文章核心观点 - 诺基亚与其长期合作伙伴MEO签订了多年期5G RAN(无线接入网络)合同,双方将利用高技能人才、先进工具和扩大运营能力来创造更多价值[1][2][3] - 诺基亚将为MEO提供5G AirScale产品组合,包括Massive MIMO、基带和远程无线电头解决方案,并提供优化和网络保证的MantaRay SON以及项目交付和支持服务[2][3] - 这笔交易标志着诺基亚重新进入由华为主导的葡萄牙RAN市场[5] - 诺基亚股票在过去一年中下跌6.8%,但预计未来8.5%的长期收益增长[6] 行业总结 - 2024年第一季度全球RAN市场下降15%至30%,创下2000年以来最大跌幅,主要原因是市场竞争加剧导致覆盖问题,以及当前网络利用率水平和数据流量增长率引发的容量升级时机担忧[4] - 这种挑战性的市场环境下,诺基亚与MEO的合作有助于其重新进入葡萄牙RAN市场[5] 公司总结 - 诺基亚与长期合作伙伴MEO签订多年期5G RAN合同,双方将利用各自优势创造更多价值[1][2][3] - 诺基亚股票在过去一年中下跌6.8%,但预计未来8.5%的长期收益增长[6] - 诺基亚在葡萄牙RAN市场重新崭露头角,有望挑战华为的主导地位[5]

文章核心观点 - 诺基亚和高通宣布,BT集团成为第一家欧洲运营商实现5G 5CC载波聚合(5CC CA),大幅提升5G独立组网(SA)网络的下行速度,为网络性能和用户体验树立新标杆[1][2][3][4] - 这一5G载波聚合技术结合了诺基亚的5G AirScale产品组合和高通的5G调制解调器-射频系统,提升了高需求区域客户的数据速率[2] - 这一试验在BT集团的研发总部利用现网频谱,聚合3个FDD载波和2个TDD载波,总带宽150MHz,实现了1.85Gbps的下行速度,展现了5G满足高速数据服务需求的能力[3] - 成功实现5CC载波聚合为全球5G部署铺平了道路,有助于满足不同行业和应用的需求[4] 公司相关 - 去年BT集团和诺基亚成功演示了5G SA下行4CC CA和5G SA上行2CC CA,此次再次取得突破,显著提升了网络连接性能[5] - 这一成就有助于BT集团提升5G SA载波聚合性能,为客户提供更高的吞吐量和速度[5] - 诺基亚目前拥有319个商用5G合同,5G产品组合在企业客户中越来越受欢迎,在关键行业部署超过2,600家企业客户[6] - 诺基亚在全球拥有730多个私有无线网络客户,与BT集团的广泛客户基础相结合有助于提升连接性、运营效率和竞争力[7] - 诺基亚股价过去一年下跌6.5%,而行业整体增长45.8%[7]

Nokia Corporation (NOK) recently announced a three-year agreement with Telefonica, S.A (TEF) , to develop the private 5G network market in Spain. The collaborative effort is expected to advance telecommunications infrastructure in the European country and expand market opportunities in the private network sector.Private networks, which offer dedicated connectivity to specific users or organizations, are gaining recognition due to their superior reliability, security, and customization capabilities compared ...

Nokia Corporation (NOK) recently announced a definitive deal to acquire Infinera Corporation (INFN) for an enterprise value of $2.3 billion. Infinera is well known for its innovative open optical networking solutions and advanced optical semiconductors that enable carriers, cloud operators and governments to scale network bandwidth, accelerate service innovation and automate network operations. With the buyout, Nokia aims to expand its optical network business, especially in the North American market.Based ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Sahgal) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Sahgal, RaghavPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67635/4/4____________________________________________ Transaction date: 202 ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Niinimäki) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Niinimäki, EsaPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67629/4/4____________________________________________ Transaction date: ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Uitto) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Uitto, TommiPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67645/4/4____________________________________________ Transaction date: 2024-0 ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Lukander) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Lukander, JenniPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67627/4/4____________________________________________ Transaction date: ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Batra) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Batra, NishantPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67614/5/4____________________________________________ Transaction date: 2024 ...

Nokia CorporationManagers’ transactions27 June 2024 at 20:30 EESTNokia Corporation - Managers' transactions (Lundmark) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Lundmark, PekkaPosition: Chief Executive Officer Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 67651/4/4____________________________________________ Transaction dat ...