Telefonaktiebolaget LM Ericsson Class A · OMXSTO:ERIC_A
Telefonaktiebolaget LM Ericsson Class A — Sony Ericsson — Q3 2011 Earnings Presentation
19 slides from Telefonaktiebolaget LM Ericsson Class A's earnings presentation, Oct 14, 2011
Slide 1: Sony Ericsson Q3 2011 Business Update
Sony Ericsson Q3 2011 Business Update 14 October 2011
Slide 2: Key Executive Management Team Members
Key Executive Management Team Members Kristian Tear Bert Nordberg Bob Ishida William Glaser Jr EVP & Head of President & CEO EVP CFO Sales & Marketing
Slide 3: Safe Harbour Statement
Safe Harbour Statement Va This presentation contains forward looking statements. Such statements are based on our current expectations and are subject to certain risks and uncertainties that could negatively affect our business. Please read our financial results announcement for a better understandi
Slide 4: Bert Nordberg
Bert Nordberg President & CEO
Slide 5: Q3 2011 Highlights
Q3 2011 Highlights Generated in sales Income before taxes Improved IBT by Average selling price Gross margin of Shipped phones
Slide 6: Ongoing Shift to Smartphones
Ongoing Shift to Smartphones Smartphone share of total sales Shipped more than Android-based Smartphones since launch Estimated Android Q3 market share in volume and in value
Slide 7: Global Handset Market Volume
Global Handset Market Volume *Million units
Slide 8: Q3 2011: More Products Launched
Q3 2011: More Products Launched Sony Ericsson txt pro Sony Ericsson Xperia arc S Live with Walkman acro (Japan only) Sony Ericsson s007 Sony Ericsson txt (Japan only) Sony Ericsson Mix Walkman
Slide 9: acro
acro • Top position in Japanese Market • Mobile TV & Mobile Wallet
Slide 10: arc S
APERIA —y= AWARD:| Product 2011-2012 CAMERA PHONE Sony Ericsson Xperia arc/are $ B: £xmor ll 2K BRAVIA For mobile World S y n Cc BRAVIA ENGINE Created by Sony Sony Ericsson make. believe
Slide 11: Xperia arc S Introduced at IFA Berlin
Xperia arc S Introduced at IFA Berlin
Slide 12: Largest Software Upgrade on Android
Largest Software Upgrade on Android Richer Integration Google Talk to chat
Slide 13: XPERIA PLAY – Momentum Continues
XPERIA™ PLAY – Momentum Continues NewsFlash: PlayStation™ Certified broadened within Xperia portfolio 13
Slide 14: In Summary
In Summary Ongoing transition to Uncertainty about and consumer confidence going into Q4 Sony entertainment assets for a
Slide 15: William Glaser, Jr.
William Glaser, Jr. Chief Financial Officer CONFIDENTIAL
Slide 16: Q3 2011 Financial Highlights
Q3 2011 Financial Highlights Net sales of attributed to smart phone transition by € 53 million
Slide 17: Q3 2011 Financial Results
Q3 2011 Financial Results 2010 2011 2011 Q3 Q2 Q3 Number of units shipped (million) 10.4 7.6 9.5 Average selling price (EUR) 154 156 166 Sales (EUR m.) 1,603 1,193 1,586 Gross margin (%) 30% 31% 27% Operating income (EUR m.) 63 -37 38 Operating margin (%) 4% -3% 2% Restructuring charges (EUR m.) 4 -
Slide 18: Kristian Tear EVP & Head of Sales & Marketing
Kristian Tear Bob Ishida Bert Nordberg William Glaser Jr EVP & Head of President & CEO EVP CFO Sales & Marketing
Slide 19: Thank you
Thank you The . ; Communication Entertainment brand Sony Ericsson CONFIDENTIAL make. believe