contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


changes-in-nokia-corporations-own-shares-70

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

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.

RCR Wireless News – 11 Dec 25              Further Nokia jobs to go in Greece and Italy, as European workers protest    Reports in Germany suggest a further 300 Nokia roles in Greece and Italy to be cut. Staff in Munich, Paris, Athens, and Vimercate have staged coordinated protests.

iam-media.com              Nokia licenses WiFi patents to Stellantis, acquires patents from Huawei    The news caps off an active year of deal-making for Nokia in its four ‘new segments’ for patent licensing

OneStore              Nokia: City of Brownsville partners with Nokia and NTT DATA to leverage...    This case study details how the City of Brownsville partnered with Nokia and NTT DATA to deploy a city-wide Private 5G network. This solution, featuri

Additionally, Nokia blogged about this today: New Wi-Fi licensing deals in automotive | Nokia “Today we are pleased to announce that Nokia has signed a royalty bearing patent license agreement with Stellantis, the manufacturer of several iconic car brands including Fiat, Peugeot, Jeep, Alfa Romeo, and more covering the use of our Wireless LAN technologies in Stellantis’ vehicles. This follows a recent agreement with Mercedes-Benz, also covering the use of our WLAN technologies in their vehicles. These agreements underline the strength of Nokia’s IP assets and our continued leadership in creating foundational technologies that enable vehicle connectivity.”

Nokia’s stock just seemed to react positively to Ciena’s results. A summary of it below.  For the fiscal fourth quarter of 2025, Ciena reported revenue of $1.35 billion, a 20% increase compared to the same period in 2024. The fiscal year 2025 revenue was $4.77 billion, up 19% year-over-year. The company’s net income per diluted share for the quarter was $0.13 GAAP and $0.91 adjusted (non-GAAP), compared to $0.25 and $0.54, respectively, in the previous year.  1. Strong Growth and Future Outlook  Record Quarter: Ciena achieved its highest ever quarterly revenue ($1.35 billion), an increase of 20.3% compared to the previous year. Full-Year Growth: Full fiscal year 2025 revenue was $4.77 billion, an increase of 18.8%. Strong Guidance for 2026: Ciena provided very strong guidance for fiscal year 2026: revenue is expected to be $5.7–$6.1 billion. This forecasts an average of 20–28% growth for 2026. Increased Margin: The expected non-GAAP operating margin will rise to 17% in 2026 (compared to 11.2% in 2025), indicating significantly improved profitability.  2.  Growth Drivers (AI and Optics) Ciena’s growth is based on the same market trends that Nokia has highlighted:  AI Ecosystem: CEO Gary Smith emphasized the company’s position as “a global leader in high-speed connectivity” (global leader in high-speed connectivity) and its “expanding role in the AI ecosystem” (expanding role in the AI ecosystem). Data Centers: Growth comes from “durable demand from our cloud and service provider customers” (durable demand from our cloud and service provider customers) as well as “growing opportunities inside and around the data center” (opportunities inside and around the data center). Optics Drives Growth: Segment-wise, Optical Networking was clearly the largest source of revenue (68.7% of Q4 revenue) and experienced strong growth.  3.  What does this mean for Nokia? Ciena is a direct competitor to Nokia’s Network Infrastructure (NI) business (especially optics).  Market Demand Strengthens: Ciena’s record results and aggressive guidance are the strongest possible evidence that the optics and DCI market, driven by AI investments, is in a very strong growth cycle. Nokia’s Optics Outlook: This supports the view of David Heard, head of Nokia’s NI business, that NI is Nokia’s “near-term growth engine” (near-term growth engine), which benefits from the same demand. Synergy and Optimism: Nokia’s stock rise following Ciena’s results reflects investor optimism that Ciena’s success will also scale to Nokia, especially due to its AI/cloud-based optics capacity achieved through the Infinera acquisition. Acquisitions and CPO: Ciena also confirmed its intention to support growth through acquisitions, as it announced the acquisition of Nubis Communications, Inc. during Q4. Nubis is a small company focused on optical solutions, which underscores the strategic importance of the CPO/DCI area.

