SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: pyslent who wrote (8223)1/10/2013 2:10:30 PM
From: FJB2 Recommendations  Read Replies (1) | Respond to of 9255
 
Nokia Q4 2012

• Mobile Phones net sales of approximately EUR 2.5 billion [$3.3 billion USD], with total volumes of 79.6 million units of which 9.3 million units were Asha full touch smartphones.

• Smart Devices net sales of approximately EUR 1.2 billion [$1.6 Billion USD], with total volumes of 6.6 million units of which 4.4 million units were Nokia Lumia smartphones.

• Total smartphone volumes of 15.9 million units composed of 9.3 million Asha full touch smartphones, 4.4 million Lumia smartphones and 2.2 million Symbian smartphones

.• Devices & Services Other net sales of approximately EUR 0.2 billion [$264 million USD], including a positive impact from non-recurring IPR income of approximately EUR 50 million [$66 million USD].

Message 28655046



To: pyslent who wrote (8223)1/11/2013 1:33:38 AM
From: Eric L2 Recommendations  Read Replies (1) | Respond to of 9255
 
Nokia 'Smartphones' in Q3 & Q4 2012 ...

Nokia Devices and Services (D&S) 'Smartphone' Unit Sell-In (sales into distribution channels)

D&S Business         Smartphone                            
Segment Models Q3 2012 Q4 2012
============= =============== ========= =========
Mobile Phones Asha Full Touch 6.5m 9.3m
Smart Devices WP7.5 Lumia 2.9m ---
Smart Devices WP7.5/WP8 Lumias --- 4.4m
Smart Devices Symbian 3 (Belle) 3.4m 2.2m
--------- ---------
12.8m 15.9m +24% QoQ

Psylent,

<< Nokia sold 2.2 million Symbian devices in Q4 slightly down from 2.3 million in Q3, and down YoY from ~18.5m in Q4 2011 ... Not to nitpick, but that sounds like a mistake-- non-WP smartphone sales were 3.4m in Q3 2012. >>

Feel free to nitpick (anytime), and thanks for correcting my Q3 Symbian sell-in number (the 2.2 million which as I carelessly and mistakenly typed should have been 3.4 million).

I was also somewhat careless in my post #8214 when I stated "Nokia specifically and deliberately referred to the newly released Series 40 Asha full touch mobile devices from the Mobile Phones business segment of Nokia Devices & Services (D&S) as opposed to the Smart Devices segment as 'smartphones' and their volumes have ramped rather well."

Nokia did of course specifically refer to the newly released Series 40 Asha full touch mobile devices (as opposed to lower end Series 40 Asha devices) from the D&S Mobile Phones business segment as smartphones in the Q3 earnings release although they did not sum Asha full touch + Symbian (Belle), and Lumia smartphones for us as they did yesterday.

Nitpicking back at ya, Nokia Devices and Services (D&S) 'non WP smartphone sales' into channels in Q3 were 9.9 million units not 3.4 million units. In Q3 Nokia D&S Mobile phones sold-in 6.5m Asha full touch smartphones and D&S Smart Devices sold in 3.4 million. Smartphones are NOT the exclusive province of D&S Smart Devices. OTOH at the moment D&S Smart Devices is only selling smartphones. No phablets, tablets, or ultrabooks -- YET. That will very likely change over time.

<< In Q4, there were negligible smartphones that weren't either Symbian (2.2m) or WP (4.4m), with 6.6m total smartphones reported. >>

In Q4 there were negligible (Symbian) Belle smartphones sold in by Jo Harlow's Smart Devices segment of D&S and there will be even less next quarter. Smart Devices sold in 4.44 million WinPhone 7.5/8 smartphones. By contrast Timo Toikkanen's Mobile Phones segment of D&S sold in 9.3 million Asha full touch smartphones -- 58% of the 15.9 million smartphone units Nokia Devices and Services sold into channels in Q4.

Cheers,

- Eric -