pwijsneus schreef op 29 oktober 2013 13:06:
Dames en Heren,
Hier even wat highlights uit de resulaten van peer Nokia (HERE, Navteq).
29 oktober 2013 13:00
www.results.nokia.com/results/Nokia_r...- Nokia Group achieved underlying operating profitability for the fifth consecutive quarter, with a Q3 non-IFRS operating margin of 3.8%, driven by strong performances by Nokia Solutions and Networks (NSN) and HERE.
- HERE achieved Q3 non-IFRS operating margin of 9.5%, reflecting solid gross margin and operational efficiency.
- HERE Q3 net sales decreased 9% quarter-on-quarter to EUR 0.2 billion,
primarily due to lower seasonal sales to vehicle customers. (hier had TomTom vorig kwartaal last van, hebben ze dit kwartaal de draad weer op kunnen pakken, zie resultaten Renault bv.)
- Resultaten HERE -20% opzet t.o.v. Y.o.Y. results
Additionally, Microsoft will become a strategic licensee of the HERE platform, and will separately pay Nokia for a four year license. This revenue stream is expected to substantially replace the revenue stream HERE is currently receiving from Nokia's Devices & Services business internally. If the transaction closes Microsoft is expected to become one of the top three customers of HERE. Net Sales In the third quarter 2013, the year-on-year decline in external HERE net sales was primarily due to the net negative effect of foreign currency fluctuations, lower sales to personal navigation device (PND) customers consistent with declines in the PND industry and a non-recurring sale of data in the third quarter 2012, partially offset by higher sales to vehicle customers and non-recurrence of a negative sales adjustment made in the third quarter 2012 related to historical license fees in the normal course of business for a particular customer. At constant currency, external HERE net sales would have grown on a year-on-year basis.
In the third quarter 2013, the sequential decline in external HERE net sales was primarily due to lower seasonal sales to vehicle customers and the
net negative effect of foreign currency fluctuations. In the third quarter 2013, HERE had sales of new vehicle licenses of 2.6 million units, compared to 2.1 million units in the third quarter 2012 and 2.7 million units in the second quarter 2013. On a year-on-year basis, unit sales to vehicle customers increased primarily due to higher adoption of in-vehicle navigation, whereas on a sequential basis unit sales to vehicle customers decreased primarily due to seasonality. Sales to vehicle customers represented well over 50% of external HERE net sales in the third quarter 2013, as well as in the third quarter 2012 and in the second quarter 2013.
In the third quarter 2013, the year-on-year and sequential declines in internal HERE net sales were primarily due to lower recognition of deferred revenue related to our Smart Devices business unit.
At constant currency HERE’s overall net sales would have decreased 18% year-on-year and 9% sequentially.
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Iemand die iets kan duiden?Naar mijn idee is het voordeel van TomTom ten opzichte van HERE dat het TomTom's "core-business" is om navigatie-oplossingen te bieden. Ze zijn dus sneller en hebben grotere marges tegenover het logge grotere Nokia.
De koers vaart er wel bij:
www.google.com/finance?cid=6478662131...