Expected Moves

Nokia's Q3 print will reveal the extent of telecom carrier capex constraints and order backlog conversion velocity.

Full-year results and initial 2027 guidance, setting the tone for the upcoming capital expenditure cycle across major OEMs.

First-quarter results to determine if a cyclical trough has been reached in network infrastructure deployments.

Mid-year financials evaluating the sustainability of the telecom hardware refresh and competitive pricing dynamics.