|Bid||5.31 x 47300|
|Ask||5.32 x 321800|
|Day's Range||5.25 - 5.32|
|52 Week Range||4.71 - 6.65|
|Beta (3Y Monthly)||0.00|
|PE Ratio (TTM)||N/A|
|Forward Dividend & Yield||0.22 (4.35%)|
|1y Target Est||6.62|
Ericsson's (ERIC) smart factory is likely to accelerate the development of 5G ecosystem with a perfect blend of IoT, AI and ML techniques and fill the void created by the various trade restrictions on Huawei.
When it comes to 5G stocks, I prefer a simple, elegant approach that has already proven itself in every other tech boom since the 1980s.There will be a lot of winners in the race to 5G. For example, one stock that could be up big in the years ahead is Nokia (NYSE:NOK), one of the key makers of the hardware critical to the technology.But as 5G takes the world by storm and ushers in a new technological revolution, there's about to be a WAY bigger opportunity than we could capture by simply buying Nokia stock. The infographic below shows how 5G compares to 4G… how that compared to 3G… and so on.InvestorPlace - Stock Market News, Stock Advice & Trading TipsThose Nokia flip-phones had their heyday back at 1G and 2G. Then 3G was what allowed Apple (NASDAQ:AAPL) to take the world by storm with the iPhone. 4G made social media and streaming movies possible - you're welcome, Facebook (NASDAQ:FB) and Netflix (NASDAQ:NFLX).As you see, 5G is much bigger. The speeds are so much faster that you could think of 5G as the fuel of the future.So what's the engine? Microchips. Every company that sells you a 5G device first needs someone to supply the chips. 5G chips will send and receive massive amounts of data… and that's where I'd invest. * 8 Dividend Stocks to Buy for a Recession But actually, chipmakers are not just 5G stocks. They're almost always the secret to getting rich with new technologies. Just look at the personal computer (PC) revolution, for example.During the rise of PCs in the '80s and '90s, chipmakers went up by almost unfathomable amounts. Intel (NASDAQ:INTC), which supplied the much-needed chips for computer processing speed, shot up by an astounding 7,951% from 1985 to 2000:Then, during the explosive growth of the internet in the 1990s, Cisco Systems (NASDAQ:CSCO), which manufactures the vital processing chips for internet routers, soared an impressive 4,988%:Then came smartphones and 4G in the 2010s. As you see below, chipmakers led all other industries during the 4G build out. Semiconductors returned 237% - more than twice what mobile phones themselves delivered.Keep in mind, these were returns from the broad sectors. But just look at how well these individual chip companies did during the smartphone build out: * Broadcom (NASDAQ:AVGO), a chipmaker based in San Diego, California, handed early investors 1,482% during the smartphone build out. * Skyworks Solutions (NASDAQ:SWKS), another chipmaker based in Woburn, Massachusetts, returned 503% to early investors. * NVIDIA (NASDAQ:NVDA), based in the heart of Silicon Valley, gained 1,030%! * Micron Technology (NASDAQ:MU) from Boise, Idaho, gained 260%, and NXP Semiconductors (NASDAQ:NXPI) from the Netherlands returned 845%.It's also worth pointing out that Apple -- the world's biggest, wealthiest company and one of the leaders in smartphones -- returned roughly 582% over that same period. The difference is why you need chipmakers when a tech revolution occurs. That's true of 5G, too, and I tell you exactly which chipmaker I recommend now (and why) in my new special report, The 5G Chip That Will Spark a $53 Trillion Revolution.By investing in chipmakers, you're investing in every laptop, tablet, car, smartphone, and any other electronic device of the day. In fact, each one has multiple chips inside! For example, one chipmaker supplied FIVE chips for every iPhone X. So, for every phone Apple sold, this company sold five chips.Now just think about the hundreds of billions of new chips that will need to be created for the Internet of Things (IoT). Tech companies are hard at work, connecting every physical object on the planet to the internet. Tech insiders estimate more than 1 trillion devices will be connected over the next 10 to 15 years.Once you're up to speed on the full scope of the opportunity in 5G stocks, you'll want to own one specific chipmaker. This company is one of the best in the world at what it does, and I bet you've never heard of it. The 5G Chip That Will Spark a $53 Trillion RevolutionI mention all this because I think this under-the-radar company won't stay that way for long. The financial media is already calling this company "the next hot 5G stock."The company has over 10,000 patents and has been named a Top 100 Global Innovator for seven consecutive years. Its success has led to long-term partnerships and exclusive deals with the likes of Samsung and Oracle (NYSE:ORCL).Even the 5G cell service from Verizon (NYSE:VZ) and AT&T (NYSE:T) will depend on this company's chips. Everything, and I mean EVERYTHING, connected to the internet via 5G will either directly or indirectly use the same type of chip this company makes.It's also a well-established company that's been around since the 1990s. Not only did it survive the dot-com crash, it went from a $2 billion market cap then… to a $17 billion market cap today. And thanks to its 5G advantage, it's just getting started.Take just a small stake in this stock. I think it's the single best (and easiest) way to capture the full upswing of 5G wireless.Remember, the rollout of 5G is going to be MUCH bigger than 4G.4G was an improvement. 5G is a game changer.That's why every tech insider and analyst at my firm is excited about this once-in-a-lifetime opportunity. And right now is the perfect time to stake a claim.Click here to claim your access to my newest investment report, The 5G Chip That Will Spark a $53 Trillion Revolution.Matthew McCall left Wall Street to actually help investors -- by getting them into the world's biggest, most revolutionary trends BEFORE anyone else. The power of being "first" gave Matt's readers the chance to bank +2,438% in Stamps.com (STMP), +1,523% in Ulta Beauty (ULTA) and +1,044% in Tesla (TSLA), just to name a few. Click here to see what Matt has up his sleeve now. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 8 Dividend Stocks to Buy for a Recession * 10 Companies Making Their CEOs Rich * The 7 Best S&P 500 Stocks of 2019 So Far The post Which 5G Stocks will Be the Biggest Winners? appeared first on InvestorPlace.
There's a simple bull case for Nokia (NYSE:NOK) stock at the moment. 5G rollouts worldwide should drive demand growth for Nokia products. The company itself is projecting sharp earnings growth in 2020. And NOK stock is cheap, at 11.7x the midpoint of 2020 EPS guidance.Source: RistoH / Shutterstock.com That said, there's also a simple bear case for Nokia stock: we've been here before. NOK stock seemingly has been a turnaround play for most of this decade - and had similarly impressive near-term catalysts along the way.None of those catalysts have reversed the trend. NOK stock is down 40% over the past five years, and has lost two-thirds of its value in the last decade. Maybe this time is different - but the history of the tech industry, too, suggests a difficult path to upside, even with a current valuation that looks rather cheap.InvestorPlace - Stock Market News, Stock Advice & Trading Tips NOK Stock Has Been Here BeforeAs I detailed earlier this year, Nokia has had chances to drive growth -- and reverse the narrative surrounding the stock. The $7 billion sale of the company's phone business to Microsoft (NASDAQ:MSFT) turned out to be a brilliant deal. Microsoft wound up losing at least $8 billion, and finally exited at a sale price of just $350 million. Yet the huge cash infusion did little for NOK stock. * 7 Momentum Stocks to Buy On the Dip Indeed, Nokia used that cash to help bankroll its acquisition of Alcatel-Lucent, which was to make the company a networking giant. That thesis didn't pan out. The company then re-entered the phone business. That plan hasn't worked.The story now is 5G. An admittedly strong second quarter earnings report contained positive news about customer retention in the shift from 4G. Nokia expects the full benefit to start hitting its P&L in 2020. And the staggered pace of the global rollout suggests that demand should continue for years to come.That said, Nokia already has admitted that it will struggle to hit its 2019 EPS guidance. Wall Street, for what it's worth, is betting against 2020 projections as well. Consensus of $0.40 is below the company's range of €0.37-€0.42 ($0.41-$0.45). The story is attractive -- but it's been attractive before. For this entire decade, Nokia simply hasn't been able to fulfill its potential. Is Nokia Stock an Outlier in Tech?To be fair, it's not easy to execute a turnaround, particularly in tech. There are no shortage of companies who, like Nokia, have struggled to adapt.There have been some winners. Microsoft itself is the most obvious one. It was only six years ago that Microsoft stock had traded sideways for a decade. Earnings growth had been minimal for years. Microsoft