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More on Nokia: Liberum Capital claims the Lumia 920 is back in stock in many channels where...

More on Nokia: Liberum Capital claims the Lumia 920 is back in stock in many channels where supplies had run out, and is available for shipping within 24 hours on Amazon. The firm thinks Nokia received orders for ~2.5M Lumia 920 units as of the third week of November, and believes Q4 920 shipments will likely exceed its current forecast of 3M. 2M sales of other Lumia models are also expected, and Q1 demand is seen holding steady. Those numbers could be going over well in light of the downbeat assessments provided by other analysts.
Comments (27)
  • css1971
    , contributor
    Comments (870) | Send Message
     
    Whoop.

     

    "Analysts" clients are positioned and ready to go, here come the positive pump articles for retail. Cramer will be next.
    17 Dec 2012, 02:50 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9412) | Send Message
     
    Ditto css1971, and let me add if they had the damn things on Verizon the numbers would be significantly higher... *still waiting*
    19 Dec 2012, 02:28 AM Reply Like
  • oneinfiniteloop
    , contributor
    Comments (663) | Send Message
     
    Luke, in a way that is good because Verizon numbers will be reported as part of Q1 which will hopefully provide a lot of fuel to the fire. Add to that India and China and things should hopefully be just perfect.
    20 Dec 2012, 02:02 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9412) | Send Message
     
    @oil

     

    How will meaningful Verizon Nokia sales be reported in Q1?
    I know that they have the 822, but I don't expect that to move the needle any. I'm looking for the 922 on Verizon, and I don't expect those to hit Verizon until maybe mar or apr 2013
    20 Dec 2012, 06:04 PM Reply Like
  • oneinfiniteloop
    , contributor
    Comments (663) | Send Message
     
    My bad - I apologize, I thought Verizon will receive their 922 sooner - something like late Jan early Feb '13 - didn't realize that it was going to materialize sometime in Mar or Apr '13.
    20 Dec 2012, 07:02 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9412) | Send Message
     
    Well I don't know the date either.. speculation on my part.
    But I assume AT&T's exclusivity period is 6 months.
    So AT&T 920 launch + 6 months could well put us into Q2 2013
    20 Dec 2012, 07:15 PM Reply Like
  • oneinfiniteloop
    , contributor
    Comments (663) | Send Message
     
    But the exclusivity is for the 920 - couldn't Nokia come up with the next version and launch it on Verizon earlier? Like how Nokia was able to launch 822 on Verizon?
    20 Dec 2012, 07:18 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9412) | Send Message
     
    I think the exclusivity is to give AT&T a 'class' of phone that Verizon does not have. It would not be in the spirit of the deal with AT&T to give a phone to Verizon that is as good or better than the 920 on AT&T.

     

    I think we are just going have to wait.
    However! I do believe we could well see an improved 920 (922?), or maybe even a 1000 on Verizon *after* the AT&T's exclusivity period.

     

    This would be savvy marketing.. everyone will go nuts (me included.) Maybe THIS will be the long awaited Lumia PureView :)
    20 Dec 2012, 08:07 PM Reply Like
  • oneinfiniteloop
    , contributor
    Comments (663) | Send Message
     
    That would certainly help drive Nokia's revenue and sales of Smart Phones through 2013; plus, a Windows Pro/RT tablet would add icing to the cake (I hope that they provide both Windows Pro - for enterprise users - and RT version).
    20 Dec 2012, 08:49 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1533) | Send Message
     
    Nice
    17 Dec 2012, 03:05 PM Reply Like
  • lost money
    , contributor
    Comments (168) | Send Message
     
    nokia will hit $10 within a year...do not follow the herd of sheep and dont wait for cramer or goldman sachs to tell you to buy.
    17 Dec 2012, 03:09 PM Reply Like
  • stocks87
    , contributor
    Comments (29) | Send Message
     
    i love how so called analysts pump up to predict future and clients lines up blindly. all downbeat predictions are gone. clearly MSFT and NOK are well positioned to come back. Either way if NOK cotninue to keep up trend its a well win win against MSFT and NOK and ofcourse all long NOK share holders.
    17 Dec 2012, 03:28 PM Reply Like
  • Sal Marvasti
    , contributor
    Comments (1364) | Send Message
     
    I will buy back when i see the numbers. But i got my phone before January.
    17 Dec 2012, 05:14 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9412) | Send Message
     
    "I will buy back when i see the numbers."

