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  • BlackBerry Has Found The Floor With Venice [View article]
    nope. BB10 gestures "flow" will have to be abandoned.
    Jul 6, 2015. 01:12 PM | 4 Likes Like |Link to Comment
  • BlackBerry Has Found The Floor With Venice [View article]
    STOP !
    I strongly suggest readers to consider the "Since Venice will run Android" sentence as a fantasy. Images are mockups and there's nothing factual behind this.
    Taking this as a fact is just ... well, enough said.
    Just list all the "experts" that will tell you it's happening (and those, like me, stating the opposite) and you'll have a better source for verified info later this year.

    And sorry OP, this is enough to stop my reading.
    Jul 6, 2015. 01:09 PM | 7 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    Tea leaves support is in the $8.20s
    JMHO for 2 cents a dozen.
    Jun 30, 2015. 08:53 AM | Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    Tells me that they built an entire division back in June last year and this is a very nice and noticeable achievement. More can/will/should (make your choice) come next Qs and moreover, this has been set with as a part of a bigger plan, otherwise there's no reason to split it apart.
    FY2015 Q4 IS $mil. 67 plus $mil. 7 for services, added here later for whatever reason.

    So, the conclusion of the article should be :
    "Management confirmed to a number of sell-side analysts that core software was in the "mid-to-high" $60 million range [so, let's presume we're in the $ 66 mil. range]. Compared to $ 67 mil. last quarter it denotes at least a stagnation below what some have expected"
    That's it.

    And you know very well how to flood around this to drown this objection, including injecting irrelevant statements like "patent troll", just for the sake of blackening the page.

    A "patent troll" is someone who buys or file patents that he's not using with the perspective of legal actions (most will fail) and claim undue compensations. Where on earth is that close to BlackBerry patent portfolio ? Nowhere. But maybe you live on mars.
    Jun 30, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    At this point my question is
    What on earth are you doing day and night on a topic/stock which case is settled, done, finished, ruined and even worse by any word you write ?
    Now you're out of argument (re: FY2015 Q4 software revs), you're calling BlackBerry patent troll ? Do you have a slight idea of what a patent troll is ?

    I believe SA should add an "Ignore" feature to their pages.
    Jun 29, 2015. 01:27 PM | 2 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    oh. So 67+7 makes the 74. Thanks.
    Jun 29, 2015. 01:16 PM | 1 Like Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    (very humble on this request, just to learn)
    If I refer to this : I only can isolate (line 3, col 9) a $mil 67 as for FY2015 Q4 software revenue.
    Did I miss something ?
    Thank you in advance and sorry if irrelevant (probably).
    Jun 29, 2015. 01:15 PM | Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    So, basically, they've decided last June to set the focus on their "technological assets" by setting up a new department for renting patents (and track those currently used w/o permission), successfully grabbed an unknown but substantial pile of $ but ...

    *** magic ***

    It worth nothing. No-no, it's even bad.

    Nothing on the positive stream for revenues (even if Cisco deal is 'one shot' - let me doubt about it - they're certainly not alone on earth) and all implications regarding brand perception (who will pay a dying cat ?).

    Nothing (except Scottia Bank) on the IP/Patent portfolio valuation, barely valued at X10 this single quarter achievement alone.

    Instead, there's a nitpicking contest to gain the prize of "who will find this Q2Q 0.2% offset, if any".

    Really, I'm not that blind I cannot see times are not in celebration.
    Still, I cannot refrain from being puzzled.
    That's software, that's sales with probably much higher margins and profitability than anything currently in BlackBerry's hands and even so, most I read only explains it's baaaad.

    Sorry, but that's brand image damaging, or at least one-way perception.
    Whether it's orchestrated or simply the result of the past performance remains a question. Well, only to be politically correct, if you ask me.

    I'll suggest some reading to those interested :
    Jun 29, 2015. 01:01 PM | 2 Likes Like |Link to Comment
  • BlackBerry: No Reason To Buy The Stock Yet [View article]
    [Please note most below is pure speculation of my own, take it or leave it]
    @Bob re: "Chen can never say more"

    BlackBerry and Cisco are partnering to deploy a healthcare oriented solution, namely the IohT (internet of health things). So you have a software and infrastructure provider, a [network] hardware manufacturer ... well, I wonder if the third wouldn't be a carrier ... which of course can't be disclosed, as it will announce deeper relations in the near future. Ok you would like a random name ? haha ;-) do your homework.
    Jun 29, 2015. 05:22 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions [View article]
    Where are these facts linked to the future ?
    They're linked wit commercial performance and competition analysis.
    Sure, it's not a standard metric that - most of the times - cannot fit for a turnaround, as bets have to be made on the long term and do not fit day trading.
    You know, I get very well what many say here: "you'd better trade another, safer stock, you'll probably make more money". I get that 100%.
    That's just not my profile, nor am I in the 3 categories OP described.

    Since I invested in BBRY, I also took the time to study a bit in that area and set a small portfolio of various types of stocks and funds, with some mid-term profitability in sight (current global perf > 10%. Not that bad for a total rookie, I'd guess).

    But what I really don't get is why on hearth I have to read trillions of "DO NOT" flaming comments about this stock. What do these contributors have to gain from there is above me ... oh. I'm a rookie. And I don't understand. Maybe, finally, the "sharks" are angels and only do that to help stupid guys like me? I'm a rookie. But I'm 50. Let me please doubt about that ;-)

    Edit : I've just figured out you were probably only talking about BES Cloud. So yes, we have to wait September to better know about it.
    As a user (+ setting up a business based on BES/BES Cloud right now) I'd just say that it will address a target where those two competitors have their hardcore consumers. And managed "pay as you use it" BES12 will seduce many. You just have to make the calculations; it's damm sexy.
    Jun 26, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • BlackBerry: Avoid The Treadmill [View article]
    Isn't that what they can use for external growth ?
    I mean, once bundled, what will be the added value of Movitru, Secusmart, WatchDox alltogether ? Only the sum of their current sales ?
    That's not what I've learned (a long time ago) at school.

    Also, we have to bring back the IP valuation, as an asset and as a revenue steam. Cisco deal is interesting for both. Scottia bank evaluates $2B. for their patent portfolio (IEEE rank BlackBerry #6 in its segment).
    Some updates in the matter should be considered by analysts. They probably don't even look in that direction...
    Jun 25, 2015. 12:19 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions [View article]
    Michael, please see below about BES performance.
    Jun 25, 2015. 12:07 PM | Likes Like |Link to Comment
  • 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]
    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
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