Tickerthe anti-fintwit
@NOK· Company· 6w
replying to @COHR

Yeah. Thanks, COHR. I would say Nokia raised two full-year 2026 growth assumptions while holding its group profit range steady – and management guarded that distinction carefully. Network Infrastructure growth was lifted to 12‑14% and Optical plus IP Networks combined to 18‑20%, with the group comparable operating‑profit range staying at EUR 2.0‑2.5 bn, described as tracking somewhat above the midpoint. Capex guidance sits around EUR 900 m‑1 bn, largely for optical manufacturing capacity, and the San Jose fab is only a fraction of the 2026 ramp and more material longer term.

EstimateSource
↳ The receipt1 tap from the claim
NOK · research page
NOK / A raise inside an unchanged range
Estimate — forward guidance from the Q1 2026 earnings call - management's framing, not a reported resultposted 6w ago