The Lumia 925 (NOK) is officially revealed. Thanks to its aluminum frame, it's ~50g lighter than the 920, and ~30g lighter than the 928. Otherwise, the specs resemble the 928's: a 4.5," 1280x768, OLED display, a dual-core, 1.5 GHz., Qualcomm (QCOM) processor, and an 8.7MP camera with optical image stabilization. There's no xenon flash, but there is an advanced camera app that leverages Scalado. Nokia will be charging a steep unsubsidized price of €469 ($609) when the 925 hits China and Europe this June. But T-Mobile USA (TMUS) is expected to sell it for less than $100 subsidized. Shares -5%. Were investors expecting a 41MP sensor PureView phone? [View news story]
@DVL Yes it is a nice phone, but Nokia design team failed to understand that the old ways of product launch is not acceptable any more.
Now Nokia has a 920, 925 and a 928, this is why Android and Apple are better, they don't version the same phone in different sizes.
Nokia must add a feature to disable the haptic feedback.
Nokia's Emerging Market Sales Disappoint, But Long-Term Lumia Story Still Intact [View article]
I want Nokia to succeed, it is a great Company with a lot of ingenuity and know how. But it needs to pick up the pace.
Regarding emerging market, Nokia needs to design and differentiate themselves.
When reading Q1-2013 earnings results and a focus on page 10/11 Two subjects are clear.
1. Compared to the first quarter 2012, our Mobile Phones volumes declined across our portfolio, most notably for our non-full touch devices that we sell to our customers for above EUR 30
2. On a sequential basis, our Mobile Phones volumes in the first quarter 2013 were negatively affected by competitive industry dynamics, including intense competition at the low end of our product portfolio and smartphone competition at increasingly lower price points affecting the rest of our Mobile Phones portfolio, as well as estimated higher than normal seasonal decline in the market addressable by Mobile Phones. Compared to the fourth quarter 2012 our Mobile Phones volumes declined across our portfolio, most notably for lower priced devices that we sell to our customers for below EUR 30.
This can only mean that Nokia would make full touch phone in the future and a phone like the 105 as its sub 30 Euro phone.
But I remain skeptical about Nokia, because this could have been seen somewhere inside Nokia.
Nokia has preserved cash, they dont have the money to invest or to grow the Lumia. How are they going to pick up the pace, when Microsoft is not supporting Nokia.
Nokia Results: The Good, The Bad And The Ugly [View article]
I want Nokia to succeed, but they need to change their Windows Phone 8 approach, because it is not giving the results both parties wants.
Nokia´s sales strategy has to change.
Q2 will mark the end of Nokia´s tomb contract with AT&T and that provides Nokia with the oppertunity to get more carriers in the US. For AT&T and Nokia, to show a 101 Million Euro sale, 8 Million Euro more than last year and a whopping 48% decline on QoQ is bad by any definition.
It would be beneficial to Nokia and Microsoft to get as many US carriers as possible here is a list. http://bit.ly/w3QoC4
Windows Phone 8, has not "yet", given Nokia any oppertunity in the smartphone and since Elop took charge, this sentence remains "competitive industry dynamics continuing to negatively affect the Mobile Phones and Smart Devices business units"
Meaning, Android is growing and Microsoft/Nokia is sound a sleep at the top. Microsoft is doing what it can to fix it, with a Windows phone Blue update. But this is not enough, it is panic in the Microsoft camp and Microsoft should increase its marketing support with an additional quarterly sum. 250 Million is not enough and Nokia has bleed enough Cash to get this deal to work.
Microsofts results show a "Windows Phone revenue was only $259 million, driven by patent licensing revenue and increased sales of Windows Phone licenses" Nokia is 80% of $259 million. That gives a license fee of $37 dollar per smartphone, which is an insanely high Price when comparing it to Apple´s research costs and Androids license structure.
For Windows phone 8 to become competitive in this market, a License should cost around $18-$20 dollars, and then Nokia could have a better positioning against low level androids. So far Microsoft have not shown the required interest in getting real marketshare.
Therefore Nokia should really review Elop and this Microsoft deal, that has so far only given Android/Apple meaningfull marketshare.
Nokia Still Needs The Low-End Phone Market [View article]
Good article and Nokia needs the low end market.I want Nokia to succeed.
Nokia should take whatever steps it feels necessary to turn its popular asha series back to a 80+ million quarterly sale.
Some things they could do. Pureview enters the asha series. UI changes to asha so it competes against Samsungs interface. OVI store becomes open source. Hardware changes to asha, so it goes head to head against Samsungs REX.
