ARCHIVED FORUM -- March 2012 to February 2022READ ONLY FORUM
This is the second Archived Forum which was active between 1st March 2012 and 23rd February 2022
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It is going really well for B&O, in all areas.
Beoplay A9 is still a bestseller with a 3-digit growth compared to last year.
Still delivery issues in the Stage category but a big growth in speaker sales anyway.
Beoplay H95 and Portal are also doing very well, and also Beosound Level.
It is a pleasure to read enjoy.
Beovision Harmony 77" 2nd Gen, Beolab 5, Beolab 17, Beosound 1, Beoplay M3, Beoplay Portal, Beoplay Earset, Beoliving Intelligence
Sandyb:Shares down 5% as I type
A good time to buy, then
MM
There is a tv - and there is a BV
It was up 5,5% when I made this post, the stock market have been very strange in the last week.
No matter what it is very good numbers and not a company in struggle.
They also hired 86 people!
Emil Jensen: Sandyb:Shares down 5% as I type It was up 5,5% when I made this post, the stock market have been very strange in the last week. No matter what it is very good numbers and not a company in struggle. They also hired 86 people!
Customer service and software development, I hope ;).
Is there anything that isn’t selling so well?
Csaba: Emil Jensen: Sandyb:Shares down 5% as I type It was up 5,5% when I made this post, the stock market have been very strange in the last week. No matter what it is very good numbers and not a company in struggle. They also hired 86 people! Customer service and software development, I hope ;).
It is engineers and software development, but lets hope that the extra effort in these areas will soften the burden of customer service :)
Csaba: Is there anything that isn’t selling so well?
Not any of the three categories, but the revenue in TV is only up 1% but that is because B&O are not selling the TV part anymore, all dealers buy the LG panel elsewhere. This reduce revenue but most likely dont effect profit a lot.
Nice for B&O BUT....in Holland more and more shops are closing and service is non existing anymore.
Old B&O stuff is very difficult to service.
Parts are coming very difficult to come by.
It looks like all service has gone overboard to meet the share holders demand for profit.
I give it 2 tot 5 years before this iconic company fails due to the lack of service and support i.m.h.o.
I see, thanks Emil! I’m happy it is going in the right direction for B&O. I guess that when it comes to how well certain products sell, it is somewhat impacted by how recently each product was launched. The HX has been around in a similar package with the H9 series, and I assume Mozart products also have the edge over older products. It is pretty cool though that the A9 is such a success. Sounds like it is more successful than the Balance as a speaker at a similar price/performance point. It is of course an iconic design :).
Justasyou: Nice for B&O BUT....in Holland more and more shops are closing and service is non existing anymore. Old B&O stuff is very difficult to service. Parts are coming very difficult to come by. It looks like all service has gone overboard to meet the share holders demand for profit. I give it 2 tot 5 years before this iconic company fails due to the lack of service and support i.m.h.o.
Holland is a very small country - I am sure, that you will be able to find a dealer not far from you (just think of the us-beoworlders....that's is another story)
As for service, of course I can't tell - other Beoworlders from Holland could help I am sure.
However don't expect a broad service for old, old products - and don't expect parts for every case......that is how modern technology works.
As for 'to meet the share holders demand for profit.' - you are definitely wrong!
There has been no profit for decades and nonetheless the bigger shareholders have been holding on to their shares.
You definitely don't buy B&O shares 'just for profit'.
There have been many prediction for many years that the end of B&O will be close - they have all been proven wrong.
For time being the company is doing well.
Outlook for 2021/22:
"The launch of more than four product innovations, including both new products and feature updates to existing products."
I hope for something else than headphones... #fingerscrossed
Speaking for the french area, my dealer (2 shops) closed a few years ago and now another one as oppened and a second is coming (Marseille - Aix en Provence).
My twenty years old BS9000 died last month and got serviced (in Lyon I recall) trough my local dealer (for 990 € !). It was motherboard and a few other things but even CD mechanism is now repairable.
So hope is here for older products (my parents BV11-46 is also in repair with a bill of 2.500 € ! - my old mom said she refuces to buy an ugly Tv ie Contour or LG + Stage on stand for 7.000 € or 5.000 € and whants her iconic design left).
Hesitated to let go the BS9000 + Lab 8000 for a Beosound 2 or Balance but till it's repairable I keap it (repair was ok but I had to do the service modes 71 + 73 myself, CD was ripping a little bit - and still is in CD 5 but it's minimal).
kuyttendaele: Outlook for 2021/22: "The launch of more than four product innovations, including both new products and feature updates to existing products." I hope for something else than headphones... #fingerscrossed
Yes I think it is the first time in the last 5 years that we dont really know what is up next.
In the report they write that the TV line is completed with the Contour 55" so I dont expect a new TV soon.
There should come a classic product sonn maybe? And I guess we will see more Gaming headsets.
Justasyou: Nice for B&O BUT....in Holland more and more shops are closing
Nice for B&O BUT....in Holland more and more shops are closing
That's not true... The Haarlem/Alkmaar dealership just announced they'll open two new shops. The Groningen store relocated to a much larger space. The Amsterdam shop has new ownership (a BIG improvement!, very service minded!).
