Nokia Di Q3 2010: Masih Untung, Tapi Pangsa Pasar Menurun. Restrukturisasi dan Pengurangan Karyawan Pun Akan Dilakukan

Posted: 23 October 2010 in General, Nokia, Other Mobile Phones
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Tahun 2010 bukanlah merupakan tahun terbaik Nokia. Meskipun selama 3 kuartal yang telah dilalui di tahun ini masih berhasil menciptakan keuntungan bagi perusahaan, tapi Nokia sudah sepatutnya bermawas diri menghadapi gempuran dari para pesaingnya. Jika di tahun 2009 lalu masih bisa bertahan dari gempuran Apple iPhone dan RIM Blackberry – selain Samsung tentunya – maka tahun ini persaingan bertambah sengit dengan semakin berkembangnya Android yang sepak terjangnya benar-benar tidak boleh dipandang sebelah mata.

Nokia pernah mencatat rekor pangsa pasar sebesar hampir 40% dari pangsa pasar global di tahun 2009. Akan tetapi setelah itu secara perlahan namun pasti pangsa pasarnya mulai menurun, dan diperkirakan di kuartal ketiga tahun 2010 ini tinggal bersisa 30% saja. Di sisi lain, Samsung, Apple, dan RIM menunjukkan peningkatan pangsa pasar yang sangat signifikan. Dan jika melihat dari sisi sistem operasi di mana Nokia sebagian besar mengandalkan Symbian, terutama seri S60 yang sekarang bermetamorfosis menjadi Symbian ^1 dan Symbian ^3, pangsa pasarnya juga digerogoti oleh iOS (iPhone), Blackberry, dan terutama Android, yang dikabarkan memiliki kenaikan paling pesat di tahun 2010 ini dan diperkirakan akan semakin berkembang untuk ke depannya.

Sony Ericsson dan Samsung telah menyatakan akan berhenti memproduksi handphone dengan sistem operasi Symbian, maka praktis hanya Nokialah yang tersisa sendirian pada jalur sistem operasi ini. Di lain pihak, sistem operasi Android milik Google didukung oleh banyak produsen ternama yang notabene saingan berat Nokia. Saingan terdekat Nokia, yaitu Samsung, memiliki portfolio smartphone Android yang sangat banyak dan di antaranya banyak yang populer semisal Galaxy S (dan derivatnya). Demikian pula dengan HTC, yang berkat Android pangsa pasarnya semakin berkibar. Sony Ericsson dan Motorolapun berhasil bangkit dari keterpurukan berkat Android.

Satu lagi sistem operasi yang harus diwaspadai oleh Nokia adalah Microsoft yang baru saja meluncurkan versi terbarunya, Windows Phone 7, dengan didukung oleh beberapa vendor terkenal seperti Samsung, HTC dan juga LG.

Nokia pernah menyatakan bahwa mereka tidak akan memproduksi smartphone dengan sistem operasi Android dan belum ada tanda-tanda bahwa vendor asal Finlandia ini akan merilik Windows Phone juga. Jadi bisa dipastikan bahwa Nokia akan berkonsentrasi pada Symbian dan MeeGo (perkembangan dari Maemo yang saat ini hanya ada pada N900). Pamor Symbian mulai menurun meskipun sudah ada versi terbaru yaitu Symbian ^3, MeeGo belum juga merangkak naik. Lalu, apa yang akan dilakukan oleh Nokia untuk mempertahankan dan meraih kembali hegemoninya di percaturan telepon selular dunia? Ada baiknya kita simak beberapa informasi seputar laporan keuangan dan hasil penjualan Q3 2010 dan rencana Nokia untuk melakukan perkembangan pada sistem operasi, restrukturisasi, dan pengurangan karyawan berikut ini yang dipetik dari Press Release Nokia.

Nokia reports Q3 2010 net sales of EUR 10.3 billion, with non-IFRS EPS of EUR 0.14

Third Quarter 2010 Highlights

  • Nokia net sales of EUR 10.3 billion, up 5% year-on-year and 3% sequentially (down 2% and up 1% at constant currency).
  • Devices & Services net sales of EUR 7.2 billion, up 4% year-on-year and 6% sequentially (down 5% and up 2% at constant currency).
  • Services net sales of EUR 159 million, up 7% year-on-year and 1% sequentially; billings of EUR 325 million, up 89% year-on-year and 10% sequentially.
  • Nokia total mobile device volumes of 110.4 million units, up 2% year-on-year and down 1% sequentially.
  • Nokia converged mobile device (smartphone and mobile computer) volumes of 26.5 million units, up 61% year-on-year and 10% sequentially.
  • Nokia mobile device ASP (including services revenue) of EUR 65, up from EUR 64 in Q3 2009 and EUR 61 in Q2 2010.
  • Devices & Services gross margin of 29.0%, down from 30.9% in Q3 2009 and 30.2% in Q2 2010.
  • Devices & Services non-IFRS operating margin of 10.5%, down from 11.4% in Q3 2009 and up from 9.5% in Q2 2010.
  • NAVTEQ non-IFRS net sales of EUR 252 million, up 52% year-on-year and flat sequentially (up 47% and down 2% at constant currency).
  • Nokia Siemens Networks net sales of EUR 2.9 billion, up 7% year-on-year and down 3% sequentially (flat and down 4% at constant currency).
  • Nokia Siemens Networks non-IFRS operating margin of -3.9%, down from -1.9% in Q3 2009 and 1.7% in Q2 2010.
  • Nokia operating cash flow of EUR 439 million, and cash generated from operations EUR 1 206 million.
  • Total cash and other liquid assets of EUR 10.2 billion and net cash and other liquid assets of EUR 4.4 billion, at the end of Q3 2010.
  • Nokia taxes continued to be unfavorably impacted by Nokia Siemens Networks taxes as no tax benefits are recognized for certain Nokia Siemens Networks deferred tax items. In Q3 2010, this was more than offset by lower Devices & Services taxes due to dividend withholding tax legislation changes in certain jurisdictions with a one-quarter impact. If Nokia’s estimated long-term tax rate of 26% had been applied, non-IFRS Nokia EPS would have been approximately 1.5 Euro cents lower.