Lumia series. Nokia should make whatever changes, so the hardware goes head to head against Apple and Samsung. More memory and cores. Use Intel CPU. Get a higher quality phone with awesome specifications Higher price points, so it can justify lowering prices on current Lumia.
Microsoft should design an interface that looks a lot better than Samsung and Apple. Microsoft needs to prove that it can compete against android, by offering more incentives that Google does not have/or could leverage. Microsoft needs to hold up its end of the deal with Nokia and provide business support that accelerate sales or Nokia should go with android.
Patiance, you say. The smartphone industry is like sparta.
Microsoft and Nokia should give 150 developers each to a team that will create the next generation Windows Phone, that will sell in tens of millions per month. And then go against the hordes of Androids.
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
The loss in this Quarter was due to the 30% decline in mobile devices. Damn!
Otherwise, seen from last year, Nokia have improved in the Billions of Euro while loosing sales revenue in the Billions.
NSN improved by 1.007 Euro Billions YoY.
Seen YoY it is very clear improvement, seen QoQ then it is a bad Q.
The sales numbers are bad, just as bad as the rest of this earnings season.
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
If Nokia can't do sub 100$, then they are out of the competition.
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
Nokia needs android, and a new CEO.
There are plenty of evidence that the board is going to sack Elop.
No dividend. Throwing iPhone on national television. Insane Microsoft partner that is not delivering an OS that sells in the tens of millions. Insane Microsoft projection on how much they can sell.
It will become clear that the growth in android is from Nokia series40/30 and symbian.
Android is a better customer value than an asha device, and therefore a new CEO is coming to nokia after Q2 results are reported.
More on Nokia (NOK) Q1: expects Devices & Services non-IFRS operating margin in Q2 to be -2% plus or minus four percentage points. Also forecasts that quarterly increase in Lumia volumes will be higher than the 27% growth in Q1. (PR) [View news story]
That is very nice, but it means nothing.
When Elop dumped Symbian, the customers went to android and how is he going to change that?
The Lumia 925 (NOK) is officially revealed. Thanks to its aluminum frame, it's ~50g lighter than the 920, and ~30g lighter than the 928. Otherwise, the specs resemble the 928's: a 4.5," 1280x768, OLED display, a dual-core, 1.5 GHz., Qualcomm (QCOM) processor, and an 8.7MP camera with optical image stabilization. There's no xenon flash, but there is an advanced camera app that leverages Scalado. Nokia will be charging a steep unsubsidized price of €469 ($609) when the 925 hits China and Europe this June. But T-Mobile USA (TMUS) is expected to sell it for less than $100 subsidized. Shares -5%. Were investors expecting a 41MP sensor PureView phone? [View news story]
Yes it is a nice phone, but Nokia design team failed to understand that the old ways of product launch is not acceptable any more.
Now Nokia has a 920, 925 and a 928, this is why Android and Apple are better, they don't version the same phone in different sizes.
Nokia must add a feature to disable the haptic feedback.
Nokia's Turnaround Underway As Lumia 521 Sells Out In Wal-Mart [View article]
Windows Phone Continues To Gain Market Share Thanks To Nokia [View article]
Microsoft in a nutshell is that their second attempt is allways better.
Here is a list where Microsoft OS is better at the second attempt.
Windows 95 to Windows 98 SE
Windows 2000/98 to Windows XP
Windows Vista to Windows 7
Windows 8 to Windows Blue
All the more reason to be optimistic and believe in a quicker gain in marketshare.
Nokia's Emerging Market Sales Disappoint, But Long-Term Lumia Story Still Intact [View article]
Regarding emerging market, Nokia needs to design and differentiate themselves.
When reading Q1-2013 earnings results and a focus on page 10/11 Two subjects are clear.
1.
Compared to the first quarter 2012, our Mobile Phones volumes declined across our portfolio, most notably for our non-full touch devices that we sell to our customers for above EUR 30
2.
On a sequential basis, our Mobile Phones volumes in the first quarter 2013 were negatively affected by competitive industry dynamics, including intense competition at the low end of our product portfolio and smartphone competition at increasingly lower price points affecting the rest of our Mobile Phones portfolio, as well as estimated higher than normal seasonal decline in the market addressable by Mobile Phones. Compared to the fourth quarter 2012 our Mobile Phones volumes declined across our portfolio, most notably for lower priced devices that we sell to our customers for below EUR 30.
This can only mean that Nokia would make full touch phone in the future and a phone like the 105 as its sub 30 Euro phone.
But I remain skeptical about Nokia, because this could have been seen somewhere inside Nokia.
Nokia Needs To Step Up Its Pace [View article]
Nokia Results: The Good, The Bad And The Ugly [View article]
Nokia´s sales strategy has to change.
