Nokia Plans Shift in Private 5G Strategy Amid Growth in Private Networking Market
In late November 2025, Nokia announced a potential sale of its enterprise and campus edge business to concentrate on mission-critical private networking. This decision follows a review period for the campus business.
New CEO Justin Rotard aims to pursue larger contracts despite still providing equipment for campus deployments through partners. AT&T's controversial proposal to auction the 3.5 GHz band for 5G services, impacting the CBRS, has garnered mixed reactions, although the Department of Defense supports it.
The private 5G sector experienced substantial growth, adding approximately 1,300 projects in 2025, with projections for spending to exceed $7.2 billion by 2028. Notable entrants like HPE are emerging, while Ericsson continues to secure various private network agreements, positioning itself differently from Nokia's focused strategy. Analysts anticipate a shift in growth rates for Nokia's private wireless business due to its narrower focus.
