reports
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Nokia launches Autonomous Network Fabric to help customers accelerate ...
Nokia launches Autonomous Network Fabric to help customers accelerate network automation Press releaseNokia launches Autonomous Network Fabric to help customers accelerate network automation Nokia Autonomous Network Fabric brings together all the capabilities required to accelerate the journey to full network automation in an open, cloud-native, multi-vendor environment.Key features include a library of cross-domain correlated data products, telco-trained models (LLM/LAM/ML), integrated security, and AI apps for automation workflows.Nokia announces an expanded collaboration with Google Clo...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Telefonaktiebolaget L M Ericsson: 1 director
A director at Telefonaktiebolaget L M Ericsson bought 6,000,000 shares at 79.915SEK and the significance rating of the trade was 68/100. 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 ...
Telstra and Nokia partner to unlock network APIs for developers and en...
Telstra and Nokia partner to unlock network APIs for developers and enterprises Press releaseTelstra and Nokia partner to unlock network APIs for developers and enterprises Telstra’s muru-D Labs, a hub for incubating ideas, products, and technologies, will make network APIs available in a lab environment on Nokia’s Network as Code platform with developer portal. The collaboration targets industry use cases for enterprises that leverage CAMARA and GSMA Open Gateway APIs. 17 June 2025Espoo, Finland – Telstra, Australia’s leading telecommunications company, and Nokia today announced a new ...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release16 June 2025 at 15:00 EESTChanges in Nokia Corporation's own shares Espoo, Finland – A total of 289 221 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 plans as announced on 22 November 2024. The number of own shares held by N...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value09-Jun-2518,419€667.49€12,294,50610-Jun-2519,000€680.71€12,933,45811-Jun-2516,862€691.61€11,661,86012-Jun-2518,113€678.83€12,295,61313-Jun-2518,422€667.44€12,295,650 ASML’s current share buyback program was announced on 10 November 2022, and detai...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote16.6.2025 klo 15.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 289 221 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 ohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukumäärä luovu...
Nokia announces changes to Group Leadership Team
Nokia announces changes to Group Leadership Team Nokia CorporationStock Exchange Release16 June 2025 at 14:00 EEST Nokia announces changes to Group Leadership Team Federico Guillén to retire from Nokia on 31 December 2025. He will step down as President of the Network Infrastructure (NI) business group and as a member of the Group Leadership Team on 30 June 2025.As part of a managed transition, David Heard, NI Chief Strategic Growth Officer, and former CEO of Infinera, is promoted to President of Network Infrastructure and joins the Group Leadership Team, effective 1 July 2025...
Nokia ilmoittaa muutoksista johtoryhmän kokoonpanossa
Nokia ilmoittaa muutoksista johtoryhmän kokoonpanossa Nokia OyjPörssitiedote16.6.2025 klo 14:00 EEST Nokia ilmoittaa muutoksista johtoryhmän kokoonpanossa Federico Guillén jää eläkkeelle tehtävistään Nokiassa 31.12.2025. Hän jättää tehtävänsä Nokian Verkkoinfrastruktuuri-liiketoimintaryhmän johtajana ja Nokian johtoryhmän jäsenenä 30.6.2025.Osana suunniteltua johtajavaihdosta Verkkoinfrastruktuuri-liiketoimintaryhmän strategia- ja kasvujohtaja sekä Infineran entinen toimitusjohtaja David Heard on nimitetty Verkkoinfrastruktuuri-liiketoimintaryhmän johtajaksi ja Nokian johtoryhmän jäsenek...
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
Nokia expands IP routing portfolio to utilities with new platforms to ...
Nokia expands IP routing portfolio to utilities with new platforms to boost smart grid modernization Press ReleaseNokia expands IP routing portfolio to utilities with new platforms to boost smart grid modernization New routers offer built-in quantum-safe security, advanced synchronization, and automation capabilities—future-proofing mission critical networks.Upgrades enable utilities to evolve their communications infrastructure for smart grid technologies. 12 June 2025Espoo, Finland – Nokia today announced a significant expansion of its industry-leading IP routing portfolio geared towar...
O2 Czech Republic deploys Nokia 5G Standalone Core to deliver advanced...
O2 Czech Republic deploys Nokia 5G Standalone Core to deliver advanced network services Press ReleaseO2 Czech Republic deploys Nokia 5G Standalone Core to deliver advanced network services Nokia 5G Standalone Core to drive greater services and reliability for O2 Czech Republic subscribers, in addition to new revenue streams for the operator.O2 Czech Republic is the first operator in the country to deploy 5G SA. 12 June 2025Espoo, Finland – O2 Czech Republic has deployed in a move that will enable the country’s biggest operator to offer advanced 5G services, like slicing, that deliver a b...
Nokia and Elisa modernize network for Advanced 5G era
Nokia and Elisa modernize network for Advanced 5G era Press ReleaseNokia and Elisa modernize network for Advanced 5G era Nokia to supply Advanced 5G (5.5G) ready solutions from its industry-leading AirScale portfolio supporting AI applications. Continued partnership will see Elisa and Nokia deploy cloud-native Voice Core solution to drive deployment of new 5G Advanced services and improve operational efficiencies.Elisa to deploy Nokia data center fabric network automation solution for faster time to market and better service availability. 12 June 2025Espoo, Finland – Nokia today announce...
- Pierre FerraguÊ
Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, ...
Today, we are publishing the Telecom Infrastructure section of our 27th 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. In the coming weeks we will publish sections on Enterprise IT and PCs. Fixed equipment revenues are rebounding from the inventory correction, rising 9% YoY. RAN spending is stabilizing, up l...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value02-Jun-2519,108€643.47€12,295,37703-Jun-2519,061€644.85€12,291,42904-Jun-2518,665€658.71€12,294,73105-Jun-2518,664€658.73€12,294,54006-Jun-2518,542€663.09€12,295,102 ASML’s current share buyback program was announced on 10 November 2022, and detai...
Nokia and Leonardo partner to deliver worldwide mission-critical priva...
Nokia and Leonardo partner to deliver worldwide mission-critical private wireless networks for public safety and critical infrastructures Nokia and Leonardo partner to deliver worldwide mission-critical private wireless networks for public safety and critical infrastructures Leonardo’s Mission Critical Services platform (MC_linX) will be integrated into Nokia’s Core Enterprise Solutions.The integrated solution will enable real-time communication, emergency response, and situational awareness for public safety, power utilities, and railways. 10 June 2025 Espoo, Finland – Nokia today announ...
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th 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. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release6 June 2025 at 14:00 EESTChanges in Nokia Corporation's own sharesEspoo, Finland – A total of 129 878 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 plans as announced on 22 November 2024.The number of own shares held by Nokia ...
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