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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      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
    }
  }
}


significant-improvements-needed-for-the-rest-of-the-year

__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.

https://www.sdxcentral.com/news/nokia-and-ericsson-in-brand-synergy-with-eu-ai-and-5g-concerns/ 1. European AI Gap and Infrastructure Bottleneck Leadership at Nokia and Ericsson has taken a hard line ahead of the World Economic Forum (WEF) in late January.  Nokia Research: 75% of European business leaders feel that current network infrastructure limits their AI ambitions. Nearly half (45%) believe these constraints delay or entirely prevent AI investments. Geographical Divide: Europe is significantly lagging behind the United States and Asia in network coverage and investment levels. AI requires “5G Standalone” (5G SA) networks to function effectively, of which there are currently few in Europe.  2. China and the USA as Pioneers  China: Ericsson CEO Börje Ekholm highlights China as an example of “lighthouse factories,” where 5G integration has already enabled extensive robotics and a drone economy. United States: The USA leads in market-driven innovation, particularly in AI integration and Open Radio Access Networks (Open RAN).  3. Demand for Banning Chinese “High-Risk” Vendors Nokia is demanding that the EU tighten its grip and make the so-called 5G Toolbox recommendations binding.  Security First: Nokia wants to extend the ban to include fiber and optical networks, citing the threat of industrial espionage. Current Status: Although the EU is pressuring member states to remove Huawei and ZTE from their networks, only 13 out of 27 countries have taken action. In Germany, for example, Deutsche Telekom’s networks still rely heavily on Huawei.  4. Turning Point in Regulation and Funding (January 2026)  Cybersecurity Act: The European Commission (led by Vice President Henna Virkkunen) is set to introduce a reform in late January that could block the use of EU funding for equipment from high-risk vendors. Digital Networks Act: The new legislation aims to harmonize spectrum policy and facilitate operator mergers to ensure that players in Europe are large enough to invest in new technology.

Benzinga              What's Driving the Market Sentiment Around Nokia Oyj? - Nokia (NYSE:NOK)                              Benzinga Pron mukaan Nokia Oyj:n vertailuryhmän keskimääräinen lyhyiden positioiden osuus osakekannasta on 7,58 %, mikä tarkoittaa, että yhtiöllä on vähemmän lyhyitä positioita kuin useimmilla vertailuryhmän muilla yhtiöillä.

So 4G passed them by, 5G passed them by… I wonder if it’s time for Nokia (and Ericsson) to return to the consumer market?

Ericsson and Nokia layoffs reflect the grisly state of 5G technology The combined headcount of Ericsson and Nokia has plummeted by more than 36,000 jobs since 2017, and more layoffs are on the way. https://www.lightreading.com/5g/ericsson-and-nokia-cuts-reflect-the-grisly-state-of-5g

It’s hard to completely disagree with this. However, a positive perspective offers a bright future. If bringing AI computing to the network edge becomes a reality and use cases are found for it, there is massive upside for Nokia’s share price.

Ericsson’s layoff announcement signals that 5G is a lost mobile generation. Despite years of promises regarding new business opportunities and groundbreaking use cases, the telecommunications industry continues to stagnate. As Ericsson announces further layoffs, 5G increasingly looks like a mobile generation that fell short of its potential.

The article below contains more of those justifications, and I think there’s some other writing related to Nokia there as well. Apparently, Nokia was added to the top pick list by MS, and the volume yesterday was accordingly just over 50 M. The share price did, however, dip slightly from its peak gains during the evening - likely following the market as profits were being taken.                   AInvest              Nokia's Scalable Play in the $934B AI Data Center Market    Nokia's Scalable Play in the $934B AI Data Center Market                              In a significant move, Morgan Stanley recently upgraded Nokia to an “overweight” rating and raised its price target to €6.50. The firm cited the company’s increased exposure to data center and AI-driven demand as a core reason. This upgrade, which also added Nokia to its Top Pick list, signals a growing institutional view that the revenue mix is changing faster than consensus earnings estimates reflect.   Morgan Stanley explicitly argues that valuation levels remain similar to historical averages during previous technology cycles, at about 9 times EBIT, and this does not fully reflect Nokia’s increased exposure to AI-related network demand. In other words, the stock trades at a multiple that discounts its current 6% AI/cloud segment, not its projected 30% future profile. This disconnect is the opportunity. The company’s financials are being built for a high-growth future, but the market price has not yet fully priced in that dominance.   Investors must watch three critical checkpoints. The catalysts are clear: quarterly growth rates (AI/Cloud segment’s explosive growth is paramount), capital expenditure execution, and margin defense.

Nokia

Nokia’s network businesses declined more than expected in Q1, but thanks to one-off patent income, profit and cash flow were at a good level in absolute terms. 

<p>Nokia&rsquo;s network businesses declined more than expected in Q1, but thanks to one-off patent income, profit and cash flow were at a good level in absolute terms. Nokia continues to expect a significant recovery in the network businesses towards the end of the year, which is already reflected in a strengthening order book for Network Infrastructure. We see even more uncertainty around the development of Mobile Networks, and the unit's weak earnings outlook for the coming years will, in our view, slow the correction of Nokia's low valuation.</p>

	2023	24e	25e
Revenue	22,279.0	21,388.8	21,574.2
growth-%	-10.6 %	-4.0 %	0.9 %
EBIT (adj.)	2,375.0	2,432.0	2,347.4
EBIT-% (adj.)	10.7 %	11.4 %	10.9 %
EPS (adj.)	0.29	0.34	0.32
Dividend	0.13	0.14	0.16
Dividend %	4.3 %	2.5 %	2.8 %
P/E (adj.)	10.6	16.6	17.8
EV/EBITDA	5.3	10.9	10.8

Significant improvements needed for the rest of the year

Key Estimate Figures2024-04-18

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