Analyst: Motorola may exit handset business

Posted Jan 29th 2008 6:32AM by Thomas Ricker
Filed under: Cellphones

Hey, that's what Nomura International analyst, Richard Windsor, told his clients in a note published this morning. Instead of handsets, Moto may choose to refocus on becoming an "enterprise and government company." While on a roll, Richard also raised speculation that a Chinese company might scoop up the troubled Moto before calling it "unlikely as those vendors don't have much of an idea how to fix Motorola's problems." Problems he attributes to the platform and software, not hardware. Man Moto, what a long hard fall it's been since your 2005 RAZR heyday.

Sumber : engadget

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Motorola still in the red, no light at the end of the tunnel yet

Posted Jan 23rd 2008 2:59PM by Chris Ziegler
Filed under: Motorola

Motorola's fourth quarter and 2007 earnings turned out to be pretty bleak indeed -- as expected, perhaps -- and according to the company, it expects a further slide through the first quarter in both sales and market share. The company pulled in about $9.65 billion through the final quarter of the year, which sounds like a nice number and all until you realize that it's an 18.2 percent decline from its sales in the fourth quarter of 2006. For the full year, the company garnered $36.6 billion, down 15 percent from 2006 on the whole. In terms of handsets, Moto pushed 40.9 million of them in the quarter -- with 53 percent sold in North America -- which it estimates is good enough for 12.4 percent market share worldwide. New CEO Greg Brown said that he believes the company is aligning its strategy the way it needs to be, but that its handset business is going to take even longer to recover than expected. How far down the charts do these guys stand to slide before they're back in the black?

Ovum says Motorola's mobile phone division is struggling

25 January 2008 11:24AM

Even David "Goldenballs" Beckham's promotional activity of Motorola products can't help the mobile phone vendor's Quarter 4 and full year 2007 results gloom in the handset division.

Company sales for the quarter were $9.65 billion for the quarter, up 9 percent sequentially but down 18 percent over the year. Gross margin was down 2 percentage points sequentially to 26 percent, but flat over the year. Operating loss widened to $-190k (130 k) from $-100k (70 k) in Q3 and a profit of $753 million a year earlier.

For the full year, sales were $36.6 billion down from $42.8 billion in 2006. Gross margin fell by 3 percentage points to 27 percent and operating earnings were $-550 million down from $4.09 billion in 2006.

Motorola shipped 40.9 million handsets in Q4. Average sale price fell $3 to $118, bringing sales of $4.8 billion, down 38 percent year on year. The division returned an operating loss of $-388 million compared with a profit of $341 million in Q4 06.

Incoming CEO Greg Brown said that he feels privileged to be CEO of Motorola. He thanked all the staff, suppliers and customers of Motorola and he re-iterated that they are absolutely not satisfied with the current position and are working as hard as possible to fix it. He also expects Motorola to lose further handset market share in Q1 2008 and said the portfolio will be more robust in 2009.

According to Martin Garner, Mobile director at Ovum, given the length and depth of the handset problems, it's increasingly difficult to see why shareholders should see logic in keeping the divisions together.

The handset volumes are well below Motorola's normal seasonal pattern. Greg Brown pointed to heavy competition, gaps in the portfolio (3G, China and other emerging markets), new product development being late and weakening demand for existing products (KRZR, RAZR2). On the latter, it's not clear if this was driven by US consumer conditions, said Garner.

He wonders if there are valuable synergies between the other divisions and a handset business that is in such difficulty. Or would it be better to break the company up?

“There has been speculation about who might buy the handset division. We think that a sale is unlikely. But there might be interest in a Sony Ericsson style joint venture,” said Garner.

koQ serasa mendadak gitu yah ??
masa sih ?? sayang bgt

hmm.. liat perkembangan deh..

bro TRO,
bentar lagi akan ada yang datang... hahahahaha...

eniwei, kalo menurut gua pribadi ini issue aja sih.. biasa lah.. kadang2 orang ngomong sesuatu tapi ditanggepin ma jurnalis secara berbeda... ==> pendapat tanpa dasar n research...

Masa sih mau resign setelah byk perhargaan telah diraih oleh produk RAZR- nya...

Quote:
Shadow_God said:
Masa sih mau resign setelah byk perhargaan telah diraih oleh produk RAZR- nya...

Siemens juga dulu lumayan sering dapat penghargaan design, tapi kan tetep aja perusahaannya bermasalah, bahkan bubar. Setelah jadi Benq-Siemens masih suka dapat penghargaan juga sih tapi penjualannya masih belum bisa dibilang bagus.
Rumor/analisis ini mungkin muncul karena penjualan Motorola turun terus dalam setahun terakhir ini. Bukan hanya turun tapi juga merugi.

Hihihi... kalo bener, berarti SE bisa jadi no 3 tanpa susah payah.
Tinggal nyalip samsung deh buat jadi no 2.
Nah, duel Nokia vs SE di fp jadi lebih afdhol. Sekarang masak vendor no 1 lawan no 4 terus yang duel?

hmm. tapi gw rasa agak sulit mengingat Motorola punya fan base yg cukup banyak, ga seperti Siemens. lagipula Motorola kan seperti iconnya US di bisnis seluler. asal bisa menghilangkan kejenuhan pelanggan dengan design ala RAZR, gw rasa Motorola ga bakal bubar. toh penjualannya termasuk bagus dibanding vendor2 kecil lain

gimana kalo motorola gabung siemens aja?

mantap banget tuh......

motorola siemens, kalo oleh tabloid SmS mungkin disingkat: mosi..... ato momens.......

ya kurang pas sinerginya kl sama2 telco company. mestinya gabung sama panasonic yg mantap multimedianya (video camera) atau canon atau nikon (digital still camera). kalau yg soundnya mantep apa ya yg portable? ingetnya walkman aja, hihihi... ada jg aiwa. gak tau d luar terkenal apa gak. toshiba jg ok tvnya.

Siemens juga punya fans banyak kok, tetap KO juga, sedangkan Motorola pasarnya di US juga uda di gerogoti Apple dengan iPhone.

Masa iya Moto mau meninggalkan Bisnis Ponsel seh.. ga percaya gw..

beberapa waktu lalu beberapa ribu pegawainya dibeberapa divisi, antara lain divisi selular, kena gusur alias PHK.

wah kasian juga bimana nih motolovers kira2 mo pindah kmana yah..

Tahun kemaren juga ada PHK ribuan pegawainya...

Amerika + Asia

Motorola + Panasonic = MONIC
Motorola + Sanyo = MONYO
Motorola + Aiwa = MOWA
Motorola + Toshiba = MOTOS
Apalagi ya kemungkinannya.... hehehehe...]

Secara pencinta motorola getooo...

Nambahin yang di atas :

Sharp + Motorola = SHAMO

BenQ + Motorola = BEMO

Asus + Motorola = ASMO

Motorola + Acer = MOCER

Merlin Gerin + Motorola = MER-GERMO

Philips + Motorola = PHILMO

Samsung + Motorola = SUNGMO

LG + Motorola = LGM

Masa se bgitu??
Liat dulu deh..

kasian para motolovers..
btw,, ko yg ditunggu2 blm dateng ya?? hehehe..

nasib motolovers jadi seperti siemens mania deh.....

huhuhuhu......I Love Siemens

@stanr
iya nih... jadi sepi yah..