Reuters TechnologyCodex · 实盘不做把握 5/10
北京时间·🕒 发布 12:59:36时区推断·⟳ 抓取 18:17:42·⚡ 决策 07-23 18:24:22 +6m40s·95.9 天前
诺基亚二季度利润超预期并上调全年可比经营利润指引
可比经营利润同比增长18%至4.34亿欧元，高于LSEG一致预期3.82亿欧元。
📄 原文Reuters Technology↗ 原文
Nokia (NOKIA.HE) reported a bigger than expected rise in its quarterly comparable operating profit on Thursday, as the…
不做 诺基亚（NOKIA.HE）
定期财报虽正面，但主标的是欧洲大盘电信设备商，超预期幅度和指引上修不足以形成明确短线edge；不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 可比经营利润同比增长18%至4.34亿欧元，高于LSEG一致预期3.82亿欧元。
- AI与云客户净销售额翻倍至4.46亿欧元，新订单达28亿欧元，公司将全年可比经营利润指引从20亿-25亿欧元上调至21亿-26亿欧元。
主要风险
- 这是欧洲大盘电信设备商的定期财报催化，业绩超预期幅度和指引上修相对市值弹性有限，且路透披露时本地交易时段已可即时反应。
- 内存涨价仍压制设备商成本，同行爱立信已提示类似压力。
工具调用 · 历史记录,结果未知(2 种)
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- stock_quote · 结果未知
原文全文
展开原文 · 1,840 字
Nokia (NOKIA.HE) reported a bigger than expected rise in its quarterly comparable operating profit on Thursday, as the Finnish telecom gear maker got a boost from artificial intelligence and cloud customers, and expects the growth to continue.
Comparable operating profit jumped 18% to 434 million euros ($496.11 million) in the second quarter of 2026. That was above the average estimate of 382 million euros from analysts polled by LSEG.
Nokia has been shifting its focus to selling fibre-optic equipment to big tech companies building AI data centres. The company, however, was not immune to the sudden increase in memory chip prices due to AI companies cornering the market and impacting telecom equipment makers.
"Demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders," CEO Justin Hotard said in a statement.
Since joining Nokia last year, Hotard, who came from leading Intel's Data Center & AI Group, has focused on expanding the Finnish group's data centre business. He even made a billion-dollar deal with chipmaker Nvidia (NVDA.O) .
Comparable net sales reached 4.82 billion euros in the quarter, above market estimates. The Espoo, Finland-based group said net sales from AI and cloud customers doubled in the quarter to 446 million euros, as it booked 2.8 billion euros in new orders.
Rival Swedish telecoms equipment maker Ericsson (ERICb.ST) warned last week that it was under pressure from rising memory chip costs driven by surging AI demand, fanning investor worries that margins would be hit and sending its shares tumbling.
Nokia, however, increased its full-year comparable operating profit guidance range to between 2.1 billion euros and 2.6 billion, from 2 billion euros and 2.5 billion euros.
($1 = 0.8748 euros)
Comparable operating profit jumped 18% to 434 million euros ($496.11 million) in the second quarter of 2026. That was above the average estimate of 382 million euros from analysts polled by LSEG.
Nokia has been shifting its focus to selling fibre-optic equipment to big tech companies building AI data centres. The company, however, was not immune to the sudden increase in memory chip prices due to AI companies cornering the market and impacting telecom equipment makers.
"Demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders," CEO Justin Hotard said in a statement.
Since joining Nokia last year, Hotard, who came from leading Intel's Data Center & AI Group, has focused on expanding the Finnish group's data centre business. He even made a billion-dollar deal with chipmaker Nvidia (NVDA.O) .
Comparable net sales reached 4.82 billion euros in the quarter, above market estimates. The Espoo, Finland-based group said net sales from AI and cloud customers doubled in the quarter to 446 million euros, as it booked 2.8 billion euros in new orders.
Rival Swedish telecoms equipment maker Ericsson (ERICb.ST) warned last week that it was under pressure from rising memory chip costs driven by surging AI demand, fanning investor worries that margins would be hit and sending its shares tumbling.
Nokia, however, increased its full-year comparable operating profit guidance range to between 2.1 billion euros and 2.6 billion, from 2 billion euros and 2.5 billion euros.
($1 = 0.8748 euros)
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