Lumentum is Nokia’s competitor in the CPO market. Here are Lumentum’s comments from its earnings report and a UBS conference. A timeline is starting to emerge for when these CPO components will be needed, i.e., 6-12 months from now, and activity is starting to pick up.  So, AI has compiled the information. CPO Outlook: Lumentum expects CPO’s meaningful contribution to occur in the second half of calendar year 2026 (Q3 and Q4) and to continue accelerating throughout 2027. The demand forecast is constantly improving, and they are engaging with multiple different customers, not just one main customer. The entire industry is suffering from capacity constraints, especially regarding Indium Phosphide lasers. Lumentum has its own laser production capacity (EML and CW lasers are manufactured at the Japan factory), which makes it a sought-after supplier. Wupen Yuen (President, Global Business Units, Lumentum) notes that if Lumentum wanted to win more customers, it would only need to offer capacity. Especially if customers hear that Lumentum owns its own laser supplies, they are very eager to start cooperation. CPO activity has accelerated among every single hyperscaler, not just in scale-out solutions, but also in scale-up architectures. And here is the AI’s note regarding Nokia and Lumentum.  Lumentum’s and Nokia’s optical solutions are crucial in both:  Scale-Out (Transceivers & OCS): Optics enable the connection of new server clusters over long distances, which is a typical solution for expanding data center environments. Scale-Up (CPO): CPO is designed to address physical and power consumption limitations in scale-up architectures, where electrical transmissions are no longer sufficient for GPU-to-GPU connections.    AI Drives Growth: Lumentum estimates that over 60% of its total revenue now comes from cloud and AI infrastructure. Long-Term Agreements (LTAs): Due to capacity shortages, Lumentum has entered into several long-term agreements (LTAs) with customers. This provides them with predictability and allows for pricing increases. Business Consolidation: Due to capacity constraints, Lumentum is now seeking to consolidate supply and its customer base to those few who are willing to sign LTAs and whom they consider “long-term winners”. They are thus rather “rejecting customers than adding them”.  In summary, the following can be stated:  Lumentum sees significant growth coming from AI infrastructure (over 60% of revenue), especially for Co-Packaged Optics (CPO), which is expected to accelerate in the second half of calendar year 2026 across all hyperscaler players. The company leverages the competitive advantage of its own Indium Phosphide laser production capacity to negotiate long-term agreements, as demand significantly exceeds supply in both CPO-demanding scale-up and scale-out architectures.  Edit: And then Nvidia related to this. https://www.sdxcentral.com/news/nvidias-aggressive-laser-procurement-spurs-supply-chain-fears/ Nvidia’s efforts to shore up its own supply chain may just increase lead times for other companies, as reports suggest the chip giant has snapped up significant capacity of electro-absorption modulated lasers (EML).  Nvidia has already signed deals with a handful, including Lumentum, which is one of the largest laser manufacturers in the world and is supplying laser technologies for photonic iterations of its Spectrum-X networking switches. Nvidia is also working with Coherent (the parent company of optical component maker Finisar).  And the AI’s comment regarding Nokia.  There is a clear connection to Nokia, even though Nokia’s name is not directly mentioned in connection with the acquisition of said EML capacity. The connection relates to the management of Indium Phosphide (InP) lasers and Co-Packaged Optics (CPO), which are at the core of Nokia’s optics strategy. Although Nvidia is making deals with Lumentum and Coherent, Nokia’s own, US-based and heavily expandable InP manufacturing capacity (of which EML lasers are an essential part) places it in a unique position in this tightening supply chain war. It is one of the few that can manage this critical component shortage.  One gets the impression when reading articles or analysts’ comments that Nokia has not really been highlighted anywhere – is it flying completely under the radar here?  Nokia manufactures Indium Phosphide-based lasers, including EML lasers (Electro-absorption Modulated Lasers), at its optical semiconductor factories in the United States, California. This manufacturing capacity originates from the Infinera acquisition:  Main Location: Sunnyvale, California. Expansion: Nokia is currently significantly expanding its capacity by establishing a new photonic integrated circuit manufacturing center in South San Jose, California.  These factories are strategically important as they enable Nokia’s vertical integration and its own PIC (Photonic Integrated Circuit) manufacturing, which is needed for building new, highly energy-efficient solutions (such as ICE-D and CPO).

Aren’t the core networks in Germany already quite Huawei-free? The problem is that in RAN, its share is approximately 50-60% - which is an absolutely outrageous amount.

Nokia

Nokia Corporation Stock Exchange Release 9 December 2025 at 17:00 EET Changes in Nokia Corporation's own shares Espoo, Finland – A total of 1 020 316 Nokia shares (NOKIA) held by the company...

Nokia Corporation Stock Exchange Release 9 December 2025 at 17:00 EET Changes in Nokia Corporation's own shares Espoo, Finland – A total of 1&nbsp;020&nbsp;316 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 22 November 2024. The number of own shares held by Nokia Corporation following the transfer is 149&nbsp;246&nbsp;864. About Nokia&nbsp; Nokia is a global leader in connectivity for the AI era. With&nbsp;expertise&nbsp;across fixed, mobile, and transport networks,&nbsp;we’re&nbsp;advancing connectivity to secure a brighter world.&nbsp; Inquiries:&nbsp; Nokia&nbsp;&nbsp; Communications&nbsp; Phone:&nbsp;+358 10 448 4900&nbsp; Email:&nbsp;press.services@nokia.com&nbsp; Maria Vaismaa,&nbsp;Vice&nbsp;President, Global Media Relations&nbsp; Nokia&nbsp; Investor&nbsp;Relations&nbsp; Phone:&nbsp;+358 931 580 507&nbsp; Email:&nbsp;investor.relations@nokia.com&nbsp;&nbsp; <img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTE0Mzk0MCM0MDIyODA1NjgjMjAwMDA0Mg==" alt=""> <img src="https://ml-eu.globenewswire.com/media/NzFlM2FkNmUtYThkMi00MjgxLTg2M2QtYTJkNjhkMWFlMmUxLTEwMTE2MTUtMjAyNS0xMi0wOS1lbg==/tiny/Nokia-Oyj.png" alt="">