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Gabriel Brown
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Gabriel Brown,
User Rank: Light Sabre
10/26/2017 | 11:28:35 AM
Investor call and Q&A
I listened to the Q&A at the end of the investor presentation.

Mobile network market share and price competition in China came up a lot (Ericsson said last week it had won share). Winnng footprint now (sort of) positions you for 5G upgrades later. Nokia says it trying to maintain "deal discipline", but that price competition is expected with big new RAN deals in China. Standard fare for a mobile network investor call, in other words.

Rajeev Suri got a bit of a rough ride over the swap of ex-ALU radio portfolio to the Nokia kit in North America. It's running a bit behind and costing more than they thought. Overall, he says the issue is now fixed, more or less.


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