On August 4th, Nokia announced its quarterly results, and they included good optical results for 2Q16. While optical accounts for less than 10% of Nokia’s corporate revenue, this specific business unit is poised to benefit from the oncoming ramp up in metro coherent 200G.
Nokia is one of the few western optical equipment vendors selling to both incumbents and emerging Cloud and Colo companies in China. It is also winning business against Huawei in both China and Europe. Herein, Cignal AI examines Nokia’s results and recent wins including Telefonica and China Mobile.
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