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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


elisa-oyj-inside-information-elisa-accelerates-strategy-execution-with-transformation-programme-to-achieve-eur-40m-annual-cost-savings

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Elisa is active in the telecom industry. The company offers services within communication with a focus on solutions that involve fixed telephony, mobile, and internet services. The customers are found among private individuals, corporate customers, and public organizations. The largest activity is in the Finnish and Baltic markets. In addition to the main business, the company also offers various digitization services, mainly to its larger corporate customers.

You see, the way it works is that only new subscriptions get those cheaper prices, while old ones are allowed to continue with their current exorbitant prices. Go to a shopping center with several stores, switch your subscription to a new operator for a new price, then walk a couple of meters and switch back to your old operator for a better price. On the corporate side, there’s a chilling atmosphere right now; costs are being cut everywhere. This is not good for Elisa, as everyone is doing the same everywhere at the same time. Price competition is fierce on the consumer side, and the fact that Elisa has had 11 restructuring talks this year is no surprise; results will drop sharply next year. Will the dividend also drop? Time will tell, but it doesn’t look good.

Not everyone gets such good deals, here’s the secret “offer” I got:

I can personally give a purchase recommendation for a new subscription - why not from Elisa, for example   So, put the competitor’s subscription here: See secret offer - Elisa - Online Store and you will get the following:

This analysis would be interesting to read, so Goldman Sachs is still quite bullish on Elisa, and I understand they also favor other Nordic telecommunication companies. Andrew Lee seems to be the analyst, if anyone wants to get in touch  . From Kauppalehti’s flash news: Goldman Sachs lowers Elisa’s target price to EUR 60.00 (previously EUR 62.00), reiterates buy recommendation.

Follow an irresponsible, amateur-level stream of narrative, so continuing to read this message is not recommended under any circumstances. Certainly, at the bulk level of the subscription business, there will be pressure on results in the coming years (not just 2026), as competition has become fiercely brutal during 2025. This is, of course, to the benefit of consumers, but pricing is possibly returning closer to a decade ago – without accounting for inflation. This is by no means an idyllic situation for the business, as money wasn’t raked in like Nvidia or the weight-loss drug business even before. Consequently, efficiency in all its forms plays a massive role so that the bulk business doesn’t end up at a loss. Finnish operators have indeed adhered to this discipline well; they haven’t rested on their laurels. I would argue that Telia, DNA, and Elisa have survived such storms, technological changes, and competitive bidding from each other that only exceptionally high-quality companies could have made it through. The only bigger question for me in the bulk business is how good satellite connectivity will ultimately become. As I understand it, in Europe, mainly Vodafone is among the first to invest in satellite ventures. Can a sufficiently stable connection come solely via satellites in the future, or will satellites + base stations start cooperating? But this development curve is likely a decade away in any case. Additional services (cybersecurity, mobile ID, etc.) are probably what can differentiate operators from at least virtual competitors in the coming years, and the margin on additional services is likely better. This can partly make up for the loss in the core business, but probably not entirely. However, new virtual operators cannot build a sufficiently extensive customer service network due to their cost structure, and thus “legacy” operators may continue to maintain a slightly higher price level. After all, Moi, for example, has been on the market for a long time offering cheaper subscriptions, and legacy operators have survived that quite well. In principle, both a super cheap operator and a slightly more expensive comprehensive mobile company can operate and survive simultaneously in the market. The fiber optic market is expected to be a buyer’s market, and it will be interesting to see which fiber optic company ultimately ends up with which operator. The value of base station infrastructure itself should primarily rise as even new virtual operators lease existing ones. A new operator will never build a new nationwide base station network in Finland. And of course, Elisa also has other initiatives regarding software development around the world (which I admit I’m not sufficiently familiar with). However, even in Finland, 100 “AI experts” were hired earlier this year, and it will be interesting to see what they achieve in the coming years. To my understanding, other Finnish operators have not invested in AI on the same scale but are adopting it more calmly and conservatively. Then there’s that one potential dark horse, the home battery reserve, which could be a massive thing if successful. Good things have mainly been heard about that experiment, based on hearsay; Elisa has a reputation as a reliable operator. The home battery market is very much in its infancy, but already, some rogue players are dropping out of the game in the early stages. As battery prices fall, Elisa should also be able to offer batteries on better terms than currently. And when the operation is large enough, in Finland’s “lucky electricity” situation, a well-distributed, nationwide energy storage system might rise to incalculable value – even if the price of electricity itself doesn’t rise. Nuclear power plants, however, take a decade or two to complete, and that is a golden age for reliable reserve balancing. Thanks to the combination of “lucky electricity” and stable electricity demand. (I genuinely support solar and wind power, but Finland is becoming too dependent on them to claim to be truly independent in the electricity market during winter frosts. But that’s another story.) Of course, the China risk must also be highlighted in the home battery business. Oh, for crying out loud, why can’t Europe find its own independent battery expertise on a large scale? In a way, I think about Elisa similarly to Kesko regarding the grocery trade. The mobile side will remain a relatively stable cash cow in the future, on which other initiatives can be built, from which the potential real growth will come. In Finland, however, the physical number of relevant subscriptions cannot grow no matter how much statistics are manipulated; instead, existing customers will jump from one company to another in pursuit of offers (or whatever random annoyance). I have mainly watched from the sidelines as Elisa’s valuations exceeded €45 earlier this year. Now I have finally been able to start building my own portfolio little by little. The intention is to potentially raise it to one of the larger holdings over time, but without haste. Therefore, I would favorably accept an even longer-term drop in the share price without the overall story changing significantly. But then we shall see.

