konekäännös Nokian Venäläisen osakkuusyhtiön kaupasta
Reuters
Päivitetty ke, 29. toukokuuta 2024 klo 19.53 GMT+31 min lue
Tässä artikkelissa:
(Reuters) -Venäjän presidentti Vladimir Putin valtuutti keskiviikkona televiestintäyhtiö Rostelecomin tytäryhtiön ostamaan Nokia Solutions and Networksin osuuden yritysten välisestä ohjelmistoyhteisyrityksestä asetuksen mukaisesti. Suomalainen Nokia ilmoitti huhtikuussa 2022 poistuvansa Venäjän markkinoilta Moskovan lähetettyä joukkoja Ukrainaan helmikuussa 2022. Rostelecom kertoi lausunnossaan, että sen aikaisempi liiketoimintamalli on tullut mahdottomaksi Nokian poistuttua Venäjän markkinoilta. “Kauppa saatetaan päätökseen pian”, Rostelecom sanoi. “Muita yksityiskohtia ei kerrota.”
Ericsson announces conclusion of Monitorship (Cision)
2024-06-03 08:00
· Ericsson’s Monitorship and Plea Agreement concluded on June 2 · Follows upon certification of Ericsson’s anti-corruption compliance program by independent Monitor in March 2024 · Continuing to cooperate fully with DOJ and SEC investigations on historical conduct
Ericsson (NASDAQ: ERIC) today announces the conclusion of the work and term of the independent compliance Monitor appointed by the U.S Department of Justice (DOJ) in June of 2020 in connection with Ericsson’s 2019 Deferred Prosecution Agreement (DPA) to resolve historical violations of the Foreign Corrupt Practices Act (FCPA). The March 2023 Plea Agreement with the DOJ that followed non-criminal breaches of the DPA has also expired as of June 2.
The role of the independent compliance Monitor over the past four years has been to comprehensively review, assess, evaluate and test all aspects of the company’s global anti-corruption compliance program and internal controls. On March 28, 2024, the Monitor certified to DOJ that Ericsson’s anti-corruption compliance program has satisfied requirements and is functioning effectively.
Börje Ekholm, President and CEO of Ericsson, says: “This is an important milestone in our journey to improve our organization. Over the past four years we have implemented important compliance requirements and processes. Our commitment to integrity is rock solid and we have no tolerance for corruption, fraud or other misconduct.”
Siihen nähden, että monet julkaisut ja ennusteet ovat julistaneet Nokialle surkeaa tulevaisuutta, kurssi on ollut yllättävän vahvassa nousussa joulukuun romahduksen jälkeen: +30% on sen verran kova nousu, että herättää jo ihmettelyä, mikä tässä on taustalla. Oma päätelmäni on, että sijoittajat ennakoivat valtavalla vauhdilla lisääntyvän tekoälyn ja sen myötä lisääntyvän verkkoratkaisujen uudistamisen olevan tässä ainakin osittain taustalla. Tekoälyhän on viime kuukausina nostanut myös (erityisesti vihreään) energiantuotantoon ja infrastruktuuriin liittyviä osakkeita, kun on ennakoitu tekoälyn lisäävän valtavasti energian tarvetta, mikä heijastuu myös sähköverkkoihin. Lienee tietoliikenneverkoissa samankaltainen kehityssuunta?
Kyllähän se tason pudotus alkoi jo Q1 Osarista 2023 kun Telco-maailma alkoi sakkamaan investointineen, toki tuo ATT käytti Nokiaa alhaalla robojen avustuksella, mutta siellä 3ssa käytiin Q3 osarissa jo (lokakuu 19.s), alkaako palautuminen tuonne 4,5€ kieppeille kun H2 alkaa BEADit ja ehkä Telcojenkin RAN panostukset lisääntymään
Toivon mukaan todellakin positiiviset odotukset ovat taustalla, mutta eikö myös max pain ole tällä hetkellä neljä dollaria joten toivottavasti ei ole kyse vain väliaikaisesta vedätyksestä, jota sitten myöhemmin muutetaan mahdollisesti taas alaspäin jos max pain on jälleen alempana.
Tässä “redditorin” selostus ja kommentit haastattelusta:
I’ve seen Pekka on formal shareholder presentations and short business interviews but nothing with as broad a scope as this conversation. He’s quite an intelligent and accomplished guy, and clearly from modest roots. It was very interesting to hear more about Pekka’s background directly from him to gain better understanding of how he is as a leader. I’m more convinced now that he’s the right guy in the right seat at the right time to lead Nokia’s turnaround.
A few highlights investors may be interested in, most of which can be heard in the last 8-10 mins of the interview:
He was with Nokia 10 years and left to be a CEO of a small listed company around 2000 just when mobile internet was starting to be seen as a thing.
He talked about the challenges of managing technology cycles that often start with huge hype, leading to disappointment and a belief that nothing much will come of it, and then the real thing starts to emerge (Ed. Dotcom 1.0 and where we are with 5G today comes to mind). Pekka at 39:58…”these things take time.”
Open AI from the recent huge advances in computing power has advanced things (in Telecom and other technologies) to a paradigm shift using massive amounts of data for teaching models. No need to create rules the way it was done in the past (which takes an enormous amount of time). Now rules get created by massive amounts of compute power using these data sets.
At 39:18 Pekka answered that the toughest part of being a CEO is managing expectations…customers, employees, investors, media.