     

    But that takes all the fun out of it ;-)
    19 Dec 2012, 02:32 AM Reply Like
  • techy46
    , contributor
    Comments (6288) | Send Message
     
    Nokia really needs to exceed the 3m Lumia units for Q4 2012 to demonstrate that China can really add to their bottom line with the 620 and 920T for Q1 2013. The Lumia 505 and 620 will be nice additions to combat Android low and mid range devices. I wonder if they bring out a Lumia 950 or 960, 12mp PureView, at CES 2013 or just wait for Q2 or Q3 to see if competition wants to up the ante? Finally in the black after buying a whole lot of Nokia at 1.60-2.60 last summer.
    17 Dec 2012, 05:50 PM Reply Like
  • shangjeen
    , contributor
    Comments (337) | Send Message
     
    These same analysts were telling us just three months ago not to catch the "falling knife" that was Nokia.
    17 Dec 2012, 09:48 PM Reply Like
  • Dimi3s
    , contributor
    Comments (39) | Send Message
     
    Can someone answer me this, when do the actual numbers of phones sold come out?
    Together with quarterly earnings?
    17 Dec 2012, 10:05 PM Reply Like
  • Mike_Grasbie
    , contributor
    Comments (111) | Send Message
     
    Jan 24th 2013.
    17 Dec 2012, 10:09 PM Reply Like
  • kontizasg
    , contributor
    Comments (4) | Send Message
     
    Nokia will hit 5$ on January
    18 Dec 2012, 01:58 AM Reply Like
  • WhatdoIknow1
    , contributor
    Comments (661) | Send Message
     
    Think about what the real consequences of this phone being a world wide success will mean. The turn around will be a success. Your stock will probably level out at ten. Nokia being profitable will be able to keep its dividend ( that decision is in May). All those apple will soon see 1000 , windows will fail and Elop should have adopted android experts including every market " professional " mouthpiece will have been proved wrong and you the unprofessional untrained gentleman will have been right. Hahaha Congrats

     

    Long Nokia
    18 Dec 2012, 06:03 AM Reply Like
  • Rookie IRA Investor
    , contributor
    Comments (2640) | Send Message
     
    "Nokia being profitable will be able to keep its dividend ( that decision is in May)."

     

    In the past they have made the decision in January (I think at the same time as earnings), though the dividend is paid in May.
    18 Dec 2012, 08:30 AM Reply Like
  • WhatdoIknow1
    , contributor
    Comments (661) | Send Message
     
    You are absolutely right. Thank you.
    It was early.

     

    Long Nokia
    18 Dec 2012, 08:51 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1533) | Send Message
     
    Huge gap up for NOK (ADR) on U.S. pre-market, interesting to see if it opens that high and if it can close above $4 today.
    18 Dec 2012, 07:17 AM Reply Like
  • Rookie IRA Investor
    , contributor
    Comments (2640) | Send Message
     
    Looks to me as if it closes over $4 today. I am short $4 Dec and Jan puts, but would not really mind being assigned at net $3.75.
    18 Dec 2012, 08:31 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1533) | Send Message
     
    Digitimes: Nokia to resume development of Windows RT tablet http://shar.es/h7pHw via @sharethis
    19 Dec 2012, 05:20 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1533) | Send Message
     
    Nokia and China Mobile Get Serious
    http://aol.it/V9H2VN

     

    The Chinese are going to love this
    For American consumers, it's difficult to imagine paying full price for smartphones -- plopping down $350 for the latest Google Nexus? Not likely. Apple's iPhone 5 and the Samsung Galaxy S III are even more expensive, though the subsidies paid by domestic mobile carriers may end at some point (see T-Mobile's decision to carry iPhones without a subsidy).

     

    Which brings us to the latest news coming out of China. China Mobile is taking pre-orders of the Lumia 920T at the $740 price point until it receives stock from Nokia in January of 2013. However, China Mobile announced that it intends to subsidize the cost of the 920T for customers that sign up for a two-year data plan. What'll the Lumia cost customers, after subsidies, in China? All of 1 yuan.

     

    Now that's a deal
    At about $740 a pop, the potential volume becomes astronomical when that same phone is offered to customers for what amounts to free. Add the Chinese Lumia smartphone giveaway to Nokia's growing list of upsides, and Nokia's prospects in 2013 are getting seriously interesting.
    20 Dec 2012, 10:04 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1533) | Send Message
     
    Nokia looks to online sales to revive fortunes
    http://bit.ly/R88wuv

     

    Finnish mobile phone manufacturer Nokia Corp has adopted an aggressive method to revive its Chinese market performance by cooperating with e-commerce websites and expanding its online sales.

     

    The company signed a strategic cooperation agreement with Chinese online retailer 360buy.com on Thursday. The latter agreed to procure 2 billion yuan ($320 million) worth of mobile phones from Nokia next year.

     

    The Chinese company is the second-largest business-to-customer e-commerce retailer in China, having annual sales of 30.8 billion yuan in 2011.

     

    Nokia will also introduce Nokia 2050, the first Nokia device sold only through online channels in China, said Gustavo Eichelmann, chief executive officer of Nokia China, at a Beijing news briefing on Thursday.

     

    "Online shopping is booming in China," Eichelmann said. He emphasized the importance of e-commerce, but said Nokia will not open its own mobile phone e-store, a move which Chinese rivals Xiaomi Corp and Huawei Technologies Co Ltd have already taken.

     

    "Nokia will strengthen cooperation with third party e-commerce websites," Eichelmann said in an early December interview with China Daily. All future Nokia devices will sell through online and offline channels in China simultaneously, Eichelmann confirmed.
    20 Dec 2012, 10:11 PM Reply Like
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