Nokia unveils strategy to capture value from AI supercycle

November 19th, 2025

 

Nokia held its Capital Markets Day 2025 today and announced its strategy to position itself to lead in the AI-driven transformation of networks and capture the value of the AI supercycle. Nokia also announced new long-term financial target, strategic KPIs for the business, an evolution of its operating model and changes to its Group Leadership Team. To execute on its new strategic direction, Nokia is simplifying its operational model into two primary operating segments of Network Infrastructure and Mobile Infrastructure. These changes are intended to put Nokia on a stronger path to innovate, serve its customers and create shareholder value. The company now targets to grow its annual comparable operating profit to a range of EUR 2.7 to 3.2 billion by 2028.

Summary

The new strategy will focus on the following five strategic priorities:

  • Accelerate growth in AI & Cloud

  • Lead the next era of mobile connectivity with AI-native networks and 6G

  • Grow by co-innovating with customers and partners

  • Focus capital where Nokia can differentiate

  • Unlock sustainable returns 

Justin Hotard, President and Chief Executive Officer (CEO), interim President of Mobile Infrastructure
“Nokia changed the world once by connecting people — and will again by connecting intelligence. As the trusted western provider of secure and advanced connectivity, our technology is powering the AI supercycle. From fixed to mobile infrastructure we are developing technology that accelerates value for our customers. I am proud of the work Team Nokia is doing to focus and lead this critical era in connectivity”

 Justin Hotard, President and CEO of Nokia

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