COMPANY
Nokia
NOKIA:FH
Primary coverage by Pierre Ferragu
Research
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Nokia: The deep value thesis has played out but the recent re-rating is sustainable. Maintain BuyOctober 28, 2025 — Pierre Ferragu
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Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.October 27, 2025 — Pierre Ferragu
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Nokia 3Q25 QT: 2025 Guide largely derisked. Optical and Mobile networks drive momentumOctober 23, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile stalls, awaiting 6GSeptember 5, 2025 — Pierre Ferragu
Events
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Mar
26CommunicationsMarch 26, 2025 — New YorkHosted by Jonathan ChaplinWatch Replay -
Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
16TechnologyJune 16, 2021Hosted by Pierre FerraguWatch Replay -
Mar
2 -
Aug
27TechnologyAugust 27, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jan
8TechnologyJanuary 8, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4
