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  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Let's add some information about competitiveness in the MDM/EMM field.

    (rounded/estimated figures)

    Good customers : 8,500
    MOBL customers : 6,200
    Total :14,700 customers.

    FY16 Q1 new BES customers : 2,600.
    60% from EZ-pass = 1,560
    40% from competitors = 1,040

    So, in a single quarter described as slow ramp up, BlackBerry acquired +/- 7% of these competitors' all times customers. Wondering how they feel right now, after being so certain they will dismiss BlackBerry in a snap.

    And that's w/o BES Cloud that will only reach its cruising speed this summer and will be 100% ISO with on premise BES - say - CY2016 Q1.

    P.S: of course, this is only describes a proportion and the choice of these two competitors is partial. Yet, I believe they're the first to feel the heat as Airwatch (add +/- 15,000 customers) is more implemented in large companies, where switches are long process.
    Jun 25, 2015. 12:02 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @BradMeister
    FOC (Full Operational Capability = BlackBerry) and ATO (Autority to operate) are barely the same thing.
    Jun 23, 2015. 08:51 AM | Likes Like |Link to Comment
  • BlackBerry: Brace Yourself For Another Ugly Quarter  [View article]
    Spot on (sarcasm)

    Software and technology licensing revenue of $137 million, a 150% increase over Q1 FY15.

    Amber Kanwar ‏@amberkanwar:
    Chen emphatic that BlackBerry will make $500M target for software revenue despite "debate" among analyst community.
    Jun 23, 2015. 08:42 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Key point, wasn't it ? ;-)
    Jun 23, 2015. 07:55 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Some help with calculations about QNX revenues and BBRY valuation.
    In a recent interview (published June 18) to BNN, John Chen declared : "it's [the automotive] over $100 million a year".
    See by yourselves here : http://bit.ly/1N8Fvsb @18:05.
    And it's only one aspect of IoT ...
    Jun 19, 2015. 04:22 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Somewhere, but not detailed. Probably in services ?
    Not sure where subscriptions based fees are counted.
    Jun 18, 2015. 07:13 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Department Of Defense (U.S) full operational capability.
    To name one. Add a bunch of others.
    Jun 18, 2015. 07:07 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    OK.
    "negative sentiment".
    My bad.
    Jun 18, 2015. 07:02 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Thanks.
    So.
    Besides the #1 and #2 leaders, no one is significantly making money with devices. So, maybe, profit has to be made - when you're not in that position - elsewhere. Or did I miss something ?
    Spending billions to push devices numbers is not only out of sight for BlackBerry but also pure waste ATM. That's what I mean, if unclear.
    Break even would be brilliant if you ask me (but you probably don't).
    Jun 18, 2015. 06:57 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @bwsf [Third attempt]
    Can you list these companies, please ?
    Jun 18, 2015. 06:52 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    I'm calling "me" an idiot. Ironically, if unclear.
    Jun 18, 2015. 06:51 AM | Likes Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth?  [View article]
    OHA rules make it clear that certified devices must run Android, and only Android, as the underlying OS. Dual-booting, runtimes and virtualization are not OHA-compliant.
    Jun 17, 2015. 06:33 PM | 5 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @Kia: And who pays for the impressions ?
    Jun 17, 2015. 02:10 PM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Man, your Beavis-Butthead duo is impressing.
    Jun 17, 2015. 02:08 PM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Watto yeah another BBRY historical basher that forecast the death of the berry for longer I've been investing in ... C'mon, let's be adults.
    Jun 17, 2015. 02:04 PM | Likes Like |Link to Comment
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