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BBRY
BlackBerry Ltd. - NASDAQ

4/24/2014, 2:41 PM ET
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  • Being Bold Matters - BBM Is Worth More Than $5 Billion
    Matthew Levy Today, 5:46 AM 56 Comments

    Summary

    • BlackBerry Messenger is on track to grow its user base to over 100M by the end of the year.
    • BBM has a unique opportunity with its channels and security to provide a unique experience to its users and shareholders.
    • BBM has the potential to monetize in several ways, and is superior to its competitors because of its ability to target its users.
    • Recent acquisitions and valuations show that messaging applications are used heavily by consumers and draw a lot of interest from investors.
    • BBM's $5B conservative evaluation is more than BlackBerry's entire market cap, and could cause its shares to rise three fold.
  • BlackBerry Demystified: Everything Wall Street Is Not Telling You
    Transcend Asset Yesterday, 7:39 AM 249 Comments

    Summary

    • BlackBerry bashing grabs attention and creates fear by providing asymmetrical information. It is time we know the truth and put yellow journalism to rest.
    • BlackBerry's crown jewel is QNX: a software deeply embedded in many systems and used by many leading companies. Boeing, Apple and Ford are on the customer list.
    • A debenture and bond are not the same thing. A banker's opinion on BlackBerry has no real value as his or her background and knowledge about investments is limited.
    • Chen moves fast. In 5 months, he cuts costs and stems losses. His game plan (multi-threaded ) for BlackBerry may be similar to the one used to turnaround Sybase.
  • BlackBerry's Only Option For Survival
    Seth Millerd Tue, Apr. 22 155 Comments

    Summary

    • BlackBerry has one key competence.
    • The company could spin off its security.
    • Boeing may have beaten BlackBerry to cyber-security.
  • A Sub-$100 Nexus Phone Can Kill The BlackBerry Z3
    Alcaraz Research Sat, Apr. 19 261 Comments

    Summary

    • Rumor has it that MediaTek is helping Google come up with a sub-$100 Nexus Android phone. Nexus is a trusted brand known for high-quality phones and tablets.
    • A $150 or $200 BlackBerry Z3 entry-level BB OS 10 phone will find it hard to compete with a $100 Google phone.
    • John Chen should really sell the devices division if it continues to be unprofitable. Prem Watsa will not be happy if BBRY writes-off another billion dollars due to unsold phones.
  • BlackBerry Is Fermenting
    George Kesarios Thu, Apr. 17 160 Comments

    Summary

    • BlackBerry is still in a turnaround mode, but has a lot of things going for it.
    • One of the problems however, is that most of these new products and services will be rolled out by the end of the year.
    • So at the current time there is not much to get investors excited. However keep in mind that markets are forward looking.
    • The market and will be keeping an eye on the company, and if it thinks it will be gaining traction, it will make its move sooner.
  • BlackBerry: Stuck In No Man's Land?
    David Alton Clark Tue, Apr. 15 103 Comments

    Summary

    • News was recently released the new CEO of BlackBerry may stop selling The BlackBerry.
    • I posit it is a great idea, yet may be too little too late.
    • Revenue challenges have induced a dismal stock performance.
    • The risk/reward equation to go long BlackBerry is extremely unfavorable.
  • BlackBerry Is Making The Right Moves
    IAEResearch Tue, Apr. 15 60 Comments

    Summary

    • John Chen's comments about the handsets businesses were taken out of context.
    • The new enterprise server will allow the company to capture a larger consumer base.
    • The focus of the company is on the security features in enterprise as well as devices segment.
  • How To Monetize BlackBerry Messenger
    Andy Ung Mon, Apr. 14 135 Comments

    Summary

    • BBM is developing a PC to Mobile encrypted social messaging platform.
    • Stickers are being implemented into BBM to draw revenues from user base.
    • Breaches such as the Heartbleed bug demonstrate the value of security in 2014.
  • BlackBerry: I'm A Buyer On Monday - Yes, Again
    Quoth the Raven Sun, Apr. 13 198 Comments

    Summary

    • The macro market indices got knocked around to end the week.
    • BlackBerry was part and parcel with that, shedding even more value as it continues its post-earnings tank.
    • With every cent the share price drops, BBRY becomes a better speculative turnaround buy with a rock solid balance sheet.
  • BlackBerry Can't Divest Of Its Devices Unit Even If It Wanted To
    George Kesarios Fri, Apr. 11 115 Comments

    Summary

    • BlackBerry’s CEO John Chen hinted that the company might get out of the devices business if it can not make money.
    • He later revised and clarified his statements, but nevertheless it caused a lot of confusion.
    • But BlackBerry can not divest out of its devices unit even if it wanted to, because it’s an integral part of its existence.
  • Why John Chen Is An Asset To BlackBerry
    Quoth the Raven Thu, Apr. 10 142 Comments

    Summary

    • John Chen's favorite saying is, "I work for the shareholders".
    • Chen has no emotional attachment and can approach BBRY with a pragmatic viewpoint.
    • Chen is the right man for the job and BBRY stock is undervalued.
  • BlackBerry OS Is Becoming A Liability
    Sneha Shah Wed, Apr. 9 151 Comments

    Summary

    • Companies are not developing wearable devices or software applications compatible with the BBRY OS.
    • Weak financials, declining shipment volumes and sales all indicate BBRY's weak position in the smartphone Industry.
    • The only upside that we see for BBRY's investors can be if management finds a buyer.
  • BlackBerry - Strategically Changing The Course Of Its Future
    Alpha Strategist Mon, Apr. 7 96 Comments

    Summary

    • BlackBerry outsourced its hardware business to Foxconn Technology Group, the Indonesian company.
    • The company decided to restart the production of BlackBerry Bold handsets after production was halted in February.
    • The company is beginning to focus on its software segment as the CEO, John Chen, believes that this is where future growth of the company is hidden.
  • Will BlackBerry Follow The Nokia X With A BlackBerry X? I Hope So
    Michael Blair Mon, Apr. 7 50 Comments

    Summary

    • BlackBerry continues to struggle to survive.
    • But Indian consumers snapped up all Z10's offered when offered at a discount price in March.
    • New BlackBerry designs will hit the market in Indonesia and India in a few weeks.
    • But the blowout success of the Nokia X Android phone in China suggests a BlackBerry X might revitalize the brand.
  • Analysts Hate BlackBerry, Which Is Exactly Why You Should Buy
    Achilles Research Thu, Apr. 3 163 Comments

    Summary

    • Wall Street analysts display herding behavior at its best.
    • Jim Cramer and Wall Street recommendations are outstanding contrarian indicators.
    • Savvy investors buy when there is blood in the streets.
  • BlackBerry: 3 Reasons I'll Keep Buying
    Quoth the Raven Wed, Apr. 2 77 Comments

    Summary

    • BlackBerry is coming off a couple of analyst downgrades.
    • Despite showing clear transitional progress, Mr. Market has pushed BBRY back down to $8.
    • I continue to buy based on BBRY's balance sheet strength and John Chen's track record.
  • BlackBerry: How Low Will Service Revenues Go?
    Elephant Analytics Tue, Apr. 1 18 Comments

    Summary

    • Service revenues will likely bottom out at $140 million to $243 million per quarter.
    • Service revenue declines will likely continue into FY2016.
    • Hardware sales need to stabilize above 3 million units per quarter to allow BlackBerry the opportunity to reach profitability through increased software revenues and monetizing BBM.
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Company Description

BlackBerry Ltd is a designer, manufacturer and marketer of wireless solutions for the mobile communications market.