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Nokia sælger sin Enterprise Campus Edge-forretning til Aurelius

NOKIAAnalyst Comment13.10.2026, 07.25
Atte RiikolaAnalyst
Discuss

Summary

  • Nokia har annonceret salget af sin Enterprise Campus Edge-forretning til kapitalfonden AURELIUS, med forventet afslutning i første halvdel af 2027.
  • Salget er en del af Nokias strategi om at fokusere på kerneområder og blev allerede indregnet i tidligere estimater, hvilket betyder, at nyheden ikke ændrer disse.
  • Enterprise Campus Edge-forretningen, der leverer private netværk og edge computing-løsninger, har cirka 900 kunder globalt og en anslået årlig omsætning på 80-100 MEUR.
  • Frasalget af ECE-forretningen understøtter Nokias mål om at optimere porteføljen og allokere ressourcer til områder med størst langsigtet værdiskabelse.

Dette indhold er genereret af AI. Du kan give feedback om det på Inderes forum.

Automatisk oversættelse: Oprindeligt udgivet på finsk 13.10.2026, 05.25 GMT. Giv feedback her.

Nokia meddelt tirsdag, at det sælger sin Enterprise Campus Edge (ECE)-forretning til kapitalforvaltningsselskabet AURELIUS. Handlen forventes at falde på plads i første halvdel af 2027. Nokia flyttede ECE-forretningen til ophørende aktiviteter allerede i sin Q2'26-rapport, så dette er et forventet strategisk skridt i slankningen af selskabets portefølje. Da forretningens exit allerede er blevet taget i betragtning i Nokias tidligere udsigter samt i vores estimater, giver nyheden ikke anledning til ændringer i estimaterne.

ECE leverer private trådløse netværk og edge-computing-løsninger til industrikunder og har cirka 900 kunder på verdensplan. Meddelelsen oplyste ikke købsprisen eller nærmere økonomiske detaljer om forretningen. Ud fra omsætningen for de ophørende aktiviteter i Q2 kan man dog groft anslå, at ECE-forretningens årlige omsætning ligger på cirka 80-100 MEUR. Forretningen har været underskudsgivende under Nokia.

Frasalget understøtter Nokias strategi om at skærpe sin portefølje og styre ressourcer mod områder, hvor selskabet ser de bedste muligheder for at skabe værdi på lang sigt. Vi minder om, at Nokias interval for sammenlignelig EBIT (2,1–2,6 mia. euro) for indeværende år teknisk set steg med 100 MEUR, da ECE- og Fixed Wireless Access CPE-forretningerne blev flyttet væk fra Portfolio Business i Q2.

Nokia is a global telecommunications company. The company offers solutions in IP, broadband, digital health, and cloud-based systems. The customers are found in a broad base of markets and consist of large corporate customers, authorities, and private consumers. The business is established on a global level in all regions. Nokia was founded in 1865 and the head office is located in Esbo, Finland.

Read more on company page

Key Estimate Figures23.07

202526e27e
Revenue19,464.020,653.121,727.9
growth-%1.3 %6.1 %5.2 %
EBIT (adj.)2,092.82,392.62,846.8
EBIT-% (adj.)10.8 %11.6 %13.1 %
EPS (adj.)0.300.350.39
Dividend0.140.160.18
Dividend %2.5 %1.9 %2.1 %
P/E (adj.)18.724.321.8
EV/EBITDA13.920.213.9

Forum discussions

Circling back again to this… The set-up is a carve-out designed to isolate and protect Japan’s domestic data (Sovereignty). Nokia Bell Labs ...
13 hours ago
by Parabolic
4
As I see it, Jensen Huang highlighted not only AI-RAN but Nokia’s entire edge computing strategy in a very positive light in the Kauppalehti...
16 hours ago
by Dibadoo
13
SOX is the Philadelphia Semiconductor Index, officially known as the PHLX Semiconductor Sector Index. It tracks the stock performance of around...
18 hours ago
by Tnokka
0
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yesterday
by Mustathmir
23
What happens to Nokia if China wins the AI race? A brief summary of a Reddit post. The Premise: If China takes the lead in AI—models, chips,...
yesterday
by Mustathmir
7
Lot’s of great social media news from Nokia and ICEYE over the past days. This collaboration is looking increasingly dynamic! Elon Musk putting...
yesterday
by Parabolic
12
@ruuki you mean the conference, right? That was just for fiber optics, photonics, and coherent transport engines… but it greatly highlights ...
yesterday
by Parabolic
7