Nokia Corporation (NOK) recently extended its partnership with Chunghwa Telecom ("CHT"), the largest telecom service provider in Taiwan for one year. This collaborative effort aims to modernize CHT's 5G network across central and southern Taiwan to meet the evolving demands of its customers by leveraging Nokia's cutting-edge connectivity and technology solutions. Digging Deep Into the NOK-CHT Extended Collaboration Per the agreement, Nokia will deploy baseband units, Remote Radio Head products and Massive M ...

Press ReleaseNokia named Leader in GlobalData’s Small Cell Competitive Landscape Assessment 2024 report Nokia’s award-winning small cell portfolio recognized as overall Leader in residential and outdoor categories beating competition 24 October 2024Espoo, Finland – Nokia has been named Leader in GlobalData’s Small Cells: Competitive Landscape Assessment September 2024 report. The in-depth report judged all leading small cell providers and positioned Nokia as overall Leader in the Residential and Outdoor c ...

Press ReleaseLEARN selects Nokia to deploy new high-capacity network to foster research and education in Texas Multi-year agreement sets Nokia as a key collaborator for LEARN’s high-capacity IP/MPLS network to meet growing capacity demands supporting research and education purposes.Enables high-speed access to foster scientific discovery and pedagogical developments in the state.Nokia industry-leading IP routing technology delivers 400G interfaces today with ability to seamlessly upgrade to 800G in the futu ...

Nokia CorporationManagers’ transactions22 October 2024 at 14:00 EESTNokia Corporation - Managers' transactions (Hammarén) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Hammarén, Patrik Position: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 81967/5/4____________________________________________ Transaction d ...

Nokia Corporation (NOK) recently entered into an agreement with Vietnam Posts and Telecommunications Group ("VNPT") for an undisclosed amount to deploy 5G technology in Vietnam. This collaborative effort aims to strengthen VNPT's mobile core network to meet the evolving demands of its customers through access to Nokia's cutting-edge connectivity and technology solutions. Digging Deep Into the NOK-VNPT Collaboration As part of the agreement, Nokia will deploy equipment from its state-of-the-art industry-lead ...

Press Release Nokia and VNPT collaborate on 5G in Vietnam Nokia and VNPT partner to deploy 5G technology supporting the development of digital infrastructure in Vietnam 21st October 2024Espoo, Finland – Nokia and Vietnam Posts and Telecommunications Group (VNPT), one of Vietnam's leading telecommunications operators, today announced a new partnership to deploy 5G technology. This significant development marks a new milestone in the long-standing collaboration between the two companies, reinforcing their co ...

Press Release Nokia Altiplano accelerates autonomous networks by introducing AI for broadband operations Nokia enhances Altiplano Access Controller with AIOps to drive better network decisions. AI-powered applications and smart analytics improve network operations and resource utilization. 18 October 2024 – Nokia today announced the integration of AI-driven operations (AIOps) into its Altiplano Access Controller, an automation platform for broadband networks. The new AIOps uses artificial intelligence (AI) ...

The company missed on both revenue and net income, despite a robust increase in the latter. News from Nokia's (NOK -2.69%) corporate headquarters pushed the Finland-based company's share price down on Thursday. The once-mighty telecom published its third-quarter results, and for the most part investors weren't pleased with the numbers. Nokia stock closed the day more than 3% in the red, comparing unfavorably to the essentially flat performance of the benchmark S&P 500 index. A disappointing double miss Noki ...

文章核心观点 - 诺基亚第三季度业绩呈现喜忧参半 [1][2][3] - 收入下降主要受移动网络和云网络服务业务疲软影响 [1][3][4][5] - 网络基础设施业务订单强劲,但销售复苏缓慢仍是一大隐忧 [1][4] - 成本控制措施和产品及区域结构优化提升了毛利率 [2][8] - 自由现金流大幅增长是一大利好 [1][9] 分组1: 财务业绩 - 净利润增长,每股收益达0.07美元,符合市场预期 [2] - 收入同比下降8%,未达市场预期 [3] 分组2: 业务表现 - 网络基础设施业务收入小幅下降,其中IP网络和固定网络表现较好,光网络持续疲软 [4] - 移动网络业务收入大幅下滑,受印度5G部署减少和北美需求疲软影响 [4] - 云网络服务业务收入下降,受到业务剥离影响 [5] - 专利许可业务收入大幅增长,带动整体收入增长 [5] - 各地区收入表现不一,欧洲中东非洲和美洲下滑,亚太地区下滑较大 [6][7] 分组3: 展望 - 公司下调了2024年各业务的收入增长预期,反映了市场不确定性持续 [10]

