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  • Nokia Investors Need To Worry More About Sony And Less About BlackBerry [View article]
    Nokia showed important Progress in Q2 2013.

    Nokia showcased a lot of important stuff.
    It is innovating and selling that innovation.
    It is learning from its past mistakes.
    (ATT, MSFT and NOK will join in a combined AD campaign)
    (The Lumia 1020 introduction with prices and delivery dates)
    It is growing the smartphone business, but was not in the number one top spot.

    Challengers
    Nokia need to cut IFHR spending and show a profit, which they were very close to do so.
    Microsoft needs to step up its pace and actually join the competition with better software.

    Microsoft acknowledge this and in here lies the true doubt about Microsofts own commitment to its cloud/mobile strategy and this is where the bear/bull fighting will be.

    What the bears do not know is Microsoft heavily invested in its global partner Network and it is yet to be shown how many apps the World is going to create.

    The first bull track, are Companies like Kone, Miele telefonica and many more are quietly but surely going to create software that neither Apple nor Google knows anything about.

    I believe in the ketchup effect, when it comes to the amount of app´s in store of Microsoft.
    Jul 29, 2013. 02:53 PM | 2 Likes Like |Link to Comment
  • For Nokia, Stephen Elop Is A Flop [View article]
    This is a typical bashing article from Kofi Bofah, which I did not read.

    Lets talk about this when Apple has released their Q numbers.
    Jul 22, 2013. 07:11 AM | 2 Likes Like |Link to Comment
  • Nokia's Fighting Hard To Get Back Into Positive EPS [View article]
    The drop in feature phone sale, is more a market shift towards smartphone. The lower priced android smartphones are a proof of that.

    Nokia clearly improved its balance sheet and going forward, Nokia can diversify with its Pureview and Microsoft integration.
    Jul 18, 2013. 02:29 PM | 1 Like Like |Link to Comment
  • Nokia Corporation (NOK) CEO Discusses Q2 2013 Results - Earnings Call Transcript [View article]
    Nokia´s loss of 115 Million Euro this quarter was solely because of 2 things

    EUR 157 million restructuring charge and other associated items in Nokia Siemens Networks.
    EUR 151 million losses related to divestments of businesses in Nokia Siemens Networks.

    If this did not happen, then it would have been a profit 193 Million Euro.

    Source, page 2 and note 2 of Nokia´s earnings release q2 2013.
    Jul 18, 2013. 11:21 AM | 8 Likes Like |Link to Comment
  • Data Says Nokia's Cameras Will Win It The Smartphone Segment [View article]
    Nokia made a very important business move by going after the digital photography market.

    It is growth market and Nokia did diversify perfectly against the market.

    Here is what it could be worth, http://bit.ly/1aTIHss

    Clearly, no other smartphone vendor has anything remotely.
    Jul 18, 2013. 10:43 AM | 8 Likes Like |Link to Comment
  • More on Nokia (NOK) Q2: Nokia Siemens Networks Q2 operating profit €8M vs loss of €226M last year; sales -17% on year to €2.78B, partly due to divestments and the exiting of customer contracts. Expects Q3 operating margin of 7%; increases annualized cost savings for 2013 to €1.5B from prior target of €1B. Nokia expects Q3 handset sales to rise vs Q2 and operating margin of -2%; started to show signs of recovery in latter part of Q2 after difficult start to year. Shares continue to sink, now -4.7%. (PR[View news story]
    Nokia´s loss of 115 Million Euro this quarter was solely because of 2 things.

    EUR 157 million restructuring charge and other associated items in Nokia Siemens Networks.
    EUR 151 million losses related to divestments of businesses in Nokia Siemens Networks.

    If this did not happen, then it would have been a profit 193 Million Euro.

