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Nokia (NOKIA) investor relations material

Nokia Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Key learnings and organizational changes

  • Strong technology base and deep customer relationships identified as core strengths.

  • Structural changes implemented to ensure consistent customer engagement.

  • Simplification efforts underway to reduce internal complexity and improve functional excellence.

  • Infinera acquisition enhanced AI and cloud capabilities, especially in optical.

  • 5% of Q2 revenue attributed to AI and cloud, driven by optical momentum.

Market trends and growth opportunities

  • AI build-out in data centers and transport networks is a major growth driver, especially in the U.S.

  • Hyperscalers are leading current demand, with expectations for broader global tailwinds, including Europe.

  • Participation in European AI gigafactories and sovereign AI initiatives positions the company for regional growth.

  • Fixed network upgrades and fiber build-outs present ongoing opportunities, with the U.S. as the largest market.

  • Emerging economies and established markets both offer upgrade and expansion potential.

Technology and product strategy

  • Focus on AI-driven infrastructure demand, especially in optical, subsea, and intra-data center connectivity.

  • Infinera integration accelerated product roadmap and brought advanced DSP and photonic integrated circuit capabilities.

  • AI is being embedded in products to improve automation, service quality, and network optimization.

  • Open APIs and Open RAN initiatives support a more interoperable and flexible ecosystem.

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Frequently asked questions

Nokia Oyj operates as a network and technology company that provides broadband infrastructure, software, and related services worldwide. It operates in three business groups: Mobile Networks, Fixed Networks, and Nokia Technologies. The Mobile Networks group provides radio access and core network solutions for operators, enterprises, and public sector institutions. The Fixed Networks group offers fixed-network infrastructure solutions for high-speed data transmission requirements with advanced mobile broadcast solutions for television broadcasters.

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