Carolina Milanesi

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Archives for July, 2010


2Q10 Earnings season comes to an end. One main theme: margins pressure

by Carolina Milanesi  |  July 30, 2010  |  2 Comments

The 2Q10 earnings season is drawing to an end with Samsung, LG and Motorola all announcing in the past 24 hours. My preliminary estimates came in pretty close to the vendors’ volumes. I think however, that this is not going to be the main story going forward and that looking at ASP this quarter will [...]

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Making sense of Gartner’s new device definitions

by Carolina Milanesi  |  July 23, 2010  |  Comments Off

In the past week or so I had a few clients asking how they should read our new forecast as we moved away from calling a portion of the market smartphones. I mentioned in one of my blogs that this was coming and I tried to explain the rationale behind the decision of dropping the [...]

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OPK has reasons to be optimistic after Nokia’s Q2 results. Is he the only one?

by Carolina Milanesi  |  July 22, 2010  |  8 Comments

Today’s results do nothing to increase optimism on Nokia’s immediate future. Volume sales of 111 million units are in line with our low-end expectations (we had 111 to 113 million) and today’s results confirm the issues Nokia has: – the low-end is selling OK and is keeping market share stable – the high-end is getting [...]

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Apple might not be perfect but earnings results say different

by Carolina Milanesi  |  July 21, 2010  |  Comments Off

I spent most of today talking to the press and clients about Apple’s results that were released last night. I won’t bore you with the details you can easily find those in their press release but the summary was yet again a record quarter that did beat their own guidance and Wall Street expectations.  Commentary [...]

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Steve Jobs says: We are not perfect and phones are not perfect.

by Carolina Milanesi  |  July 19, 2010  |  1 Comment

I have been in two minds about writing something on Friday’s press conference. Before the conference we planned to write a quick report but after the conference we decided there was not enough to write about. Not because what was said was not important or interesting but because most of what people are actually discussing [...]

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Sony Ericsson announced 2Q results: there is light at the end of the tunnel.

by Carolina Milanesi  |  July 16, 2010  |  1 Comment

Sony Ericsson just announced q2 results: 11 million units sold – up 5% quarter on quarter ASP Euro 160 – up 16% quarter on quarter and 31% year on year Revenue Euro 1,757 million – up 25% quarter on quarter and 4% year on year with 50% of this coming from smartphones. While other companies [...]

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The power of a brand

by Carolina Milanesi  |  July 14, 2010  |  1 Comment

A couple of weeks ago I was on a plane to Scotland when the flight assistant announced “please make sure that mobile phones and Palm Pilots are switched off for take off and landing” I could not help but turn to the fellow passenger sitting next to me and say with a somewhat high-pitched and [...]

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