财务数据和关键指标变化 - 公司整体收入下降7%,主要受Mobile Networks业务拖累 [9] - 公司毛利率大幅提升490个基点,得益于产品和区域结构改善以及成本控制 [9] - 公司经营利润率为2.5%,得益于毛利率提升、持续成本控制以及某些应收账款损失准备转回 [9] - 公司实现了6亿欧元的强劲自由现金流,使得期末净现金余额达到55亿欧元 [9][16] 各条业务线数据和关键指标变化 Network Infrastructure - 固网和IP网络业务分别增长9%和6%,但光网络下降15% [11] - 毛利率提升,主要得益于业务结构改善和IP网络内部改善 [11] - 经营利润率为11.8%,同比提升100个基点 [11] - 预计全年收入将下降3%-6%,经营利润率为10%-12% [11] Mobile Networks - 收入下降17%,主要受印度5G部署放缓影响 [12] - 毛利率提升500个基点,得益于产品成本改善和区域结构优化 [12] - 经营利润率为5.3%,同比提升70个基点 [12] - 预计全年收入将下降19%-22%,经营利润率为5%-7% [12] Cloud and Network Services - 收入下降4%,主要受之前剥离业务影响 [13] - 毛利率和经营利润率均有所改善 [13] - 预计全年收入将下降4%-7%,经营利润率为6%-8% [13] Nokia Technologies - 收入增长36%,主要得益于之前签署的智能手机专利许可协议 [14] - 年化收入约13亿欧元 [14] 各个市场数据和关键指标变化 - 印度市场收入大幅下降43%,拖累整体业绩 [15] - 北美市场网络基础设施业务增长21%,抵消了Mobile Networks的下滑 [15] - 欧洲市场收入增长1%,但剔除Nokia Technologies后实际下降约7% [16] 公司战略和发展方向及行业竞争 - 公司正在积极拓展非电信运营商客户,如数据中心、国防等领域 [18][24][25] - 在Mobile Networks方面,公司通过成本控制和新客户拓展来提升盈利能力 [19][20] - 在Network Infrastructure方务,公司看好固网光纤、IP网络和光网络的长期机会 [21][22][23][24] - 在Cloud and Network Services方面,公司正加快向云原生核心网转型,提升自动化能力 [26] - 公司正积极推进Infinera收购,以增强在北美和webscale客户的业务 [23] 管理层对经营环境和未来前景的评论 - 整体市场正在缓慢复苏,但恢复速度低于预期 [6][17] - 预计2025年Mobile Networks业务只需9.5亿欧元收入即可实现双位数利润率 [20] - 对2024年全年业绩目标保持不变,预计处于利润区间下半部,自由现金流转换率处于上半部 [27] 其他重要信息 - 公司计划在2025年Infinera收购完成后举行资本市场日 [29] - 公司正在加快成本节约计划,已实现5亿欧元的年化成本节约 [7][49][51] - 公司正在积极拓展API生态系统,并加快向云原生核心网转型 [54][55][56] 问答环节重要的提问和回答 问题1 **Joachim Gael 提问** 公司毛利率改善的主要驱动因素是什么,是否包括一次性因素? [32][33] **Marco Wirén 回答** 毛利率改善主要来自于产品和区域结构改善,以及成本控制,不包括一次性因素。公司将应收账款损失准备转回计入其他营业收支,未影响毛利率。[33] 问题2 **Simon Leopold 提问** 公司如何看待向数据中心等非电信运营商客户拓展的机会和战略? [37][38][40][41] **Pekka Lundmark 回答** 数据中心将是公司未来几年最重要的增长领域之一。公司正在积极拓展这一领域,如与CoreWeave的合作。未来公司将在资本市场日上更详细阐述这一战略。[39][40][41] 问题3 **Sami Sarkamies 提问** 公司如何看待Mobile Networks业务在未来实现2亿欧元收入增长的可能性? [44][45] **Pekka Lundmark 回答** 公司已签署了一些新的重要合同,但这些收入还需要逐步体现。同时公司也在积极拓展私有5G、国防等非电信运营商领域,这些将成为未来重要的增长点。但目前这些新增长还无法完全弥补电信运营商市场的下滑。[46][47]