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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Atte Riikola

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.

Jos seuraava pitää paikkansa, on jo T-Mobilella jo ennakkotapaus Nokian korvaamisesta Ericssonilla: “Furthermore, we cite T-Mobile USA’s Project Excalibur in 2022 where it swapped out older Nokia RAN equipment and replaced them with Ericsson AIR 6449 massive MIMO radios and macro radio equipment across ~90% of Florida, 100% of Georgia, with smaller parts of South Carolina, Tennessee, and Alabama markets due to the limitations of the Nokia massive MIMO radio performance. So, a swap out has already occurred once in the very recent past.” Ja jonkinlaisena yhteenvetona: “Ultimately, we believe that T-Mobile USA has been more than tolerant for 10+ years in trying to modernize the Nokia portion of their mobile network and putting up with the FANs and if Ericsson is willing to give T-Mobile USA the RAN deal of a lifetime, why would T-Mobile USA not accept the offer? We have heard through our channel contacts that Nokia has begged and pleaded with T-Mobile USA and is willing to do whatever it takes to not lose the account. But, the reality is that T-Mobile USA has been asking Nokia for 10+ years to do the things they have asked for and Nokia has been unable to deliver, time and time again. So what else can Nokia do? We believe that Ericsson’s macro and massive MIMO radio portfolio can deliver the virtualized, cloud, and AI RAN driven solutions T-Mobile USA is looking for in the future with 5G-A.” Could Nokia be kicked out of T-Mobile USA and will lightning strike three times? Voihan olla, että kirjoittajalla on taloudellinen motiivi kirjoitukselleen, mutta se ainakin antaa kuvan, että Nokia on jatkuvasti ollut kykenemätön täyttämään T-Mobilen odotukset. Mitä se sitten jatkon osalta tarkoittaa on täyttä spekulaatiota. Ainakin Nokialla pitää olla jatkoaskeleista analyysi valmiina siihen tilanteeseen että T-Mobile syystä tai toisesta jättäisi Nokian seinäruusuksi.

Earlin mahdollinen motiivi: $  _________________________________________

5G: The next 5 years: Interview with Nokia                   Mobile World Live – 22 Nov 24              5G: The next 5 years: Interview with Nokia    During our Digital Unwrapped week, Sasha Twining interviewed Harri Holma, Senior Advisor and Bell Labs Fellow, Technology Office, Nokia on Read more...         Estimated reading time: 1 minute

Mavenir on kolmen miljardin usd valuoitu firma, ainakin öljymiesten mielestä?  Vaikka firman rahoitustilanne ei järin vahva taida olla… Ja oliskohan Mavenirin liikevaihto luokkaa 1/10 vs Nokia Mobile Networks? “Exclusive-Saudi Aramco unit in talks to invest $1 billion in US software maker Mavenir, sources say”           Investing.com              Exclusive-Saudi Aramco unit in talks to invest $1 billion in US software...    Exclusive-Saudi Aramco unit in talks to invest $1 billion in US software maker Mavenir, sources say                             https://www.lightreading.com/open-ran/mavenir-risks-default-or-restructuring-after-failure-to-crack-5g

Itseäni jäi kanssa pohdituttamaan tämä Lum:min artikkeli. Kuitenkin siitä vinkkelistä, että minkä takia Earl Lum,  -joka pyörittää omaa firmaa,  -ja joka kehuu ymmärtävänsä toimialaa,  -ja joka kehuu omaa hyviä suhteita toimialalla  -ja joka saavutti mainetta AT&T:n valinnan ‘tiedottajana’ …tekisi random jutun jossa riskeeraisi em asioita Vrt …keräisi sulan hattuunsa myös T-Mobilen näkijänä osaamis-analyysiinsä perustuen? En tietenkään tiedä, mutta jotain käryä herralla saattaisi kuitenkin olla. Voi olla tietenkin että perustuu väärään arvioon lähteensä arvioista… Eli hieman enemmän siellä fifty-sixtyn Nokian kannalta pahemmalla puolella saatetaan kuitenkin mennä?

Tässä ei ole ollut mitään epäselvyttä, koska q2-raportin yhteydessä Lundmark tarkensi Wirenin vastausta Artem Beletskille sanomalla: “So that means that whatever the Infinera dilution will be, that will be executed on top of the €600 million program.”

On tuo mun mielestä vahva signaali johdon puolesta kun huomioi millaista kurmotusta kurssi on saanut aiemmista amerikkalaisten operaattorien asiakasmenetyksestä.

Nokia

Nokia's Q2 result was again strong, and the company's strategy has progressed with solid steps in the right direction throughout H1.

<p>Nokia's Q2 result was again strong, and the company's strategy has progressed with solid steps in the right direction throughout H1. In particular, the profitability improvement in Mobile Networks has progressed rapidly despite the challenges in the operating environment, which shows that Nokia's significant investments to improve the unit's competitiveness are delivering the right results. Nokia's share valuation still looks moderate and, in our view, offers a good expected return for the coming years if the company's strategy continues on its current trajectory.</p> 

	2021	22e	23e
Revenue	22,202.0	24,595.4	25,038.5
growth-%	1.60 %	10.78 %	1.80 %
EBIT (adj.)	2,775.0	3,033.5	3,249.0
EBIT-% (adj.)	12.50 %	12.33 %	12.98 %
EPS (adj.)	0.37	0.40	0.43
Dividend	0.08	0.12	0.18
Dividend %	1.44 %	2.99 %	4.49 %
P/E (adj.)	15.27	9.96	9.39
EV/EBITDA	8.41	5.05	4.18

Nokia: Firmly forward

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Nokia

Key Estimate Figures22.07.2022

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Nokia

Key Estimate Figures22.07.2022

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