A highlight and affirmation of what has been looking like Nokia’s strategy for a while now was given at 40:01 when asked “what is the most important strategic priority for Nokia going into the back half of 2024?” Pekka responded that in addition to making networks more automated, more intelligent, and more programmable, the company’s strategic focus was on 1. Diversifying strategic partners from just carriers to focus on enterprises and industrial applications, and 2. Continuing to grow the business service line to support the defense industry.
The prominence of a shift to the defense industry (not just US but also NATO and Finland) was interesting to hear as being such an important part of the growth plan. No doubt Finland joining NATO and their geographic location opened this avenue up, and the increased work they are doing in this area including CFIUS-level transaction approvals in the US will lead to very promising opportunities. He specifically mentioned the importance of using trustworthy vendors in the context of Telecom and enterprise customers, and implicit in that statement would more so be for defense industry customers.
Ihan tälleen veljellisenä kettuiluna: olisin rikas mies, jos olisin saanut pennin joka kerta viimeisen 2-3 vuoden aikana, kun Lexus toteaa teknisen vastustason murtuvan tai ketsuppipullon korkin aukeavan ihan minä hetkenä hyvänsä
Jaa, itse kun olen sitä mieltä että olen pyrkinyt olemaan kohtuullisen neutraali. Joskus jopa toppuutellut kun jokunen nimimerkki puheli kovan nousun lähtevän. Noh historiikista jokainen voi katsoa mikäli asia kiinnostaa.
On totta etten osannut odottaa tällaista syväkyykkyä (mitä vuosi 2023 toi mukanaan), vaikka ta:n perusteella taisin täälläkin mainita että mikäli 4,20 € taso murtuu on se negatiivista. Nyt on käänne tehty viikkotasolla, ja odotan myönteistä kehitystä jatkon osalta.
Eli jos pari penniä tekee sinut rikkaaksi, onnittelen.
Edit: Nokian osake on ollut TA:n näkökulmasta hyvin haastava - joka kerta kun osake on kolkutellut oleellisia tasoja, on lopulta suuntana ollut alaspäin (ja vuonna 2022 vahva funda ei auttanut trendin rikkoutumiseen). Ja tässä sitä jälleen ollaan - breakoutyritys jotain kertaa 6. Btw. kiitoksia @GettingMoneySyndrome privaviestistä
tuohon liittyen Erkillä tiedote marraskuussa ja ChatGPT kertoili näin:
Summary of Press Releases
Ericsson and MediaTek:
Ericsson and MediaTek successfully demonstrated 5G on the 6 GHz licensed band.
This demo showcased their technology readiness for utilizing the 6 GHz spectrum for 5G, enhancing capacity and coverage.
The demonstration emphasized the potential for improved 5G performance using this band.
Nokia and Telia:
Nokia and Telia completed a successful outdoor trial in the upper 6 GHz range using Massive MIMO radio.
This trial, based on Nokia’s AirScale Habrok platform, showed readiness for 5G-Advanced and 6G networks.
The trial highlighted the capacity and coverage improvements achievable with the 6 GHz band.
Analysis of Technological Leadership
Ericsson vs. Nokia:
Both companies are focusing on the 6 GHz spectrum to enhance 5G capabilities.
Ericsson’s demonstration is more focused on the initial readiness and showcasing the potential.
Nokia’s trial, in collaboration with Telia, emphasizes practical implementation and readiness for future 5G-Advanced and 6G deployments.
Nokia’s trial also underscores the benefits of Massive MIMO technology in achieving high capacity and coverage.
Conclusion
While both companies are making significant strides, Nokia’s partnership with Telia and focus on practical trials for future networks may position them slightly ahead in terms of real-world application and readiness for advanced network generations.
For more details, visit the respective press releases:
Comparison of Nokia and Ericsson’s 5G, 6G, and RAN Products
Nokia’s Offerings:
AirScale Radio Access:
Massive MIMO, small cells, mmWave radios.
Designed for high capacity and low latency.
5G Core:
Cloud-native, microservices architecture.
Enables smooth migration from 4G to 5G.
6G Research:
Focus on AI/ML, digital twins, and new spectrum.
Cloud RAN:
Flexible deployment options, scalable with cloud technology.
Ericsson’s Offerings:
Ericsson Radio System:
Purpose-built and Cloud RAN options.
Supports advanced technologies like massive MIMO.
5G Core:
Dual-mode core, combining EPC and 5GC.
Cloud-native and highly scalable.
6G Research:
Emphasis on extreme wireless, cognitive networks.
Network Automation and AI:
Advanced automation and AI for optimized operations.
Competitiveness Analysis:
5G Technology:
Nokia: Strong emphasis on hardware efficiency and flexibility. Their AirScale portfolio is notable for its performance and energy efficiency.
Ericsson: Robust offering with a significant focus on network automation and AI, providing strong support for both traditional and cloud RAN setups.
6G Research:
Nokia: Investing heavily in AI/ML and future spectrum technologies, positioning for innovative advancements.
Ericsson: Focused on extreme wireless and cognitive networks, aiming to lead in the upcoming 6G landscape.
RAN Market:
Nokia: Provides a diverse range of RAN solutions, highly adaptable to various deployment scenarios.
Ericsson: Offers a comprehensive RAN portfolio with a strong emphasis on both traditional and cloud-based solutions, coupled with extensive automation and AI capabilities.
Conclusion:
Both companies are strong contenders in the 5G and 6G markets. Nokia excels in hardware efficiency and flexibility, making it a strong choice for scalable and efficient network deployments. Ericsson’s strength lies in its comprehensive automation and AI integration, which supports highly optimized and intelligent network operations. The competition will likely drive further innovations as both companies prepare for the future of wireless communications.
Btw. kiitoksia 
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