top of page
Search
Earnings Highlights: Nokia (NOK) | FY26 Q1
AI traffic is reshaping network architecture. Nokia's Q1 highlight was not traditional telecom but 49% revenue growth from AI/cloud customers. With its new San Jose InP fab about to come online, how is Nokia using vertical integration to pull ahead in the 800G wave?
2 days ago
Earnings Highlights: Nokia (NOK) | Q2 FY2026 — AI & Cloud Revenue Doubles, Orders Hit €2.8B as Nokia Recasts Itself as an Optical and Routing Supplier for AI Infrastructure
Nokia's biggest signal this quarter isn't +9% revenue — it's AI & Cloud doubling and orders reaching €2.8B. Management tapped the brakes itself: orders will be lumpy and half won't convert for 12+ months. The real bets are its in-house InP fab and AI-RAN.
2 days ago
Articles: Blog2
bottom of page