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
      researchContentUrl
    }
    ... 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
    }
  }
}


teleste-corporations-conveyance-of-own-shares-based-on-the-long-term-incentive-plans

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Teleste operates in the telecom sector. The company is a provider of solutions that concern broadband and other information technology. Examples of products and services that the company offers include design, planning and documentation within network solutions, nodes and amplifiers, security and software solutions, as well as configuration and training. The company has operations on a global level, with a primary focus on the Nordic market.

Let’s continue speculating on the significance of the Canadian operator for Teleste. A massive network upgrade is underway in Canada (DOCSIS 4.0 and 1.8 GHz technology).   ​Scenario: If Rogers’ network size is roughly 1/4–1/3 compared to US giants (such as Charter), and they renew their entire amplifier base.   ​Estimate: The contract could bring Teleste €15–25 million in revenue per year for the next three years. This is just my own estimate of the contract distribution.   ​3-year cumulative impact: Approximately €45–75 million. This would explain a large part of Teleste’s targeted revenue growth.   Impact on profitability   Margin: If we assume that the operating profit margin for these deliveries is around 12–15% (higher than the company average).   ​3-year earnings addition: The Rogers partnership could directly bring €6–10 million in adjusted operating profit over three years.   The success of this deal also serves as a reference for others and can help with winning new deals.

OP has also released its report, and it can be found on Teleste’s website.  Teleste may have an opportunity to  divest its Broadband Networks business at a good valuation if the company manages to optimally capitalize on the upcoming growth cycle.  DCF by OP  Cash flow calculation value EUR 6.00/share

I haven’t read the report, so this might be a repetition of the same thoughts. Regarding the dividend and the somewhat unusual scheduling adjustment, a few thoughts come to mind: the cash position is really stretched so thin that there won’t be a sufficient safety margin until H2, and/or the syndicate loan terms are restricting dividend payments, and/or there is some semi-interesting potential M&A target. Of course, one would think Teleste itself would be more of an acquisition target, if anything. However, if we take the baseline scenario that the train keeps chugging steadily forward, improving a little all the time, the financing conditions should improve significantly from 8/27 onwards, when the syndicate ends and they will surely be able to negotiate a new, lighter one to replace it. At that point, shouldn’t they be able to pay significantly higher compensation to shareholders than what is currently estimated in the model? @Atte_Riikola

Here is the company report on Teleste from Atte and Roni after the Q4 results  We reiterate our Accumulate rating for Teleste and adjust our target price to EUR 4.2 (previously EUR 4.1). Teleste’s Q4 results were in line with our expectations, and the outlook for the current year predicts a continuation of earnings growth as expected. The company’s track record in its North American expansion is continuously strengthening, and with the significantly expanded customer base last year, future growth is also supported by broader shoulders. With the strengthening earnings trend and moderate valuation, we see the stock’s risk/reward ratio as attractive. Quote from the report: Long-term profitability forecasts slightly up Following Teleste’s well-progressed earnings development last year, we slightly revised our long-term profitability assumptions upwards. We now expect the company’s EBIT margin to be between 6-6.8% in the medium to long term, which is already quite close to the lower end of the company’s target range (7-12%). As the good progress continues, there is still room for upside in our forecasts. At the same time, we slightly revised our dividend forecasts for the coming years downwards, reflecting the latest dividend decision.                   Inderes              Teleste Q4'25: Hyvin etenevä Pohjois-Amerikan valloitus tukee arvostusta -...    Telesten Q4-tulos oli odotustemme mukainen ja kuluvan vuoden näkymät ennakoivat odotetusti tuloskasvulle jatkoa.

I’ve been analyzing Teleste quite a bit using AI, but what thoughts does this provoke? The business operations have already been separate entities for some time, which could suggest a potential sale of the company during 2026. The following is AI-generated output. Sum-of-the-parts Value and DCF (Cash Flow Analysis) ​Teleste has often been considered more valuable as a “sum-of-the-parts” (SOTP) than as a company as a whole, because its two main business areas (Broadband Networks and Public Safety & Mobility) serve different customer bases. ​DCF Calculation Assumptions (Estimate):   ​WACC (Weighted Average Cost of Capital): Approximately 9.5–10.0% (reflects small size and indebtedness).   ​Growth (Terminal growth): 1.5%.   ​Operating profit margin: Long-term target of 6–8%.   ​DCF Value: According to most analyst estimates (such as Inderes and banks), Teleste’s DCF value ranges between €4.20 – €4.60.   ​This means that at the current share price (approx. €3.80), the stock has 10–20% upside based on cash flows alone.   ​Sum-of-the-parts value: If Video Security and Information Solutions (PSM) were sold separately, it could interest industrial buyers. The value of the PSM unit could be approx. €1.0–1.5/share and the value of the core business (Broadband) approx. €3.5/share, making the theoretical sum-of-the-parts closer to €5.00.

