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The state of the industry: third quarter financials reporting

The state of the industry: third quarter financials reporting
The summer is over and it’s traditionally seen as a slow season for the mobile industry, but this year seems to be a bit different than others. Nokia has been sliding at an alarming pace freeing up space for other companies to cannibalize its smartphone sales. Apple and Samsung have been two companies to capitalize on that quickly. Apple has already dethroned Nokia in terms of pure smartphone sales in the second quarter, but some more groundbreaking changes are expected this trimester as runner-up Samsung might outsell Apple smartphones and become te world’s biggest smartphone maker

Unlike Apple which might have stood at that position for a single quarter, Samsung will quickly increase its lead and remain there in the long term if it sustains its momentum.

At the same time, the carrier battles stateside continue with most eyes on the AT&T, T-Mobile deal, but also on Sprint, which is expected to post another quarter in the red, but hopes are that this would be the bottom, from which the carrier will quickly rebound. Even more so as now it’s offering the iPhone and has laid out an ambitious plan for LTE roll-out.

With this in mind, we urge you to check back here as we’ll be constantly updating this article throughout October with financial results and analysis from major phone makers and US carriers. Here are the dates and times when the biggest in the industry have scheduled their earning calls:

Phone makers, related:

Carriers:

October 2011 (all times are PST)

SundayMondayTuesdayWednesdayThursdayFridaySaturday










10



11



12



13
Google
1:30pm
SE
11:30pm
14



15



16



17



18
Apple
2:00pm

19



20
Nokia
3:00am
AT&T
8:00am
21
Verizon
5:30am

22



23



24



25



26
Sprint
4:00am

27



28



29



30



31













7 Comments
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posted on 13 Oct 2011, 08:58 3

1. dacastrator (Posts: 232; Member since: 22 Sep 2011)


interesting to see how Samsung and Apple will go head to head with their sales..

posted on 13 Oct 2011, 10:01 2

4. remixfa (Posts: 13902; Member since: 19 Dec 2008)


if the growth % remained the same from last quarter, samsung should be edging out apple.. especially since the i4s wont be showing on this quarter and the SGS2 has been outselling the i4 in most every country.

We will see.. There should be a lot of change ups in this quarter and the next one, so it should be quite interesting. :)

posted on 13 Oct 2011, 11:01 1

5. dacastrator (Posts: 232; Member since: 22 Sep 2011)


Exactly. Apple will take a beating real bad.

posted on 14 Oct 2011, 01:08

7. ardent1 (Posts: 1991; Member since: 16 Apr 2011)


This coming from remixfa the village idiot. The same guy who doesn't understand US GAAP, doesn't what expenses belong to gross margins or operating margins.

When HP sold their touchpad, these touchpads were recognized when realized and thus recorded in the quarter of their shipment to the retailers. We all know those subsequent sales were bogus and HP never restated their accounting numbers. This point is beyond remixfa's understanding.

Another point that is too difficult for remixfa to understand is called stuffing the channel. RIM's Playbook comes to mind.

posted on 13 Oct 2011, 09:10

2. droidcandy13895 (Posts: 16; Member since: 12 Oct 2011)


the isheeps may win this time if ICS doesn't bring much to the table......although HD screens may turn out to be the most sought after feature this season

posted on 13 Oct 2011, 09:59

3. snowgator (Posts: 3199; Member since: 19 Jan 2011)


Expect Samsung, Apple, Verizon, and Motorola to be the biggest winners (Motorola more on the improved from last years department than actual sales.) t-Mobile, LG, Sony and Nokia will surprise no one by their poor performences. Nokia and Microsoft need to have a strong 2012, as 2011 has been a year of transition.

posted on 13 Oct 2011, 12:01

6. smokingbarrel (unregistered)


apple own 67% of the market. with release of 4s and 5 next yr they will dominate and increase market share to an estimated 72% year on year. dont understand why people think samsung is equal to apple in market share. i know because im studying the markets

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