Today Kantar released its latest set of Worldpanel data (March 2013) about smartphone market share in a number of countries. The data shows substantial growth for Windows Phone in the UK (2.9% to 7%), France (2.8% to 7.2%), and the US (3.7% to 5.6%) over the last year, although some markets, such as Germany (6.6% to 6.1%), show a small decline.
Recent News - Industry
Nokia has released its Q1 2013 results, reporting an operating loss of €150 million (up from a loss of €1338 million in Q1 2012), with net sales of €5.852 billion (down 20% year-on-year). Nokia's Devices and Services division's operating profit was -€42 million. The margin in Devices and Services was -1.5% (up from from -5.1% in Q1 2012). Total smartphone device sales were 6.1 million (5.6 million Lumia, 0.5 million Symbian), but mobile phone volumes fell to 55.8 million, down 21% year-on-year.
Today Kantar released its latest set of Worldpanel data about smartphone market share in a number of countries. The year-on-year figures show strong growth for Windows Phone with increased smartphone market share in all reported markets. In the context of the overall smartphone market Windows Phone conitinues to be a relatively small player, but the latest figures should cheer Microsoft and its hardware partners.
Following on from a preliminary set of results, Nokia has now released its full interim Q4 2012 results, reporting an operating profit of €439 million (up from -€954 million in Q4 2011), with net sales of €8.041 billion (down 20% YoY). Nokia's Devices and Services division's operating profit was €276 million. The margin in Devices and Services was 7.2% (up from from 3.4% in Q4 2011 and up from -19.2% in Q2 2012). Total smartphone device sales were 6.6 million (4.4 million Lumia, 2.2 million Symbian).
Nokia today announced that its Q4 2012 results will be better than previously expected, with the key Devices & Services division's non-IFRS operating margin expected to be between break even and 2 percent. Previously the company had indicated this would be -6%, with a +/-4% range. Nokia also currently estimates that it sold 6.6 million smartphones (4.4 million Lumia, 2.2 million Symbian) in the last quarter. Mobile phone sales were 86.3 million, and, of these, 9.3 million were Asha full touch devices, which are sometimes classified as smartphones (in which case, a total of 15.9 million smartphones).
On Monday Kantar released its latest set of Worldpanel data about smartphone market share in the EU5 (UK, Germany, France, Italy, Spain), the US, Australia, Brazil and Mexico. The year-on-year figures showed mixed fortunes for Windows Phones with increased share in Europe (3.8% to 5%), but a fall in the US (3.5% to 2.7%). Brazil is another bright spot with market share increasing from 3.8% to 12.2%, Mexico, by contrast, show a small fall from 2.9% to 2.7%.
Big software house Digia has announced that it has 'signed an agreement to acquire Qt software technologies and Qt business from Nokia'. Once the acquisition is completed, Digia will become responsible for all the Qt activities formerly carried out by Nokia, including product development, licensing and service. Digia 'plans to quickly enable Qt on the Android, iOS and Windows 8 platforms'. As part of the transaction, a maximum of 125 people from Nokia will transfer to Digia, mostly based in Oslo, Norway and Berlin, Germany.
Nokia has released its Q2 2012 results, reporting an operating loss of €826 million, with net sales of €9.275 billion (down 19% YoY). Nokia's Devices and Services division's losses were €471 million. Margins in devices and services were -11.8% (down from -4% in Q2 2011 and down from -5.2% in Q1 2012). Total smartphone device sales were 10.2 million (4 million Lumia), compared with 16.7 million units in Q2 2011 (down 39% YoY) and 11.9 million units in Q1 2011 (down 14%, QoQ).
In a press release this morning, Nokia has revealed plans to "sharpen its strategy, improve its operating model and return the company to profitable growth". The company will be cutting up to 10,000 jobs by the end of 2013, closing its famed Salo factory in Finland, making a series of targeted investments around location and product experiences, making changes to improve the competitiveness of its feature phone business and making chnages to its leadership team.
Nokia also updated its financial guidance for Q2 2012, indicating that competitive industry dynamics are negatively affecting its smartphone business to a greater extent than previously expected. As a result non-IFRS Devices & Services operating margin will be below the Q1 2012 level of -3%.
Following last week's profits warning, Nokia has released its formal Q1 2012 Results, reporting a non-IFRS loss of EUR 260 million, on net sales of EUR 7.3 billion (down 29% YoY). Nokia's 'Devices and Services' division's loss was EUR 127 million, compared to a profit of EUR 292 million in Q4 2011). Total smartphone device sales were 11.9 million, compared with 24.2 million units in Q1 2011 (down 51% YoY) and 19.6 million units in Q4 2011 (down 39%, QoQ). Gross profit margins on smartphones in Q1 were 15.6% (down from 28.9% YoY). Quotes and comments below.