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2010-01-28
, 12:39
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Posts: 1,224 |
Thanked: 1,763 times |
Joined on Jul 2007
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#2
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Wrong forum.
__________________
My repository
"N900 community support for the MeeGo-Harmattan" Is the new "Mer is Fremantle for N810".
No more Nokia devices for me.
My repository
"N900 community support for the MeeGo-Harmattan" Is the new "Mer is Fremantle for N810".
No more Nokia devices for me.
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2010-01-28
, 12:57
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Posts: 7 |
Thanked: 3 times |
Joined on Nov 2008
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#3
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cannot follow live from the office. please keep us updated here.
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2010-01-28
, 13:06
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Posts: 1,400 |
Thanked: 3,751 times |
Joined on Sep 2009
@ Arctic cold of northern .fi
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#4
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OPK starts: (writing on the fly propably lot typos and finglish)
-Best quater for both Nokia and Nokia Siemens Networks.
-Talks about new free Ovi Maps. Wants to transform Ovi Maps from just map application into platform that is used by many services and apps.
-Ovi maps optimized for on-line. Uses only fraction of bandwith compared to other mobile mapping solutions.
-Will use Maps for entering into mobile ad market.
Review of Q4:
-In Q4 mobile market started to grow after recession.
-Unit shipments up 17%
-Supply constraint in early Q4. Got better later in quarter.
-Total mobile marketshare 39% in Q42009 up from 38% in Q42008
-Converged devices (Nokia-talk for smartphone) market share up to 40% from 35%. (But nokia underestimated its share last quarter according to all smartphone marketshare analysts, so real growth should be is lower than that). Top five smartphones:4 touch screen models 5800 n97, N97 mini, 5230.
-6.1 million eSeries. 4,6 million nSeries. E72 strong initial sales. eSeries grow 40% in Europe.
-Ovi store now 1 million+ downloads/day
-Music services growing fast.
-Nokia Messaging deals with 69 mobile network operators.
-Ovi Mail accounts doubled in 2009.
-Nokia Life Tools spread to Indonesia. India and Indonesia keymarket for LIfe Tools.
Nokia Siemens Networks:
-Sales up 31% from last quarter.
-Getting lot of LTE orders. Biggest HSPA client list.
Last edited by Rauha; 2010-01-28 at 14:03.
-Best quater for both Nokia and Nokia Siemens Networks.
-Talks about new free Ovi Maps. Wants to transform Ovi Maps from just map application into platform that is used by many services and apps.
-Ovi maps optimized for on-line. Uses only fraction of bandwith compared to other mobile mapping solutions.
-Will use Maps for entering into mobile ad market.
Review of Q4:
-In Q4 mobile market started to grow after recession.
-Unit shipments up 17%
-Supply constraint in early Q4. Got better later in quarter.
-Total mobile marketshare 39% in Q42009 up from 38% in Q42008
-Converged devices (Nokia-talk for smartphone) market share up to 40% from 35%. (But nokia underestimated its share last quarter according to all smartphone marketshare analysts, so real growth should be is lower than that). Top five smartphones:4 touch screen models 5800 n97, N97 mini, 5230.
-6.1 million eSeries. 4,6 million nSeries. E72 strong initial sales. eSeries grow 40% in Europe.
-Ovi store now 1 million+ downloads/day
-Music services growing fast.
-Nokia Messaging deals with 69 mobile network operators.
-Ovi Mail accounts doubled in 2009.
-Nokia Life Tools spread to Indonesia. India and Indonesia keymarket for LIfe Tools.
Nokia Siemens Networks:
-Sales up 31% from last quarter.
-Getting lot of LTE orders. Biggest HSPA client list.
Last edited by Rauha; 2010-01-28 at 14:03.
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2010-01-28
, 13:21
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Posts: 1,400 |
Thanked: 3,751 times |
Joined on Sep 2009
@ Arctic cold of northern .fi
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#5
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Timo Ihamuotila talking about financials:
-From next qaurter upwards Nokia will start reporting devices and services individiually. Makes sense now thats servces grows fast
Q4:
-Net sales 11 988 milion euros
-Devices average price and profit margings up.
-Services sales up 14%
-Navteq sales up 36%
-Nokia also getting more revenue from other market players due to fast increase in smartphone market (I.e Nokia getting lot of patent&license income from other smartphone makers).
-Non-IFRS gross margin 34,3%.
2009:
-NSN sales 3 600 million euros.
-Dividend same as last year.
-Cash and liquid assets at 8,9 billion euros at end of 2009.
Back to OPK:
-Touchscreen and QWERTY devices growing srong
-Nokia's unmached productiong capability allowed to execute fast growht in Q4.
Now questions from analyst:
(Waiting for idiot from NA ask if Nokia plans to release Android phone):
- Goldman Sachs: Will Nokia be able to continue maintain fast smartphone growth.
OPK: Of course dude. Symbian 3^&^4 are pure gold. Lot of Symbian love. Symbian going from "good to great".
