contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
      id
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    pageUrl
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nokia-edelleen-markkinaykkonen-operaattoreiden-ohjelmisto-ja-palvelumarkkinalla

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Toimitusjohtaja

Mikael Rautanen

Nokia on vuonna 1865 perustettu globaali suomalainen tietoliikennealalla toimiva yhtiö, jonka liiketoimintoihin lukeutuu teknologiakehitys ja sen lisensointi. Nokia kuuluu alansa suurimpiin yrityksiin ruotsalaisen Ericssonin ja kiinalaisen Huawein rinnalla. Nokia toimii lähes jokaisella mantereella ja sillä on maailmanlaajuinen johtoasema mobiili- ja kiinteiden verkkojen infrastruktuurissa.

PhoneArena              Nokia's published timeline reveals when commercial 6G service will begin    Nokia and Ericsson say that AI and machine learning will have a huge part in the upcoming 6G standard.

RCR Wireless News – 18 Jun 25              Nokia intros AI telco ‘fabric’ with Google Cloud, tests enterprise APIs with...    Nokia has launched telco-trained AI models, built with Google Cloud, to enable agentic 5G automation; it has also signed with Telstra to run network-as-code for developers.

Sijoitusyhtiö Investor osti 13. kesäkuuta 6 miljoonaa B-osaketta televiestintätoimittaja Ericssonista.                   placera.se              Investor köper aktier i Ericsson för 480 miljoner kronor | Placera.se    Investmentbolaget Investor har den 13 juni köpt 6 miljoner B-aktier i telekomleverantören Ericsson.

Ako capital oli nostanut shorttiaan 12.6 +0,11%-yks eli reilut 6m lappua    eli oletettavasti on kaupat tehty 11.6 ennen dippiä ?

Lightwave – 16 Jun 25              Nokia sees more cable operators pivoting to fiber    Cable sees an opportunity to go directly to 25G and beyond in response to the telco’s ongoing fiber drive.

Ihan mielenkiintoinen exit. Jotain vaikutusta tällä voisi olla alan kilpailutusdynamiikkaan, mutta näin pienen toimijan poistuminen ei suuria mullistuksia tuone mukanaan.

Mavenir boss regrets open RAN ‘bet’ in U-turn after financial rescue Any lingering hopes that Mavenir could establish itself as a competitive US manufacturer of radio units for the world’s 5G networks have been quickly extinguished. In a dramatic but not totally unexpected move, the company is to quit hardware production after struggling to land contracts in a radio access network (RAN) market still dominated by Ericsson, Huawei and Nokia. “The only wrong thing we did was to bet on open RAN in a heavy way,” Mavenir CEO Pardeep Kohli said on a call with Light Reading. The strategic pivot returns Mavenir to its software roots and accompanies a refinancing of the formerly debt-ridden vendor. Talks it recently held with Middle Eastern investors about an injection of funds ultimately proved fruitless. Mavenir, which previously had about $1.3 billion in debt, has instead carried out a debt-for-equity swap with current lenders in a transaction that dilutes the stakes of Siris, still its majority owner, and other shareholders such as Koch, Intel and Nvidia. New financing leaves it with a net debt position of $300 million, said Kohli. Like others, Mavenir saw open RAN – which allows telcos to combine parts from different vendors more easily – as an opportunity to break into a market that generated product revenues of about $45 billion in 2022, according to data from Omdia, a Light Reading sister company. But Mavenir’s expansion into hardware was followed by a sharp downturn as telcos cut spending on RAN products by $5 billion in 2023 and another $5 billion last year, according to Omdia’s data. In that environment, telcos have largely stuck with existing suppliers and continued to buy all the products for any site from the same company. Under its revised strategy, Mavenir will also continue to develop software for RAN compute or “baseband,” its original RAN focus before it entered the hardware sector. According to Omdia’s data, this part of the business was responsible for about 30% of total revenues in 2023, or $12 billion. Yet Dell’Oro, another analyst firm, expects multivendor open RAN deployments – where an operator pairs one vendor’s RAN compute products with another supplier’s radios – to account for just 5% to 10% of total RAN revenues in 2028. Without sector growth between now and then, Mavenir could be looking at an addressable RAN compute market worth no more than $1.05 billion in sales. The decision to exit RAN hardware will not have a massive impact on revenues at Mavenir, which generates 80% to 90% of its sales in the market for core network software. But it should make a big difference to margins, which have inevitably suffered with the push into the less profitable hardware sector. Yet the RAN businesses of Ericsson and Nokia together spend about $5 billion each year on R&D. And matching them on inventory has been impossible for Mavenir, Kohli acknowledges. “Our main issue was the working capital inventory,” he said. “Ericsson and Nokia carry about $4 billion of inventory from month to month, and we don’t have predictable demand.” Given forecasts about open RAN adoption, the retreat from RAN hardware means the biggest opportunity for Mavenir is likely to be the mobile core market, previously estimated by Dell’Oro to be worth about $8 billion in annual sales. Mavenir has clearly enjoyed more success in that software-only business area than it has in the RAN sector, and it says the just-announced transaction will aid future investment in mobile core product development. Regardless, the latest news about Mavenir marks a further setback for open RAN. The original promise was all about supplier diversification. https://www.lightreading.com/open-ran/mavenir-boss-regrets-open-ran-bet-in-u-turn-after-financial-rescue

