
What smart money is saying about Nokia
1 fund in our archive has pitched Nokia — most recently ClearBridge Investments International Growth EAFE Strategy in June 2026.
Nokia Oyj, a Finnish company established in 1865 and headquartered in Espoo, delivers comprehensive mobile, fixed, and cloud networking solutions across the globe. Its operations are organized into four core divisions: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The firm designs and implements radio access networks (RAN) supporting technologies from 2G through to 5G, in addition to providing microwave radio links for transport. For fixed connectivity, Nokia supplies fiber and copper-based access infrastructure, complemented by a suite of cloud and virtualization services, with its Wi-Fi portfolio including mesh solutions and cloud-managed controllers. The company also develops advanced IP routing solutions, essential for aggregation, edge, and core applications serving residential, business, mobile, and industrial sectors. Its extensive optical networks portfolio encompasses coherent optical transponders, optical transport network switchers, wavelength-division multiplexers (WDM), reconfigurable optical add-drop multiplexer (ROADM) solutions, and optical line systems, supporting diverse applications ranging from metro access and aggregation to data center interconnect, regional, and long-haul/ultra-long-haul communication, alongside robust submarine network systems. Furthermore, Nokia offers enterprise solutions, business application software, core networks software, and cloud and cognitive services. Beyond tangible products, the company provides hardware, software, and services, alongside the licensing of its intellectual property, which includes patents, various technologies, and the renowned Nokia brand. Its clientele is broad, spanning communications service providers, webscale operators, hyperscalers, various digital industries, and government entities.
Fund coverage · 1 thesis
Nokia has shifted into long-haul optical and laser solutions and is expanding capacity to meet AI connectivity demand.
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