Nokia stelt verwachtingen voor Q2 en 2010 naar beneden bij

Er worden geen harde cijfers genoemd, die volgen pas bij de presentatie van de definitieve kwartaalcijfers op 22 juli, maar Nokia zegt wel dat men er van uit gaat dat de omzet en winstmarge net onder (of op de ondergrens) van de verwachtingen zullen uitkomen. De omzet zal uitkomen op maximaal 6.7 miljard Euro (verwacht was 6.7 tot 7.2 miljard) en de winstmarge gaat maximaal 9% bedragen (was 9 tot 12%). Voor het hele jaar verwachten de Finnen nu dat het marktaandeel ietwat zal dalen en dat de operationele winstmarge van 11 tot 13% ook niet gehaald zal worden en uitkomt op maximaal 11%.

Als reden voeren de Finnen een drietal factoren aan. De grotere concurrentie in het high-end segment, het feit dat Nokia momenteel in verhouding meer low- en mid range toestellen in haar portfolio heeft (waar minder marge op zit) en de lagere Euro koers.

Voor de financiele fanaten onder jullie staat hieronder het hele (Engelstalige) persbericht:
Espoo, Finland - Nokia today commented on factors impacting its business and updated its second quarter and full year 2010 outlook for Devices & Services. During the second quarter 2010, multiple factors are negatively impacting Nokia's business to a greater extent than previously expected. These factors include: the competitive environment, particularly at the high-end of the market, and shifts in product mix towards somewhat lower gross margin products. In addition, the recent depreciation of the Euro affects Nokia's cost of goods sold, operating expenses and global pricing tactics.

Updated outlook for Devices & Services for the second quarter 2010:
- Nokia now expects Devices & Services net sales to be at the lower end of, or slightly below, its previously expected range of EUR 6.7 billion to EUR 7.2 billion for the second quarter 2010. This update is primarily due to lower than previously expected average selling prices and mobile device volumes.
- Nokia now expects Devices & Services non-IFRS operating margin to be at the lower end of, or slightly below, its previously expected range of 9% to 12% for the second quarter 2010. This update is primarily due to a lower than previously expected gross margin.

Updated outlook for Devices & Services and mobile device market for the full year 2010:
- Nokia continues to expect industry mobile device volumes to be up approximately 10% in 2010, compared to 2009 (based on its revised definition of the industry mobile device market applicable beginning in 2010).
- Nokia continues to target its mobile device volume market share to be flat in 2010, compared to 2009.
- Nokia now expects its mobile device value market share to be slightly lower in 2010, compared to 2009. This update is primarily due to the competitive situation at the high-end of the market and shifts in product mix. This is an update to our previous target to increase our mobile device value market share slightly in 2010, compared to 2009.
- Nokia continues to target non-IFRS operating expenses in Devices & Services of approximately EUR 5.7 billion in 2010.
- Nokia now expects Devices & Services non-IFRS operating margin to be at the lower end of, or below, its previously targeted range of 11% to 13% for the full year 2010. This update is primarily due to the currently estimated gross margin, which is lower than previously estimated. Nokia expects Devices & Services non-IFRS operating margin during the fourth quarter 2010 to be higher than the currently expected full year Devices & Services non-IFRS operating margin.

Nokia will provide its second quarter results and more details on its 2010 full year outlook when it reports its Q2 2010 results on July 22, 2010.