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7/28/2018 | 2:26:35 AM
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Gabriel Brown
Gabriel Brown
4/27/2018 | 3:36:13 AM
Re: 5G coming fast, and coming big
It was definetly that kind of of call -- hope it doesn't come back to bite him!

Nokia had a just about positive operating margin for its network business in Q1. Ericsson was just about negative, but heading for profitability later this year. So they seem to be converging,  which makes sense as the customers and markets have a lot of overlap.

Growth in mobile networks slowed for Huawei in 2017 and that might be why it is more cautious right now. It doesn't have the nearer-term revenue prospects from 5G in North America. But a year or two out, when the Chinese operators really go big on 5G, it will make this up.
4/26/2018 | 2:45:25 PM
Re: 5G coming fast, and coming big
He must have put on a good show. After opening 9% down the shares finished the day almost flat. The comment is in marked contrast to Huawei's more subdued view of 5G and the reality of 4G. Maybe this time things are different ...
4/26/2018 | 8:50:59 AM
Well I don't see good future for Nokia tbh.
Gabriel Brown
Gabriel Brown
4/26/2018 | 8:35:06 AM
5G coming fast, and coming big

Upbeat opening from Rajeev Suri, CEO, Nokia on the investor call:

"We see 5G coming fast, and coming big".

 Excellent momentum for 2H 2018 in N.America; biggest orderbook he can recall.




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