Nokia's Optical Bet Takes Shape as China Retreat and Index Return Collide - ad-hoc-news.de
Article excerpt
Highlighted: the sentence this signal was extracted from
Nokia shares climbed 4.7% to EUR 9.03 today, a rebound that lands squarely between two competing narratives: a painful withdrawal from mainland China and a fast-growing position in the optical plumbing that AI data centers depend on. The advance follows a bruising stretch earlier in the week, when media reports of a broad retreat from mainland China triggered heavy selling. That retreat is no small matter. Nokia's mainland China revenue has collapsed by more than 58% since 2018, settling at roughly EUR 913 million last year, and the company's Hangzhou research center - home to about 1,600 engineers - now faces a phased wind-down through December. Against that backdrop, the Finnish vendor has been busy demonstrating that its networking hardware is anything but legacy. Infrastructure provider Telxius is deploying Nokia's pluggable 800G optical components to expand global network capacity and efficiency - a straightforward response to a straightforward problem: international traffic keeps rising, and operators cannot afford to let operating costs rise with it. The optical business is already delivering. Nokia's Optical Networks unit posted a 20% year-on-year revenue increase in the second quarter of 2026, while orders for AI and cloud solutions totaled EUR 2.8 billion over the same period. Roughly half of that pipeline is expected to convert into revenue within twelve months...
Keep reading with a free account
The rest of this article, and every signal for Nokia, is in your free account.
