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Technology Stocks : Smartphones: Symbian, Microsoft, RIM, Apple, and Others -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (1343)	4/24/2012 3:30:31 PM
From: Eric L	1 Recommendation Respond to of 1647

More HTC in Q1 2012 ... In the prior post I neglected to provide this URL for The HTC 1Q 2012 Business Review: mzcan.com I have abstracted the 5 latest HTC Quarters below. Q1 2012 was indeed abysmal ... 1Q 2011 2Q 2011 3Q 2011 4Q 2011 1Q 2012 NT$ (TWD) USD NT$ USD NT$ USD NT$ USD NT$ USD ================ ================ ================ ================ ================ Revenues $104.2bn $3.5bn $124.4bn $4.2bn $135.8bn $4.5bn $101.4bn $3.3bn $67.8bn $2.3bn Operating Profit $16.5bn $0.6bn $19.2bn $0.7bn $20.2bn $0.7bn $12.9bn $0.4bn $5.1bn $0.2bn Operating Margin 15.8% 15.5% 14.9% 12.7% 7.5% Units Sold 9.7m 12.1m 13.2m ~10.2m¹ ? ASP $359m USD $349m USD $344m USD $327m USD ? ¹ 10.2m HTC Q1 2012 sell-in provided by both IDC and Strategy Analytics On top of a not too spectacular HTC Q4 2011 which was down all around from Q3 2011 ... • HTC Revenue dropped from a record $4.5 billion USD in Q3 2011 to $2.3 billion in Q1 2012 • HTC Operating profit dropped from a record $661 million USD in Q3 2011 to $173 million in Q1 2012 • HTC Operating margin dropped from 15.8% in Q1 2011 to 7.5% in Q1 2012 All eyes will be closely fixed on Q2 2012 actuals, HTC forecasts a sharp rebound ... • Revenue is expected to be around NT$105bn (~3.56 billion USD up 54% QoQ) • Operating margin is expected to be around 11% • Operating profit is expected to be around $391 million USD up ~95% Revenue for Q2 of 2012 is expected to hit $3.56 billion up from Q1's $2.3 billion.It should be noted that this predicted figure will still sit 15% below the company's Q2 results from 2011. >> HTC Predicts Revenue Recovery in Q2 Jason Mick (Blog) Daily Tech April 24, 2012 tinyurl.com First, there was a bold prediction from struggling Taiwanese phonemaker HTC Corp. (TPE:2498). The company is currently reeling from an abysmal quarter which saw its profit cut in half from a year before, sending a meteoric rise to the top of the smartphone market to a grinding halt. HTC predicts that it will pull in second quarter revenue of $105B TWD ($3.56B USD), a bullish estimate that's 3.5 percent above the analyst target of $101.46B TWD. The company's ambitions will pin partially on its new flagship smartphone, the monstrous Android Ice Cream Sandwich, 1.5 GHz quad-core (Tegra 3), 4.7-inch 720p HTC One X, which will go head to head with Android leader Samsung Electronics Comp., Ltd.'s (KS:005930) Galaxy S II (and next-gen. Galaxy S 3). images.dailytech.com The One X will launch first on AT&T Inc. (T) in the U.S. on May 8, and is rumored to be headed for Sprint Nextel Corp.'s (S) brand new LTE network, re-branded as the HTC EVO 4G LTE. Pre-orders on Sprint are reportedly kicking off on May 7 -- a day before the launch at AT&T. HTC has found itself in a financial slump similar to Nokia Oyj. (HEX:NOK1V), but the reasons behind that slump are a bit different. Where as Nokia's recent woes have come from a painful operating system platform switch, HTC recent issues have largely come from being outshone on its platforms of choice. Samsung has dominated Android sales, with its Galaxy phones heavily outselling HTC models globally. While it's hard to pin HTC's sales problems on a single issue, the company's bloated Sense UI firmware and lagging design aesthetics are among the culprits. Still, handsets like the impressive HTC Titan II LTE Windows Phone (Mango) and the HTC One X, which comes with a chic white frame, show HTC has the potential to maker star superphones. Whether it can live up to its bold aspirations, though, remains to be seen. ### - Eric -