Laporan Q1 2011 (Bagian 1): Penjualan Sony Ericsson Menurun, Nokia Ternyata Masih Memimpin, Apple dan HTC Kembali Mencatat Rekor Baru

Posted: 24 April 2011 in Android, Apple, Candybar, Clamshell, Design/Type, Ericsson, Form Factor, General, HTC, iOS, Manufacturer, News, Nokia, Operating System, QWERTY, Slider, Smartphone, Sony, Sony Ericsson, Symbian, Symbian Foundation, Symbian S60, Touchscreen, Walkman, Windows Phone, XPERIA
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Kuartal pertama (Q1) tahun 2011 yang berakhir tanggal 31 Maret baru saja berlalu. Seperti biasa, dalam waktu 3 minggu sampai 1 bulan setelah berakhirnya suatu periode kuartal, maka vendor-vendor ponsel akan merilis laporan keuangan dan hasil penjualannya. Sampai saat ini, tercatat baru ada 4 perusahaan yang telah merilis laporannya, yaitu Apple, HTC, Nokia dan Sony Ericsson.

Apple mencatat rekor yang fantastis, memecahkan rekor sebelumnya di mana kali ini selain keuntungannya naik juga telah berhasil melampaui Nokia sebagai vendor ponsel dengan revenue terbesar (revenue naik 85% dan keuntungan naik 95%). Apple berhasil menjual sebanyak 18.65 juta unit iPhone di seluruh dunia sepanjang Q1 2011.

HTC Corporation, yang pada beberapa waktu lalu mencatat sejarah setelah berhasil melampaui Nokia dalam hal market value, mencatat keuntungan 3 kali lipat dari tahun sebelumnya. Belum ada laporan resmi mengenai berapa jumlah unit yang terjual, tetapi diperkirakan antara 8-9 juta unit smartphone.

Nokia, di luar perkiraan banyak pengamat − setelah mengumumkan akan adanya kerjasama dengan Microsoft untuk mengganti platform Symbian dengan Windows Phone − yang memprediksi akan adanya penurunan ternyata masih tetap tidak tergoyahkan di puncak dengan nilai penjualan yang naik sebesar 6% dan unit terjual yang masih meningkat dibanding tahun sebelumnya. Meskipun demikian, keuntungan Nokia menurun 14% dan penjualan smartphone dari Nokia mencatat penurunan 26% dikarenakan tekanan yang sangat kuat dari iOS dan Android.

Bagaimana dengan Sony Ericsson? Perusahaan patungan Swedia dan Jepang ini memang masih dapat mempertahankan rapornya dalam hal mencatatkan keuntungan, namun jumlah keuntungannya kali ini menurun dibanding kuartal dan tahun sebelumnya. Ditambah pula dengan menurunnya jumlah penjualan yang merosot drastis, hanya berhasil menjual sebanyak 8.1 juta unit di Q1 2011 (turun 23% dibanding tahun lalu). Hal ini dikarenakan perusahaan ini hanya fokus pada smartphone berbasis Android tapi seri lain seperti dilupakan. Terlihat dari lonjakan sebesar 50% yang dicatat dari penjualan smartphone Android, sementara seri lainnya menurun sangat tajam.

Berikut adalah cuplikan laporan keuangan dan hasil penjualan Q1 2011 dari Apple, HTC, Nokia dan Sony Ericsson.

Apple Reports Second Quarter Results

Record March Quarter Drives 83 Percent Revenue Growth, 95 Percent Profit Growth
Record iPhone Sales Grow 113 Percent

CUPERTINO, California—April 20, 2011—Apple® today announced financial results for its fiscal 2011 second quarter ended March 26, 2011. The Company posted record second quarter revenue of $24.67 billion and record second quarter net profit of $5.99 billion, or $6.40 per diluted share. These results compare to revenue of $13.50 billion and net quarterly profit of $3.07 billion, or $3.33 per diluted share, in the year-ago quarter. Gross margin was 41.4 percent compared to 41.7 percent in the year-ago quarter. International sales accounted for 59 percent of the quarter’s revenue.

