Nokia's Q1 2026 results show a 4% increase in comparable net sales, led by a 20% rise in Optical Networks and a 49% jump in AI & Cloud customer sales. Gross margin expanded by 320 basis points to 45.5%, and operating margin improved by 200 basis points to 6.2%. The company is investing heavily in Optical Networks to capitalize on growing AI demand, expecting full-year Network Infrastructure sales growth of 12-14%. Nokia maintains its full-year operating profit outlook of EUR 2.0 to 2.5 billion, supported by strong order intake and innovation in AI-related network solutions.
Nokia's stock has surged 140% over the past year, driven by strong momentum in AI and cloud orders, with AI and cloud revenue growing 49% in Q1. The company secured €1 billion in new firm orders and upgraded its 2026 growth guidance for Network Infra...
Nokia has signed an agreement with Taiwan Mobile to expand their 5G partnership by deploying Nokia's AirScale portfolio and AI-driven software to modernize Taiwan Mobile's network. This upgrade aims to enhance network performance, automation, and sus...
