NOK
Nokia Oyj6.29
+0.09+1.45%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guidance, details Optical ramps
Q&A largely reaffirmed Nokia's 2026 outlook, with management stressing disciplined Optical growth at 10-12% despite Q4's 17% surge and AI momentum—transitioning from telco-heavy base while scaling production amid ecosystem supply constraints. IP Networks ramp will take time, bolstered by Q4 design win and new leadership. CapEx jumps to fund new indium phosphide fab online late 2026 for '27 demand. EU Cybersecurity Act seen as tailwind for upgrades. Mobile faces NA headwinds from contract losses, yet market stable. New fab comes online next year. Watch capacity execution versus AI demand.
Key Stats
Market Cap
35.65BP/E (TTM)
33.11Basic EPS (TTM)
0.19Dividend Yield
0.02%IPO
Website
Employees
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