capital markets day 200812 nokia maps 2.0 services & software launches share on ovi files on ovi...

Capital Markets Day 2008

Olli-Pekka KallasvuoPresident and CEO

1) Nokia’s competitive advantages

2) Business review for 2008

3) Focus areas for 2009

Agenda

© 2008 Nokia Capital Markets Day 20082

3

Nokia competitive advantages – more relevant inthis environment

Source: Interbrand

1

2

3

4

7

8

9

10

65

Scale: 39% market share YTD Q3 2008

Ability to invest in innovation: Services & Software

Brand: #5 worldwide, #1 in Asia and #1 Europe

Manufacturing and logistics: World leading position

Distribution: Substantial lead in China, India, and MEA

Cost & IPR: Significant competitive advantage

© 2008 Nokia Capital Markets Day 2008

2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device PortfolioSTATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

© 2008 Nokia Capital Markets Day 20084

The device business: profits

Mobile device operatingprofit share (Q1-Q3 2008)

39% 61%

Source: Nokia estimates and companyreports of Samsung, Motorola, SonyEricsson, LG, RIM and Apple

Winner takes the most

NokiaOthers

© 2008 Nokia Capital Markets Day 20085

Source: IDC – Estimates for 2008Sept. 2008 (USD-Euro exchange rate=0.773)

Portable Music &Media Players

Still & VideoDigital Cameras

Portable GPSDevices

The device business: value capture

Opportunities to capture value from other industries

€27Bn

€33Bn

€8Bn

© 2008 Nokia Capital Markets Day 20086

Room for growth

100%

India

Bangladesh

Sub-Saharan Africa

China

Egypt

Pakistan

Indonesia

Iran806040200%

Source: Nokia estimates

penetration in large emerging markets

The device business: growth opportunities

© 2008 Nokia Capital Markets Day 20087

The only global portfolio

Essential StyleBusiness Media / Internet

Rational Aspirational

Pricesegments

(EUR)

LivePremium

Connect Live

Entry

Explore

50

100

150

200

500

Achieve

Nokia 1200

© 2008 Nokia Capital Markets Day 20088

2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device Portfolio

STATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

WIP

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Smartphones for the fourth quarter

Nokia N96

Nokia E71

Nokia5800 XpressMusic Nokia N85

Nokia E63

WIP

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2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device Portfolio

STATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

WIP

WIP

© 2008 Nokia Capital Markets Day 200811

12

Nokia Maps2.0

Services & Software launches

Share on Ovi

Files on Ovi

Ovi.com sync

Nokia OviSuite

N-Gage

Jan/08 Feb/08 Mar/08 Apr/08 May/08 Jun/08 Jul/08 Aug/08 Sep/08 Oct/08

Nokia Comeswith Music

Nov/08 Dec/08

Maps 3.0,Maps on Ovi,

NokiaMessaging

11th NokiaMusic Store

Mail on Ovi

© 2008 Nokia Capital Markets Day 2008

WIP

2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device Portfolio

STATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

WIP

WIP

© 2008 Nokia Capital Markets Day 200813

Nokia SiemensNetworks

© 2008 Nokia Capital Markets Day 200814

2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device Portfolio

STATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

WIP

WIP

© 2008 Nokia Capital Markets Day 200815

Important 2008 milestones

© 2008 Nokia Capital Markets Day 200816

Important 2008 milestones

© 2008 Nokia Capital Markets Day 200817

© 2008 Nokia Capital Markets Day 200818

2008 Events

Nokia Siemens Networks

Services & Software

Smartphones

Device PortfolioSTATUSSUBJECT

NAME

DATE 2008Nokia 2008Business review

WIP

WIP

Cost base sized correctly

Growth opportunities

Services & Software

Email

UI and Software Platforms

2009 Focus Areas

© 2008 Nokia Capital Markets Day 200819

Cost base sized correctly

• Prioritization leads to specific costreductions in all areas

• We will execute our strategy, but atappropriate cost levels

2009Focus areas

© 2008 Nokia Capital Markets Day 200820

Growth opportunities

• Services & Software

• Take market share

• Capture value fromadjacent industries

• Nokia deviceenhancements

• NAVTEQ

2009Focus areas

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Simple and intuitiveMail on Ovi for Nokia

Series 40 DevicesNokia Life Tools

2009Focus areas

© 2008 Nokia Capital Markets Day 200823

Simple and intuitiveMail on Ovi for Nokia

Series 40 DevicesNokia Life Tools

2009Focus areas

© 2008 Nokia Capital Markets Day 200824

Simple and intuitiveMail on Ovi for Nokia

Series 40 DevicesNokia Life Tools

2009Focus areas

© 2008 Nokia Capital Markets Day 200825

2009Focus areas

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2009Focus areas

© 2008 Nokia Capital Markets Day 200827

Mobile Messaging for the Masses

Device Breadth, Global Reach

2009Focus areas

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Software and UI2009Focus areas

© 2008 Nokia Capital Markets Day 200829

Shaping the future

© 2008 Nokia Capital Markets Day 200830