And I can’t really call Elisa’s stock expensive, as I’ve bought a few shares myself again. But let’s just say that two years ago, grabbing the stock at a price of 40 euros felt like a greater opportunity than buying it at today’s price. If the stock’s return relies solely on a 6% dividend yield, and even that is generated by the company distributing practically all its earnings, I don’t know if that return can be considered very large. As for subscriptions, list prices are list prices. Consumers have widely learned that it’s worth comparing subscription prices regularly, so the prices return to the level of a couple of years ago, and additionally, a few days’ grocery bill can be covered with a bonus gift card. But if subscription offers are now clearly better and the bonuses more generous than ever in recent years, it should make shareholders think. I do believe that at some point, the competition will calm down a bit again, as overly fierce competition is not in any operator’s interest. But the longer consumers are offered those cheap subscriptions for the next year, the more it will show on the bottom line. And as the previous writer noted, there’s a high hurdle to get, say, an additional 8 euros in monthly billing after a fixed term without the consumer comparing their subscription again.

I’m not entirely sure what prices you are referring to. Based on the discussion forum below, for example, with the prices you mentioned, you can probably get any subscription, and a 4G subscription is very often close to ten euros for the first year with any operator. Operator Campaigns | Page 486 | Matkapuhelinfoorumi - The Most Popular Mobile Phone Forum Here I’m wondering if it’s even possible that new sales prices would suddenly jump up by about 8 euros overnight with all operators (which would be the level we were at before the heated competition in the autumn). I’m afraid there’s a possibility that Elisa’s share price of 37-38 euros might also be too high.

Elisa

ELISA INSIDE INFORMATION 23 OCTOBER 2025 AT 8:25 AM (EEST)Elisa is launching a transformation programme to simplify its operations and increase productivity, in line with the strategy of Faster...

<div class="abstract">ELISA INSIDE INFORMATION 23 OCTOBER 2025 AT 8:25 AM (EEST)</div>Elisa is launching a transformation programme to simplify its operations and increase productivity, in line with the strategy of Faster Profitable Growth presented at the Capital Markets Day in March 2025. "This programme is designed to accelerate the execution of our growth strategy, and to increase our agility and speed of operations, while simultaneously taking swift action to improve our competitiveness in the current market environment. The actions we are taking will ensure that we achieve our medium-term revenue and EBITDA targets", says Elisa's CEO, Topi Manner.The programme aims to achieve annual cost savings of approximately EUR&nbsp;40&nbsp;million, and majority is estimated to begin from the first quarter of 2026.In line with the transformation programme Elisa is planning organisational streamlining and process optimisation, which may lead to personnel reductions. The transformation programme also includes reductions of outsourced services and procurement efficiency improvements. The related change planning negotiations in Finland, and similar processes in other operating countries, will be initiated according to local practices. The planned changes may lead to a reduction of approximately up to 450 positions, of which up to 400 in Finland. The change planning negotiations are expected to be completed by the end of the year. Elisa's Q3 Interim Report 2025Elisa will publish its Q3 2025 Interim Report today, 23&nbsp;October 2025 at approximately 8:30&nbsp;am EEST (6:30&nbsp;am UK time). An international conference call for analysts and investors will be held on the same day at 12:00&nbsp;noon EEST.&nbsp;ELISA CORPORATIONVesa Sahivirta IR Director tel. +358 50 520 5555Distribution:Nasdaq Helsinki Principal media elisa.com<div></div>