Nokia is transforming from a traditional telecom company into a leading provider of AI and optical/IP network solutions. In Q1, its AI and cloud sales surged 49% year-over-year, driven by strategic moves like acquiring Infinera and Nvidia's $1 billion investment. Management now expects the addressable market to grow at a 27% compound annual rate through 2028. Operationally, Nokia improved its Q1 gross margin by 320 basis points to 45.5%, increased operating profit by 54% year-over-year, and holds €3.8 billion in net cash. These factors support a bullish outlook with a 12-month price target of $16.50, reflecting potential upside as AI and cloud revenues expand and valuation multiples improve beyond traditional telecom levels.
Nokia announced a new agentic AI framework integrated into its Network Services Platform to enhance automation and security in IP network management, with commercial availability expected by the end of 2026. The company also revealed a partnership wi...
Nokia has introduced an agentic AI framework within its Network Services Platform (NSP) to enhance trust-based AI operations for IP networks. This framework allows network operators to deploy AI agents that operate with real-time, accurate network da...
Nokia and Indosat Ooredoo Hutchison have partnered to modernize Indonesia's 5G network by deploying advanced low- and mid-band 5G Radio Access Network technologies. This upgrade aims to enhance network capacity, performance, and coverage nationwide, ...
Nokia introduced Deepfield Genome Shield, a new security automation system designed to provide proactive, always-on protection against modern, rapid multi-terabit DDoS attacks driven by AI and residential proxy botnets. This system shifts from reacti...
