Bob Egan

Bob Egan
Send Message
View as an RSS Feed
  • BlackBerry: Securing Its Future Through Security  [View article]
    I'm actually surprised $bbry hasn't started a consulting ( for profit ) group.
    Jul 9, 2015. 12:50 AM | Likes Like |Link to Comment
  • BlackBerry: Securing Its Future Through Security  [View article]
    @dennis

    ..and those two brands would be?
    Jul 9, 2015. 12:44 AM | 1 Like Like |Link to Comment
  • BlackBerry Must Fall Another 25% To Become Attractive Again  [View article]
    Well said.
    Jul 9, 2015. 12:15 AM | 1 Like Like |Link to Comment
  • BlackBerry: What's Needed To Stabilize Revenue  [View article]
    You may not be worried about how they achieve the $500mil s/w line, but that is exactly what WS is worried about...
    Jun 30, 2015. 05:41 PM | 5 Likes Like |Link to Comment
  • BlackBerry: What's Needed To Stabilize Revenue  [View article]
    ..except this is a company who aims to transition to a software company. I'm not so sure that screaming from a roof top "it's about handsets" is prudent analysis.

    Your software analysis is "interesting". Your outlook suggests blackberry can or will double the quarterly run rate for BES and QNX. Given that QNX has been growing 20% or so a year, your asking a lot of BES growth...don't you think?
    Jun 30, 2015. 05:01 PM | Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue?  [View article]
    @Diligencia

    " don't sue me insurance"
    Ha ha, I sure hope it's more strategic than that, but I have to love the phrase.
    Jun 26, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue?  [View article]
    Core s/w was down ~9% sequentially to ~66.5 mil vs 74 in Q4. The two largest rev components are qnx and bes. JC's 24% growth comment was against the 1QFY15. The author is right on this point.
    Jun 26, 2015. 11:08 AM | 6 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue?  [View article]
    The answer is very straightforward - Prior to this qtr, $bbry was a net payer of licensing.
    Jun 26, 2015. 10:38 AM | 5 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish)  [View article]
    Yes, that comment from some end users surprises me too. My three year old moves between her mom's iphone and my classic without pause.
    Jun 15, 2015. 08:35 PM | 3 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish)  [View article]
    That's humor, right?
    Jun 15, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish)  [View article]
    "Gartner is well respected."

    Gartner is influential. I'll give you that. But that doesn't make it prone to errors - and the current EMM is fraught with them.

    "let's see what the adoptions are on the earnings. BES10 basically had no paid sales, BES12 is just a successor to a product that sold nothing."

    There is a big difference between a BES10 and BES12 - the difference between a moped and a harley. That said, I expect BES12 sales to be weak - there is zero incentive for anyone to actually pay for BES12 until mid-July so far as I can tell.

    "You get Google Play officially if you get Android OS. That's just the moat Google created."

    That isn't the point. I never said that BBRY would just license Google Play

    $BBRY has said it will support AFW - and it cannot w/o Google Play....Suffice to say, we will see support for Google Play. I have no idea why BBRY would make an Android handset.
    Jun 15, 2015. 06:02 PM | 2 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish)  [View article]
    @sftinvestor

    "BES 12 is niche product per Gartner. IT has little respect for it as a multi-device platform."

    A) Gartner's EMM MQ is a disaster.
    Three notable points (of many that I could cite)
    1. SOTI - everyone but Gartner seems to know that these guys are a solid niche player who focus on industrial deployments - most of which are not BYOD. They are not a visionary to the broader market. It's not even their DNA.

    2. It's biased. When did AirWatch by VMware become a company? I find it more than interesting that Gartner called out the AirWatch product by name while citing company names everywhere else. I find it more than a coincidence given that Gartner uses the AirWatch software for their employees. That said, i do not argue with the placement of VMware as a leader in this space.

