Press release Bounteous x Accolite and Nokia sign agreement to boost network API use-case development leveraging 5G capabilities Bounteous x Accolite, headquartered in the US with offices in Europe, North America, and Asia, will utilize Nokia's Network as Code platform with developer portal, starting with its European entity. The two companies will initially focus on use cases in areas of health care, gaming, and utilities. 1 August 2024 Espoo, Finland – Bounteous x Accolite, a global digital transformation ...

Nokia CorporationStock Exchange Release29 July 2024 at 12:00 EET Correction: Nokia Corporation: Repurchase of own shares on 26.07.2024 Correction to Nokia Oyj’s stock exchange release regarding repurchase of own shares on 26 July 2024. In the English version of the release, total weighted average price per share was misreported. Below the corrected release. Espoo, Finland – On 26 July 2024 Nokia Corporation (LEI: 549300A0JPRWG1KI7U06) has acquired its own shares (ISIN FI0009000681) as follows: Trading venu ...

Nokia Corporation (NOK) recently extended its IP collaboration with eir, aiming to fortify Ireland’s telecommunication infrastructure. This collaboration is expected to empower eir to meet the evolving demands of its customers through access to advanced connectivity and technology solutions.Under this renewed agreement, the Irish telecom operator will be deploying Nokia's latest 400/800GE IP backbone. This backbone utilizes the most recent QSFP-DD interface module specifications to support high-density 800G ...

文章核心观点 - 诺基亚与印度电信运营商Airtel成功完成了首次5G非独立(NSA)云无线电接入网(Cloud RAN)试验 [1][2][3] - 该试验在Airtel的商用网络上进行,使用3.5GHz频谱实现了超过1.2Gbps的数据吞吐量 [2] - 该成功的Cloud RAN试验将使Airtel能够将诺基亚的尖端技术和创新解决方案纳入其网络基础设施,从而提升其5G网络能力 [2][3] - 该试验还集成了诺基亚的L1加速技术,提高了能源效率并支持诺基亚的anyRAN解决方案 [3] - 这标志着诺基亚在印度市场的进一步扩张,诺基亚目前在全球拥有319个商用5G合同 [4] 公司相关 - 诺基亚的5G产品组合正在企业客户中获得越来越多的关注,其在关键网络领域的专业知识得到广泛认可 [4] - 诺基亚股价在过去一年中下跌了3.6%,而行业整体增长43.1% [4] 行业相关 - Airtel致力于提高其网络基础设施的可扩展性和敏捷性 [2][3] - 诺基亚的anyRAN解决方案代表了其构建面向未来的无线接入网络的协作方法,为移动运营商和企业提供更大的灵活性 [3]

Press releaseNokia and eir to extend IP collaboration to support growing customer base for new services across Ireland New 400/800GE IP backbone to support growth in data traffic from eir’s fixed and mobile subscribers.eir will use Nokia’s service router platform powered by its latest in-house FP5 routing silicon for greater capacity, power efficiency and security. 23 July 2024Dublin, Ireland: eir, Ireland’s leading telecommunications company, and Nokia today announced the extension of its IP collaboration ...

文章核心观点 - 公司上游业务表现良好,受益于铝土矿和铝价上涨 [7][18][20] - 下游业务受到需求疲软和回收利润率下降的影响 [9][10][11][22] - 公司正在采取成本控制等措施应对下游市场挑战 [10] - 公司低碳铝产品需求保持强劲,有助于提升回收利润率 [12][13][14] - 公司与麦格理资产管理公司成立合资公司Hydro Rein,加快可再生能源布局 [16][17] 业务板块总结 铝土矿及氧化铝 - 受益于氧化铝价格上涨和原材料成本下降,业绩有所改善 [18] - 氧化铝价格指数(PAX)从季初的367美元/吨上涨至季末505美元/吨 [7][18] 电力 - 受到产量、价格和价差下降的影响,业绩有所下滑 [19] - 北欧地区电价较上季度和上年同期有所下降 [19] 原铝 - 受到电力销售贡献下降、氧化铝和能源成本上升以及通胀影响,业绩有所下滑 [20] - 全球初级铝消费量同比增长2%,其中中国增长3% [20] 金属市场 - 受到回收利润率下降和汇率不利影响,业绩有所下滑 [21] - 收购Alumetal公司后为业绩做出正面贡献 [21] 挤压加工 - 受到销量下降和回收利润率下降的影响,业绩有所下滑 [22] - 欧洲和北美市场需求疲软,特别是汽车和建筑行业 [22] - 公司采取成本控制等措施应对市场挑战 [10]

Nokia CorporationStock Exchange Release19 July 2024 at 16:00 EEST Nokia accelerates its share buybacksEspoo, Finland – Nokia Corporation ("Nokia" or the "Company") has on 18 March 2024 announced the first phase of its share buyback program and, in line with the announcement made on 18 July 2024, has today decided to accelerate its share buybacks by increasing the number of shares to be repurchased during the year 2024. The main terms of the ongoing phase of the share buyback program post-increase: The aggr ...

