Nokia Oyj (NOK) Discusses Strategic Partnership and AI-Focused Investment with NVIDIA Transcript
Nokia Oyj (NYSE:NOK ) Discusses Strategic Partnership and AI-Focused Investment with NVIDIA October 28, 2025 3:30 PM EDT Company Participants David Mulholland - Head of Investor Relations Justin Hotard - President & CEO Marco Wiren - Chief Financial Officer Conference Call Participants Jakob Bluestone - BNP Paribas Exane, Research Division Janardan Menon - Jefferies LLC, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Sandeep Deshpande - JPMorgan Chase & Co, Research Division Richard Kramer - Arete Research Services LLP Didier Scemama - BofA Securities, Research Division Robert Sanders - Deutsche Bank AG, Research Division Felix Henriksson - Nordea Markets, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Terence Tsui - Morgan Stanley, Research Division Emil Immonen - DNB Carnegie, Research Division Fredrik Lithell - Handelsbanken Capital Markets AB, Research Division Presentation David Mulholland Head of Investor Relations Hello, ladies and gentlemen. Welcome to this call to discuss the investment and strategic partnership that was announced today between Nokia and NVIDIA.
Nvidia and Nokia Form $1 Billion Communications Pact
Nvidia is investing $1 billion in Nokia through a partnership with the Finnish tech company. The partnership, announced Tuesday (Oct. 28), involves the addition of Nvidia-powered, commercial grade artificial intelligence radio access network (AI-RAN) products into Nokia's RAN portfolio.
Nvidia Says It's Adding This Tech Company to Its Investment Portfolio. The Stocks Are Surging.
A vote of confidence from AI chipmaker Nvidia is sending shares of another tech company soaring Tuesday.
Nvidia Takes $1 Billion Stake in Nokia
The AI chip giant will have a 2.9% ownership stake in the Finnish telecom company.
Nokia's Q3 Earnings Beat Estimates on Healthy Top Line Growth
NOK's Q3 results beat estimates as strength in fixed and optical networks drove solid year-over-year revenue growth.
Ratings Upgrade: What To Do After Nokia Rises Nearly 10%
Nokia (NOK) shares surged ~10% after Q3 profits exceeded expectations, driven by strong AI and cloud demand in its Optical Network division. NOK posted 11.5% Y/Y revenue growth, with notable gains in cloud, 5G Core, and successful Infinera integration supporting future performance. Despite lower dividend appeal, NOK's strategic partnerships and robust order backlog position it for continued growth and network modernization.
'AI is a supercycle,' says Nokia CEO
Justin Hotard, CEO of Nokia, discusses the long-term prospects from AI following the release of the company's third-quarter earnings.
Nokia CEO compares AI surge to 1990s internet boom, but plays down bubble fears
Nokia's CEO Justin Hotard said artificial intelligence is driving a long-term growth trend that resembles the internet boom of the 1990s, but downplayed concerns about a potential bubble.
Nokia Powers Data Center Connectivity in Singapore: Stock to Gain?
Nokia Corporation NOK recently announced that Telin, a major telecommunication company in Singapore, has opted to deploy Nokia solutions to boost data center connectivity in Singapore. The city-state has become a key epicenter of the data center expansion in the Asia-Pacific region.
Nokia: Increasingly Attractive With New AI Partnerships
Nokia remains a Buy due to its low valuation, healthy financials, and growing AI-driven partnerships, despite recent volatility and guidance cuts. NOK's collaboration with Super Micro Computer and other tech leaders expands its AI data center exposure, positioning it for potential outsized growth. Recent financials show early signs of turnaround, with strong free cash flow, manageable debt, and segment growth driven by AI and 5G demand.
Nokia's Optical Solution Used by i4Networks for Data Center Interconnect
NOK's optical solutions power i4Networks' agile DCI services in the Netherlands, while new global deals expand its fiber and IP reach.