Apple sold 3.76 million Macs during the quarter, a 28 percent unit increase over the year-ago quarter. The Company sold 18.65 million iPhones in the quarter, representing 113 percent unit growth over the year-ago quarter. Apple sold 9.02 million iPods during the quarter, representing a 17 percent unit decline from the year-ago quarter. The Company also sold 4.69 million iPads during the quarter.

“With quarterly revenue growth of 83 percent and profit growth of 95 percent, we’re firing on all cylinders,” said Steve Jobs, Apple’s CEO. “We will continue to innovate on all fronts throughout the remainder of the year.”

“We are extremely pleased with our record March quarter revenue and earnings and cash flow from operations of over $6.2 billion,” said Peter Oppenheimer, Apple’s CFO. “Looking ahead to the third fiscal quarter of 2011, we expect revenue of about $23 billion and we expect diluted earnings per share of about $5.03.”

Sumber: Apple via gsmarena

Nokia Q1 2011 net sales EUR 10.4 billion, non-IFRS EPS EUR 0.13 (reported EPS EUR 0.09)

Published April 21, 2011
  • 9.8% Devices & Services non-IFRS operating margin at top end of outlook range
  • Microsoft definitive agreement signed
  • Shifting from developing strategy to executing strategy

Nokia Corporation
Interim Report
April 21, 2011 at 13.00 (CET+1)

This is a summary of the first quarter 2011 interim report published today. The complete first quarter 2011 interim report with tables is available at http://www.nokia.com/results/Nokia_results2011Q1e.pdf. Investors should not rely on summaries of our interim reports only, but should review the complete interim reports with tables.

Non-IFRS first quarter 2011 results1
EUR million Q1/2011 Q1/2010 YoY Change Q4/2010 QoQ Change
Net sales 10 400 9 522 9% 12 653 -18%
  Devices & Services 7 088 6 663 6% 8 501 -17%
  NAVTEQ 232 189 23% 309 -25%
  Nokia Siemens Networks 3 171 2 718 17% 3 961 -20%
Operating profit 704 820 -14% 1090 -35%
  Devices & Services 694 804 -14% 961 -28%
  NAVTEQ 54 41 32% 100 -46%
  Nokia Siemens Networks 3 15 -80% 145 -98%
Operating margin 6.8% 8.6% 8.6%
  Devices & Services 9.8% 12.1% 11.3%
  NAVTEQ 23.3% 21.7% 32.4%
  Nokia Siemens Networks 0.1% 0.6% 3.7%
EPS, EUR Diluted 0.13 0.14 -7% 0.22 -41%
Reported first quarter 2011 results
EUR million Q1/2011 Q1/2010 YoY Change Q4/2010 QoQ Change
Net sales 10 399 9 522 9% 12 651 -18%
  Devices & Services 7 087 6 663 6% 8 499 -17%
  NAVTEQ 232 189 23% 309 -25%
  Nokia Siemens Networks 3 171 2 718 17% 3 961 -20%
Operating profit 439 488 -10% 884 -50%
  Devices & Services 690 831 -17% 1 018 -32%
  NAVTEQ -62 -77 -19
  Nokia Siemens Networks -142 -226 1
Operating margin 4.2% 5.1% 7.0%
  Devices & Services 9.7% 12.5% 12.0%
  NAVTEQ -26.7% -40.7% -6.1%
  Nokia Siemens Networks -4.5% -8.3% 0.0%
EPS, EUR Diluted 0.09 0.09 0% 0.20 -55%

Sumber: Nokia

HTC Posts Record Sales, Profit on Demand for ‘ThunderBolt’, Smartphones

HTC Corp. (2498), the Taiwanese company which overtook Nokia Oyj this week as the world’s third-largest phonemaker by market value, posted record quarterly profit and sales on demand for smartphones.

Net income almost tripled to NT$14.8 billion ($513 million) in the first quarter from NT$5 billion a year earlier, the Taoyuan, Taiwan-based company said in a statement today. That was higher than the NT$12.8 billion average of 18 analyst estimates compiled by Bloomberg.

Sales more than doubled as HTC benefited from rising demand for smartphones that use Google Inc. (GOOG)’s Android system and models that offer higher connection speeds. Profit may gain further this quarter as the company begins selling new devices including its first tablet computer, according to analyst estimates compiled by Bloomberg.

