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Nokia Oyj has announced multiple AI driven Radio Access Network alliances in recent weeks with operators including Telia Finland, TIM Brasil, Deutsche Telekom and Vodafone.
The company is also working with technology partners such as NVIDIA, Ericsson and Palo Alto Networks on AI enabled 5G, future 6G capabilities and security solutions for data sovereignty.
New AI RAN products and automation tools are being introduced to support network programmability across major global operators.
For investors watching HLSE:NOKIA, these alliances land at a time when the shares trade around €7.204 and have delivered returns of 7.5% over the past week and 18.6% over the past month. On a longer view, the stock shows returns of 30.4% year to date and 52.3% over the past year, with 3 year and 5 year returns of 87.4% and 136.3% respectively.
These AI RAN moves indicate where Nokia is focusing its energy and capital, including 5G modernization, early 6G work and security for data sensitive networks. As these collaborations develop, investors can watch how they affect Nokia’s technology roadmap, its standing with large operators and the types of solutions it brings to market over the coming years.
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HLSE:NOKIA Earnings & Revenue Growth as at Mar 2026
📰 Beyond the headline: 3 risks and 1 thing going right for Nokia Oyj that every investor should see.
For Nokia, this AI-RAN push looks like a clear attempt to move further up the value chain in mobile networks, rather than just selling hardware. By tying together product launches like Doksuri Radios with alliances across operators and partners such as NVIDIA, Ericsson and Palo Alto Networks, Nokia is positioning its RAN and automation software as a core layer in 5G and early 6G deployment, industrial connectivity and data-center security. That matters because competitors such as Ericsson, Huawei and Samsung are also working on AI-powered networks, and large customers tend to prefer vendors that can offer open, multivendor setups with strong automation and security. At the same time, this is an execution-heavy shift: monetizing rApp marketplaces, Network as Code APIs and AI-RAN GPU capacity depends on developers and enterprises actually building and scaling use cases, not just pilots at events like MWC. Investors following HLSE:NOKIA may want to watch how quickly these alliances turn into reference deployments, API usage and recurring software or service revenue, and whether Nokia can maintain interoperability and performance at scale as more operators test multivendor Cloud RAN and AI-native RAN architectures.
The AI-RAN partnerships with operators and cloud or semiconductor players tie directly into the narrative’s focus on demand from hyperscalers, higher value network equipment and AI network solutions as drivers of long-term earnings power.
The push into AI-native RAN, Open RAN and multivendor environments could challenge assumptions in the narrative about pricing power and margins, since increased openness may intensify competition with peers like Ericsson and new software-centric entrants.
The move to monetize APIs through the Network as Code platform and rApp marketplaces introduces potential software-style revenue streams that are not fully reflected in the existing narrative description of Nokia’s business mix.
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⚠️ AI-RAN, Open RAN and API based services add technical and operational complexity, so there is a risk that Nokia faces project delays or higher costs as it integrates with multiple partners and customer environments.
⚠️ The shift toward open, multivendor architectures can reduce switching costs and may pressure margins if operators use this flexibility to play vendors, including Ericsson and other suppliers, against each other.
🎁 Analysts have flagged that earnings are forecast to grow at a strong rate, and these AI-RAN alliances and product launches align with that by targeting higher value network and software opportunities.
🎁 Nokia’s broad set of collaborations, from TIM Brasil and Deutsche Telekom to NVIDIA and Palo Alto Networks, gives it touchpoints across telecom, cloud and security, which could support a more diversified and resilient business model over time.
From here, the key questions are about uptake and economics. You may want to track how many operators move from trials to scaled AI-RAN deployments with Nokia, what kind of usage the Network as Code platform and rApp marketplaces see, and whether reference projects such as TIM Brasil’s 5G modernization and Deutsche Telekom’s AI-native RAN work expand. It is also worth watching how Nokia talks about AI-related revenue, software and services mix, and profitability targets in future conference presentations, including the upcoming BNP Paribas Exane TMT event in London, to see how closely execution tracks the current AI and automation story.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NOKIA.HE.
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