Nokia Bolsters Optical Networking Business with $2.3 Billion Acquisition of Infinera

Nokia acquires Infinera for $2.3B to become a major force in the $20B optical networking market. Learn more about the deal's impact.

Nokia

Karachi, Pakistan - June 28, 2024 - Finnish telecom giant Nokia Corporation (NOK) announced a strategic move to solidify its position in the optical networking market through the acquisition of Infinera Corporation (INFN) for a total enterprise value of $2.3 billion.

This acquisition strengthens Nokia's optical networking arm, expected to grow by 75% in size. The deal, finalized on June 27, 2024, sees Nokia acquiring Infinera for $6.65 per share, representing a 28% premium over Infinera's closing share price on June 26.

Key benefits for Nokia:

Enhanced Market Share: The combined businesses are projected to capture a significant 20% share of the global optical networking market, according to industry analyst Jimmy Yu of Dell'Oro Group.

Product Roadmap Acceleration: Nokia expects the acquisition to expedite the development of its optical networking product portfolio.

Financial Gains: Nokia anticipates the deal to generate over 10% growth in comparable earnings per share (EPS). 

Transaction Details:

  • Infinera shareholders have the flexibility to choose their compensation method:
  • Cash payment of $6.65 per share
  • Receiving Nokia American Depositary Shares (ADSs) at a conversion rate of 1.7896 per Infinera share
  • A combination of both cash and Nokia ADSs

Nokia will pay at least 70% of the deal in cash, with the option for Infinera shareholders to receive up to 30% in Nokia ADSs. Additionally, Nokia will repurchase Infinera's outstanding convertible notes for an estimated $760 million.

Industry Impact:

This acquisition signifies Nokia's commitment to expanding its presence in the optical networking sector, a crucial component for building high-speed telecommunications infrastructure. The combined entity is poised to become a major player in the market, potentially influencing product development and pricing trends.

Looking Ahead:

The acquisition is expected to close after receiving regulatory approvals. With this strategic move, Nokia aims to solidify its leadership in the evolving landscape of optical networking solutions.

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