is now the most valuable company in the world.But Microsoft is a software play. In hardware, products can become 'commoditized'. And competition from China, in particular, is much stiffer. Indeed, Huawei has taken significant market share, with its political worries another potential tailwind for NOK stock.And in hardware, turnarounds have been difficult. IBM (NYSE:IBM) touched a nine-year low late last year. Oracle (NYSE:ORCL) has returned 9% over the past two years while broad markets have risen sharply. Blackberry (NASDAQ:BB) has been a perpetual "next year" story as both a hardware play and, more recently, a software play. Post-split gains for Hewlett Packard Enterprise (NYSE:HPE) have stalled out. Nokia rival Ericsson (NASDAQ:ERIC) is down 37% over the past five years, a performance in line with that of Nokia stock.There's really only old-line large-cap hardware play that has driven consistent gains: Cisco Systems (NASDAQ:CSCO). And that company has scale and market dominance that Nokia simply doesn't have.To be sure, history alone doesn't suggest that NOK stock can't rally this time. There is an opportunity in 5G. The hit to Huawei's reputation at least weakens a key competitor. And Nokia stock is cheap enough if guidance is hit. * 7 CBD Stocks to Buy That Are Still Worth Your Investment Dollars But NOK also is a classic "this time is different" case. And as the old saw goes, those are the four most dangerous words in investing. That's been true in the past for Nokia and many similar tech plays. It could be true this time as well.As of this writing, Vince Martin has no positions in any securities mentioned. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 CBD Stocks to Buy That Are Still Worth Your Investment Dollars * 5 Stocks to Buy With Great Charts * 5 Goldman Sachs Stocks to Buy with Over 20% Upside Potential The post History Suggests Nokia Stock Will Stay Stuck appeared first on InvestorPlace.
Ericsson's (ERIC) customers in China will benefit through the technology leadership, speed and capacity advantages that its automated smart factory offers.
The acquisition of RF360 Holdings allows Qualcomm (QCOM) to provide its customers with a complete end-to-end solution from modem to antenna.
Motorola's (MSI) new innovation center will likely provide an opportunity for students and employees to make valuable contributions to it and broader tech community.
With CommScope's (COMM) new Smart Media Device and IP client platforms, operators now have an enhanced portfolio of Reference Design Kit Video Accelerator solutions, with a range of capabilities.
(Bloomberg) -- The next generation of telecommunications technology could be the key to ending years of stagnation in the industry. But it’s also set to create a difficult dilemma for European phone companies.Carriers shelled out $80 billion to power the world’s antennas last year, according to Nokia Oyj. The prospect of having to raise spending on electricity – energy demand could triple with the introduction of 5G equipment, according to industry body GSMA – won’t sit well with phone companies that are already struggling to pay their dividends. At the same time, firms such as BT Group Plc and Vodafone Group Plc have pledged to slash emissions, and that will require a rapid shift to renewable energy.Just as carriers are about to roll out vast quantities of power-hungry gear, they’re also promising to save the planet. And funds are tight. Accomplishing everything at the same time could be a tall order.“If they have set up ambitious targets for overall power consumption and CO2 emissions, those could potentially be in conflict when they start to roll out 5G,” said Jerker Berglund, industry consultant at JB Sustainable Approach AB. “Reducing total power consumption is going to be a challenge.”5G could unleash a 1,000-fold jump in data demand for connecting factories and cars and supercharging mobile devices, according to the GSMA. That’s an irresistible sales prospect for a telecom industry whose revenues have yet to recover from a slump that started in 2015.Next-generation antennas and masts can be 10 times more energy efficient than 4G’s. However, these power savings could get swamped by the surge in demand for new applications. 