    3. The MQ was outdated before it was published. And most of the science in the MQ is math computed from 1000's of datapoints collected from vendors. The art is the individual gut feel and bias of largely analysts who don't have a formal way to data mine the data from the 1000's of end user inquiries they field every year.

    B) "BBRY security reputation was based on the old legacy system - BES7/NOC. outside those boundaries, there is little respect. And BBRY is trending farther and farther away."

    I talk to a 1/2 dozen CIO and several enterprise infosec people/ week.
    Not one has ever indicated what you say. The issues they do cite include:

    1. Many firms already have two EMM solutions. They're looking to consolidate that position - not expand the problem (management complexity and costs are the issue)

    2. BlackBerry's EMM solution is technically strong, but the differentiators, perceived or real, are not enough in many cases to unseat an incumbent.

    3. Potential buyers feel personal reputational risk in buying BBRY. Unfortunately (for BlackBerry) the greater market has a lot of negative sentiment on the company that is inextricably tied to the handsets. No such sentiment exist for $MOBL, $VMW, Good or IBM.

    @ the author
    I think that there is a lot of upside for $BBRY to cut a deal to incorporate Google Play services. I continue to hear two common complaints about $BBRY handsets.

    1. No apps..
    2. "I don't know how to turn it on"

    I never hear complaints about handset performance, battery life or form factor.

    BlackBerry has forced its current and potential customers to make a decision between buying solid handset (with or w/o a keyboard) that doesn't feel cheap (eg. Samsung) or that has a screen that cracks easily (apple) with one that has an infinite app ecosystem. It hasn't worked out in their favor (no surprise) and $BBRY need to face reality. Google Play services would take that issue off the table.

    ..Besides, I know of no way for BlackBerry to support AFW w/o Google Play services. The writing on the wall was easy to see the minute BlackBerry was listed as a Google AFW partner...

    My bet, is that $BBRY 10.4 version of it's BB10OS supports Google Play services w/o sacrificing security - Android for BlackBerry? I have no idea if they will do this via the QNX Hypervisor or if they have another trick up their sleeve.

    disclaimer:
    1. all of the companies mentioned are, or have been clients
    2. i do not have an equity positions in any of the companies mentioned.
    Jun 15, 2015. 02:44 PM | 5 Likes Like |Link to Comment
  • BlackBerry down 6.6% as analysts react to earnings  [View news story]
    Frankly...

    On the positive side.....the $13MM ezpass conversion sales in one month feels like a pretty damn good number. Remember those conversion sales only started February 1 and run for another five months. At that run rate they may bigger than mobileiron and nearly the same size as airwatch before this fiscal year concludes. ...and profitable?

    On the negative side I was disappointed by the hardware margins. I would've expected more of the sellthrough to be made up of devices manufactured by Foxconn thus higher margins. Perplexing.
    Mar 30, 2015. 10:52 PM | 3 Likes Like |Link to Comment
  • BlackBerry -5.2% on Goldman downgrade  [View news story]
    There are a lot of analogies we could make about the leadership of $BBRY, but suggesting Chen is Heins 2.0 is not one of them. Heins was/is operationally inept and was painful to listen to, or watch, as $BBRY's cheerleader. Chen is none of those things. Heins was engineering a disaster almost from the get-go. Chen is engineering fiscal, operational and brand change. It ain't easy and he continues to face a lot of risk. Heins wouldnt even understand the concept.
    Mar 9, 2015. 01:01 PM | 4 Likes Like |Link to Comment
  • BlackBerry's Enterprise Mobility Deal With Google Is A Potential Game Changer  [View article]
    We've said the same thing.
    Bottom line, BBRY needed to be part of the AFW bandwagon.

    I also think you are missing the point of what MDM/EMM vendors need to do, especially in light of the feature set control now being driven by the platform vendors.
    Mar 6, 2015. 04:44 PM | Likes Like |Link to Comment
COMMENTS STATS
74 Comments
139 Likes