results

From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …

Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …

From the newsletter (sign-up if you want it sooner): Ericsson’s latest results capture a company and an industry caught between resilience and stagnation: strong margins and disciplined execution offset weak …

Telefónica opened 2026 with steady growth, stronger profitability, and lower debt, driven largely by a surge in Brazil and discipline in Germany and Spain. Execs moved to calm expectations about …

Vodafone used its FY26 earnings call to outline how AI will reshape telecom networks and operations, while reporting stronger revenues, improved profits, robust African growth, and broadband momentum in the …

Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …

Ericsson saw 6% organic growth in Q1 2026, but slumped 10% in real terms with currency swings, divestment costs, and higher AI chip prices – causing it to miss targets. …

Nokia has cut its 2025 profit forecast by up to 16%, citing US dollar weakness and new tariffs. Shares dropped 8% as currency and trade pressures dented its top-line quarterly …

In sum – what to know  Weak quarter, bright spots – Nokia missed Q1 expectations with a 36% shortfall in operating profit, driven by a one-off €120m charge in Mobile …

Nokia saw its (“comparable”) operating profit slide by 32 percent in the second quarter of 2024, finishing at €423 million, versus €619 million a year ago. Sales fell alongside, down …