Broadcom said for the quarter ending May 2, it expects about $6.5 billion in revenue, up 13% from the prior-year period. Accord-ing to FactSet, analysts are expecting $6.33 billion.
The company is expecting adjusted earnings before interest, taxes, depreciation and amortization to be about 59% of projected revenue, it said.
Ehkä Nokiankin lisääntyneet ostot parantaneet Broadcommin tulosta…
Press Release
Nokia expands 5G ReefShark chipset portfolio with Broadcom collaboration
Companies to focus on the development of silicon technology, expanding range of ReefShark chipsets
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 12:15
292 out of 5503 transactions was 1750pcs events ~ 5,31 % of all transactions
(292x1750) out of 5,6m changed total shares ~ Minimum of 9,12% of total shares exchanged
(292x1750) out of 5,13m changed total shares, without morning auction ~ Minimum of 9,97% of total shares exchanged
This between 10:00 and 12:15 today, with avg price of 3,23
edit molemmat samaan kaavaan
Päivitys, kurssi yrittää silti nousta vaikka robo sutii vastaan
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 13:34
495 out of 7950 transactions was 1750pcs events ~ 6,23 % of all transactions
(495x1750) out of 7,96m changed total shares ~ Minimum of 10,88% of total shares exchanged
(495x1750) out of 7,48m changed total shares, without morning auction ~ Minimum of 11,58% of total shares exchanged
This between 10:00 and 13:34 today, with avg price of 3,23
Tilauskirja huolettaa täytyy myöntää, taas pienenmpi kuin aiempana vuotena, pitäisi sitten vaan ymmärtää paljonko tulee vuoden aikana kauppaa, josta tulee samana vuonna sisään liikevaihtoa, onko se 10, 20 ,50% vaikuttaako 5G siihen kuinka merkittävästi vs aiemmat vuodet, tästä olisi kiva kuulla muilta ajatusta
max-pain tälle päivälle (+2 seuraavaa pe, joista 19.3 se kk tärkein) on 4$ eli tällä hetkellä 4$ Putit tekee muutaman sentin “tiliä”… tuskin laskee kovin paljoa tänään, veikkaan 3,9X$ päätös
Niin tuossahan olisi merkittävää nousua, USAssa osake päätyi eilen 3.82 USD. Premarketissa on juuri nyt pikkuisen miinuksella, 3.80 USD. Nokia taitaa nyt seilata muun markkinan mukana, valitettavasti.
Uusi hybridityövoima saa hybridipilven.Investoinnit julkisiin ja yksityisiin pilvipalvelumalleihin sekä reunalaskenta-arkkitehtuuriin kasvavat edelleen. Nämä mahdollistavat tietotekniikan nopean skaalautumisen ja turvallisen hallinnan (ja joustavan käytön). Minkä tahansa tietotekniikan hankkiminen palveluna tarkoittaa yksinkertaisempia ja nopeampia IT-valintoja.
Reunalaskennasta tulee välttämätöntä. Etätyön ja -oppimisen kasvu yhdistettynä datapohjaisiin älykkäisiin sovelluksiin tarkoittaa hajautettuja datatyökuormia, joita on hallittava ja analysoitava reaaliajassa lähellä käyttäjiä ja/tai datan syntypistettä, verkon reunalla. Tämä muutos luo vauhtia hybridipilvi-toimintamalleille, jotka ulottuvat perinteisen konesalin ulkopuolelle. Kun dataa voidaan analysoida ja hyödyntää tehokkaasti pilven reunalla, sähköinen kaupankäynti kiihtyy ja antaa vauhtia digitaalisen liiketoiminnan sovelluksille.
Teleoperaattorit kiihdyttävät 5G-verkkojen rakentamista reunalaskennan vuoksi. Reunalaskennan tarpeen lisääntyminen kannustaa matkapuhelinoperaattoreita kiihdyttämään 5G-verkkojen rakentamista, koska juuri 5G mahdollistaa reunalaskennan tehokkaan hyödyntämisen. Tulemme yhä riippuvaisemmiksi siitä, että voimme liittää omat laitteet pilveen ja sen reunoihin, ja langaton 5G-viestintätekniikka tuo ratkaisevan avun suorituskykyyn sekä takaa luotettavat yhteydet. Suomessa ollaan kansainvälisesti 5G-kehityksen kärjessä. Ficomin mukaan teleyritykset investoivat vuosittain puoli miljardia euroa viestintäverkkojen rakentamiseen. Summa jakautuu puoliksi kiinteän ja mobiilin verkon rakentamiseen. Teknologia on avainasemassa myös vuonna 2021 | Dell Technologies Finland
Tiukkaa & kovaa settiä, lukusuositus!!! Itsekin luen vielä tarkemmin.
