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    Rob Sanders • Deutsche Bank

    Rob Sanders's questions to Nokia Oyj (NOK) leadership

    Rob Sanders's questions to Nokia Oyj (NOK) leadership • Q2 2025

    Question

    Rob Sanders from Deutsche Bank questioned the long-term strategy for the Mobile Networks business, asking if Nokia is content with its current scale or aims to recover share, and how that ambition relates to R&D allocation towards hyperscalers. He also asked about the longevity of the fixed wireless access tailwind in India.

    Answer

    President & CEO Justin Hotard described Mobile Networks as a unique and strategic asset, emphasizing its importance alongside core networks and IP. He believes the AI super cycle will drive a future investment wave. CFO Marco Wirén explained that the fixed wireless access trend in India is driven by operators capturing customer bases in areas with underutilized mobile networks, a strategy being explored globally.

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    Rob Sanders's questions to Nokia Oyj (NOK) leadership • Q2 2025

    Question

    Rob Sanders of Deutsche Bank inquired about the strategic ambition for the Mobile Networks business and how that influences R&D allocation towards hyperscalers. He also asked about the longevity of the FWA tailwind in India.

    Answer

    President & CEO Justin Hotard described Mobile Networks as a strategic asset that must be viewed with the Core and IP portfolios, expecting the AI supercycle to drive future investment. CFO Marco Wirén explained that the FWA trend in India is part of a global operator strategy to capture customers in underutilized network areas ahead of fiber rollouts.

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