Nokia Integrates Google Cloud’s Agentic AI and Onboards Eight Global Carriers
Nokia expanded its Network as Code initiative by adding carriers—including Deutsche Telekom, Vodafone, Telefónica and Rakuten—and will embed Google Cloud’s agentic AI into network APIs to monetize digital identity and fraud mitigation. Shares have risen 64.9% in 12 months, trading above both the 20-day (7.9%) and 200-day (39.1%) averages.
1. Expanded Collaboration
Nokia added Deutsche Telekom, Globe, Orange, Rakuten, Tata Communications, Telefónica, TELUS and Vodafone to its Network as Code initiative, expanding its global carrier ecosystem for programmable network APIs. This broadening of participants aims to standardize and monetize telecom infrastructure across multiple regions.
2. AI Integration
The company is embedding Google Cloud’s agentic AI tools into network APIs, enabling enterprise software agents to trigger actions and automate workflows. This integration positions Nokia to offer programmable network capabilities for developers building enterprise and IoT applications.
3. Emerging Use Cases
Early deployments focus on digital identity replacing one-time passwords, anti-fraud tools for mobile banking and quality-on-demand services to prioritize critical connectivity. These applications underscore potential revenue streams in fraud mitigation, device lifecycle management and on-demand network performance.
4. Technical Momentum & Outlook
Shares have climbed 64.9% over the past 12 months, trading 7.9% above the 20-day SMA and 39.1% above the 200-day SMA, reflecting strong bullish momentum. With an upcoming April 23 earnings report projecting 6 cents EPS on $5.43 billion revenue, the stock trades at a 63.5x P/E.