Linked by Thom Holwerda on Thu 10th Jan 2013 17:10 UTC
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RE[3]: WP8 has only been out since November
by Thom_Holwerda on Thu 10th Jan 2013 18:43
in reply to "RE[2]: WP8 has only been out since November"
The transition in just one year has been startling: in Q1, Nokia shipped almost 12 million "smart" phones (10 million symbian + 2 million WP devices). In Q4 they have managed barely over 6.5 million of the same category (2 million symbian + 4.5 million WP devices). So basically, Nokia managed to halve their shipments in the most profitable phone bracket. That is a catastrophic result under most reasonable metrics.
Exactly. It's astonishing that everybody is just parroting the press release gushing without actually looking at the figures.
Nokia's smartphone business HALVED this past year. HALVED. Arguing that's honky-dory is insane.
RE[4]: WP8 has only been out since November
by zima on Tue 15th Jan 2013 20:40
in reply to "RE[3]: WP8 has only been out since November"
RE[3]: WP8 has only been out since November
by Nelson on Thu 10th Jan 2013 18:44
in reply to "RE[2]: WP8 has only been out since November"
I am actually surprised with Nokia's symbian numbers for 2012: almost 22 million units sold, with basically zero marketing push. Whereas they only managed to ship over 13 million WP devices, and that is with a media/astroturfing blitz.
Symbian was established, had momentum, and had mindshare. It was definitely, and still is, falling off of a cliff.
People get lost in the numbers of the moment and don't look towards overall trends, in my opinion.
The transition in just one year has been startling: in Q1, Nokia shipped almost 12 million "smart" phones (10 million symbian + 2 million WP devices). In Q4 they have managed barely over 6.5 million of the same category (2 million symbian + 4.5 million WP devices). So basically, Nokia managed to halve their shipments in the most profitable phone bracket. That is a catastrophic result under most reasonable metrics.
But if you look at the trends, Nokia is growing Lumia and shedding Symbian.
They are in transition, this was expected. Anyone who didn't see this coming is dense.
RE[4]: WP8 has only been out since November
by tylerdurden on Thu 10th Jan 2013 18:59
in reply to "RE[3]: WP8 has only been out since November"
You're conveniently picking the epoch between Q3 and Q4 to make your "trend" claim work. Lumia's shipments in 2012 have been all over the map, they have gone up and down from quarter to quarter in 2012: 2.0M in Q1, 4.0 in Q2, 2.9M in Q3, and 4.4M in Q4. That is a "zig-zag" trend at best.
The numbers in context are indeed catastrophic: If you combine the two best quarters for lumias (Q2 and Q4) they still sold less than symbians in Q1.
RE[3]: WP8 has only been out since November
by zima on Tue 15th Jan 2013 16:34
in reply to "RE[2]: WP8 has only been out since November"
So basically, Nokia managed to halve their shipments in the most profitable phone bracket. That is a catastrophic result under most reasonable metrics.
Though (Symbian for most of the time) smartphones never were exactly "the most profitable phone bracket" for Nokia, when compared to R&D costs (2 or 3 years ago only Symbian division R&D costs were higher than entire R&D of Apple).
Symbian wasn't what kept Nokia afloat all those years, it was S40; its new revision seems to have relatively positive uptake.





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2009-03-17
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I am actually surprised with Nokia's symbian numbers for 2012: almost 22 million units sold, with basically zero marketing push. Whereas they only managed to ship over 13 million WP devices, and that is with a media/astroturfing blitz.
The transition in just one year has been startling: in Q1, Nokia shipped almost 12 million "smart" phones (10 million symbian + 2 million WP devices). In Q4 they have managed barely over 6.5 million of the same category (2 million symbian + 4.5 million WP devices). So basically, Nokia managed to halve their shipments in the most profitable phone bracket. That is a catastrophic result under most reasonable metrics.
I would be interested in knowing the terms of the licensing agreement between Nokia and Microsoft. I seem to recall they were operating on flat fees, so I wonder if Nokia sold enough WP units to break even with regards to OS licensing costs.
Luckily for Nokia their stock price has gone up a bit in the past few weeks, so all is not lost.