“We expect HTC’s new model launches in the second quarter to drive stronger shipment growth than peers in the next two quarters,” Jeff Pu, an analyst at Fubon Financial Holding Co. in Taipei who recommends investors “buy” the stock, wrote in a report yesterday.

HTC said Jan. 21 it expected to ship 8.5 million units for the quarter, more than double that of a year earlier and its second-highest following the 9.1 million sold in the fourth quarter. It didn’t provide first-quarter shipment numbers today. Net income may climb in the second quarter to NT$16.4 billion, according to the median of three analyst estimates compiled by Bloomberg in the past 28 days.

Sumber: Bloomberg

Sony Ericsson reports first quarter 2011 results

19 April 2011

Highlights:

  • Shift to Android-based smartphone portfolio drives profitability
  • Smartphone share of total sales more than doubled year-on-year
  • Xperia™ arc, Xperia™ PLAY and Xperia™ neo began shipping towards the end of the quarter
  • Some supply chain disruption due to the Japan earthquake

The consolidated financial summary for Sony Ericsson Mobile Communications AB (Sony Ericsson) for the first quarter ended March 31, 2011 is as follows:

 

  Q1 2010

 Q4 2010

 Q1 2011

Number of units shipped (million)
Average selling price (Euro)

10.5
134

11.2
136

8.1
141

Sales (Euro m.)

1,405

1,528

1,145

Gross margin (%)

31%

30%

33%

Operating income (Euro m.)

20

39

19

Operating margin (%)

1%

3%

2%

Restructuring charges (Euro m.)

-3

-3

 -

Operating income excl. restructuring charges (Euro m.)

23

43

19

Operating margin excl. restructuring charges (%)

2%

3%

2%

Income before taxes (IBT) (Euro m.)

18

35

15

IBT excl. restructuring charges (Euro m.)

21

39

15

Net income (Euro m.)

21

8

11

Bert Nordberg, President & CEO of Sony Ericsson commented, “Sony Ericsson’s profitability continues as we accelerate our shift towards an Android-based smartphone portfolio, with smartphones comprising over 60% of our total sales during the quarter. Towards the end of the quarter we introduced the highly anticipated Xperia™ arc and Xperia™ PLAY, which have been well received by both operators and consumers around the world. However, the Japan earthquake made it a challenging quarter operationally and we are experiencing some disruptions to our supply chain. We will continue to evaluate the situation.”

Units shipped during the quarter were 8.1 million, a 23% decrease year-on-year and a 28% decrease sequentially, due to a decline in the number of feature phones shipped, introduction of new products towards the end of the quarter and seasonality.

Average selling price (ASP) for the quarter was Euro 141, a 5% increase year-on-year and a 4% increase sequentially, as a result of product and geographical mix more than offsetting price erosion.

Sales for the quarter were Euro 1,145 million, a 19% decrease year-on-year and 25% decrease sequentially.

The gross margin for the quarter was 33%, an increase of 2 percentage points year-on-year and an increase of 3 percentage points sequentially, which includes the impact from higher ASP and benefit of some larger than normal items relating to royalty matters and warranty estimates.

Income before taxes for the quarter was a profit of Euro 15 million, a decrease of Euro 3 million year-on-year and a decrease of Euro 20 million sequentially, with the impact of lower sales offset by higher gross margin percentage and lower operating expenses.

Net income for the quarter was Euro 11 million, a decrease of Euro 10 million compared to the same period previous year which included a tax benefit. Net income increased Euro 3 million sequentially, despite a decline in income before taxes of Euro 20 million, reflective of a lower effective tax rate.

Cash flow from operating activities during the quarter was negative Euro 353 million, mainly due to inventory investments, non cash items in the income statement and seasonality. New external borrowings of Euro 375 million were made during the quarter to enhance liquidity and growth, resulting in total borrowings of Euro 604 million at the end of the quarter. Total cash balances at March 31, 2011 amounted to Euro 599 million.

Sony Ericsson estimates that its market share for smartphones during the quarter was approximately 5% in units and approximately 3% in value.

Sony Ericsson forecasts modest growth in total units in the global handset market for 2011.

Sumber: Sony Ericsson

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Comments
  1. adi says:

    nokia tdk boleh melupakan symbian dan SE sepertinya akan mulai bangkit dg hadirnya playstation,walkman dan teknologi baru di kameranya

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