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Nokia UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Network infrastructure strategy and AI opportunities
Focus on IP switching and optical networking, with aggressive integration of Infinera to boost competitiveness in AI and cloud markets.
Guidance of 10%-12% growth in IP and optical, with longer-term benefits expected for access networks as AI applications expand.
Differentiation through vertically integrated manufacturing, from photonic semiconductors to control software.
Conservative growth guidance reflects discipline in fixed networks, market exposure, and late entry into 800G technology.
Emphasis on measured, achievable targets to improve predictability and execution track record.
Capital allocation and customer focus
Continued investment in telcos and mission-critical enterprises, while increasing focus on hyperscalers and AI/cloud opportunities.
Early sovereign cloud opportunities outside the U.S. are often with telco customers, with roadmaps converging between telco and cloud.
Capital allocation aims to support both innovation for telcos and growth in new technology segments.
Backlog, market momentum, and KPIs
Backlog consists of multiple customers, with longer-duration optical orders reflecting industry demand and supply chain needs.
Focus on growing orders and revenue as primary KPIs, rather than customer announcements.
NI growth limits despite AI demand
Value capture in AI RAN with NVIDIA
Mobile 2028 profit drivers
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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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