Atte interviewed Teleste CEO Esa Harju regarding Q4                    Inderes              Teleste Q4'25: Tuloskehitys jatkui vahvana - Inderes    Aika: 13.02.2026 klo 12.01 Telesten näkymät ennakoivat tuloskasvun jatkuvan tänä vuonna.                             Topics: 00:00 Introduction  00:13 Earnings development remained positive  02:15 Positive development in Broadband Networks at the end of the year  04:10 Significant customer account from Canada  06:00 Key strengths in the product offering  07:05 Outlook for the European market  08:16 Public Safety and Mobility project deliveries  09:52 Factors behind the positive profitability development  11:03 Guidance and outlook  13:54 Teleste’s position following the Cox and Charter merger

Here are Atte’s comments on this morning’s results.  Teleste reported a Q4 result this morning in line with our expectations, and the company’s outlook anticipates, as expected, that earnings growth will continue this year. Overall, the company’s North American expansion progressed well last year, and the company already has more than 20 operator customers there. The expanding customer base also diversifies the short-term risk related to its largest North American customer, Cox, as the company is currently merging with Charter.                   Inderes              Teleste Q4’25 -pikakommentti: Tämän vuoden tuloskasvunäkymä linjassa...    Teleste raportoi aamulla odotustemme mukaisen Q4-tuloksen ja yhtiön näkymät ennakoivat odotetusti tuloskasvun jatkuvan tänä vuonna.

Teleste

 Teleste Corporation Stock exchange release April 1, 2026 at 9:30 a.m. EEST TELESTE CORPORATION'S CONVEYANCE OF OWN SHARES BASED ON THE LONG-TERM INCENTIVE PLANS A total of 31,516 Teleste Corporation...

Teleste Corporation Stock exchange release April 1, 2026 at 9:30 a.m. EEST&nbsp;TELESTE CORPORATION'S CONVEYANCE OF OWN SHARES BASED ON THE LONG-TERM INCENTIVE PLANS&nbsp; A total of 31,516&nbsp;Teleste Corporation's treasury shares were conveyed without consideration to the key employees participating in the Teleste long-term share-based incentive programmes launched in 2023, 2024 and 2025. More detailed information about the launch of the plans and their terms and conditions are available in a stock exchange releases published on February 9, 2023, February 9, 2024 and February 11, 2025. The decision on the directed share issue is based on the authorisation granted to the Board of Directors by the Annual General Meeting of Shareholders held on April 23, 2025. After the share delivery on March 31, 2026, the company holds a total of&nbsp;654,086 own&nbsp;shares. TELESTE CORPORATION&nbsp; The Board of Directors &nbsp;Additional information:SVP HR Tuomas Vanne, tel. +358 40 596 3012 <a href="mailto:investor.relations@teleste.com">investor.relations@teleste.com</a> Distribution:Nasdaq HelsinkiMain Media<a href="https://www.teleste.com">www.teleste.com</a>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; About Teleste: Teleste offers&nbsp;an integrated product and service portfolio that makes it possible to build and run a better networked society. Our solutions bring television and broadband services to&nbsp;you, secure your safety in public&nbsp;places&nbsp;and guide your use of public transport. With solid industry experience and drive for innovations, we are a leading international company in broadband, security and information technologies and related services. We connect with our customers through a global network of offices and partners.&nbsp;In 2025,&nbsp;Teleste's&nbsp;net sales reached EUR&nbsp;138,6&nbsp;million and it had&nbsp;approximately&nbsp;630&nbsp;employees.&nbsp;Teleste is listed on Nasdaq Helsinki.&nbsp;For more information, visit&nbsp;<a href="https://www.teleste.com/">www.teleste.com</a>.&nbsp;&nbsp;<div id="_cmnt1"></div><div></div>