Nokia sijoituskohteena (Osa 3)

Osakkeet
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Ja sitten uutta tiedotetta.

Nokia deployments with majority of world’s largest IXPs reflect push for scale, reliability and automation

https://www.globenewswire.com/news-release/2024/09/30/2954896/0/en/Nokia-deployments-with-majority-of-world-s-largest-IXPs-reflect-push-for-scale-reliability-and-automation.html

Nokia has partnered with six of the world’s ten largest Internet Exchange Providers (IXPs) to handle 45 Tbps of peak traffic. Nokia’s IP, optical, and security solutions, including their FP5 800GE technology, are essential for meeting the demands of growing data traffic, low latency, and cybersecurity needs. The deployment of anti-DDoS solutions and AI-enhanced operations provides critical protections. Nokia has also made significant advancements with Ethernet Virtual Private Networks (EVPNs), helping IXPs address future traffic efficiently.

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7517

Ja.

Internet exchange giant NIC.br selects Nokia to boost internet connectivity in Brazil

https://www.globenewswire.com/news-release/2024/09/30/2954895/0/en/Internet-exchange-giant-NIC-br-selects-Nokia-to-boost-internet-connectivity-in-Brazil.html

Nokia has been selected by NIC.br, Brazil’s largest Internet Exchange Provider, to enhance the country’s internet infrastructure in response to rapid data growth. Nokia will supply its IP routing technology, including the 7250 Interconnect Router and 7750 Service Router, to improve network capacity, reliability, and automation. These upgrades will enable faster, more reliable internet services, supporting Ethernet VPN (EVPN) and 400/800G interfaces, thus improving Brazil’s internet connectivity and preparing for future demands.

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Ericssonin osalta analyysipäivitykset jatkuvat myönteisesti.

STOCKHOLM (Nyhetsbyrån Direkt) SEB Equities raises the target price for Ericsson to SEK 88 from SEK 75. The buy recommendation is repeated.

Ericsson has made great progress in improving gross margins, which are now close to 20-year highs, and stabilized the profit base, says SEB, which at the same time states that the company is still far from its ebita margin target.

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Tästä voi päätellä, että Nokian osuus on noin 52% :slightly_smiling_face:. Lopusta 48% Ericsonille valtaosa ja hieman yli 10% Samsungille

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Näköjään vileä uutta tiedotetta Vodafone Ideaan liittyen.

Vodafone Idea strengthens its India network security with Nokia NetGuard Endpoint Detection and Response

https://www.globenewswire.com/news-release/2024/09/30/2954942/0/en/Vodafone-Idea-strengthens-its-India-network-security-with-Nokia-NetGuard-Endpoint-Detection-and-Response.html

Vodafone Idea is strengthening its network security in India by deploying Nokia’s NetGuard Endpoint Detection and Response (EDR) solution. This system will provide real-time, automated threat detection across its core network, covering both consumer and enterprise subscribers. The EDR will help Vodafone Idea protect against cyber threats, reduce operational costs, and maintain service continuity. Initially covering 4G networks, the solution will expand to support 5G in the future.

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If Huawei is the big loser, then Nokia, in terms of network footprint, appears to be the main winner. Data shared with Light Reading by an authoritative source gives it a 52% volume share of the work handed out, with Ericsson bagging 37% and Samsung just 11%

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Nokian asiakas e& hankkii 50 prosentin osuuden plus yhden osakkeen PPF Telecomin toiminnoista Bulgariassa, Unkarissa, Serbiassa ja Slovakiassa.

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Pekka Lundmark


@PekkaLundmark

·

11m

Our technology serves 6 of the world’s largest internet exchange providers. That means for those customers alone our solutions manage nearly 45 Tbps of peak traffic.

@nokia

is the leading provider of network infrastructure solutions.

