u/mariotoldo

The numbers, confirmed by multiple sources:

Revenue: $1.67 billion, up 37% year-over-year (compared to $1.22 billion a year ago), exceeding the consensus estimate of $1.65 billion.

Adjusted earnings: $2.11 per share, well above the expected $1.74 (a 21.3% surprise) — and compared to just $0.67 a year ago, a jump of over 200%.

This marks the fourth consecutive time the company has beaten consensus expectations.

Full-year guidance: $6.37-$6.47 billion in revenue, higher than the previous estimate. Source: StockTitan, 3 hours ago

Nokia press release:

We are pleased to welcome Florian Roth to Nokia as our new Chief Information Officer.

Florian brings more than two decades of experience in technology, digital transformation and business innovation. He joins Nokia from SAP, where he most recently served as President and Global Head of Business Suite Service & Delivery, following his role as Chief Digital and Information Officer.

As CIO, he will lead Nokia's global IT strategy and digital transformation, leveraging technology, data and analytics to accelerate innovation, operational excellence and the next phase of growth.

Welcome to #TeamNokia, Florian.

📈 Net sales: +9% YoY (constant currency), led by Network Infrastructure

🚀 AI & Cloud order intake: €2.8 billion this quarter — nearly triple Q1's level

⚡ AI & Cloud net sales: +105% YoY

🔌 Optical Networks +20% | IP Networks +16% — the backbone of AI infrastructure demand keeps accelerating

💰 Comparable operating profit: €434M (+18% YoY), 9.0% margin

🎯 Full-year 2026 outlook reaffirmed: €2.1-2.6B comparable operating profit

🏗️ New U.S. optical manufacturing capacity (San Jose, Pennsylvania, Arizona) to support 2027-2028 demand

"We enter the second half with momentum and remain on track to deliver somewhat above the midpoint of our comparable operating profit guidance" — Justin Hotard, President and CEO

What on earth is going on with the stock price these weeks? It's in the green before Wall Street opens, and as soon as the market opens, it goes to hell.

https://www.telesemana.com/blog/2026/06/09/nokia-apuesta-por-la-proteccion-proactiva-frente-a-los-ataques-ddos-impulsados-por-ia/

LONDON, BERLIN, MADRID, and LISBON, Portugal, May 27, 2026 /PRNewswire/ -- Lightera and Nokia today announced a collaboration to expand the adoption of Optical LAN solutions for enterprises across Europe. Building on the success of the companies' partnership in other regions, the collaboration now extends into the European market.

Through this cooperation, Lightera will combine its expertise in passive optical infrastructure with Nokia's advanced PON technology to deliver high-performance Optical LAN solutions that help organizations modernize their connectivity infrastructure and prepare for the future.

Based on advanced fiber technology, Optical LAN delivers higher speeds, enhanced security, and improved reliability. Globally, Lightera has already deployed Optical LAN solutions for enterprise customers across sectors including hospitality, education, manufacturing, healthcare, and retail.

Also known as Passive Optical LAN (POL), this architecture replaces traditional copper- and switch-based networks with a more scalable, future-ready solution, offering reduced energy consumption, greater security, increased scalability, and up to 50% lower total cost of ownership.

Under the collaboration, Lightera will integrate its passive optical infrastructure solutions with Nokia's GPON, XGS-PON, and 25G-PON technologies. The companies' integrated solution will include end-to-end support services such as pre-sales consulting, start-up services, and 24x7 technical support and training.

By working with its ecosystem of integrators and channel partners, Lightera aims to accelerate the adoption of Optical LAN across Europe and provide enterprises with a more efficient and sustainable alternative to traditional network architectures.

"Optical LAN is a natural extension of our strategy to deliver high-performance, scalable connectivity solutions for enterprise environments," said Edmond Ayvazian, Business Developer at Lightera. "As AI-driven applications continue to increase network demands, organizations require infrastructure that can support higher bandwidth, lower latency, and greater reliability. Our collaboration with Nokia brings together passive infrastructure and advanced PON technologies to meet these evolving needs."

"As AI-driven workloads continue to reshape network requirements, enterprises need infrastructure built for a new era of secure, deterministic, and efficient connectivity. This is an architectural shift, not simply a technology refresh," said Sylvain Rajaud, Vice President, Head of Partner Sales Management, Europe at Nokia. "Through our collaboration with Lightera, we are bringing advanced fiber technology together with strong infrastructure expertise to help organizations across Europe modernize their LAN environments with solutions that are scalable, trusted, and ready for future digital demands."

On April 16, Nokia and Cinia partnered to launch an advanced Distributed Denial of Service/DDoS protection solution designed to secure Finland’s critical national infrastructure. Through a new managed security service provider/MSSP model, Cinia will provide 24/7 fully managed defense using Nokia’s network-embedded detection and mitigation technology.

This collaboration aims to protect essential services, including international submarine cable systems, against the increasing complexity of modern cyber threats. The core of the solution is the Nokia (NYSE:NOK) Deepfield Defender, which uses AI-driven analytics and network-wide telemetry to identify and neutralize attacks in real-time. By correlating IP flow data with broader internet context via Deepfield Genome, the system offers high-fidelity visibility into potential botnet activity and other volumetric threats.

This integration allows Cinia to maintain service continuity and network reliability for the Finnish digital economy while providing more informed capacity planning and faster anomaly identification. Jukka-Pekka Lithovius of Cinia noted that using their Security Operations Center alongside Nokia’s technology ensures market-leading protection as the threat landscape evolves.