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What could possible go wrong with the Nokia - Microsoft partneship


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Posted by laffen
The mobile platform competition is hard. Especially for underdogs like Windows Phone and companies such as Nokia which is entirely dependent on the success of Microsoft

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Posted by razec
I only know one thing, Windows Phone will not die, just as how Windows CE/PocketPC/Mobile existed/continue to exist during the peak years of Palm and Symbian. Though I'm completely clueless about Nokia's success/survival should Windows Phone repeats the same fate as its predecessors.

Posted by Bonovox
In a good key market in the last quarter Nokia has sold 2 million Lumia handsets. It's getting better and Nokia is really pushing it and there is signs of growth. Although not at the rate of Android it's still a decent improvement since last year. Microsoft can survive without Windows Phone but can Nokia?? How long is this contract with MS?? If it goes wrong can Nokia make a fast transition to Android??

Posted by hihihans
Nokia and Android? Not likely. If this really fails Nokia can make IOS phones.

Posted by Tsepz_GP
iOS as in Apple??? Apple don't license iOS out. There's a greater chance of pigs flying than Apple licensing out its precious!

If WP does fails I'd say Nokia shareholders will most def. force them to go Android, it won't be a choice, or MAYBE go the Ubuntu or Firefox route, but I doubt they'd take another chance with a new kid on the block.

Posted by Supa_Fly
Razec, CE/PocketPC/Mobile are all pretty much dead; Windows CE is only barely still relevant in POS systems and a few other imbedded systems, not much lately. Good take though because so many here do not know of Microsoft's power in the past ... I'm still perplexed at their blatant laziness to be honest.

Sean,
after 12mths ... 2 million phones is NOT enough. We'll see March 28th of Blackberry's sales numbers (for less than 1 month recorded) and if they exceed then nokia is in SERIOUS trouble! Nokia needs to refine their strategy or exit the mobile industry and once again re-invent themselves (like they did when leaving the textile industry).

Posted by Ranjith
Would be really sad to see NOKIA get the raw end of the deal.NOKIA is making absolutely great HW...i doubt there is anything more a HW maker can do..if anything is stopping WP sales,its Windows.NOKIA has bee really pushing it too and Windows is getting popular.NOKIA might need to think of making Android soon if this is the case



Posted by Tsepz_GP
I've been seeing a lot of Nokia Lumia adverts recently, their ads play just as much as the GS3 and Note2 ads combined as of what ive seen this week, so Nokia are working hard, but just as I predicted, MS are really holding them back with their restrictions in WP.

Nokia are not some small company you dictate to, they are the sort of company you work with as an equal partner, they have a lot to give.

Posted by Bonovox
@Hardened,no Nokia sold 2 million Lumia phones in the last quarter in China not the last 12 months. That's positive start in an important market like China. Nokia Lumia is a fantastic brand with great quality and design. MS are holding back Nokia. Since before Nokia began the partnership Windows was nothing in the market. I also see the adverts on tv everywhere and also they sponsored a number of TV dramas over here.

_________________
Material things don't matter,but Rock n Roll does!!!!

Nokia Lumia 620
AKA,Bonovox
[ This Message was edited by: Sean72 on 2013-03-09 16:23 ]


Posted by Supa_Fly

On 2013-03-09 13:20:53, Tsepz_GP wrote:
Nokia are not some small company you dictate to, they are the sort of company you work with as an equal partner, they have a lot to give.


Nokia is no longer the 500lb guerilla it once was in the cellular industry ... in fact their more the 5/50lb monkey:
Selling 3 headquarters in Helsinki, another 2 globally. Laying off 5000 staff with another 2000 shortly (this has been recently delayed), and now this financial F-20 report! This is NOT good news and more a warning that just standard simply stating lower expected revenue/sales for the upcoming quarter.

Comparing Nokia vs BlackBerry (on Bloomberg US)
http://www.bloomberg.com/quote/NOK:US

30 Day Average Volume 46,280,088
Est. EPS (EUR) (12/2013) 0.0400
Market Cap (M USD) 13,781.44
Shares Outstanding (M) 3,744.96

Last Dividend 05/06/2013
5 Year Dividend Growth -12.67%
Next Earnings Announcement 04/18/2013
1-Yr Rtn: -21.44%
52wk Range: 1.6300 - 5.5700


http://www.bloomberg.com/quote/BBRY:US
30 Day Average Volume 67,972,960 (looks more volatile; currently is as emotions/perceptions r all over the map)

Est. EPS (USD) (02/2013) (doesn't include Z10 or current supplychain overhaul until 3/28/2013)
Market Cap (M USD) 6,845.53 (just half of what Nokia has, if equal EPS and a dividend may have been offered).
Shares Outstanding (M) 524.16

Last Dividend (blank)
5 Year Dividend Growth (blank)
Next Earnings Announcement 03/28/2013
1-Yr Rtn: -3.83% (and the news is hating on BB more than Nokia?!! Appalling with this alone; BB is delivering!)
52wk Range: 6.2200 - 18.3200

RIM has no ... absolutely NO debt (not in financing loans or anything else), and has a better proposition at a new business - Machine-2-Machine Business and its a virtical business a new frontier.