-Analyst with nervous amercian accent: Will average price per phone continue to grow?
-Timo: ASP will decline but slower than rest of the market.
-Oppenheimer: Asks about Nokia's weak performance in China.
OPK: Low end competition very hard. Chinese market very volatile. Nokia down from Q3 but up from Q42008. China mainstream market starting to move to higher price phones and smartphones
-Question about Maemo tablet!
OPK: Tablets and products like that are being explored. Experience from internet tablets and Booklet helps. More coming in this space but not making any product annoucements now.
(-One american analyst who pronounces finnish names damn perfectly good. Prolly works full time on mobile market analysis).
-Lots of Nokia Siemns Networks financial talk.
Conference over. I think that was first analyst Q&A in long time where nobody asked about possibility of Android phone from Nokia. Kind of dissapointed. The diplomatic answers in very annoyed tone were amusing.
Last edited by Rauha; 2010-01-28 at 14:07.
-From next qaurter upwards Nokia will start reporting devices and services individiually. Makes sense now thats servces grows fast
Q4:
-Net sales 11 988 milion euros
-Devices average price and profit margings up.
-Services sales up 14%
-Navteq sales up 36%
-Nokia also getting more revenue from other market players due to fast increase in smartphone market (I.e Nokia getting lot of patent&license income from other smartphone makers).
-Non-IFRS gross margin 34,3%.
2009:
-NSN sales 3 600 million euros.
-Dividend same as last year.
-Cash and liquid assets at 8,9 billion euros at end of 2009.
Back to OPK:
-Touchscreen and QWERTY devices growing srong
-Nokia's unmached productiong capability allowed to execute fast growht in Q4.
Now questions from analyst:
(Waiting for idiot from NA ask if Nokia plans to release Android phone):
- Goldman Sachs: Will Nokia be able to continue maintain fast smartphone growth.
OPK: Of course dude. Symbian 3^&^4 are pure gold. Lot of Symbian love. Symbian going from "good to great".
-Analyst with nervous amercian accent: Will average price per phone continue to grow?
-Timo: ASP will decline but slower than rest of the market.
-Oppenheimer: Asks about Nokia's weak performance in China.
OPK: Low end competition very hard. Chinese market very volatile. Nokia down from Q3 but up from Q42008. China mainstream market starting to move to higher price phones and smartphones
-Question about Maemo tablet!
OPK: Tablets and products like that are being explored. Experience from internet tablets and Booklet helps. More coming in this space but not making any product annoucements now.
(-One american analyst who pronounces finnish names damn perfectly good. Prolly works full time on mobile market analysis).
-Lots of Nokia Siemns Networks financial talk.
Conference over. I think that was first analyst Q&A in long time where nobody asked about possibility of Android phone from Nokia. Kind of dissapointed. The diplomatic answers in very annoyed tone were amusing.
Last edited by Rauha; 2010-01-28 at 14:07.
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2010-01-28
, 13:45
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Posts: 170 |
Thanked: 261 times |
Joined on Feb 2009
@ Gothenburg, Sweden
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#6
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Did Olla Pekka really say "dude"? :-)
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2010-01-28
, 13:51
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Posts: 1,400 |
Thanked: 3,751 times |
Joined on Sep 2009
@ Arctic cold of northern .fi
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#7
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Originally Posted by jeremiah
No, just trying to summarize his Symbian prep talk quickly
Did Olla Pekka really say "dude"? :-)
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2010-01-28
, 13:52
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Posts: 3,790 |
Thanked: 5,718 times |
Joined on Mar 2006
@ Vienna, Austria
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#8
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Originally Posted by Rauha
oh come on - how lame's that? couldn't he at least have said something nice about the Maemo line?
-Question about Maemo tablet!
OPK: Tablets and products like that are being explored. Experience from internet tablets and Booklet helps. More coming in this space but not making any product annoucements now.
"Being explored" by OPK isn't what I dream of as a customer...
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2010-01-28
, 13:53
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Posts: 316 |
Thanked: 150 times |
Joined on May 2006
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#9
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Originally Posted by Rauha
Surely more amusing than what he actually said anyway
No, just trying to summarize his Symbian prep talk quickly
OPK : Yo, Homie! Dis Symbian is da ****, ya dig? We is gonna bust some caps in the competition, bro! F'sure ya sizzle?
| The Following User Says Thank You to jaark For This Useful Post: | ||
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2010-01-28
, 13:58
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Posts: 1,400 |
Thanked: 3,751 times |
Joined on Sep 2009
@ Arctic cold of northern .fi
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#10
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Originally Posted by benny1967
Well it was talk meant for stock market not consumers. Basically he said thats more products that are between smartphones and laptops are coming.
oh come on - how lame's that? couldn't he at least have said something nice about the Maemo line?
http://investors.nokia.com/phoenix.z...rterlyearnings
Hit Webcast icon on top row to view. Enter name email and organization.
Nokia stock currently soaring in Helsinki stock exchange. +13,64% a the the moment
Last edited by Rauha; 2010-01-28 at 12:44.