    Source, page 2 and note 2 of Nokia´s earnings release q2 2013.
    Jul 18, 2013. 08:49 AM | 6 Likes Like |Link to Comment
  • Nokia: Visible Misses And Hidden Hits [View article]
    I completely agree, and who better than Microsoft to improve on its image.
    Jul 18, 2013. 07:59 AM | 1 Like Like |Link to Comment
  • Nokia: Visible Misses And Hidden Hits [View article]
    Nokia maintained its sales, and than is much better than the last quarter.

    You have to compare Nokia´s results AFTER Apple has realeased theirs.
    Remember Samsung was down, and Blackberry was down by a lot more than this.

    Nokia maintained its total device numbers trough better sale performance in
    US, 25% increase!
    Greater China, 21% increase!
    Jul 18, 2013. 07:38 AM | 6 Likes Like |Link to Comment
  • More on Nokia (NOK) Q2: Nokia Siemens Networks Q2 operating profit €8M vs loss of €226M last year; sales -17% on year to €2.78B, partly due to divestments and the exiting of customer contracts. Expects Q3 operating margin of 7%; increases annualized cost savings for 2013 to €1.5B from prior target of €1B. Nokia expects Q3 handset sales to rise vs Q2 and operating margin of -2%; started to show signs of recovery in latter part of Q2 after difficult start to year. Shares continue to sink, now -4.7%. (PR[View news story]
    The global contraction of smartphone sales have to be considered before judging this loss.

    QoQ, Nokia sold 2,1 Million less mobile phones and increased the profitable Lumia sales by 1,3 Million smartphones.
    Jul 18, 2013. 07:29 AM | 4 Likes Like |Link to Comment
  • More on Nokia (NOK) Q2: net loss narrows to €227M from €1.41B last year; adjusted profit €7M vs loss of €313M; EPS of €0 beat consensus for a loss of €0.03 but revenues of €5.7B miss forecasts of €6.34B. Lumia Q2 volumes +32% on quarter to 7.4M units vs consensus of 8.1M. Total handset volumes -4% to 53.7M vs 56.2M. Cash reserves roughly in line at €4.1B. Shares -3.7%. (PR[View news story]
    Still this is much better than Samsung and Blackberry.
    Compare these numbers and Nokia performance AFTER Apple has released their Q report.

    You have to take the global contraction of smartphone sale before you put judgement on Nokia performance.
    Jul 18, 2013. 07:12 AM | 2 Likes Like |Link to Comment
  • Nokia (NOK): Q2 EPS of EUR0.00. Revenue of EUR5.7B (-24% Y/Y). (PR[View news story]
    Nokia has stopped the decline, the company is no longer bleeding double digits but are bleeding less than Samsung and Blackberry.
    Jul 18, 2013. 07:00 AM | 3 Likes Like |Link to Comment
  • Nokia (NOK): Q2 EPS of EUR0.00. Revenue of EUR5.7B (-24% Y/Y). (PR[View news story]
    The top line decline, is less than the market as a whole, you have to compare it to Samsung, Blackberry and others.
    Jul 18, 2013. 06:51 AM | Likes Like |Link to Comment
  • Commoditization Of Smartphones: Good Or Bad For Nokia? [View article]
    Nokia did the best job in promoting the Lumia 1020 and with perfect timing. It will launch just as back to school starts, and also after peoples vacation time.

    Between August and December the Lumia will be compared against any other camera and will be published in photographers magazine etc.
    Jul 17, 2013. 12:16 PM | 3 Likes Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    You can newer guess if it is priced in, but it is the growth that matters.

    I found this picture showing Windows Phone trend.
    http://bit.ly/12WR1gI

    Also remember that Nokia is way more expensive in Europe than the US.
    Jul 9, 2013. 06:31 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    I agree, and it is better that they know it before Q2 results are here, but I also believe it will be the last Quarter where Nokia will loose Money.

    This quarter, Nokia lost Money because they made a business purpose.
    Jul 9, 2013. 05:20 PM | Likes Like |Link to Comment
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