Q2 will mark the end of Nokia´s tomb contract with AT&T and that provides Nokia with the oppertunity to get more carriers in the US. For AT&T and Nokia, to show a 101 Million Euro sale, 8 Million Euro more than last year and a whopping 48% decline on QoQ is bad by any definition.
It would be beneficial to Nokia and Microsoft to get as many US carriers as possible here is a list. http://bit.ly/w3QoC4
Windows Phone 8, has not "yet", given Nokia any oppertunity in the smartphone and since Elop took charge, this sentence remains "competitive industry dynamics continuing to negatively affect the Mobile Phones and Smart Devices business units"
Meaning, Android is growing and Microsoft/Nokia is sound a sleep at the top. Microsoft is doing what it can to fix it, with a Windows phone Blue update. But this is not enough, it is panic in the Microsoft camp and Microsoft should increase its marketing support with an additional quarterly sum. 250 Million is not enough and Nokia has bleed enough Cash to get this deal to work.
Microsofts results show a "Windows Phone revenue was only $259 million, driven by patent licensing revenue and increased sales of Windows Phone licenses" Nokia is 80% of $259 million.
That gives a license fee of $37 dollar per smartphone, which is an insanely high Price when comparing it to Apple´s research costs and Androids license structure.
For Windows phone 8 to become competitive in this market, a License should cost around $18-$20 dollars, and then Nokia could have a better positioning against low level androids. So far Microsoft have not shown the required interest in getting real marketshare.
Therefore Nokia should really review Elop and this Microsoft deal, that has so far only given Android/Apple meaningfull marketshare.
Nokia Still Needs The Low-End Phone Market [View article]
Nokia should take whatever steps it feels necessary to turn its popular asha series back to a 80+ million quarterly sale.
Some things they could do.
Pureview enters the asha series.
UI changes to asha so it competes against Samsungs interface.
OVI store becomes open source.
Hardware changes to asha, so it goes head to head against Samsungs REX.
Lumia series.
Nokia should make whatever changes, so the hardware goes head to head against Apple and Samsung.
More memory and cores.
Use Intel CPU.
Get a higher quality phone with awesome specifications
Higher price points, so it can justify lowering prices on current Lumia.
Microsoft should design an interface that looks a lot better than Samsung and Apple.
Microsoft needs to prove that it can compete against android, by offering more incentives that Google does not have/or could leverage.
Microsoft needs to hold up its end of the deal with Nokia and provide business support that accelerate sales or Nokia should go with android.
Nokia's First Quarter, From Bad To Worst [View article]
How is Nokia going to compete against Samsungs REX series?
When you compare them to Nokia, the REX series has a clear advantage.
Nokia´s line of mobile and smartphones.
http://bit.ly/12pXpkl
Samsungs line of mobile and smartphones
http://bit.ly/YxE5NI
The REX line, is the competitor toward Nokia´s Asha devices.
Someone at Nokia, need to be fired.
Nokia (NOK): Q1 EPS of -EUR0.07. Revenue of EUR5.9B misses by EUR1.45B. Shares -1.1% premarket. (PR) [View news story]
What do you think would turn Nokia around to a healthy Company?
Nokia: There Is No Need To Panic [View article]
The smartphone industry is like sparta.
Microsoft and Nokia should give 150 developers each to a team that will create the next generation Windows Phone, that will sell in tens of millions per month. And then go against the hordes of Androids.
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
Otherwise, seen from last year, Nokia have improved in the Billions of Euro while loosing sales revenue in the Billions.
NSN improved by 1.007 Euro Billions YoY.
Seen YoY it is very clear improvement, seen QoQ then it is a bad Q.
The sales numbers are bad, just as bad as the rest of this earnings season.
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR) [View news story]
There are plenty of evidence that the board is going to sack Elop.
No dividend.
Throwing iPhone on national television.
Insane Microsoft partner that is not delivering an OS that sells in the tens of millions.
Insane Microsoft projection on how much they can sell.
It will become clear that the growth in android is from Nokia series40/30 and symbian.
Android is a better customer value than an asha device, and therefore a new CEO is coming to nokia after Q2 results are reported.
More on Nokia (NOK) Q1: expects Devices & Services non-IFRS operating margin in Q2 to be -2% plus or minus four percentage points. Also forecasts that quarterly increase in Lumia volumes will be higher than the 27% growth in Q1. (PR) [View news story]
When Elop dumped Symbian, the customers went to android and how is he going to change that?
Nokia (NOK): Q1 EPS of -EUR0.07. Revenue of EUR5.9B misses by EUR1.45B. Shares -1.1% premarket. (PR) [View news story]