Nokia Corporation NOK recently inked an agreement with Vodafone Idea for an undisclosed amount to enhance 4G and 5G connectivity in India. The three-year deal will enhance and expand Vodafone Idea’s IP backhaul system by providing a reliable, robust, scalable and future-ready network to handle the increasing data traffic and deliver superior connectivity for both mobility and enterprise services.
Nokia is well-positioned for the ongoing technology cycle, given the strength of its end-to-end portfolio. Its installed base of high-capacity AirScale products, which enables customers to upgrade to 5G quickly, is growing fast. It is driving the transition of global enterprises into smart virtual networks by creating a single network for all services, converging mobile and fixed broadband, IP routing and optical networks with the software and services to manage them. Leveraging state-of-the-art technology, it is transforming the way people and things communicate and connect.
The company aims to create new business and licensing opportunities in the consumer ecosystem. It facilitates customers to shift from an economy-of-scale network operating model to demand-driven operations by offering easy programmability and flexible automation required to support dynamic operations, reduce complexity and improve efficiency. It seeks to expand its business into targeted, high-growth and high-margin vertical markets to address growth opportunities beyond its traditional primary markets.
Nokia’s partnership with Vodafone Idea aims to replace the latter’s legacy networks with a significant deployment of IP routers to lower operational costs, accelerate deployment and facilitate seamless scalability for future technologies, ensuring a more efficient and cost-effective network infrastructure. The upgraded network will address Vodafone Idea’s growing demand for high-capacity and resilient connectivity by integrating advanced planning, design, installation, and migration services, supported by automation-based documentation.
Nokia has emerged as one of the leading players in the development of advanced 5G technology and is at the forefront of extending 5G use cases in various industries. It has laid a strong foundation of innovation through substantial infrastructure investments. This has led to the establishment of an impressive portfolio comprising approximately 20,000 patent families, including more than 6,000 patent families that are deemed crucial to 5G technology.
The collaboration with Vodafone Idea is likely to propel the stock on incremental revenue generation and similar deals from other carriers in the future. The agreement is also expected to strengthen Nokia’s position as a leading telecommunications equipment provider in the region.
InterDigital Inc. IDCC is a pioneer in advanced mobile technologies that enable wireless communications and capabilities. The company designs and develops a wide range of advanced technology solutions used in digital cellular, wireless 3G, 4G and IEEE 802-related products and networks. In the trailing four quarters, it delivered an earnings surprise of 158.41%.
Headquartered in New York, Ubiquiti Inc. UI offers a comprehensive portfolio of networking products and solutions for service providers and enterprises. Its service-provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems and routing, while enterprise product platforms provide wireless local area network infrastructure, video surveillance products and machine-to-machine communication components. In the trailing four quarters, it delivered an earnings surprise of 7.5%.
Headquartered in Carlsbad, CA, Viasat Inc. VSAT designs, develops and markets advanced digital satellite telecommunications and other wireless networking and signal processing equipment. It serves high-bandwidth, high-performance communication solutions to the public as well as military, enterprises and government enterprises. Viasat’s impressive bandwidth productivity sets it apart from conventional and lower-yield satellite providers that run on incumbent business models.
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