contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nokia-corporation-managers-transactions-heard-5

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Nokia is a global telecommunications company. The company offers solutions in IP, broadband, digital health, and cloud-based systems. The customers are found in a broad base of markets and consist of large corporate customers, authorities, and private consumers. The business is established on a global level in all regions. Nokia was founded in 1865 and the head office is located in Esbo, Finland.

@AquaVitux Are you sure about that CPO part… After doing some investigation, I’m quite convinced that there is a broader ecosystem behind it. Currently, Lumentum is likely the main InP supplier due to its immediate capacity. However, when it comes to PIC expertise – my understanding is that they are not at the forefront (I might be wrong about this, but Nokia has also emphasized this expertise a lot). In my opinion, this is the point where it’s possible for Nokia to jump in. But yeah, TSMC is heavily involved in the whole ecosystem, as is Lumentum.

Heard’s sale of 275,000 shares may indeed be a completely realistic tax-related consequence, considering the stock awards Heard received in the US last year and this year (which are taxed as earned income in the US). Even if Heard knew that positive news regarding the collaboration between Nokia and Nvidia is coming this spring (the “interesting concepts” mentioned by Hotard in the HS interview), it could be difficult for him to time the sale of shares in a way that wouldn’t be seen as violating insider rules or a quiet period. Therefore, selling immediately after the shares vest could be the safest way to ensure tax payments. It is possible that the company withheld the shares or that it occurred according to a pre-arranged plan (a 10b5-1 type trading plan) to cover taxes.

Well, there can always be explanations behind it; it was still a pretty good stake before the sale, and 460k shares still remain. The interwebs say the location is Dallas, TX, LinkedIn says SF Bay area; maybe they have to get a new place in the expensive SF Bay area

Here is a month-old article quoting Ciena’s Chief Strategy Officer (CSO) David Rothenstein, which apparently hasn’t been quoted here yet. A few highlights:  "We’re really looking at us and Nokia with the combination of Infinera, and what I would say about that combination is we competed very effectively against both when they were standalone companies, and we continue to compete effectively with them now as a combined company,” Rothenstein claimed. However, despite that regard, Rothenstein did point to integration challenges still ahead for its rival. “They have some work to do, I think, in terms of integration and portfolio rationalization, but they’re a big, well-resourced competitor who we don’t take lightly,” Rothenstein added. Rothenstein’s Nokia focus is warranted. Dell’Oro Group recently reported that Ciena and Nokia both posted a notable increase in market share through the first nine months of 2025. Ciena has also touted its customer base, though most of its revenues come from a smaller pool. During its most recent earnings call, Ciena’s management noted that three customers represented 43.6% of Q4 revenue: two unspecified customers, along with AT&T, a dramatic dependency for a company with more than 1,700 customers worldwide. For the entire fiscal year, just two customers accounted for 28.4% of total revenue. The vendor ended its fiscal 2025 showing robust year-over-year momentum, including a 19% increase in full-year revenues, and expects that growth to accelerate to 27% for fiscal 2026. “I think it’s hard not to be accused of exaggeration when we talk about industry dynamics and the kind of demand that we’re talking about across the portfolio, across these market and technology applications and use cases … and I’m not blaming anyone. I’m still getting my head around it. We’re still getting our heads around it as a business,” Rothenstein concluded. “I think the market is still maybe not fully appreciating the speed and the scale of these dynamics, which, for those who has been doing this for a long time, are wholly unprecedented to anything we’ve seen in the past three decades.” https://www.sdxcentral.com/news/ciena-cso-confident-against-competitors-nokia-cisco/

The Rubin switch still features a copper backplane, and in 그 respect, intra-rack data transfer remains on copper, as in the Blackwell era, but the front panel uses CPO (Co-Packaged Optics) over fiber. However, different versions are coming where copper is used for pluggables as well. CPO is a TSMC-Lumentum collaboration; coherent pluggables might be from Nokia.