Mark Atkinson is SVP, Head of Radio Access Networks at Nokia, a post he has held since January 2021. The role means he has overall Product Line Management responsibility for the company’s radio access networks business. Before taking this position, he ran Nokia’s 5G business unit for about two years.
CU and DU together as “Baseband”.
RF = Radio Frequency
“What I what I inherited back at the beginning of 2019 was a pretty immature situation as far as 5G was concerned. Nokia wasn’t ready with its SoCs to any extent on RF [radio units] or baseband. We were caught out a little bit by the speed with which 5G evolved from 2018 to 2019, and ended up on an FPGA track for both RF and baseband.
“On the surface of things that’s not so bad; FPGAs being programmable do give you flexibility – but you need to get away from them as quickly as possible. Being programmable isn’t always as flexible as it sounds. You can think of an FPGA as a hard drive which you fill up pretty quickly, and then every time you want to add more features and capabilities, you need to optimise what’s already on your hard drive to make room for more. And that’s basically how an FPGA works as well.”
Atkinson says that most products shipping so far with Reef Shark inside have been its radio units. “On the RF side, we already had a good plan in place with the Reef Shark RF platform which we developed together with Intel, where we were moving to soft-based massive MIMO already in the second half of 2019, and then getting it to more mass market through 2020. That means that it is the RF products that make up a lot of these percentages when we’re talking about how many of our products are now shipping.”
Atkinson says that the way Nokia has designed its baseband gives it a lot of deployment flexibility. Nokia’s capacity plugin units, each with two Reef Shark baseband SoCs, can be plugged into the Airscale chassis, with (as Atkinson says) the potential to have six plugins in one rack to boost capacity and enable usage across multiple technologies,
“We actually have a pretty cool baseband architecture that enables us on the board level to move from technologies pretty quickly. So when we look at Airscale, we have a chassis, where you can have two controller cards and six capacity cards inside, and you’re able to mix and match them. When you’re going through the generations of new technology you can introduce them into chassis which are already installed and co-existing, which is pretty different from what Ericsson has with their pizza boxes where you basically have to get rid of one pizza box and replace it with a newer one.”
“And the cool thing there is you then have the ability to add features pretty easily. Let’s say bandwidth support. So you can start with 100MHz and if someone want 50 or 70 you can work on the SoC and immediately bring that into the whole radio portfolio. But in FPGAs you have to do that work multiple times. We have gone through a challenging wave on FGPAs, and managed to win a lot of customers so it’s not like we are shutting down FPGAs. We need to keep doing software work on those for many years into the future.”
The baseband unit silicon provider is Marvell, although there’s a role for Intel there too. Combinations of SoCs, and the role each plays, is also likely to be important in the future.
“For Marvell the main area is L1 right now, which is the closest you get to the hardware and where we had the FPGA in the past. L1 processing is of course fundamental. If you take things like eCPRI, beam forming that’s very L1 heavy. But even when you are talking about things like carrier aggregation at L3 there is still work to do on the L1 side. By having the SoC there, you make the L1 a non-bottleneck area, so it’s relatively easy work compared to what it might be on an FPGA.”
“There are different SoCS for L1, L2/L3 and transport, and Intel plays a role in there as well. And over time the roles will change. The secret sauce is how to get the most out of SoC partners when combining them together on a system level.
“When you’re doing your job well which we now believe we are, you are looking at what products you need three to four years into the future, which backtracks into what SoCs you need two years into the future so that you can productise baseband and radio software. That’s where engagements with SoC partners look beyond what current products you have.”
Nokia is also working with Broadcom on some future RF SoCs, Atkinson added.
Broadcom (AVGO) Q1 Earnings and Revenues Surpass Estimates
Zacks Equity Research
Fri, March 5, 2021, 4:25 PM·7 min read
Broadcom Inc . AVGO reported first-quarter fiscal 2021 non-GAAP earnings of $6.61 per share, which beat the Zacks Consensus Estimate by 0.92%. Moreover, the bottom line improved 25.9% from the year-ago quarter and 4.1% sequentially.
