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NOK tops earnings estimates as AI networking and stronger margins help offset uneven telecom spending, offering fresh insight into its evolving growth outlook.
Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.
NOK is expanding beyond telecom into AI networking, cloud connectivity and enterprise infrastructure as rising AI demand reshapes its long-term growth strategy.
NOK Q2 earnings highlights AI infrastructure growth, expanding cloud demand, optical investments and supply capacity plans as it targets long-term opportunities.
Arrowstreet Capital Limited Partnership cut its stake in shares of Nokia Corporation (NYSE: NOK) by 11.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,855,433 shares of the technology company's stock after selling 5,465,625 shares during the quarter. Arrowstreet
Norsk Hydro is transforming into a vertically integrated, low-carbon aluminum leader with strong renewable power and recycling assets. Q2 2026 results highlight Hydro's integrated model: NOK 56.49B revenue (+6%), NOK 8.92B adjusted EBITDA (+15%), and NOK 4B free cash flow. Hydro benefits from European aluminum scarcity, regional premiums, and long-term power contracts while maintaining disciplined capacity deployment.
Nokia Oyj (NOK) Q2 2026 Earnings Call Transcript
Nokia NYSE: NOK reported 9% constant-currency net sales growth for the second quarter of 2026, with executives pointing to strong demand from AI and cloud customers and continued progress on the company's strategy outlined at its Capital Markets Day.
SEC filings for NOK aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.