Posted by Bonovox
I love Windows phone 8 and Nokia. But.
Nokia’s hardware would have run beautifully with the Android ecosystem. They would have been competing with Samsung and HTC on their hardware and design strengths instead of competing with them on the ecosystem front, where they are extremely weak. There are enough Nokia fans out there who will go back to buying a Nokia phone. Make a few Android phones, dammit! You folks at Nokia can be at par with Samsung once buyers get over the blunders of the past two years seeing a few sweet looking Lumias sporting the little green robot.

Posted by carkitter
I'd say Nokia are in big trouble. That disclosure statement shows there's only 17 things that can go wrong with Nokia's strategy. I'd be starting work on several Android models RIGHT NOW but I bet the signed agreement prevents that.

If Windows Phone fails then Microsoft will have to either give up on mobile or build their own devices. Customers will likely base their confidence in Microsoft's phones on the success of the Surface tablets. I'm not convinced the Surface is really making waves. Firstly the RT has a reputation of being irrelevant and limited. Second the devices don't seem to have enough memory left after the OS requirements, especially when you consider the advertised memory size. Third, they are expensive for the privilege of having to learn a new OS and deal with missing functionality.

Microsoft needs Nokia to succeed with Windows Phone. Failure could eventually take down Microsoft if customer acceptance of Microsoft's software and services doesn't reach the perceived requirements to create the critical mass which has powered Microsoft's success of the past.

Posted by Tsepz_GP

On 2013-03-10 03:26:32, Hardened wrote:

On 2013-03-09 13:20:53, Tsepz_GP wrote:
Nokia are not some small company you dictate to, they are the sort of company you work with as an equal partner, they have a lot to give.


Nokia is no longer the 500lb guerilla it once was in the cellular industry ... in fact their more the 5/50lb monkey:
Selling 3 headquarters in Helsinki, another 2 globally. Laying off 5000 staff with another 2000 shortly (this has been recently delayed), and now this financial F-20 report! This is NOT good news and more a warning that just standard simply stating lower expected revenue/sales for the upcoming quarter.

Comparing Nokia vs BlackBerry (on Bloomberg US)
http://www.bloomberg.com/quote/NOK:US

30 Day Average Volume 46,280,088
Est. EPS (EUR) (12/2013) 0.0400
Market Cap (M USD) 13,781.44
Shares Outstanding (M) 3,744.96

Last Dividend 05/06/2013
5 Year Dividend Growth -12.67%
Next Earnings Announcement 04/18/2013
1-Yr Rtn: -21.44%
52wk Range: 1.6300 - 5.5700


http://www.bloomberg.com/quote/BBRY:US
30 Day Average Volume 67,972,960 (looks more volatile; currently is as emotions/perceptions r all over the map)

Est. EPS (USD) (02/2013) (doesn't include Z10 or current supplychain overhaul until 3/28/2013)
Market Cap (M USD) 6,845.53 (just half of what Nokia has, if equal EPS and a dividend may have been offered).
Shares Outstanding (M) 524.16

Last Dividend (blank)
5 Year Dividend Growth (blank)
Next Earnings Announcement 03/28/2013
1-Yr Rtn: -3.83% (and the news is hating on BB more than Nokia?!! Appalling with this alone; BB is delivering!)
52wk Range: 6.2200 - 18.3200

RIM has no ... absolutely NO debt (not in financing loans or anything else), and has a better proposition at a new business - Machine-2-Machine Business and its a virtical business a new frontier.



I've personally always said that I believe Rim/Blackberry have a better chance of survival, there was a topic about it around here somewhere, and you have certainly confirmed my thoughts with the above, but I had no idea Nokia were in that sort of bad hole, they are literally in a shithouse full of debt by the looks of things, one has to wonder what Elop and the rest of the board are doing to stop this, it's beginning to look like Elop is making the ship sink faster.

I'm not even bothered about BB, they seem to have a solid thing going with BB10, I read that an unknown client has ordered around 1million Z10s, so already that means the Z10 in it's short amount of time in the market has probably already almost caught up with the Nokia Lumia920 sales.

Posted by Bonovox
MS Surface has so far 1.5 million sales which is a drop in the ocean compared to the rest of the tablet world


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