What a negative signal this sends! The top executive of Nokia’s growth engine (NI) is selling the vast majority of the shares granted to him on Tuesday (352,752 shares). Either he a) is in desperate need of money  b) doesn’t believe in Nokia  c) amateurishly fails to understand the signaling value of the sale  d) is leaving Either way, it’s a brutally negative transaction.

Inderes              Nokia Oyj - Johtohenkilöiden liiketoimet (Heard) - Inderes    Nokia Oyj Johtohenkilöiden liiketoimet 16.2.2026 klo 21.30 Nokia Oyj - Johtohenkilöiden liiketoimet (Heard) Markkinoiden väärinkäyttöasetuksen 19. artiklan mukainen ilmoitus liiketoimesta. ___________...                             Person subject to the notification requirement  Name: Heard, David  Position: Other senior management Transaction date: 2026-02-16  Venue: AQEA  Instrument type: SHARE  ISIN: FI0009000681  Nature of transaction: DISPOSAL Aggregated transactions  Volume: 275,000 Average price: 5.9457 EUR

Nokia

Nokia Corporation Managers’ transactions 16 February 2026 at 21:30 EET Nokia Corporation - Managers' transactions (Heard) Transaction notification under Article 19 of EU Market Abuse Regulation...

Nokia Corporation Managers’ transactions 16 February 2026 at 21:30 EET Nokia Corporation - Managers' transactions (Heard) Transaction notification under Article 19 of EU Market Abuse Regulation. ____________________________________________ Person subject to the notification requirement Name: Heard, David Position: Other senior manager Issuer: Nokia Corporation LEI: 549300A0JPRWG1KI7U06 Notification type: INITIAL NOTIFICATION Reference number: 143398/5/6 ____________________________________________ Transaction date: 2026-02-16 Trading venue: AQEA Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 1783 Unit price: 5.94 EUR Aggregated transactions (1): Volume: 1783 Volume weighted average price: 5.94 EUR ____________________________________________ Transaction date: 2026-02-16 Trading venue: BATF Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 17148 Unit price: 5.93834 EUR Aggregated transactions (1): Volume: 17148 Volume weighted average price: 5.93834 EUR ____________________________________________ Transaction date: 2026-02-16 Trading venue: BEUP Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 6699 Unit price: 5.94172 EUR Aggregated transactions (1): Volume: 6699 Volume weighted average price: 5.94172 EUR ____________________________________________ Transaction date: 2026-02-16 Trading venue: MSIP Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 82 Unit price: 5.942 EUR Aggregated transactions (1): Volume: 82 Volume weighted average price: 5.942 EUR ____________________________________________ Transaction date: 2026-02-16 Trading venue: UBSY Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 246318 Unit price: 5.94636 EUR Aggregated transactions (1): Volume: 246318 Volume weighted average price: 5.94636 EUR ____________________________________________ Transaction date: 2026-02-16 Trading venue: XTXE Instrument type: SHARE ISIN: FI0009000681 Nature of the transaction: DISPOSAL Transaction details (1): Volume: 2970 Unit price: 5.942 EUR Aggregated transactions (1): Volume: 2970 Volume weighted average price: 5.942 EUR ____________________________________________ Total&nbsp;aggregated&nbsp;transactions&nbsp; Volume:&nbsp;275 000 Volume&nbsp;weighted&nbsp;average&nbsp;price:&nbsp;5.9457&nbsp;EUR&nbsp; About Nokia Nokia is a global leader in connectivity for the AI era. With expertise across fixed, mobile, and transport networks, we’re advancing connectivity to secure a brighter world. Inquiries: Nokia Communications Phone: +358 10 448 4900 Email: press.services@nokia.com Maria Vaismaa, Vice President, Corporate Communications Nokia Investor Relations Phone: +358 931 580&nbsp;507 Email: investor.relations@nokia.com <img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTE2NTA5MyM0MDIzMzM3ODAjMjAwMDA0Mg==" alt=""> <img src="https://ml-eu.globenewswire.com/media/NmU3MmQyNTctZWM3Yi00MTVmLWFjZDEtZGY3N2I2ZDkyMzZlLTEwMTE2MTUtMjAyNi0wMi0xNi1lbg==/tiny/Nokia-Oyj.png" alt="">