Nokia Expands Microsoft AI Telecom Partnership as Cramer Calls NOK a Buy

M&A · PartnershipEarningsAnalyst
โดย 24/7 Wall St.·FIUS·Read original
Summary · why it matters

Nokia disclosed an expanded partnership with Microsoft to launch an AI-powered telecom network automation platform integrating Nokia Data Suite with Microsoft Fabric, news reported by Barron's and the Wall Street Journal, sending shares up 3.8% intraday Thursday. The deal came a day after Jim Cramer told a caller on the September 16 Lightning Round of Mad Money that he would be a buyer of Nokia right here, right now. Nokia's Q2 2026 report showed revenue of $5.49 billion beating estimates by 13.79% and EPS of $0.0799 beating the $0.0682 consensus, while AI and Cloud customer revenue more than doubled year over year to $508.96 million with order intake of EUR 2.8 billion in the segment. Reported operating income was a loss of $57 million after $445.05 million in accelerated restructuring charges, free cash flow ran negative $835 million, and net income dropped 94.44% year over year. The ADR is up 132.81% over the past 12 months and 65.14% year to date, trading around $10.53 with a market capitalization near $58.95 billion, and management guided Q3 sequential net sales growth of 3% to 7%.

Impact on stocks 2

Artificial Intelligence · 2 stocks
Nokia Corporation
NOA3
▲ PositiveCapitalDemandrelevance

Q2 2026 revenue and EPS beat estimates and management guided Q3 sequential net sales growth of 3%-7%.

Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Nokia's AI-powered telecom automation platform integrates with Microsoft Fabric, expanding Microsoft's enterprise/AI cloud offering.

Theme Impact 4

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