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Filip Hansson  

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  • Data Says Nokia's Cameras Will Win It The Smartphone Segment [View article]
    Andreas, I don't think the fact that there is a second hand market nor the fact that people seem happy with their current products is a valid argument. You could make that same argument for pretty much any industry/product - cars, clothes etc. People will still want to buy the new and improved products when they are available.

    Regarding your link, as I've mentioned, the megapixels is secondary. For example, the key thing with the Lumias - at least for me - is the fact that they're able to put a large aperture on essentially a tiny lens and still have aberrations etc seem to come out ok. Paired with a bigger sensor, what this means for the general consumer is that low light performance will be much, much better and also the "out of focus" effects you often see in professional photography will be better/stronger.

    Low light performance is still an Achilles' heel of phone cameras, and it's a big one considering how much of our social lives actually take place in low light conditions, and the fact that what people usually want to share are those social moments. The ability to capture and share those moments is an example of a specific and quite major benefit from Nokia's leading cameras in my point of view.

    Again, megapixels and the zoom is cool, but from my point of view it's not what will drive the sales, and I think we agree there :)
    Jul 19, 2013. 02:54 AM | 1 Like Like |Link to Comment
  • Data Says Nokia's Cameras Will Win It The Smartphone Segment [View article]
    Nokia's camera tech goes far beyond megapixels. The aperture on the Lumia 1020 is pro-class and so is a lot of the other specs on the lens, not mentioning the fact that the software actually allows you to (in a very user friendly way) manually adjust stuff like aperture and ISO. Now, that's obviously only for the hardcore camera people, but my point is that Nokia is way ahead of the pack when it comes to lens quality, which translates to general photo quality, and that's of much greater significance than the fact that there are 41 MP on the Lumia 1020.
    Jul 18, 2013. 12:00 PM | 3 Likes Like |Link to Comment
  • Data Says Nokia's Cameras Will Win It The Smartphone Segment [View article]
    Standard phone calls are not part of the surveys, probably because it's so basic that it's a commodity feature by now.

    I hear you on the Q2 release. However, Lumia volumes were actually up a very substantial 32% qoq.

    The general performance of Nokia's P&L might not outperform estimates in this latest report, but - as I write in the piece - this will be a slow, long-term transition. I see last quarters performance vs. short term expectations as marginal in the greater context.
    Jul 18, 2013. 09:41 AM | 7 Likes Like |Link to Comment
  • Apple's True Opportunities In 2013 [View article]
    The real killer could be an Apple TV, if carried out as a living room media center which could function as a true social campfire.

    - Used for both linear TV and on-demand (like Smart TVs)
    - Music player
    - Web browsing and similar
    - CONTROLLED BY VOICE OR VIA IPAD/IPHONE (natural communication media that we already have integrated in our living room habits)

    Now, that's a piece of HARDWARE that Apple could sell and still rake in very good margins (as opposed to buying Netflix and indulging in on demand streaming where there is no differentiation and extremely strong negotiation power from content owners).

    As always, Apple's strength is in combining its cutting edge technology (in this case it's displays, iPad/iPhone penetration, Siri) in ways that create differentiated products that creates new consumer behaviours - and this allows them to sell hardware at a true premium, because the product is enabling new behaviours, not simply hardware specs.
    Mar 21, 2013. 06:51 AM | Likes Like |Link to Comment
  • Nokia Lumia: No Killer Apps, Investors Lose [View article]
    I beg to differ. What do we spend most of our time with on our phones? It's the basic stuff, e-mails, phone calls, messaging, browsing and some photos. Most users rarely spend time on finding and using other apps. You need some essential high quality apps (e.g. Dropbox, a Flashlight etc) but a good mail and messaging interface will trump a few extra "nice to have" apps any day. Classic 80-20 rule. And the app eco system is fatigued. It's all about the essentials.
    Mar 21, 2013. 06:37 AM | 7 Likes Like |Link to Comment
  • Microsoft Positioned For Unrivaled Enterprise Ecosystem [View article]
    I don't disagree with your general outlook on the development, but I disagree with your conclusion. In general, the fact that decision-making may be shifting from IT departments to end-users does not in any way make the product opportunity obsolete.

    A strong ecosystem will create an opportunity for a better (integrated) product. Whether or not the uptake is driven by IT departments or the end-users is to some degree irrelevant. In some companies this is a shift in decision-makers, while in others, IT departments are both gatekeepers and decision-makers, especially for corporate communication and collaboration platforms e.g. Yammer, Lync, SkyDrive.

    Either way, Microsoft is still positioned to build a very powerful platform product, and in the end product will guide uptake.

    I think your speculation about Microsoft's conspiring with the media is far-fetched and the rise of social media is irrelevant to their ability to sell their products. If anything, it supports the importance of establishing platforms and eco-systems, which is what this article argues Microsoft has a great position to accomplish.
    Mar 13, 2013. 06:44 AM | 2 Likes Like |Link to Comment
  • Microsoft Positioned For Unrivaled Enterprise Ecosystem [View article]
    That's a valid point and I absolutely agree. Getting the mobile product right and driving the adoption is key for Microsoft building this ecosystem. Personally, I'm quite positive about both Windows Phone and Windows 8 in their current forms and especially the trajectory they're on in terms of product development. But phones seem to be very much a matter of taste, so I wouldn't put my head on the chopping block and make a prediction either way. What I would confidently say, however, is (as stated in this article) that Microsoft has a strong competitive advantage in the synergies with their existing market position, which makes me lean in favour of them executing this successfully.
    Mar 11, 2013. 12:06 PM | 3 Likes Like |Link to Comment
  • Think Twice Before Betting On Nokia At Current Price - Part 2 [View article]
    A key comparison when looking forward at NOK's momentum in the market is the new Lumia range compared to the product lineup 1-2 years ago. Looking at that it's evident that:

    a) the products are much, much better
    b) the product development trajectory is great

    And thus the conclusion is that NOK will catch back up. Long long long.
    Mar 7, 2013. 03:32 PM | 6 Likes Like |Link to Comment
  • Groupon (GRPN): Q4 GAAP EPS of -$0.12 misses by $0.15. Revenue of $638.3M (+30% Y/Y) in-line. Gross billings +24% Y/Y to $1.52B. Expects Q1 revenue of $560M-$610M, below $650.3M consensus. Expects Q1 operating income of -$10M to $10M. Shares -25.8% AH. (PR[View news story]
    agree, coupons is not a real business. however, groupon's direct sales are, and they are up quite sharply, so there's hope yet. a pretty good graph that illustrates this:
    Feb 28, 2013. 07:19 AM | Likes Like |Link to Comment
  • J.C. Penney: The Sick Man Of Retail [View article]
    fundamentally, the CEO thinks he's running a retailer with unique, differentiated products like he did at Apple, while JCP is dealing in what's basically commodities. until he steps down, is thrown out or changes his mind about that, im massively short.
    Feb 28, 2013. 07:18 AM | 4 Likes Like |Link to Comment