• Seppo Sahrakorpi
    $NOK $MSFT Ballmer: "5x more WP phones sold YoY". Since 70% are Lumias, we would (as an upper limit) get 0.7*5*2.8M=10M Lumias sold in Q4!!
    1/8/13
    Reply (17)
    • Seppo Sahrakorpi: I am more and more convinced that Q4 earnings report will not contain any negative surprises regarding smartphone sales (consensus was 6.5M)
      1/8/13
    • Davidoff: Personally I'm more intrigued to see the Navteq results. Nokia sealed many contracts at Q3 and their revenue is supposed to be fixed in Q4.
      1/8/13
    • Colaolli: But the most important thing is that how many WP8 lumias they will sell since they dont make much profit with WP7.5 Lumias.
      1/8/13
    • NIKKG: I'm not gonna sell anymore shares and just gonna sit on my 10,000 until earnings before I decide on what to do next. .
      1/8/13
    • Leont68: Im estimating 9 t o 10 million windows phone sales in total in quarter 4 with Nokia making up 70 percent of total sales.
      1/9/13
    • Leont68: So 7 million ish Lumia 920 sales should total around 2 million worldwide because of on going shortages , best selling = 510
      1/9/13
    • Seppo Sahrakorpi: @leon Which would be roughly the analysis consensus of 6.5M. So no negative surprises coming...
      1/9/13
    • Leont68: I grabbed all those number out of the air lols. but I would love to see how close my guestimates are compared to the quarter 4 report lol
      1/9/13
    • Seppo Sahrakorpi: Why do you think the price is gonna drop (even more) leading to the earnings call?
      1/9/13
    • Leont68: hmm lets see, where to start, mostly because I think bad analyst coverage, bloggers spreading fud about nokia and wp8 sales.
      1/9/13
    • Leont68: etc etc
      1/9/13
    • Leont68: I personally think 7 million is a great number. We got to remember that the 920 didnt go on sale with att until november.
      1/9/13
    • Leont68: and also this quarter we got verizon selling the lumia 820 also. and tmobile the 810
      1/9/13
    • Seppo Sahrakorpi: Thanks. Last time the price went up leading to the earnings call, so is the rumor mill gonna be more negative this time then?
      1/9/13
    • Colaolli: The price did not dip on Q3 report either despite only 2.9 million lumia sales which is horrible
      1/9/13
    • Leont68: I think last time there was a lot of short covering going on. Not sure it will happen this time around.
      1/9/13