Nokia

Erikson on viestintätekniikan parissa toimiva yritys. Tänä päivänä yritys kehittää ohjelmistoja ja IT-infrastruktuureja mobiili-, laajakaista- ja pilvipalveluille, sekä niihin liittyviä teknisiä palveluita. Ericssonilla on asiakkaita mm. verkkokauppayhtiöitä, tietotekniikkayhtiöitä sekä viestintäteollisuuden yhtiöitä. Ericsson perustettiin Ruotsissa jo vuonna 1876, ja sen pääkonttori sijaitsee nykyään Tukholmassa.

Ericsson

Markkinatutkimusyhtiö Analysys Mason arvioi tuoreessa raportissaan Nokian olleen vuonna 2019 jälleen teleoperaattoreiden ohjelmisto- ja palvelumarkkinan suurin toimija. Globaali teleoperaattoreiden...

Markkinatutkimusyhtiö Analysys Mason arvioi tuoreessa raportissaan Nokian olleen vuonna 2019 jälleen teleoperaattoreiden ohjelmisto- ja palvelumarkkinan suurin toimija. Globaali teleoperaattoreiden ohjelmisto- ja palvelumarkkina kasvoi viime vuonna 1 %:n 66,9 miljardiin dollariin ja Nokian osuus markkinasta oli 4,5 miljardia dollaria. Kilpailu fragmentoituneella markkinalla on tasaväkistä ja TOP5-toimijat ovat kaikki 5-7 % markkinaosuuden tasolla. Nokian ohella suuria toimijoita ovat muun muassa Ericsson, Huawei, Amdocs ja Oracle. Markkinasta peräti kaksi kolmasosaa koostuu piennemmistä yrityksistä TOP5-toimijoiden jälkeen. Markkinasta 43 % on tuoteliiketoimintaa ja 58 % palveluliiketoimintaa. Itsenäisen ohjelmistoliiketoiminnan rakentaminen on yksi Nokian strategian kulmakivi, missä yhtiö on viime vuosina onnistunut varsin hyvin. Mielestämme tämä pirstaloitunut ja rakenteellisesti kasvava osa verkkomarkkinaa on yksi kiinnostavimpia arvonluontimahdollisuuksia Nokialle pitkällä aikavälillä, minkä takia odotamme tämän alueen säilyvän strategian keskiössä. Kirjoitimme aiemmin keväällä <a href="https://www.inderes.fi/fi/miten-nokia-voisi-luoda-itsensa-uudelleen">skenaariosta</a>, jossa Nokia keskittyisi puhtaasti sen ohjelmisto- ja lisensointiliiketoimintaan.

Nokia edelleen markkinaykkönen operaattoreiden ohjelmisto- ja palvelumarkkinalla

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