Barcelona, Spain – Today at Mobile World Congress, Nokia unveiled five new affordable handsets including a new family of smartphones debuting on the Nokia X software platform. Based on the Android Open Source Project AOSP, and backed by Nokias deep ties with operators, the Nokia X platform gives AndroidTM developers the chance to tap into, … Continue reading “Nokia welcomes Android developers”
Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a complete transition to Windows Phone, 150 million legacy Symbian phones would be sold, keeping the company financially stable … Continue reading “Nokia's price for exclusivity”
Last July I asked the question “How many Lumia phones were shipped in the US?” My answer was 630k through the first half of this year. I revisit this question following Nokia’s latest quarterly report. As a quick review, Nokia reported the following performance for its mobile phones operations: The most worrying thing of … Continue reading “Nokia's Lumia brand strategy for the US”
There is no shortage of information about what happens to companies in distress. The cause of distress varies widely and is often not well understood but the actions and symptoms of distress are very consistent. We can look at examples in each industry, even in each product category for a rich set of distressed company … Continue reading “What will happen to Nokia?”
Our agreement with Microsoft includes platform support payments from Microsoft to us as well as software royalty payments from us to Microsoft. In the first quarter 2012, we received a quarterly platform support payment of USD 250 million (approximately EUR 189 million). We have a competitive software royalty structure, which includes minimum software royalty commitments. … Continue reading “Forecasting Nokia's Windows Phone sales and Microsoft's mobile customer acquisition cost”
Nokia reported Q1 results following very closely the warning issued last week. There were few surprises. There is much more detail in terms of regional performance which might be a better indicator of how the smartphone strategy is playing out. I plotted the data in three charts. Regional Sales Value A year ago Europe and … Continue reading “Nokia's evaporating brand value”
Nokia currently estimates that Devices & Services net sales in the first quarter 2012 were EUR 4.2 billion, comprised of Mobile Phones net sales of EUR 2.3 billion (71 million units), Smart Devices net sales of EUR 1.7 billion (12 million units), via Nokia lowers Devices & Services first quarter 2012 outlook and provides second … Continue reading “How Samsung beat Nokia”
Two years ago Nokia sold 30% of its smartphones in Western Europe. Today it sells 15% in that market. Its unit shipments went from 5 million to about half that and its market share went from 55% to 11%. Its rank in the market went from first to fifth. The fall is exceptional and dramatic. … Continue reading “Nokia vs. Android”
My thanks to Robert van Apeldoorn, journalist for Trends Tendances Magazine, for asking good questions. My responses are reproduced below. The article (in French) is titled “Nokia a trop écouté les réseaux télécoms” and can be found in the June 23rd edition of the magazine along with more details in the article “Comment Nokia peut-il renaître?”. -About your post … Continue reading “Nokia a trop écouté les réseaux télécoms”
Yesterday Nokia warned that its guidance for the quarter and the year were “no longer valid.” The surprise to me is that management was surprised. In February I warned that even if Nokia could fool consumers into buying products whose platform was publicly executed, distributors and operators would not likely go along with the deception. … Continue reading “Is Nokia worth less than Skype?”
