诺基亚完成股票回购计划 - 诺基亚于2024年3月18日宣布并于7月19日扩大的股票回购计划已完成 在2024年3月20日至11月21日期间 回购了157646220股自己的股票 股票代码为FI0009000681 平均每股价格约为3.81欧元[1] - 公司预计2024年12月注销所购股票 回购使公司的无限制权益减少了6亿欧元 目前共持有209702510股库存股[2] - 回购是通过在纳斯达克赫尔辛基监管市场和选定的多边交易设施进行公开交易 并非按股东现有持股比例进行定向回购[2] 诺基亚公司概况 - 诺基亚是B2B技术创新领导者 通过移动 固定和云网络的工作开创具有感知 思考和行动能力的网络 还通过知识产权和长期研究创造价值 由屡获殊荣的诺基亚贝尔实验室领导[3] - 诺基亚拥有真正开放的架构 可无缝集成到任何生态系统 高性能网络为货币化和规模化创造新机会 全球的服务提供商 企业和合作伙伴信任诺基亚提供安全 可靠和可持续的网络 并与其合作创建未来的数字服务和应用[4]

诺基亚与巴蒂电信的交易 - 诺基亚获巴蒂电信多年数十亿的交易延期以提升和扩展印度关键地区的4G和5G网络基础设施[1] - 诺基亚将部署其5G AirScale产品组合中的设备包括基带单元和新一代Massive MIMO无线电设备该组合集成了节能技术可满足巴蒂电信需求[2] - 巴蒂电信将受益于诺基亚的MantaRay网络管理解决方案其具有网络优化和自动化功能可提升网络性能和效率[3] 交易对诺基亚的影响 - 智能手机市场兴起用户对网络覆盖速度和质量需求增加网络需要不断优化诺基亚在关键网络方面有专长[4] - 诺基亚与巴蒂电信合作超20年此次交易进一步巩固合作关系有助于诺基亚在印度成为领先的电信设备供应商[5][6] - 诺基亚股票过去一年上涨20.4%低于行业43.5%的涨幅[7] - 诺基亚目前的Zacks排名为3（持有）[8]

文章核心观点 - Nokia获得Bharti Airtel的多年、数十亿规模的扩展协议在印度部署4G和5G设备并提供智能网络管理服务加强双方合作关系 [1][2] Nokia相关 - Nokia被Bharti Airtel授予多年、数十亿规模的扩展协议将在印度主要城市和邦部署4G和5G设备包括基站基带单元和Massive MIMO无线电等设备且设备由ReefShark芯片技术提供动力还将用多频段无线电和基带设备对Airtel现有4G网络进行现代化改造 [2] - Nokia的MantaRay网络管理将被Airtel用于智能网络监测和管理该管理使用基于AI的工具涵盖数字部署优化和技术支持 [3] - Nokia与Airtel合作超二十年提供2G 3G 4G和5G网络设备双方合作随着绿色5G倡议的推出达到新高度旨在提高Airtel网络能效并减少碳排放 [4] - Nokia是B2B技术创新领导者通过移动固定和云网络的工作开创可感知思考和行动的网络还通过知识产权和长期研究创造价值由获奖的诺基亚贝尔实验室领导 [6] - Nokia拥有真正开放的架构可无缝集成到任何生态系统其高性能网络为货币化和规模化创造新机会全球的服务提供商企业和合作伙伴信任Nokia提供安全可靠和可持续的网络并与其合作创造未来的数字服务和应用 [7] Bharti Airtel相关 - Bharti Airtel是总部位于印度的全球通信解决方案提供商在印度和非洲15个国家拥有超过5.5亿客户在孟加拉国和斯里兰卡也有业务是全球排名前三的移动运营商网络覆盖超20亿人口是印度最大的综合通信解决方案提供商和非洲第二大移动运营商零售业务包括高速4G/5G移动宽带Airtel Xstream Fiber等为企业客户提供包括安全连接云和数据中心服务等一系列解决方案 [8] - Airtel的副主席兼总经理表示与Nokia的战略合作伙伴关系将使网络基础设施面向未来为客户提供无与伦比的用户体验并使网络环保以减少环境影响 [4]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ATEAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advi ...

