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Kerotan on 03 February 2015
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kowenicki said:
Kerotan said:
kowenicki said:
Obviously a huge loss still expected for the full year but I see, and am hoping for, better operating income numbers as they cut the fat and the nonsense.

Should have bought those stocks when I told you guys and if the operating income looks better... even more so.

I still want them to ditch TV and mobile. One is a bad use of an awful lot of cash (even if it sneaks a profit) the other is a dead end for them versus the Chinese, Samsung and Apple.


i'm confused by this thread. how did the tv division make a profit the 2 previous quarters if it's bleeding money? Or did they make a massive loss 3 quarters ago and the 2 since have just offset it a little? 

They actually didnt say what the profit was to my knowledge they literally just said "profitable".  No specific numbers were given for TV profits within the larger Home entertainment division that made a very small profit as a whole.

They sold 3.6m tv's last quarter and down rated their full year expectation from 15.5m to 14.5m TV's and again predicted "profit" for the full year without saying what it would be. 

Bit odd.

When you have a profit margin of about 3% (!!) in this divison you can be sure that the key is exchange rate fluctuations.    Pretty clear that the unbeliveably weak Euro will hurt the profit for the full year on TV's.  Wouldnt be surprised at an adjustment on the TV forecast, perhaps more units, less profit.  They should just ditch all TV/AV stuff and mobile, been saying it for years.

yeah i'm confused myself as to what is doing good and bad and by how much. hopefully the report sheds some light on it.