• Seppo Sahrakorpi
    $NOK $MSFT So, 4x 2.8M in Q4 2011 means 11M Win Phones will be sold in Q4 2012. Gotta love it! http://bit.ly/SeoCRh
    11/28/12
    Reply (11)
    • Seppo Sahrakorpi: And, even if $NOK's share is 50%, this amounts to ~5-6M Lumias sold. Let's see...
      11/28/12
    • Seppo Sahrakorpi: $NOK Using Q3 12 ASP of 155 EUR we have Lumia smartphone revenue of 775M EUR, ~$1B USD
      11/28/12
    • Seppo Sahrakorpi: But since Lumia's ASP is probably higher than Symbian's, the Lumia revenue alone could be closer to $1.5B USD in Q4 2012...
      11/28/12
    • eldaedhel: $NOK needs to sell for EUR 3-3.5bn per quarter not to lose money in its smartphone activities. Long way to go!
      11/28/12
    • oneinfiniteloop: I won't be surprised if Nokia accounts for 7/8 million of that 11.2 million total count so far - and all that in the 1st mo. of its release.
      11/29/12
    • oneinfiniteloop: That covers both Windows 7 and Windows 8 phones, that still could translate into a strong comeback story for Nokia D&S = ~$800m profit?
      11/29/12
    • eldaedhel: Nope. D&S cost structure is not sustainable and will imply losses in Q4 and 2013 if no action is taken.
      11/29/12
    • oneinfiniteloop: @eldaedhel are you referring to EUR 3-3.5 billion of revenue on sales of smartphone devices or total profits?
      11/29/12
    • eldaedhel: only smartphone sales
      11/29/12
    • oneinfiniteloop: But didn't Elop allude to that during his Q3 call? Per Caleb23 wasn't the net loss in Q3 only $/E 17 million? What is D&S CS attributed to?
      11/29/12
    • eldaedhel: Caleb was misleading you with his figures. Smartphone breakeven is high, the 3-3.5bn figure comes from math with fixed/variable costs.
      11/29/12