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Nokia Oyj (NOK) Presents at J.P. Morgan 54th Annual Globa...
2026-05-20 · via All Articles on Seeking Alpha

Nokia Oyj (NOK) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 2:55 PM EDT

Company Participants

Justin Hotard - President, CEO & Interim President of Mobile Infrastructure

Conference Call Participants

Sandeep Deshpande - JPMorgan Chase & Co, Research Division

Presentation

Sandeep Deshpande
JPMorgan Chase & Co, Research Division

Good afternoon, everybody. Thanks for joining us. I'm Sandeep Deshpande, I cover the European technology space. And I like to welcome Justin Hotard, CEO of Nokia. Thank you, Justin, for joining us this afternoon. Thank you all for joining us.

Question-and-Answer Session

Sandeep Deshpande
JPMorgan Chase & Co, Research Division

I will just jump into the Q&A and then maybe a few of you could ask a few questions as well. I mean, clearly, the interest, Justin, in Nokia is your exposure in the AI cloud market at this point really. So I want to just -- at OFC, you announced a whole bunch of new products, and that is potentially going to change your outlook in the optical market going into '27. Maybe you can talk through some of those new products that you've announced and how you see that impacting your revenue in the next few years?

Justin Hotard
President, CEO & Interim President of Mobile Infrastructure

Yes, absolutely. And thanks again for having me, Sandeep. So I think if you look at what we announced in Optical at OFC, first was -- the first big shift in this was really the benefit of bringing together Infinera and Nokia. That was number one. Number two was we -- by doing that, we enabled the -- us to build a very differentiated portfolio. So 4 DSPs, 13 unique platforms. And the key thing for us in announcing that was giving us an opportunity to engage early with customers on those products in bringing them to market.