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Delphinus

Delphinus
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  • A new ad strategy for Nokia (NOK +2.4%): Marketing chief Tuula Rytilä tells AdAge her company will "act like a challenger" and "be more bold" in its ad efforts, as it tries to gain both market share and mindshare against iOS/Android. She adds the emphasis of Nokia's Lumia ads will shift from trying to create awareness to demonstrating the phones' capabilities, and that Nokia is "working closely with Microsoft and our customers to make sure we have bigger budgets available." Nokia's 2012 ad/promotional spend totaled $1.27B, -25% Y/Y. (earlier[View news story]
    Good news. A shift of ad strategy away from creating awareness to demonstrating the phones' capabilities fits nicely in a situation where Nokia on 11th July in NY most likely will present a Lumia 1020 with camera capacity not seen elsewhere on the smartphone market
    Jul 5, 2013. 02:46 PM | 7 Likes Like |Link to Comment
  • Time To Buy Nokia [View article]
    Thanks for this very well-timed and helpful article
    Jul 4, 2013. 03:42 AM | Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    @ Dope Threat

    "All that said, the Windows Phone fans out there must realize that there is a chance that a third ecosystem does not develop. If you are a bull on Windows Phone OS, you believe that chance is only 2 in 10."

    Hold it a bit. I guess you took the 2 in 10 out of the blue? It all depends on what perspective you have. Statistics show that WP/Nokia is slowly making their way out of the woods. I think that a number of us didn't expected a more rapid gain in WP market shares than that which has taken place. The important thing is that the direction is good.

    Who says that all those desktop PC users out there would not in the end feel more comfortable with a phone running software produced by the same company powering their PC:s? MSFT is trying to capitalize on the fact that users of course would appreciate if the their PC:s, tablets and phones would all have software looking and working in a similar way.

    At the same time it goes without saying that it is a long and thorny path for MSFT, as it would be for or any company, to achieve this. With Windows 8 and Windows Phone MSFT has started such a process. Windows 8 has met some reluctance and so has Windows Phone. The next step is Windows 8.1, which surely will have some positive effects. How constructive a step it will be and how many more steps/years it will take to arrive at the goal remains to be seen. But taking into account the financial muscles and proven perseverance of MSFT, combined with outstanding Nokia hardware production (smartphones and soon to come phablets with probably i.a. exceptional cameras) I do think that there is a fair chance for a bright future for both MSFT and Nokia.
    Jul 3, 2013. 05:11 PM | 2 Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    @Know

    Good point which I totally share. I had the same experience with Skydrive. If MSFT/Nokia play their cards right many of all those desktop PC users will in the long run end up with phones using WP.
    Jul 3, 2013. 03:46 PM | 2 Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    HCube

    I don't think we differ that much in opinion. It's more that I believe that the complaints about the apps are a bit out of proportion.

    I think it is a strong showing that WP/Nokia now is rapidly gaining market share in important european countries like UK and France. US is more difficult, but the new high end Lumias might help.

    You are right about the status thing and I believe that MSFT is putting a lot of money and energy at work in order to catch up sufficiently with IOS/Android. One could always say that they should throw in even more resources to achieve this rapidly, but considering the emerging positive results for WP market share they might not consider more apps their No 1 priority. It remains to be seen how well WP 8.1 addresses the concerns of the Tech sites now bashing WP for being undeveloped.
    Jul 3, 2013. 12:54 PM | Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    I don't know the contents of the MSFT-Nokia agreement. However, it is a fact that Nokia is given platform support for using WP (in Q1 in the order of 250 m) and there are certainly strings attached to that. Despite not knowing how the strings look I am convinced that they include Nokia's abstention from using Android in the foreseeable future.
    Jul 3, 2013. 12:29 PM | Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    @well

    "i have no clue why so many of you are long on a sinking ship"

    With your kind of "out of the blue" reasoning I totally understand why you have little understanding for those being long in Nokia
    Jul 3, 2013. 11:23 AM | 1 Like Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    Hcube and fly

    Come on. Almost all of the really essential apps are already there for WP. The real reason why people keep complaining about the apps is a much simpler one. There is not so much else to complain about. Statistics show that Windows Phone is moving forwards. Of course there are still a number of issues to finetune with such a new OS, but many of them will be tackled in the forthcoming WP 8.1.
    Jul 3, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    @mcfox

    Although I'm a bit skeptical it remains to be seen if Nokia will supplement its Windows-based smartphones with Android-based ones once the agreement with MSFT to only use Windows Phone has elapsed. But I believe that a precondition would be that Nokia would manage to introduce phones which include highly attractive features which nobody else has and we haven't seen that yet. But I must admit that the event in NY 11th July "Zoom reinvented" interests me a lot. There is certainly a lot cooking...
    Jul 3, 2013. 09:57 AM | Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    @gwynfryn

    I too feel that the Asha 501 is a great phone. However, competition is enormous in this segment. At the same time I don't rule out that Q3 might include some positive surprise concerning the new Ashas, which after all haven't been out there for so long
    Jul 3, 2013. 09:41 AM | Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    Great and convincing article. Asha phones are mentioned but without saying anything about possibilities for this product line to contribute positively. I think it is too early to say that the Asha phones will be a burden for Nokia. Let's see what happens in Q3. However, it may turn out that the Ashas do not contribute substantially to profits, but don't forget that buyers will be more likely to buy Lumias later on.
    Jul 2, 2013. 04:27 PM | 6 Likes Like |Link to Comment
  • Android (GOOG) refuses to slow down, Windows Phone (MSFT, NOK) continues making modest progress, and the gap between the iPhone's (AAPL) U.S. and European numbers continues to widen. Those are some of the takeaways from Kantar's latest smartphone share data. For the March-May period, Android's U.S. share is pegged at 52% (+10 bps Y/Y), its EU5 share at 70.4% (+1010 bps), and its Chinese share at 71.5% (no Y/Y data). The iPhone's U.S. share is at 41.9% (+350 bps), its EU5 share at 17.8% (-140 bps), and its Chinese share at 23.6%. Windows Phone's U.S. share is at 4.6% (+90 bps), its EU5 share at 6.8% (+250 bps), and its Chinese share at 2.9%. IDC estimated Android (stronger in emerging markets) had a 75% global share in Q1, the iPhone 17.3%, and Windows Phone 3.2%. [View news story]
    Don't forget that it is via the high end products (Lumia 925, 928 and soon 1020 with a super camera) that Nokia hopes to get the US market more interested. Some extra buzz will be added on 11th July with the NY event "Zoom reinvented". Let's see what happens with the Windows Phone US market share in Q3.
    Jul 2, 2013. 03:29 AM | 4 Likes Like |Link to Comment
  • Is Nokia Still A Buy? [View article]
    Thanks a lot for this well-balanced and very insightful article! Yes, Nokia is still much of a gamble but patents, Asha, HERE, NSN and the upcoming Lumia 1020 and phablet 1050 make the odds for a continued Nokia revival look interesting
    Jul 1, 2013. 04:59 PM | 1 Like Like |Link to Comment
  • So Much For BlackBerry Killing Nokia [View article]
    "I just don't understand the market..."

    With your kind of analysis I understand why you don't understand the market.
    Jul 1, 2013. 02:06 PM | 4 Likes Like |Link to Comment
  • Nokia-Microsoft: Too Early For An Acquisition [View article]
    Thanks to both Systembolaget and Seppo2
    Jun 23, 2013. 10:31 AM | 1 Like Like |Link to Comment
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