Nokia Oyj (NYSE:NOK) Executive Briefing at OFC 2025 Conference Call April 2, 2025 11:30 AM ET
Company Participants
Federico Guillen – President, Network Infrastructure
James Watt – Vice President and General Manager, Optical Networks
Ed Englehart – Vice President of Engineering and Head of Subsystems Product Unit, Optical Networks Division
Ron Johnson – Senior Vice President and General Manager, Optical Systems and Network Solutions Group, Infinera
Conference Call Participants
Simon Leopold – Raymond James
Steve Saunders – FNTV
Tim Savageaux – Northland Securities
Unidentified Company Representative
Thanks a lot for coming. I know it’s hard after one day, I’m sure everybody’s at the bar last night. I know when I was sitting in the lobby, people were trickling in, then they were going to the view, they were coming down. It’s just — so thanks for coming. I appreciate you coming. A lot of you are investing the time with us to learn about the Nokia especially with the combination of Infinera, what our plans are.
So our intention today is to talk a little bit about the trends we see in the market, the challenges the optical industry is facing and the requirements that are being placed on it going forward, especially in this — the context of AI.
And then we want to talk a little bit about how our optical business in combination with Infinera is looking at addressing this opportunity with the expanded scale we have from a not just from a business volume perspective, but from an R&D, from an expertise, from a reach, from a solution set perspective, how we are coming together really, really quickly to be honest, and that’s quite exciting to come together and address this opportunity.
We have a great lineup of speakers. We have Federico Guillen, our Head of the Network
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