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    Robert Sanders

    Vice President and Equity Research Analyst at Deutsche Bank

    Robert Sanders is a Vice President and Equity Research Analyst at Deutsche Bank, specializing in cross-market coverage with a primary focus on UK, US, German, and French publicly traded companies. He covers 29 stocks and has achieved a 59% success rate on 164 ratings, with an average return per rating of 17.6%. Since joining Deutsche Bank in 2017, Sanders has established himself as a top performer, ranking #492 out of over 8,700 Wall Street analysts, and his highest-rated coverage includes companies such as ASM International NV. He holds an MBA and is recognized for analytical rigor and effective investment recommendations across the general sector.

    Robert Sanders's questions to NOKIA (NOK) leadership

    Robert Sanders's questions to NOKIA (NOK) leadership • Q1 2025

    Question

    Robert Sanders asked about the agility of Nokia's EMS partners in moving production to mitigate tariffs and whether Nokia can pass on these costs. He also requested an update on the BEAD program timeline.

    Answer

    President and CEO Justin Hotard described the tariff situation as dynamic and emphasized that the company is evaluating all mitigation options, leveraging its flexible global manufacturing network. On the BEAD program, he reiterated that Nokia does not expect a material impact this year, viewing it as a longer-term driver for the stable, but slower-growing, Fiber business.

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    Robert Sanders's questions to NOKIA (NOK) leadership • Q1 2025

    Question

    Inquired about the agility of EMS partners to move production in response to tariffs and Nokia's ability to pass on costs. Also asked for an update on the timing of the BEAD program's impact.

    Answer

    The tariff situation is dynamic, and Nokia is evaluating all mitigation options, leveraging its historically agile global manufacturing network. The BEAD program is not expected to have an impact this year, and while it will drive future growth in fiber, that market is expected to grow more slowly than optical and IP networking.

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    Robert Sanders's questions to NOKIA (NOK) leadership • Q4 2024

    Question

    Robert Sanders asked if the reported investigation into the Juniper deal creates opportunities for Nokia and followed up by asking for the allocation of the new EUR 100 million investment between R&D and sales channels.

    Answer

    CEO Pekka Lundmark declined to comment on specific speculation regarding the Juniper deal but agreed that M&A activity in the industry generally creates opportunities for competitors. Regarding the investment, he confirmed that the EUR 100 million will be allocated to both R&D to broaden the product offering and to go-to-market initiatives to expand channel and sales presence.

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    Robert Sanders's questions to ERICSSON LM TELEPHONE (ERIC) leadership

    Robert Sanders's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q3 2024

    Question

    Robert Sanders from Deutsche Bank asked about spending trends from the other two major operators in North America, questioning if they are responding to AT&T's network modernization and if Ericsson has visibility into a recovery.

    Answer

    CEO Börje Ekholm declined to comment on specific customers due to the competitive market. However, he emphasized that the sales increase in North America was broader than just a single contract, implying positive contributions from other customers as well.

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