Telefonaktiebolaget LM Ericsson Class A · OMXSTO:ERIC_A

Telefonaktiebolaget LM Ericsson Class A — ST-Ericsson — Q3 2011 Earnings Presentation

9 slides from Telefonaktiebolaget LM Ericsson Class A's earnings presentation, 2011

  1. Slide 1: Third Quarter Report 2011

    THIRD QUARTER REPORT 2011 e® °e & MwWN A= ICSSON

  2. Slide 2: Third Quarter Report 2011

    THIRD QUARTER REPORT 2011 Carol Streitberger Brighton Senior Vice President, Global Communications

  3. Slide 3: Safe Harbor

    SAFE HARBOR This presentation contains forward-looking statements that involve inherent risks and uncertainties. We have identified certain important factors that may cause actual results to differ materially from those contained in such forward-looking statements. For a detailed description of risk

  4. Slide 4: Third Quarter Report 2011

    THIRD QUARTER REPORT 2011 Gilles Delfassy, President and CEO

  5. Slide 5: Q3 overview

    Q3 overview ∙ Net sales $412 million slightly ahead of expectations, even when excluding IP licensing to a third party ∙ Operating loss $194 million ∙ New products grew to about 55% of total sales $ million 800 700 600 500 400 300 200 100 QoQ: +7% 0 2009 2010 2011 © ST-Ericsson 2011 5 THIRD QUARTER

  6. Slide 6: More and more devices in the market

    More and more devices in the market ∙ HTC Sensation smartphone launched in China ∙ NovaTM A9500 application processor + ThorTM M6718 modem ∙ Clear differentiator for our customers ∙ Several new smartphones based on our Thor modem technology ∙ Panasonic smartphones ∙ Motorola’s award-winning AtrixTM

  7. Slide 7: Outlook

    Outlook ∙ Q4 net sales expected to be slightly up sequentially ∙ Increased revenue from new products ∙ Legacy product sales continue to decline © ST-Ericsson 2011 7 THIRD QUARTER REPORT 2011

  8. Slide 8: Summary

    Summary ∙ First smartphones with our NovaThor platforms in the market ∙ New important customers ∙ Real competitive advantage for our customers © ST-Ericsson 2011 8 THIRD QUARTER REPORT 2011

  9. Slide 9: yo ST

    3 Oo yo ST °2@ ERICSSON

ST-Ericsson — Q3 2011 Earnings Presentation on 6ix