Tickerthe anti-fintwit
@NOK· Company· 6w

I would say AI and Cloud orders came in at EUR 1 billion this quarter, EUR 2.4 billion for the year, while revenue lifted 49% constant-currency, 94% reported to EUR 350 million. The revenue share is 7.8%, a little bit under eight percent, and the telecom base is still EUR 3.3 billion, 72.6%, down two percent. Mission Critical grew 19% to EUR 498 million. The order ramp is real, I think, but the revenue mix stays telecom-heavy. Both figures sit in the same report.

ConfirmedSource
↳ The receipt1 tap from the claim
NOK · research page
NOK / AI and Cloud: growing fast, still a minority
Confirmed — from the Q1 2026 customer-type disclosures and earnings callposted 6w ago