Nokia Oyj (NOK) Government Briefing at OFC 2025 Convention – (Transcript)

Nokia Oyj (NYSE:NOK) Government Briefing at OFC 2025 Convention Name April 2, 2025 11:30 AM ET

Firm Contributors

Federico Guillen – President, Community Infrastructure
James Watt – Vice President and Normal Supervisor, Optical Networks
Ed Englehart – Vice President of Engineering and Head of Subsystems Product Unit, Optical Networks Division
Ron Johnson – Senior Vice President and Normal Supervisor, Optical Techniques and Community Options Group, Infinera

Convention Name Contributors

Simon Leopold – Raymond James
Steve Saunders – FNTV
Tim Savageaux – Northland Securities

Unidentified Firm Consultant

Thanks quite a bit for coming. I do know it is arduous after at some point, I am certain all people’s on the bar final night time. I do know after I was sitting within the foyer, folks had been trickling in, then they had been going to the view, they had been coming down. It is simply — so thanks for coming. I admire you coming. A variety of you’re investing the time with us to be taught in regards to the Nokia particularly with the mix of Infinera, what our plans are.

So our intention right this moment is to speak a bit bit in regards to the tendencies we see available in the market, the challenges the optical trade is going through and the necessities which might be being positioned on it going ahead, particularly on this — the context of AI.

After which we need to speak a bit bit about how our optical enterprise together with Infinera is taking a look at addressing this chance with the expanded scale we have now from a not simply from a enterprise quantity perspective, however from an R&D, from an experience, from a attain, from an answer set perspective, how we’re coming collectively actually, actually shortly to be trustworthy, and that is fairly thrilling to come back collectively and tackle this chance.

Now we have a terrific lineup of audio system. Now we have Federico Guillen, our Head of the Community