Citat

Kvadratisk profilbild

Nokia

@nokia

·

42m

With 800GE tech & AI-driven security, we’re proud to be supporting 6 of the world’s top 10 IXPs in managing their peak traffic efficiently. Learn why @DECIX, @nl_ix and @TELEHOUSE chose us here: https://nokia.ly/3ZPZL0d #NokiaInnovates #TechLeadership #NetworkInfrastructure

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Olenkohan oikeassa kun käsitin, että Nokian Infinera kauppa piti varmistua tänään ? En ole huomannut tiedotetta asiasta. Voisiko Nokia sitten huomenna jatkaa halutessaan omien ostoja nopeutetussa aikataulussa.

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Jenkeissähän on päivä kesken. Jos siellä on inferan yhtiökokous niin pidetään kenties illalla? Eli huomenna tulis meille tietoa?

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Joo, sitä minäkin vähän arvelin. En vaan ole nähnyt mitään spekulointia kauppojen läpimenosta, oliskohan asia jo niin varma. Minusta Infineran osto on Nokialta täysosuma, kun ajatttelee miten esim. Nvida on noussut maailman arvokkaimmaksi yhtiöksi. Aika kauvan Nokia on tätä kauppaa hieronut kulisseissa, ei siitä ole näkynyt mitään tietoa julkisuudessa.

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Kokous vasta tiistaiaamuna sikäläistä aikaa

Infinera Corporation will hold a Special Meeting of Stockholders (the “Special Meeting”) on Tuesday, October 1, 2024 at 10:00 a.m. (Pacific Time).

https://investors.infinera.com/Special-Meeting-of-Stockholders/

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Ok, eli huomenna asia selviää. Silloin varmaan keskiviikkona Nokialla on mahdollisuus ostaa omia osakkeitaan.

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Tiedote.

Nokia introduces Lightspan MF-8, expanding its 25/50/100G fiber access portfolio

Nokia has introduced the Lightspan MF-8, expanding its fiber access portfolio to support 10/25/50G and future 100G PON services. Designed for mid-sized deployments in cabinets, central offices, and data centers, the MF-8 offers ultra-reliable performance with six-nines availability and sub-millisecond latency, making it ideal for both residential and industry 4.0 applications. It is based on Nokia’s Quillion chipset and supports advanced automation with SDN capabilities. The MF-8 will be showcased at Network X in Paris from 8-10 October.

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Nokia tukee kuidussa jo hurjia 100 gigabitin nopeuksia

https://etn.fi/index.php/13-news/16657-nokian-tukee-kuidussa-jo-hurjia-100-gigabitin-nopeuksia

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Yhteenveto:

According to Dell’Oro Group, global telecom capital expenditures (capex) fell by 10% year-over-year in the first half of 2024 due to factors like inventory buildup, weaker demand in major markets (China, India, U.S.), and excess capacity. The telecom industry is facing challenges in monetizing new technologies, with wireless capex expected to decline further. Capital intensity is projected to decrease to 15% by 2026. Carrier revenues are expected to grow by only 1% annually over the next three years.

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The stock has gained 24.9% over the past six months compared with the industry’s growth of 13.3%.

79892

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In a significant development for the telecommunications industry, Infinera Corp (NASDAQ:INFN) announced today that its shareholders have voted in favor of the company’s merger with Nokia (HE:NOKIA) Corporation. The approval came during a special meeting held on Monday, where a majority of Infinera’s stockholders endorsed the merger agreement.

The special meeting saw the presence of 156,904,523 shares, representing a quorum. The merger proposal received 149,457,083 votes for, 4,417,088 against, and 3,030,352 abstentions. A second proposal regarding executive compensation related to the merger also passed with 145,662,352 votes for, 7,789,141 against, and 3,453,030 abstentions.

This merger, initially announced on June 27, 2024, is set to position Infinera as a wholly owned subsidiary of Nokia. The transaction is part of a broader consolidation trend in the telecom equipment sector, as companies aim to strengthen their offerings and competitive position.

Infinera, a Delaware-incorporated company known for its telephone and telegraph apparatus manufacturing, will continue its operations from its San Jose headquarters.

In other recent news, Infinera Corporation and Nokia Corporation have made progress in their planned merger, with a significant regulatory hurdle cleared under the Hart-Scott-Rodino Antitrust Improvements Act.

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