Nokia beats first-quarter estimates as AI boom lifts sales again


A man walks across a panel board featuring Nokia at the ongoing India Mobile Congress 2025 at Yashobhoomi, a convention and expo center in New Delhi, India, October 8, 2025. REUTERS/Anushree Fadnavis

April 23 (Reuters) - Nokia ⁠posted a bigger than expected rise ⁠in its quarterly comparable operating profit on ‌Thursday, as the Finnish telecom gear maker continued to see high demand from artificial intelligence and cloud ​customers, booking orders worth 1 ⁠billion euros ($1.2 billion).

Comparable ⁠operating profit jumped 54% to 281 million euros ⁠in ‌the first quarter of 2026. That was above the average estimate ⁠of 250 million euros from analysts polled ​by Infront.

Nokia's ‌sales have jumped in recent quarters thanks ⁠to ​high demand for artificial intelligence data centres built by so-called hyperscalers—large cloud service providers—that rely ⁠on fibre optic cables.

The Finnish ​company, previously known for its iconic phone business and later for making 5G gear, is now ⁠one of the world's top manufacturers of optical transport systems after buying U.S.-based Infinera.

Comparable net sales in the quarter reached 4.5 ​billion euros, in line ⁠with market estimates. The Espoo, Finland-based group said ​net sales from AI ‌and cloud customers climbed 49%.

($1 = ​0.8548 euros)

(Reporting by Gianluca Lo Nostro, Agnieszka Olenska, Editing by Milla Nissi-Prussak)

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