文章核心观点 - 诺基亚公司第二季度业绩呈现参差不齐 [1][4] - 多个地区需求疲软导致营收同比下降 [1][4][10] - 北美网络基础设施业务的多个交易订单部分支撑了营收 [1] 财务业绩总结 利润方面 - 公司录得1.42亿欧元净亏损,每股亏损0.03欧元 [2] - 可比利润为3.28亿欧元,每股0.06欧元,同比下降 [3] - 下滑主要由于营收下降和运营费用增加 [3] 收入方面 - 季度营收为44.7亿欧元,同比下降18% [4] - 多个业务分部需求疲软拖累了营收 [4][5][6][7][8][10] 毛利和利润率 - 可比毛利率提升至44.7%,主要得益于移动网络业务和区域结构性因素 [12] - 可比营业利润下降32%至4.23亿欧元,营业利润率下降至9.5% [12] 现金流和财务状况 - 经营活动净现金流出4.89亿欧元 [13] - 现金及等价物余额为68.8亿欧元,长期债务为27.4亿欧元 [13] 业务分部表现 网络基础设施 - 营收下降11%至15.2亿欧元,IP网络和光网络业务疲软 [5][6] - 固网业务在北美有所回升 [6] 移动网络 - 营收下降25%至19.7亿欧元,主要受印度5G部署下降影响 [7] - 与AT&T的谈判解决带来1.5亿欧元收入确认 [7] 云网络服务 - 营收下降17%至6.15亿欧元,受到业务剥离影响 [8] 诺基亚技术 - 营收增长7%至3.56亿欧元,主要得益于与OPPO和Vivo的专利许可协议 [9] 区域表现 - 欧洲、中东和非洲(EMEA)区域营收下降9% [10] - 亚太地区营收下降43%,其中印度下降69% [10] - 美洲区域营收增长2%,得益于网络基础设施和移动网络业务的改善 [11] 展望 - 2024年可比营业利润预计23-29亿欧元 [14] - 自由现金流预计为可比营业利润的30-60% [14] - 资本支出预计为5.5亿欧元 [14] - 多个业务分部的销售增长预期被下调,反映了市场不确定性持续 [15][16]

Key TakeawaysNokia American depositary receipts (ADRs) fell Thursday after the Finnish telecommunications company reported an unexpected second-quarter loss.Sales fell 18% from the same time last year, as Nokia's CEO cited "ongoing market weakness" that the company expects to improve in the second half of the year.Nokia also said it plans to complete its 600-million-euro stock buyback plan by the end of 2024 rather than its initial two-year timeline. American depositary receipts (ADRs) of Nokia (NOK) droppe ...

公司战略 - 公司宣布计划出售ASN并打算收购Infinera，以积极管理投资组合，这将显著增强网络基础设施业务[7] - 公司目标实现中单位数位增长[83] - 公司计划在2024年实现全年可比运营利润23亿至29亿欧元，自由现金流占可比运营利润的30%至60%[103] 业绩总结 - Q2持续市场疲软，净销售额按恒定汇率下降18%。印度销售推动了近四分之三的下降，而北美净销售额增加，受益于解决未解决的合同谈判和网络基础设施增长[8] - Q2订单接收趋势继续改善，尤其是在网络基础设施领域，这支持了对2024下半年净销售额显著改善的预期[9] - 公司订单接收势头持续增强，各业务群体的交易表现积极[104] 业务发展 - 业务群体的交易进展顺利 - 网络基础设施获得重要设计胜利；移动网络正在建立客户势头；云和网络服务在网络编码方面持续取得进展[10] - 网络基础设施部门预计2023年运营利润率将达到12%左右[86] - 移动网络业务势头强劲，自2019年以来客户数量持续增长[88] - 云和网络服务部门在网络货币化方面取得进展，与Infobip和Google签署了Q2合作协议[96] 成本管理 - 成本节约计划 - 到2026年，已实现4亿欧元的节省率，目标为8亿至12亿欧元；工作资本正常化推动Q2强劲的自由现金流达4亿欧元；2024全年展望不变[11] - 公司正在采取快速行动降低成本，预计到2026年底每年将实现1200万欧元的毛利节省[99] - 公司现金表现强劲，净现金达55亿欧元[107]