhancing supply chain visibility and operational efficiency [1][4] - The project is expected to be completed by the first quarter of 2026 [7] Technology and Implementation - The new mobile network will support numerous IoT devices and ensure interoperability between private and public networks [3][5] - Nokia's solution includes small cells, Shikra Remote Radio Heads, and a compact baseband, utilizing satellite communication for backhaul [6][11] - MantaRay NM, Nokia's intelligent network management system, will provide a consolidated view for optimal monitoring and management [6][11] Benefits and Future Outlook - The partnership will enable Maersk to offer real-time cargo tracking and improved operational efficiency, particularly for perishables [4][5] - Nokia's technology is positioned to optimize Maersk's marine operations and provide future-ready mobile networks [5][11] - The collaboration reflects Nokia's leadership in private wireless technology and its commitment to enhancing logistics and maritime operations [5][9]