5G will link up billions of things that have never been connected before. To accommodate all these new connections, masts might have as many as 128 antennas, versus just four or eight on a typical 4G mast. Bouncing signals through cities may require thousands of transmitters and receivers to be bolted onto rooftops and street furniture. This looks like it will all require a lot more bandwidth, and a lot more power.What’s more, carriers can’t afford the cost of swapping out all their equipment at once, Berglund said. The rollout will have to happen gradually, so many masts will still carry less efficient 4G, 3G and 2G antennas alongside 5G ones. This situation could last for years – some 3G kit is still in place 18 years after that technology was introduced.This article is part of Covering Climate Now, a global collaboration of more than 250 news outlets to highlight the climate change story.Electricity already makes up about a third of carriers’ average operational costs, according to Nokia, and raising this will pressure balance sheets when the industry isn’t in a good place to cope. Vodafone has cut its dividend to conserve cash to pay for spectrum and capital investment. Bank of America Merrill Lynch analysts said Monday they expect BT to slash its dividend by as much as 40% to fund capital expenditure and price cuts.“As we consume more, power’s going up, and the industry is trying to bring that down as much as possible,” said Henry Calvert, head of future networks at the GSMA, the mobile industry trade body. “There’s a lot of activity in the industry about making the power we use more efficient.”But whatever fixes carriers make to lower energy bills – sharing networks, getting masts to autonomously power down at times of low data demand, introducing “beam-forming’’ so smart antennas can pinpoint devices instead of pumping out data indiscriminately – the surge in power usage creates a challenge for meeting emissions goals.Deutsche Telekom AG, for example, pledged a 90% reduction in carbon emissions between 2017 and 2030. In total, European carriers will have to reduce carbon dioxide emissions by 6 million metric tons within 11 years to achieve their carbon targets, BloombergNEF analyst Kyle Harrison said in a research note.One solution is for the telecom companies to shift their power supply to renewables, but this can’t be done at the flick of a switch. Clean-energy contracts are complicated and can take years to negotiate.Carriers will be under pressure to sign new ones quickly to cope with 5G’s power demands, Harrison said. They’ll be vulnerable to striking bad deals, and price fluctuations in energy markets can turn some arrangements that initially look good into losers in the longer term. “The switch to 5G is going to put more pressure on telecoms to purchase clean energy and reduce their emissions,” he said. “Many clean energy deals can result in losses for corporations. Telecoms will need to put extra consideration into this as their power demand goes up, especially if losses will impact their investments into 5G.”To contact the author of this story: Thomas Seal in London at firstname.lastname@example.orgTo contact the editor responsible for this story: Jennifer Ryan at email@example.comFor more articles like this, please visit us at bloomberg.com©2019 Bloomberg L.P.
In addition to improving operational efficiency, Ericsson (ERIC) will augment the network capabilities of Next-Tech Wireless for seamless IoT applications and other potential future services.
As part of Mcity's leadership circle, Verizon (VZ) is actively developing various 5G solutions designed to increase pedestrian safety and avoid car accidents.
As a new Microsoft Azure ExpressRoute partner, Viasat's (VSAT) Direct Cloud Connect service will likely enable its business customers to optimize their network infrastructure and cloud investments.
The additional funding underscores that U.S. Army continues to trust Comtech (CMTL) as a preferred service provider for its deployed soldiers.
The "co-build, co-share" framework agreement between China Telecom (CHA) and China Unicom (CHU) is likely to foster a congenial environment for faster deployment of 5G networks through apportioned infrastructure investments.
Qualcomm (QCOM) envisions a huge revenue-generating potential in low-priced 5G chipsets and aims to expand its product portfolio to cater to the various customer segments.
Strong competitive position and market share gains on the back of technology leadership and diversified customer base in high-growth markets drive Ciena's (CIEN) fiscal third-quarter results.
Sep.18 -- Jae Won, senior vice president and head of Asia Pacific and Japan and Nokia Oyj, talks about 5G, and the company's strategy for the region. He speaks from the sidelines of the Milken Institute's Asia Summit in Singapore with Paul Allen and Shery Ahn on "Bloomberg Daybreak: Asia."