reports
- Blair Levin
T’s 4.9 Spectrum Win Faces Court Challenge
In October 2024, the FCC, without dissent, provided T a major spectrum win by providing the FirstNet Authority —and therefore as a practical matter, T-- 50MHz of spectrum in the 4.9 band. A coalition of various public safety and critical infrastructure enterprises, supported by VZ and TMUS, have challenged the FCC decision in court. Next Monday, the U.S. Court of Appeals for the D.C. Circuit will hear arguments related to the challenge. In this note, we preview that argument.
Monolithic Power Systems Inc: 1 director
A director at Monolithic Power Systems Inc sold 35,000 shares at 879.356USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
- Blair Levin
Can VZ Reduce Churn and Improve Performance with a Delete, Delete, Del...
A big issue affecting all mobile carriers is churn. One way to reduce churn is by creating friction for customers seeking to change carriers in transferring their phone to a different carrier. VZ, due to a 2007 commitment, is at a disadvantage relative to T and TMUS. VZ is seeking to change that rule, arguing that the rule not only creates an unfair playing field but also increases its costs and creates opportunities for fraud. In this note, we describe the current state of play for whether VZ...
- Ben Harwood
- Pierre FerraguÊ
Nokia and NestAI announce strategic partnership and NestAI raises €100...
Nokia and NestAI announce strategic partnership and NestAI raises €100m to accelerate physical AI innovation Press ReleaseNokia and NestAI announce strategic partnership and NestAI raises €100m to accelerate physical AI innovation Nokia and NestAI form a strategic partnership to drive innovation in AI-powered defense and critical infrastructure solutions. In addition, Nokia and Tesi (Finnish Industry Investment Ltd) invest in NestAI, with the combined value of the investments being €100 million. 20 November 2025Espoo, Finland – Nokia and NestAI today announced a strategic partnership to a...
Nokia ja NestAI julkistavat strategisen kumppanuuden ja NestAI kerää 1...
Nokia ja NestAI julkistavat strategisen kumppanuuden ja NestAI kerää 100 miljoonan euron rahoituksen fyysisen tekoälyn kehityksen vauhdittamiseksi Press ReleaseNokia ja NestAI julkistavat strategisen kumppanuuden ja NestAI kerää 100 miljoonan euron rahoituksen fyysisen tekoälyn kehityksen vauhdittamiseksi Nokia ja NestAI muodostavat strategisen kumppanuuden vauhdittaakseen innovaatioita tekoälypohjaisissa puolustus- ja kriittisen infrastruktuurin ratkaisuissa. Lisäksi Nokia ja Tesi (Suomen Teollisuussijoitus Oy) investoivat NestAI:hin yhteensä 100 miljoonaa euroa. 20.11.2025 Espoo, Suom...
- Farid Bitari
- Nicolas David
ENX EURONEXT NV
BNP BNP PARIBAS SA CLASS A
ZURN ZURICH INSURANCE GROUP LTD
LSEG LONDON STOCK EXCHANGE GROUP PLC
NOKIA NOKIA OYJ
ISP INTESA SANPAOLO S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ALG ALLEGRO.EU SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ZAB ZABKA GROUP
- Farid Bitari
- Nicolas David
ENX EURONEXT NV
BNP BNP PARIBAS SA CLASS A
ZURN ZURICH INSURANCE GROUP LTD
LSEG LONDON STOCK EXCHANGE GROUP PLC
NOKIA NOKIA OYJ
ISP INTESA SANPAOLO S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ALG ALLEGRO.EU SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ZAB ZABKA GROUP
- Alvaro del Pozo
- Maissa Keskes
- Stephane Houri
- Maissa Keskes
- Stephane Houri
- Research Department
INFORME DIARIO 20 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: BNP PARIBAS, NOKIA. Respiro en los mercados Las bolsas europeas cerraron ayer con avances tras varios días de caídas, apoyadas también por rumores de una posible oferta de paz a Ucrania acordada entre EE.UU. y Rusia. Con las dudas sobre la IA, el protagonismo recayó en Nvidia que, con el mercado cerrado, presentó resultados mejores de lo esperado y mejoró las guías para el 4T. En el STOXX 600, todos los sectores menos Telecomunicaciones, Utilities ...
- ABGSC Telecom Equipment Research
- Daniel Thorsson
- Simon Granath
- Alvaro del Pozo
- ABGSC Telecom Equipment Research
- Daniel Thorsson
- Simon Granath
Nokia announces new strategy, evolution of its operating model, new lo...
Nokia announces new strategy, evolution of its operating model, new long-term financial target, strategic KPIs and changes to its Group Leadership Team Nokia CorporationStock Exchange Release19 November 2025 at 13:00 EETNokia announces new strategy, evolution of its operating model, new long-term financial target, strategic KPIs and changes to its Group Leadership Team Espoo, Finland – Nokia is holding its Capital Markets Day 2025 today and announcing its strategy to position itself to lead in the AI-driven transformation of networks and capture the value of the AI supercycle. Nokia also a...
Nokia julkistaa uuden strategian ja päivitetyn toimintamallin, uuden p...
Nokia julkistaa uuden strategian ja päivitetyn toimintamallin, uuden pitkän aikavälin taloudellisen tavoitteen ja strategiset mittarit sekä muutoksia johtoryhmän kokoonpanossa Nokia OyjPörssitiedote19.11.2025 klo 13.00Nokia julkistaa uuden strategian ja päivitetyn toimintamallin, uuden pitkän aikavälin taloudellisen tavoitteen ja strategiset mittarit sekä muutoksia johtoryhmän kokoonpanossa Espoo – Nokia järjestää tänään vuoden 2025 pääomamarkkinapäivän, jossa se julkistaa uuden strategiansa, joka asemoi yhtiön johtamaan tekoälyn aikakauden tuomaa verkkojen murrosta. Lisäksi Nokia julkista...
- Bruno Cavalier
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
- Thomas Zlowodzki
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ALV ALLIANZ SE
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WPP WPP PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SAP SAP SE
SIGN SIG COMBIBLOC GROUP LTD
ENR SIEMENS ENERGY AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ZGN ERMENEGILDO ZEGNA NV
H2O HIDROELECTRICA S.A.
- Bruno Cavalier
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
- Thomas Zlowodzki
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ALV ALLIANZ SE
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WPP WPP PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SAP SAP SE
SIGN SIG COMBIBLOC GROUP LTD
ENR SIEMENS ENERGY AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ZGN ERMENEGILDO ZEGNA NV
H2O HIDROELECTRICA S.A.
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