Seeking Alpha
  • Andreas Hopf
    $NOK Kantar OS figures out http://bit.ly/1a2pQbs Show, why only 8.8m devices were sold.
    11/4/13
    Reply (13)
    • Pimust: Change Q2 -> Q3: Germany 5.9->8.5, GB 8.6->11.2, France 9.0->10.7, Italy 7.8->13.7, US 4.0->4.6, China 4.9->2.5, Australia 5.3->9.3.
      11/4/13
    • Pimust: Not that bad IMHO.
      11/4/13
    • La Rue: Agreed !
      11/4/13
    • joshvegas: China is not looking good at all. Q after Q not getting better. Otherwise not so bad, especially EU.
      11/4/13
    • Andreas Hopf: You must be looking at the wrong figures: Germany down 0,3%. UK down 0,6%. France down 0,1%. USA up 1,6%. China up 0,4%. EU5 up 0,6%.
      11/4/13
    • joshvegas: Y/Y numbers
      11/4/13
    • Pimust: I was comparing q2 and q3 figures ie. 3 month periods ending in June and Sepember.
      11/4/13
    • Andreas Hopf: Y/Y is quite meaningless for consumer products. A year ago, WP8 and the Lumia 920 were just released.
      11/4/13
    • Andreas Hopf: After Microsoft osborning Nokia with the WP7/WP8 transition, Nokia performed a total restart on 3rd Novemer, with shipping first in the UK.
      11/4/13
    • Pimust: The way Kantar reports the numbers is IMHO very confusing.
      11/4/13
    • Andreas Hopf: Standard consumer panel practice. ComScore and GfK also give Y/Y M/M and Q on Q figures.
      11/4/13
    • Andreas Hopf: For CE businesses, M/M and consumer seasonality are most relevant. Y/Y rather for long established markets and commodities.
      11/4/13
    • Pimust: They aren't actually giving M/M figures but past 3 month figures every month. If you take two consecutive figures they overlap 2 months.
      11/4/13