reports
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
VINCI: Disclosure of transactions in on shares from December 08th to D...
VINCI: Disclosure of transactions in on shares from December 08th to December 12th,2025 Nanterre, December 15th, 2025 Disclosure of transactions in on shares from December 08th to December 12th,2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th, 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from December 08th to December 12th,2025: I - Aggregate prese...
VINCI : Déclaration des transactions sur actions propres Du 08 Décembr...
VINCI : Déclaration des transactions sur actions propres Du 08 Décembre au 12 Décembre 2025 Nanterre, le 15 décembre 2025 Déclaration des transactions sur actions propres Du 08 Décembre au 12 Décembre 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 08 Décembre au 12 Décembre 2025 : I - Présentation agrégée par jour et par marché Nom...
VINCI Autoroutes and VINCI Airports traffic in November 2025
VINCI Autoroutes and VINCI Airports traffic in November 2025 Nanterre, 16 December 2025 VINCI Autoroutes and VINCI Airports traffic in November 2025 I- Change in VINCI Autoroutes’ intercity networks traffic NovemberYTD at the end of November (11 months) % change 2025/2024% change 2025/2024VINCI Autoroutes−3.4%+1.1% Light vehicles−3.7%+1.2% Heavy vehicles−1.6%+0.5% In November, the decline in traffic at VINCI Autoroutes was due to a different positioning of public holidays compared with last year*. Despite this unfavourable calendar effect, traffic has risen by 1.1% since the sta...
Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025
Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025 Nanterre, le 16 décembre 2025 Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025 I- Évolution du trafic des réseaux interurbains de VINCI Autoroutes NovembreCumul à fin novembre(11 mois) % Variation 2025/2024% Variation 2025/2024VINCI Autoroutes−3,4 %+1,1 % Véhicules légers−3,7 %+1,2 % Poids lourds−1,6 %+0,5 % En novembre, le recul du trafic de VINCI Autoroutes est la conséquence d’un positionnement des jours fériés différent de celui de l’année dernière*. Malgré cet effet calendaire défavorable, le...
Demands of AI supercycle spur cross-industry consensus to evolve US an...
Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study Press Release Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study New research commissioned by Nokia surveying more than 2,000 technology and business decision-makers in the U.S. and Europe shows strong demand for AI solutions – and a clear industry consensus that connectivity and network infrastructure must evolve to support the next wave of AI growth.In the U.S., 88% of telecommunications providers and enter...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. sold 1,000 shares at 17.700EUR and the significance rating of the trade was 51/100. 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 years clearly s...
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Correction: Changes in Nokia Corporation's own shares
Correction: Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release11 December 2025 at 16:30 EETCorrection: Changes in Nokia Corporation's own shares Espoo, Finland – the stock exchange release of Nokia Corporation titled “Changes in Nokia Corporation’s Own Shares” published on 9 December 2025 incorrectly stated that the number of own shares held by Nokia Corporation following the transfer was 149 246 864. The correct number is 148 246 864. The corrected stock exchange release in its entirety can be found below. Espoo, Finland – A total of 1 020 316 Nokia share...
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote11.12.2025 klo 16.30Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia Oyj:n 9.12.2025 julkaisemassa pörssitiedotteessa Muutokset Nokia Oyj:n omien osakkeiden omistuksessa oli virheellisesti ilmoitettu yhtiön hallussa olevien omien osakkeiden määräksi luovutusten jälkeen 149 246 864. Oikea määrä on 148 246 864. Korjattu tiedote on kokonaisuudessaan alla. Espoo – Nokia on tänään luovuttanut 1 020 316 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituks...
- ABGSC Telecom Equipment Research
- Simon Granath
- Research Department
INFORME DIARIO 11 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, INDRA, NATURGY. EUROPA: MUNICH RE. La FED cumple con el recorte de tipos Con el Ibex manteniéndose cerca de sus máximos las bolsas europeas continuaron una jornada más con cierta indefinición a la espera de catalizadores. En el STOXX 600, los mejores sectores fueron R. Básicos y Bancos mientras que Autos y Construcción (afectado por la rebaja de recomendación a Vinci por parte de una casa de análisis) fueron los que más cayeron. Por el lado m...
VINCI: Disclosure of transactions in on shares from December 01st to D...
VINCI: Disclosure of transactions in on shares from December 01st to December 05th,2025 Nanterre, December 08th, 2025 Disclosure of transactions in on shares from December 01st to December 05th,2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th, 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from December 01st to December 05th,2025: I - Aggregate prese...
VINCI : Déclaration des transactions sur actions propres Du 01 Décembr...
VINCI : Déclaration des transactions sur actions propres Du 01 Décembre au 05 Décembre 2025 Nanterre, le 08 décembre 2025 Déclaration des transactions sur actions propres Du 01 Décembre au 05 Décembre 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 01 Décembre au 05 Décembre 2025 : I - Présentation agrégée par jour et par marché Nom...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release9 December 2025 at 17:00 EETChanges in Nokia Corporation's own shares Espoo, Finland – A total of 1 020 316 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 22 November 2024. The number of own sh...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote9.12.2025 klo 17.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 1 020 316 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 22.11.2024 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakk...
Nokia partners with Bharti Airtel to unlock 5G capabilities for develo...
Nokia partners with Bharti Airtel to unlock 5G capabilities for developers and enterprises via network APIs Nokia partners with Bharti Airtel to unlock 5G capabilities for developers and enterprises via network APIs Partnership enables third-party developers to leverage Airtel's pan-India network assets through Nokia’s Network as Code platform. 4 December 2025Espoo, Finland – Nokia today announced a collaboration with Bharti Airtel to make the operator's network capabilities available to third-party developers through Nokia's . This strategic partnership will provide developers and enterp...
Nokia and du set new benchmark in 5G innovation with autonomous networ...
Nokia and du set new benchmark in 5G innovation with autonomous network slicing in industry first Nokia and du set new benchmark in 5G innovation with autonomous network slicing in industry first Collaboration delivers premium, self-optimizing 5G services for enterprises, industries, and consumers, paving the way for next-generation technologies. 3rd December 2025 Espoo, Finland – Nokia and du today announced the first implementation of a groundbreaking 5G Advanced autonomous network slicing solution, marking a major milestone in the evolution of 5G technology. This innovative solution...
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