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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Nokia 2Q 16. Juli


15322 16/7 2009 14:33
Oversigt

Quarterly and annual informationNokia in Q2 2009
July 16, 2009
Non-IFRS operating margin in Devices & Services up sequentially to 12.2% (reported 11.6%). This is a summary or ouf Q2 results only, for more information
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Reported net sales of EUR 9 912 million,
(EUR 13 151 million in Q2 2008)
Reported operating margin of 4.3%
(11.6%)
Reported diluted EPS of EUR 0.10 (EUR 0.29)

Net sales by reportable segment Q2 2009

EURm % of total net sales
Devices & Services 6 586 66
NAVTEQ 147 2
Nokia Siemens Networks 3 199 32
Nokia Group 9 912 100
Personnel by reportable segment June 30, 2009

Devices & Services 55 484
Nokia Siemens Networks 60 983
NAVTEQ 4 067
Group Common Functions 293
Nokia Group 120 827
Industry and Nokia outlook (July 16, 2009)

Nokia expects industry mobile device volumes in the third quarter 2009 to be at approximately the same level or up slightly sequentially.
Nokia expects its mobile device market share in the third quarter 2009 to be approximately at the same level sequentially.
Nokia continues to expect 2009 industry mobile device volumes to decline approximately 10% from 2008 levels.
Nokia now expects its market share in mobile devices to be approximately flat in 2009, compared with 2008. This is an update to Nokia’s earlier target to increase its market share in mobile devices in 2009.
Nokia now expects its non-IFRS operating margin in Devices & Services in the second half 2009 to be at approximately the same level as in the first half 2009. This is an update to Nokia’s earlier target for the non-IFRS operating margin in Devices & Services to be in the teens for the second half 2009.
Nokia and Nokia Siemens Networks continue to expect the mobile infrastructure and fixed infrastructure and related services market to decline approximately 10% in Euro terms in 2009, from 2008 levels.
Nokia and Nokia Siemens Networks now expect Nokia Siemens Networks market share to decline moderately in 2009, compared to 2008, with a strong performance in its Services business unit expected to be offset by declines in certain product businesses. This is an update to Nokia and Nokia Siemens Networks earlier target for Nokia Siemens Networks market share to remain constant in 2009, compared to 2008.



17/7 2009 11:53 015373



Apples indtog på mobilmarkedet, har taget ikke mindst Nokia på sengen. De rammer Nokia der hvor det gør allermest ondt nemlig i den del af deres omsætning der har høje marginer, smartphones.

Derfor kan man se det på deres kvartalsregnskab.

Faldende omsætning, men endnu stærkere fald i Operating Profits.

Nokia is a hurting machine. Kan de rejse sig igen?



17/7 2009 12:07 015374



Her med deres egne ord, jeg lige fandt:


Based on our preliminary market estimate, Nokia’s mobile device market share for the second quarter 2009
was 38%, compared with 40% in the second quarter 2008 and 37% in the first quarter 2009. Our year on year
market share decline was driven primarily by lower market share in Latin America, Asia-Pacific and North
America. This was partially offset by a slightly higher market share in Greater China, Europe and Middle East &
Africa. Sequentially, our market share declined in North America, but this decline was more than offset by our
increased market share in Middle East & Africa, Greater China, Europe, Asia-Pacific and Latin America.

Our mobile device average selling price (ASP) in the second quarter 2009 was EUR 62, down from EUR 74 in the
second quarter 2008 and EUR 65 in the first quarter 2009. Both the year on year and sequential ASP declines
were primarily due to general price pressure and a higher proportion of sales of lower priced products.



17/7 2009 15:25 015398






24/7 2009 17:02 015728






15/10 2009 14:41 020578






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