诺基亚收购事件 - 诺基亚公司（NOK）完成对Rapid的API技术资产收购金额未披露Rapid拥有世界最大的API枢纽其公共API市场有广泛的全球开发者基础[1] - 网络API是开发者利用电信网络不同功能的桥梁可简化应用开发流程[2] - 对电信运营商来说网络API可创造新收入流如出售实时位置数据或低延迟功能[3] - 诺基亚2023年推出的Network as Code平台自推出以来受到全球主要企业欢迎[4] - 收购Rapid的技术和研发部门将加强诺基亚的Network as Code平台推动商业扩张[5] - 电信行业在5G投资后寻求新盈利途径诺基亚旨在利用这一趋势[6] 诺基亚股价表现 - 诺基亚股价过去一年上涨24.3%行业增长为43.6%[7] 诺基亚与同行业其他公司的排名比较 - 诺基亚目前Zacks排名为3（持有）[9] - 同行业中Arista Networks排名为2（买入）[9] - Zillow Group目前排名为2[9][10] - Workday目前排名为2[9][11] 同行业其他公司业绩情况 - Arista Networks上季度盈利惊喜为14.83%提供数据中心和云计算环境的云网络解决方案[10] - Zillow Group上季度盈利惊喜为9.38%过去四个季度平均盈利惊喜为25.47%租赁收入势头良好[10] - Workday上季度盈利惊喜为7.36%是财务管理和人力资源领域企业级软件解决方案的领先供应商[11]

Nokia, the company that once was the biggest mobile phone company in the world, has made an interesting acquisition in its bid to be a bridge between the adjacent but very different worlds of tech and telecoms: it’s acquiring Rapid, formerly known as RapidAPI, a provider of an API marketplace, which it will be integrating into a platform it’s building to help 5G operators open their networks to more developers. Terms of the deal are not being disclosed in the deal announcement. Rapid was once valued at $1 b ...

Press ReleaseNokia acquires Rapid technology and R&D unit to strengthen development of network API solutions and ecosystem Strengthens Nokia’s network API product development and go-to-market efforts.Builds on Nokia’s strategy of leading and expanding the network API ecosystem to utilize 5G and 4G network capabilities and monetize network assets.Enables operators to integrate their networks with Rapid’s industry-leading API Hub technology and collaborate with Rapid’s large developer base. 13 November 2024E ...

Press ReleaseNokia and Islalink achieve 800Gbps capacity-reach record over the IONIAN submarine cable New capacity-reach record for unrepeated transmission of 800Gbps over 330km with Nokia’s PSE-6s on Islalink’s IONIAN network, enhancing connectivity between Italy and Greece.High performance and 60% less network power consumption per bit provides crucial services for data center interconnections. 13 November 2024Espoo, Finland – Nokia and Islalink have achieved a significant milestone by successfully testin ...

Nokia Corporation (NOK) recently announced that Fibertime has opted to deploy its cutting-edge fiber solution to bring high-speed broadband to underserved areas of South Africa. Through this collaboration, the leading African Internet service provider plans to connect up to 1.5 million new customers, utilizing Nokia’s Lightspan FX Optical Line Terminals (OLTs) and Wi-Fi 6-enabled Optical Network Terminals (ONTs).Digging Deep Into NOK’s DealThe initiative is centered around Fibertime’s flagship product, offe ...

Press ReleaseNokia, Reflex, and Net Nine Nine partner to bridge the digital divide in South Africa Nokia fiber broadband solution delivers high-speed broadband access to underserved, low-income communities, bridging the digital divide and empowering more people with reliable, high-quality connectivity.Communities in the Gauteng and Free State provinces will be among the first to experience enhanced connectivity and improved online experiences.   12 November 2024Johannesburg, South Africa – Nokia, in partne ...