Nordic posted good Q2/H1 2025 results. Forecasts were met, even though some analyst houses offered downgrades in the spring. Guidance was also satisfactory. Both tier1 and other customers are performing well. The nRF54 series has been well received, and the newest smaller nRF91 is also performing well. YoY, the long range business saw 100% growth and stabilization compared to the previous quarter. Historically, long range development has gone up and down quite rapidly Q2Q. If this now stabilizes and starts a steady ascent, that would be quite amazing.
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