COMPANY
Nokia
NOKIA:FH
Primary coverage by Pierre Ferragu
Research
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2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.July 28, 2025 — Pierre Ferragu
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Nokia 2Q25: Guide cut on FX & tariffs. Buy, €4.5July 25, 2025 — Ben Harwood and Pierre Ferragu
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Nokia 2Q25: Guide cut on FX & tariffs. Maintain Buy.July 23, 2025 — Ben Harwood and Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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Ericsson 2Q25: FX and ex-US weigh on revenues. We remain on the sidelinesJuly 16, 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