Net revenues were $6.655 billion, up 14% from the prior-year quarter. Moreover, the top line surpassed the Zacks Consensus Estimate by 0.7%. On a quarter-over-quarter basis, revenues improved 2.9%.
Segmental Revenues
Beginning first-quarter fiscal 2020, the company clubbed reporting of revenues from Intellectual property licensing with Semiconductor solutions segment. The company now reports in two segments — Semiconductor solutions and Infrastructure software. Management noted that integration of Symantec’s enterprise security business is complete.
Semiconductor solutions ’ revenues (74% of total net revenues) totaled $4.908 billion, up 17% from the year-ago quarter. The upside can be attributed to higher demand for wireless solutions and continued momentum in networking and broadband solutions.
The company witnessed strength in networking end market with revenues up 15% year over year and contributed 29% to Semiconductor Solution revenues. The improvement in networking revenues came on the back of increased spending by telecommunication companies in modernizing infrastructure and enhancing Edge and core networks, and higher cloud spending by data centers. Bookings surged 80% on a year-on-year basis and 62%, sequentially.
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On mahdollista, että myös Nokian Q1/21 on mennyt jopa odotuksia paremmin, ennusmerkit ovat lupaavia.
Voi ruuki, älä dissaa maailman parasta futisjoukkuetta! Itse tosin fanitan myös Norwichia, koska Teemu Pukki pelaa siellä, toivottavasti taas pian myös Liverpoolia vastaan (eikä siksi, että Liverpool tippuisi sarjatasoa alemmas, aikamoista rämpimistä on peli välillä ollut…)
Miten liittyy Nokiaan? No ei niin mitenkään, mutta futis on tärkeämpää kuin Nokia
Marvell, Nokian toinen merkittävä sirujen toimittaja on myös hyvässä tuloskunnossa.
Adjusted earnings, which exclude stock-based compensation expenses and other items, were 29 cents a share, compared with 17 cents a share in the year-ago quarter.
Revenue rose to $797.8 million from $717.7 million in the year-ago quarter. Analysts surveyed by FactSet had forecast earnings of 29 cents a share on revenue of $786.1 million.
Marvell expects adjusted earnings of 23 cents to 31 cents a share on revenue of $760 million to $840 million for the first quarter, while analysts had forecast earnings of 27 cents a share on revenue of $786.8 million.
Odotuksia 18.3.21 linjauksiin uuden strategian toteutuksessa.
Kulusäästöjä saatanee merkittävästä väen vähennyksistä ja muista toiminnan tehostamisista läpi koko uuden organisaation.
The signs point to further cutbacks under Lundmark. He has already slimmed down Nokia’s bloated global leadership team from 17 to 11 managers. Restructuring plans mean 14,000 employees will move from corporate functions into the new business groups of mobile, network infrastructure, cloud services and licensing (Nokia Technologies)
Combined with this year’s profitability goal, that seems bound to mean layoffs.
An update on Lundmark’s own savings targets is expected at Nokia’s capital markets day later this month.
The new operational model is a great opportunity to look for cost efficiencies," he told Light Reading in February. “One of the goals is to identify places where we can improve cost efficiency.” The challenge will be delivering cuts without harming competitiveness. And investors will have to exercise patience.
Lundmark on todennut, ettei operaattorimarkkina lähtökohtaisesti kasva 4G:hen verrattuna . Nokiahan on silti napsinut noin puolet Huawein menettämistä asiakkuuksista eli on kasvattanut 4G/5G-markkinaosuuttaan Kiinan ulkopuolella. Sitä vastoin Nokia on maailman johtava yksityisverkkojen tarjoaja ja tämä on täysin “neitseellistä” kasvumarkkinaa.
Yksityisverkkojen merkityksestä kaksi linkkiä, joista käy ilmi niiden valtava merkitys:
Toisin sanoen noin nollasta saavutettaisiin 16 mrd dollarian yksityisverkkomyynti (4G) vuonna 2025 . Toisesta raportista löydämme pelkät 5G-investoinnit (eli 4G on lisättävä näihin lukuihin), mistä näkyy, että 5G-yksityisverkkoinvestoinnit ovat yli 50 mrd dollaria vuonna 2028 , yli 100 mrd vuonna 2031 ja vuonna 2036 selkeästi yli 200 mrd, mikä ylittää operaattorien 5G-investoinnit.
