Friday, January 26, 2007

Nokia & Sony Ericsson Q4 results

Nokia beats estimates of $11.5B with $15.1B sales in Q4. 31% increase QOQ. Strong selling in India, China and Latin America. CEO Olli_Pekka said "through the strengths of Nokia's brand, products, cost structure and efficiency, without sacrificing our operating margins or cash flow". On the other hand, Moto reported a 48% drop in profits in Q4. So is Samsung which also suffered from the price pressure in the market.

Sony Ericsson reported tripled Q4 profits due to the strong sales of Walkman & Cybershot phones.

One key point: Nokia's N. America sales dropped 39% but 60% gain in APAC.

Thursday, January 25, 2007

WiFi VoIP phones growth

According to Analyst firm Infonetics Research - WiFi phone grew to $535M, up 327% from 05 verses $115B, up 13% of the mobile phone market. Forecast of 07-10, WiFi handsets are forecast to jump nearly 1300%. Fastest growing segment will be the dual-mode phones.

[source]
Happy New Year!

It has been awhile since my last update. Had a wonderful vacation.

To start the year off, let me predict what is hot this year.

Hot: 1. Mobile TV/video
2. Messaging (Txt & IM)
3. WiFi capable phones.
4. LBS services.
5. Mobile payment.

Lets see how accurate I am and check back in a year.