A nova Nokia que pouca gente conhece
A Nokia divulgou hoje o resultado do terceiro trimestre e a ação caiu 15% em Nova York, fechando a US$ 7,88, menos da metade do pico de junho. O lucro operacional subiu 35%. As vendas de redes IP cresceram 43%, e as vendas para clientes de AI e nuvem mais que dobraram. A margem operacional da divisão de infraestrutura de rede – a mais relevante para o futuro da empresa e hoje responsável por 42%…
Nokia announced its third-quarter results, and the stock price fell 15% in New York, closing at US$7.88, less than half the June peak. Operating profit rose 35%, with IP network sales growing 43% and AI and cloud customer sales more than doubling. The operating margin of Nokia's networking infrastructure division, which is most relevant for the company's future and now generates 42% of revenue, improved from 7.7% to 10%.
However, part of the decline was due to the market, as competitors like Ciena, Lumentum, and Coherent also fell. Nokia's headquarters in Helsinki closed worse than New York. The company's growth came better than expected, with IP growing 43% and 18% in the optical sector, with 800G module volumes up 2.4 times and sold to 29 customers.
AI and cloud orders totaled €1.5 billion, less than the €2.8 billion in the previous quarter, but growth is projected at 25% to 30% in optical and IP in 2027. The company maintains an operating profit projection above the midpoint of €2.1-2.6 billion for 2026. The concern was Nokia's operational cash flow, which came in worse than expected.
The company lowered its profit conversion target for 2026 from 55%-75% to 35%-55%, with an additional €400 million in working capital to secure components.
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