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The author:(作者)delvpublished in(发表于) 2014/1/23 8:09:18 Earnings prospects： without a mobile phone Nokia
Earnings prospects: no cell phones Nokia-Nokia, NOkia-IT information Earnings prospects: without a mobile phone Nokia
On Thursday, Nokia will release fiscal 2013 last quarter's earnings, and shortly after Nokia reported earnings, Microsoft will also announce their first-quarter results. Although interest has already reached between the two sides, Nokia acquired without a shareholder vote, but through the first quarter of this year, this acquisition will be completed.
The 2013 fiscal year quarter of earnings that will be the last with a Nokia device business earnings, and since then, Nokia's three business will becomes NSN communications (solutions with NSN network traffic), HERE the map and location, advanced technology. Nokia referred to in a previous earnings forecast, Nokia's earnings will be classified as equipment and services sector "not a sustainable business".
Even if we have no homes, her daughter will eventually want to get married. Equipment and service sectors after its fall into Microsoft, Nokia pathway is uneven.
All along, the Nokia device and the map HERE sectors are losing or break-even status, so NSN communications (solutions and networks business NSN) into Nokia's main money-making sector to make up for losses in other sectors. So, Nokia's business is largely decided by the NSN communication performance.
Bad news is that with NSN communication in Korea and Japan major projects end, NSN communications poor profitability, it is expected that the sector's sales fell 19% in the fourth quarter, and 3.2 billion euros (about US $ 4.3 billion) in fiscal 2013 annual sales would fall by 17%, for 11.4 billion euros ($ 15.4 billion). The specific amount will be announced on Thursday at 8 o'clock in the evening reported.
In the third quarter of the fiscal year 2013, NSN communications had sales of $ 3.58 billion, fell 26%, even as a pillar of the future Nokia business, NSN communications with vendors such as Ericsson and Huawei is still in a disadvantaged position in the competition.
NSN says Rajeev Suri, head of the communications sector, the company's top priority is to increase revenue rather than improve profitability. Even if you want to make such a determination, Nokia still hope among the best profit margins remained at 8% per cent.
But last quarter's earnings, profit margins may also be maintained at a high 12%, floating up and down 4%, NSN communications profit margin in the third quarter to 8%. NSN communications competitor, Ericsson and Huawei's margins were lower than that.
High-speed wireless broadband network in Asia after the volume attenuation, NSN communications problem is to find a new business to make up for this loss, 2013 with NSN communications 3.58 billion dollars in revenue in the third quarter, for example, 41% of them from Asia.
A piece of good news for the industry is that global telecom operators in 2014, network equipment spending is expected to increase, but the industry is still competitive.
Was about to leave the Nokia device and the service sector, blamed the functions take a reason, Nokia mobile phone shipments will fall as a whole, but to a 2012 Lumia Smartphone shipments will substantially increase 53%, is expected to reach 10.7 million units in 2013 Smartphone shipments to 8.8 million in the third quarter. If it is expected that shipments are not wrong, it's Nokia Smartphone shipments of more than 10 million for the first time in the quarter.
Last quarter, Nokia HERE Department of the last turn around and Nokia Patent reserves will bring some revenue to Nokia, however, both of which brought revenues of no more than 10% of Nokia's overall revenue. But these accumulate giant Nokia's transformation into a patent can, and wireless service providers, HERE and cars are a combination of intensive preparation.
As Nokia's NSN critical traffic how to compete? Analyst recommendation with at a competitive disadvantage with rivals Alcatel-Lucent wireless Alliance or acquisition of the latter may be able to enhance the strength of NSN communications. However, the NSN Telecom Manager Rajeev Suri do not desire.
财报前瞻：没有手机的诺基亚 - 诺基亚,NOkia - IT资讯财报前瞻：没有手机的诺基亚
本周四，诺基亚将发布2013财年第四季度的财报，而在诺基亚公布财报后不久，微软也将公布自己的季度财报。虽然双方的收购意向早已达成，诺基亚股东投票也通过了收购，但是要到今年第一季度，这项收购才会正式完成。
这份2013财年第四季度的财报也将会是诺基亚最后一份带有设备业务的财报，自此之后，诺基亚的三大业务将变为诺西通信（解决方案与网络业务NSN）、HERE地图和位置、先进技术。诺基亚在之前的财报预告中提到，诺基亚将在财报中将设备与服务部门归为“非持续性经营业务”。
纵有万般不舍，女儿终究还是要嫁人。在设备与服务部门划归到微软旗下之后，诺基亚的前路也并不平坦。
一直以来，诺基亚的设备部门和HERE地图部门都是处于亏损或保本的状态，所以诺西通信（解决方案与网络业务NSN）成了诺基亚主要赚钱的部门，以弥补其他部门的损失。所以，诺基亚的经营状况很大程度上由诺西通信的业绩来决定的。
一个不好的消息是，随着诺西通信在韩国和日本的重大项目结束，诺西通信的盈利能力堪忧，预计该部门在第四季度的销售额同比下降19%，为32亿欧元（约43亿美元），2013财年全年的销售额也将下滑17%，为114亿欧元（154亿美元）。具体数额将在本周四晚8点财报中揭晓。
而在2013财年第三季度，诺西通信的销售额为35.8亿美元，同比下滑26%，即使作为今后诺基亚的支柱业务，诺西通信在与爱立信和华为等厂商的竞争中还是处于不利位置。
诺西通信部门的主管Rajeev Suri曾表示，公司的当务之急是增加营收，而不是提高利润率。即使要做出这样的决断，诺基亚仍希望利润率最好维持在8%到10%之间。
不过第四季度的财报中，利润率可能还会维持在12%的高位，上下浮动4%，第三季度诺西通信的利润率为8%。而诺西通信的对手，爱立信和华为的利润率都比这要低。
在亚洲地区高速无线宽带网络业务量衰减之后，诺西通信面临的问题是找到一个新的业务来弥补这部分的损失，以2013年第三季度诺西通信35.8亿美元的营收为例，其中41%来自亚洲。
对行业而言的一个好消息是，全球电信运营商在2014年的网络设备开支有望增多，但是这个行业竞争依然激烈。
至于快要离开诺基亚的设备与服务部门，归咎于功能机退居二线的原因，诺基亚手机的整体出货量将会下降，但Lumia智能手机的出货量将较2012年同期大幅增长53%，预计达到1070万部，2013年第三季度的智能手机出货量为880万部。如果预计出货量没有错，这也是诺基亚智能手机季度出货量第一次超过1000万部。
上个季度，诺基亚的HERE部门终于扭亏为盈，而诺基亚的专利储备也会给诺基亚带来部分营收，不过这两样带来的营收不会超过诺基亚整体营收的10%。不过这些积累可以让诺基亚转型为专利巨头和无线服务提供商，HERE和汽车的结合也在紧锣密鼓的筹备中。
而作为诺基亚关键的诺西通信该如何突出重围？分析师建议与同处于行业竞争劣势的对手阿尔卡特-朗讯无线结盟，或者收购后者或许可以增强诺西通信的实力。但是，诺西电信主管Rajeev Suri对此并不起意。
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