 

Nokia further refines development strategy to unify environments for Symbian and MeeGo

Sole focus on Qt framework and support for HTML5 further clarifies platform strategy and enables the continuous evolution of the Symbian experience

Espoo, Finland – Nokia announces that as of today, greater clarification and simplicity in its developer offering will empower the development community to create applications to reach users across both the Symbian and MeeGo platforms.  The decision to focus on Qt as the sole application development framework will ensure that applications will continue to be compatible with future evolutions of Symbian as well as upcoming MeeGo products.  In addition, Nokia announces its intent to support HTML5 for development of Web content and applications for both Symbian and MeeGo platforms. To demonstrate its commitment to the new offering, Nokia will develop its own future applications using Qt for a more consistent experience and better integration of applications and services.

Nokia is focusing on Qt as a robust, tried and tested framework that unlocks the hardware, software and service capabilities of the existing Nokia smartphone range as well as creating huge opportunities for future Symbian and MeeGo products.   Nokia’s introduction of Qt Quick into the Qt framework enables the more rapid creation of rich user interfaces and the most visually engaging applications.  In addition, Qt’s in-built support for HTML5 complements Nokia’s intent to support HTML5 in Web browsers.

One benefit of this simplified approach is that planned and future improvements in Symbian will be developed in Qt and will be compatible with the existing Symbian^3 platform release.  This means that Nokia’s continued commitment to develop the Symbian platform will benefit not only future users of Symbian-based products, but will result in updates and upgrades for existing Symbian^3 users.  The resulting change to a model of continuous evolution replaces the previous release-based model.    Nokia will no longer refer to Symbian^3 or Symbian^4.  The benefit to consumers will be a constant improvement in the experience of their Symbian-based Nokia products.

Rich Green, CTO of Nokia: “We’re making strategic technology decisions that will accelerate our ability to offer the strongest possible opportunity for developers and the richest possible experience for consumers.  For developers, it will open up a huge installed customer base for their applications.  For consumers, it means a more compelling engagement with their Nokia product in terms of access to the best applications in the marketplace and a constantly improving product experience.  We firmly believe that the choices we have made will not only mean significant opportunity and success for our developer partners, but for Nokia as well.”

Nokia takes steps to accelerate company transformation and increase effectiveness

Symbian Smartphones and Services streamlined for greater simplicity for consumers and developers

Espoo, Finland – Nokia has today communicated to its employees the company’s plans to accelerate its transformation and increase effectiveness. The plans include simplifying operations in product creation in Nokia’s Symbian Smartphones organization, as well as Nokia’s Services organization and certain corporate functions. The plans are expected to result in a reduction of up to 1800 employees globally.

In Symbian Smartphones, Nokia plans to renew product creation to increase responsiveness to consumer demands and reduce time to market. This includes expanding the use of common tools for application development, streamlining software development, simplifying and consolidating operations and placing greater focus on adding value to consumers. The changes target increased competitiveness and support building an attractive and sustainable platform for application developers.

Nokia is also making changes in its Services organization. Instead of distinct end-to-end service lines, the Services organization will be focused on delivering an integrated Ovi experience across our full range of devices. In addition to simplifying its ways of working, the aim is to provide more compelling Ovi services to consumers.

In line with these changes, Nokia is also streamlining certain corporate functions and corporate research activities.

“Changes impacting personnel are always difficult. We are committed to managing these changes in a way that reflect Nokia’s values, and will support affected employees with alternative solutions, such as helping them find new positions within the company,” says Juha Äkräs, Executive Vice President, Human Resources. “The announcement today is the result of careful evaluation and planning; the plans have now been reviewed and endorsed by the new management. The aim is to accelerate the company’s transformation towards a leading mobile solutions provider, and to do this we are simplifying and integrating operations within our product creation and corporate functions.”

Altogether, the planned changes are expected to result in a reduction of up to 1 800 employees globally, as activities are planned to be discontinued and integrated. Nokia will begin applicable consultations with employee representatives about these plans.

 

Comments
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