Millemissen:A good time to buy, then MM There is a tv - and there is a BV.
Emil Jensen: kuyttendaele: Outlook for 2021/22: "The launch of more than four product innovations, including both new products and feature updates to existing products." I hope for something else than headphones... #fingerscrossed Yes I think it is the first time in the last 5 years that we dont really know what is up next. In the report they write that the TV line is completed with the Contour 55" so I dont expect a new TV soon. There should come a classic product sonn maybe? And I guess we will see more Gaming headsets.
Beoplay Portal for PlayStation are almost certain.
matteventu: Beoplay Portal for PlayStation are almost certain.
Rumor I heard is that there will be an adapter to accommodate Playstation functionality.
So the headphone as such remain the same.
Livingroom: BL3, BL11, BV11-46 Kitchen: Beosound 1 GVA, Beocom 2 Bathroom: M3 Homeoffice: M3, Beocom 2 Library: Beosound Emerge, Beocom 6000 Bedroom: M5, Essence remote Travel: Beoplay E8 2.0, Beoplay EQ, Beoplay Earset
Hiort: matteventu: Beoplay Portal for PlayStation are almost certain. Rumor I heard is that there will be an adapter to accommodate Playstation functionality. So the headphone as such remain the same.
I would not mind that, I bougt the Portal for PC but if I can use it wireless with PS5 it would be really great.
It is a new colour for every current product that you never thought you needed until now.
Emil Jensen: There should come a classic product sonn maybe? And I guess we will see more Gaming headsets.
In theory, a Stage NG or a Stage Plus was supposed to happen. My dealer talked about it at the start of this year. He said B&O was working on a more expensive Stage, taking cues from the Eclipse speaker, where you could connect other B&O speakers, which many of us want.
Never heard anything more this upgraded Stage since then. He did warn that B&O was struggling to keep up with existing Stage demand, so maybe they put this on hold.
moxxey: Emil Jensen: There should come a classic product sonn maybe? And I guess we will see more Gaming headsets. In theory, a Stage NG or a Stage Plus was supposed to happen. My dealer talked about it at the start of this year. He said B&O was working on a more expensive Stage, taking cues from the Eclipse speaker, where you could connect other B&O speakers, which many of us want. Never heard anything more this upgraded Stage since then. He did warn that B&O was struggling to keep up with existing Stage demand, so maybe they put this on hold.
I think we are going to see delays in releasing new products in all things right now. Just see Tesla with Model X, Cypertruck, Roadster and Semi. They should all be availeble but is not. And the reason is that they cannot produce enough Model 3 and Y to keep up with demand. So cars and electronics will see a lot and big delays.
But a more capable Stage would be a good seller imo.
They mentioned in one slide (only) 4+ new products for the year.
Given how busy they have been with new products over the last 12-18 months, a slowdown is not surprising of course.
Especially with all the supply chan issues globally.
For my part, I've put any aspirations for this or that new product on hold.
Emil Jensen: moxxey: Emil Jensen: There should come a classic product sonn maybe? And I guess we will see more Gaming headsets. In theory, a Stage NG or a Stage Plus was supposed to happen. My dealer talked about it at the start of this year. He said B&O was working on a more expensive Stage, taking cues from the Eclipse speaker, where you could connect other B&O speakers, which many of us want. Never heard anything more this upgraded Stage since then. He did warn that B&O was struggling to keep up with existing Stage demand, so maybe they put this on hold. I think we are going to see delays in releasing new products in all things right now. Just see Tesla with Model X, Cypertruck, Roadster and Semi. They should all be availeble but is not. And the reason is that they cannot produce enough Model 3 and Y to keep up with demand. So cars and electronics will see a lot and big delays. But a more capable Stage would be a good seller imo.
Hopefully they can focus on improving the existing product line and platforms while the chip shortage slows down new product development.
Beoplay A2Beoplay EarsetBeoplay H6 (Gen 2)Beoplay S3 (pair)Beoplay S8Beovox CX50 (2 pairs)Beovox RL 6000
Sandyb: Millemissen: A good time to buy, then MM There is a tv - and there is a BV. A strategy that would have yielded shockingly poor results over recent years Naturally market investors are a good deal more rational than those for whom everything is always “jam tomorrow “
Millemissen: A good time to buy, then MM There is a tv - and there is a BV.
There is a tv - and there is a BV.
A strategy that would have yielded shockingly poor results over recent years
Naturally market investors are a good deal more rational than those for whom everything is always “jam tomorrow “
Up 10% today, as I said the stock market is strange these days
Come back to me when it regains some of the staggering underperformance of the last few years.
Emil Jensen: Sandyb: Millemissen: A good time to buy, then MM There is a tv - and there is a BV. A strategy that would have yielded shockingly poor results over recent years Naturally market investors are a good deal more rational than those for whom everything is always “jam tomorrow “ Up 10% today, as I said the stock market is strange these days