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-market-situation-forces-defensive-positions

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Atte Riikola

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.

The Economic Times              Nokia trims 20% global workforce; 75,000 employees impacted: Report - The...    The job cuts will result in over 14,000 roles being affected globally and come amid broader restructuring at the mobile network maker. The company’s India workforce will also be impacted.

No, my mistake. But they announced it on November 19 last year, in connection with the Capital Markets Day. They are hardly waiting to look for a new candidate until after he has left. That is, if they are really looking for a new person for that position.

Tommi Uitto left Nokia in November last year. Outwardly, they have communicated that Hotard will take over on an interim basis while they look for someone new to take over Mobile Infrastructure. It has now been about 4 months since then. Could it be that they are not actively looking for a new leader for that division at all, but rather exploring the possibility of merging the business with another player?

Goldman Sachs nostaa Nokian tavoitehintaa 3,50 eurosta 8 euroon (tavoite nousi +128%) Aikamoinen mielenmuutos! Onkohan Alexander Duval jo sovittannut aasinhattua päähänsä?  Goldman Sachs upgraded Nokia OYJ (NYSE:NOK) to Neutral from Sell on Friday, raising its price target to EUR8.00 from EUR3.50. The stock currently trades at $7.98 and has delivered strong returns, climbing 57% over the past year and 72% in the last six months. The upgrade reflects a more positive view on Nokia’s growth opportunities in Optical and IP Networks, which Goldman Sachs believes will continue to benefit from the ongoing AI infrastructure build-out. In recent quarters, Nokia has pointed to strong order momentum in these segments. The company has disclosed multiple design wins for its pluggable offering and highlighted that it ended 2025 with an order backlog of approximately EUR2.5 billion from AI and Cloud customers. Goldman Sachs noted the increasingly important role of Optical in connecting AI data centers in a compute and energy constrained environment. Goldman Sachs continues to expect limited growth opportunities in Nokia’s cyclical Radio Networks business due to a flat underlying wireless RAN market. The Mobile Infrastructure segment now represents approximately 30% of Nokia’s group revenues versus approximately 50% at historical levels. https://www.investing.com/news/analyst-ratings/goldman-sachs-upgrades-nokia-stock-rating-on-ai-infrastructure-growth-93CH-4586256

The technical picture is now essential. In the US, the daily trend turned downwards today, which likely explains the magnitude of the decline. Yesterday, I posted an update related to the brief technical picture.

It was quick to reach Santander’s target price of 6.85 euros, their analyses seem to be important in the market

https://www.telecoms.com/ai/nvidia-says-6g-will-be-a-software-upgrade-if-telcos-buy-ai-ran This is an older article, but I don’t recall seeing it here or anywhere else. Interesting sales pitches and new things for me.                   eeNews Europe – 23 Mar 26              NVIDIA and T-Mobile advance AI-RAN for edge-based physical AI    NVIDIA and T-Mobile are piloting AI-RAN infrastructure to enable real-time edge AI applications across smart cities and industrial sectors.         Est. reading time: 3 minutes                               Some reading for a cold day, maybe it’ll warm you up. I’m happy as long as it doesn’t go much below 6.5€/share, as I don’t have extra funds to buy more at the moment.  Nokia’s mobile division worries me a bit, but luckily a clear uptrend is expected elsewhere.

Nokia

Nokia's market situation has continued to deteriorate, and the company will have to make significant cost savings in the coming years to defend its profitability. With a declining earnings trend, it is difficult to see any material upside to the share's low valuation multiples and future restructuring costs will erode free cash flow in the coming years.

<p>Nokia's market situation has continued to deteriorate, and the company will have to make significant cost savings in the coming years to defend its profitability. With a declining earnings trend, it is difficult to see any material upside to the share's low valuation multiples and future restructuring costs will erode free cash flow in the coming years. The company should still be able to generate a reasonably good cash flow in the coming years, which will be returned to shareholders. However, relying on this alone does not provide a sufficiently attractive expected return. </p> 

	2022	23e	24e
Revenue	24,911.0	23,214.5	22,403.5
growth-%	12.2 %	-6.8 %	-3.5 %
EBIT (adj.)	3,109.0	2,723.8	2,522.7
EBIT-% (adj.)	12.5 %	11.7 %	11.3 %
EPS (adj.)	0.44	0.35	0.33
Dividend	0.12	0.16	0.18
Dividend %	2.8 %	2.3 %	2.6 %
P/E (adj.)	9.9	19.8	20.8
EV/EBITDA	6.2	11.0	12.9

Nokia: Market situation forces to defensive positions

Key Estimate Figures2023-10-19

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