KUSTANNUSRAKENNE
Toinen asia, jota haluan korostaa on, että Nokian ei tarvitse saavuttaa entistä operaattorimyyntiään MIKÄLI kulut saadaan tiukkaan kuriin. Nythän jo on tiedossa, että Nokian työntekijämäärä on vähentynyt 11 000 viimeisten kahden vuoden aikana ja että vähennys saattaa hyvinkin jatkua uuden organisaatiomallin myötä:
The signs point to further cutbacks under Lundmark. He has already slimmed down Nokia’s bloated global leadership team from 17 to 11 managers. Restructuring plans mean 14,000 employees will move from corporate functions into the new business groups of mobile, network infrastructure, cloud services and licensing (Nokia Technologies). Combined with this year’s profitability goal, that seems bound to mean layoffs. An update on Lundmark’s own savings targets is expected at Nokia’s capital markets day later this month. “The new operational model is a great opportunity to look for cost efficiencies,” he told Light Reading in February. “One of the goals is to identify places where we can improve cost efficiency.” The challenge will be delivering cuts without harming competitiveness. And investors will have to exercise patience. https://www.lightreading.com/5g/nokia-has-cut-11000-jobs-in-effort-to-boost-profit/d/d-id/767869
Ja lopuksi, muistutettakoon myös, että 5G-kustannukset laskevat jokainen neljännes ainakin vuoden 2022 loppuun asti koska:
Kustannustehokkaiden SoC-komponenttien osuus yltänee 100 prosenttiin vuoden 2020 toisella puoliskolla
Toimituksesta kestää n. 6 kk ennen kuin kustannusparannus näkyy Nokian osarissa
Toisin sanoen SoC-osuuden kasvu merkitsee sitä, että Nokian kannattavuus (tästä syystä) tulee kasvamaan sekä 2022 että 2023 (jälkimmäinen siksi, että silloin SoC-osuus on 100% jo vuoden alusta toisin kuin 2022).
SUMMA SUMMARUM
Nokian verkkomyynti voi lähteä kasvuun vähitellen ennen kaikkea yksityisverkkojen ripeän kasvun ansiosta ja toisaalta kevyempi kustannusrakenne (vähemmän työntekijöitä ja SoC-osuuden kasvu) mahdollistaa korkeammat marginaalit jo alemmallakin liikevaihdolla.
AI ‘will wipe out a huge portion of work as we’ve known it.’
Nokialla on merkittävä rooli neljännen teollisen vallankumouksen toteutuksessa, yritys itse voi osana uutta strategiaa olla roolimallina omaksumassa uusia, tehokkaampia tapoja toimia.
Trusted networks by Nokia for the better future!
By John McCormick March 02, 2021 05:23 p.m. EST
Chief information officers can take a number of steps to help their companies prepare for the job disrup-tion that artificial intelli-gence will cause over the next several years, accord-ing to venture capitalist Kai-Fu Lee.
Artificial intelligence, Dr. Lee said, “can be used to improve margins or save costs. And when it comes to using AI for saving costs, then that usually means you’re doing some tasks that normally [a] human does. And that means the more successful you are with your AI, you’re poten-tially replacing jobs—and displacing jobs—that may cause a reduction in force.”
The CIO’s role now is to advise their chief executives on the AI transition ahead. CEOs, he said, “usually don’t think in terms of what technology might cause job displacement.”
Telecom equipment supplier Nokia has eliminated the role of group chief information officer, last held by Ursula Soritsch-Renier, as part of a broader reorganization at the 22 billion euro ($24 billion) company.
Her responsibilities have been assumed by Bhaskar Gorti, the president of the Finnish company’s Nokia Software unit and the group’s chief digital officer.
Siis, Bhaskar Gortin tehtävänä on hoitaa Nokiassa myös CIO:n tehtävät ja varmistaa johtotiimin kyvykkyys myös AI näkökulman merkitys muistaen!
Mr. Gorti, please remember this and do the thing, what is critical and must be done!
Last, but not least, great point of view is this comment on Forbes!
Asked about security concerns surrounding the Chinese firm and their implications for his company’s business, Gorti deflects the question, saying that such geopolitical issues are best left for governments to deal with. To the idea of U.S. government-backed investors taking strategic stakes in Nokia, Gorti again declines to give a view. “Hey, you know we are a public company,” he laughs. “All investors are welcome.”
ja paikkojahan on suomessa auki jostain nähtynä toista sataa, tuo +1,7% kasvua
HWTL 
