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Sony Ericsson
Q2 2011 Business Update
15 July 2011
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Kristian Tear
EVP & Head of
Sales & Marketing
Bert NordbergPresident & CEO
William Glaser JnrCFO
Rikko Sakaguchi
EVP &
Chief Creation Officer
Key Executive Management Team Members
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Safe Harbour Statement
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Bert NordbergPresident & CEO
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Q2 2011 Highlights
Shipped phones
Generated in sales
Gross margin of
Income before taxes
Average selling price
Earthquake-related supply chain constraints
impact Q2 results
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Smartphone Momentum
Shipped close to 16 million smartphones since launch
Estimated Android Q2 market share:
11% in volume and value
Smartphone share of total
sales more than 70%
Android-based Xperia™ volume
up 150% year-on-year
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Market Volume Growth
*Million units
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Co-creating with our
Investing in
Building and contributing to the
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Q2 2011: Expanding the portfolio
Sony Ericsson
Mix WalkmanSony Ericsson s007
(Japan only)
Sony Ericsson txt
Sony Ericsson
txt pro
(Japan only)
acro
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10
•Attracting new audiences and demographics
•100 titles confirmed, including Sony Playstation titles
•Strong operator ranging
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Android smartphonessmallest
World’s
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Sony Ericsson txt
Sony
Ericsson
txt pro
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Music Unlimited
Powered by
by
Facebook inside Xperia
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New Global R&D center in Beijing
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In summary
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CONFIDENTIAL
Chief Financial Officer
William Glaser, Jr
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Q2 2011 Financial Highlights
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Q2 2011 Financial Results
Average selling price (EUR)
Sales (EUR m.)
Gross margin (%)
Operating income (EUR m.)
Operating margin (%)
Restructuring charges (EUR m.)
Operating income excl. restructuring charges (EUR m.)
Operating margin excl. restructuring charges (%)
Income before taxes (IBT) (EUR m.)
IBT excl. restructuring charges (EUR m.)
Net income (EUR m.)
Number of units shipped (million) 8.1
141
1,145
33%
19
2%
-
19
2%
15
15
11
Q1
20112011
Q2
7.6
156
1,193
31%
-37
-3%
-
-37
-3%
-42
-42
-50
11.0
160
1,757
28%
36
2%
32
68
4%
31
63
12
Q2
2010
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Kristian Tear
EVP & Head of
Sales & Marketing
Bert Nordberg
President & CEO
William Glaser Jnr
CFO
Rikko Sakaguchi
EVP &
Chief Creation Officer
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21CONFIDENTIAL