I like that word, relentless! In regaining back full control of the mobile industry whether one like it or not. The rest of the smart phone tech industry should have being innovative rather than doing nothing over the past 8 years and now the real maker of smart phones has return once more back on the scene with vengeance.
2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years. He adds U.S. Z10 launches " have provided no evidence of meaningful sell-through," and is forecasting <10M 2013 BB10 shipments vs. Street estimates of 20M+. Meanwhile, Pac Crest's James Faucette (previous) believes U.S., U.K., and Canadian Z10 inventories are too high, and that production cuts are a matter of time. Also: BlackBerry says the Q10 is expected to sell for a subsidized $249 in the U.S., $50 more than the 16GB iPhone 5. [View news story]
The Q10 and BES10 will be worth every penny when China and others and the likes of N. Korea finish with their cyber attacks on private and governmental bureaucracies
BlackBerry: Why The CEO Dismissing The Future Of Tablets Is Concerning [View article]
Blackberry CEO. is more right than wrong because the tablet doesn't have telephone capabilities, it's just a sitting monitor doing nothing. Whereas the phone does everything the tablet do and more, so what's the use of a tablet? Out of all the articles I have read both pro's & con's I find that most of the industry leaders think alike, that is inside the box. Whatever it is now, then it will last forever or until they finish fating their pockets. The world is always afraid of change.
BlackBerry (BBRY +1.3%) ticks higher as the Q10 receives more positive than negative reviews, albeit typically with a qualifier the phone is aimed at a specific niche. TechCrunch likes the Q10's display, battery life, and keyboard, but calls app support "dismal." "This is a business phone, and an unabashed one ... a little focus is actually a very refreshing thing." AllThingsD reaches a similar conclusion, while praising BB10's UI. BGR is less enthusiastic. "If you want to try BlackBerry’s latest hardware and software ... go with the Z10." BlackBerry says the Q10 will arrive in the U.S. in late May, after launching in Canada on May 1. (U.K. launch) [View news story]
Go on ahead don@overbrookstudio.com and set the record straight, I would like very much to hear much more.
After January's long-awaited touchscreen rollout, BlackBerry (BBRY) is ready for this year's Act Two: the physically keyboarded Q10, which might arrive in the U.K. Friday. The firm faced criticism by loyalists over its decision to release the touch-screen Z10 first (as well as reports of mass returns). But can the Q10 sell enough to loyal keyboarders and upgraders to make a splash in a consistently shrinking side of the market? [View news story]
I second that, CanuckBuck! most People, consumers in other words just don't understand what's behind the soft ware where the rubber meets the road. My old, old blackberry software running on Sprint 3G Simply Everything Plan still do the same things that most modern top of the line smart phones does today, but only a little slower. That should tell you something.
BlackBerry Could Be This Year's Winner [View article]
BES has been around since day one, RIM knows very well what they'll doing, that's why it fit in so smoothly when now called BES 10, It's as though bes has been there all the time.
BlackBerry (BBRY +1.6%) clearly isn't a fan of Detwiler Fenton's work. Shortly after responding to a Detwiler report that claimed Z10 returns have begun outpacing sales at some top U.S. retailers by insisting its return rates are normal, the company is asking U.S. and Canadian securities regulators to probe the report, and is accusing Detwiler of refusing to share its report and methodology. Detwiler is no stranger to criticizing BlackBerry. [View news story]
It's time to start revoking licenses from companies like Detwiler and anybody else who is tied to them for miss appropriating information that isn't sound and factual. Only then false reporting will stop on the dime. The system needs reforming before things get out of hand. Is there a set of standards that everybody in this business should adhere to or this particular industry just do things at will?
8 Reasons Why BlackBerry Will Outperform Apple Over The Next 12 Months [View article]
If Apple think tanks don't get outside the box and think ahead, then their stock will become $6.00 stock. At one time when Blackberry was trading at $6.00 a share people was comparing RIM to Palm, the problem Palm had they never demonstrated to the consumers that their product was breaking news technology. At the end of the day the true leader always survive, because the consumer will see to it.
Telefonica (TEF) obtains a $257M credit line from Canada's export agency to purchase BlackBerry (BBRY) phones and services. The deal comes shortly after the debt-laden carrier obtained a $1B credit line from Sweden's export agency to buy mobile infrastructure gear from Ericsson. [View news story]
Thorsten Hein is a 4 star General in terms of CEO's, he held his own, he didn't sweat at all. Everybody right now are on pins and needles, nobody knows what's going to happen in the future. I think between now and this time next year Blackberry will be back where they need to be especially when the Q-10 hit the market late this month. Things are going to bust wide open! yet alone the other 3 to 4 that they'll adding.
A positive note from Wells Fargo helps BlackBerry (BBRY +4.2%) outperform after closing down slightly in the wake of Friday's FQ4 report. Wells thinks BlackBerry can post FQ1 EPS of $0.07, above guidance of breakeven, on the back of 3.5M BB10 shipments and a 24% hardware gross margin. FBR, meanwhile, is maintaining an Underperform, but lifting its PT to $11 from $6.50. Noting FQ4 revenue, device sales, and sub losses were worse than expected even as margins and EPS beat estimates, the firm thinks BlackBerry "could struggle to generate a consistent operating profit." [View news story]
The os 10 on the Q-10 will bust sales wide open in the US when hardware go on sale
Wireless hardware distributor Brightstar was the company that placed an order for 1M BB10 (BBRY -3.6%) phones, Detwiler Fentor reports and AllThingsD confirms. Detwiler notes Verizon relies on Brightstar to handle "big-box retail and dealer agent channels," and thinks the order indicates Verizon is trying to mitigate inventory risk by having a distributor handle sales. [View news story]
I believe the US carriers are deep in it, to hurt Blackberry chances. When holes are scooped out for one to fall in, the digger go in first. Blackberry will do well in the months and years to come.
"We are not dumping BlackBerry (BBRY +2.1%) as Electronista and others have indicated," says a DoD spokesman. "We're moving to multiple devices, and that includes BlackBerry." The spokesman doesn't appear to confirm or deny the part of Electronista's report that mentions an order for 650K iOS (AAPL) devices will be placed. The DoD currently deploys 470K BlackBerrys to go with 41K iOS and 8.7K Android devices. Update: Electronista's sources continue to insist the iOS order is on tap, pending the end of the sequester. [View news story]
Checks indicate U.S. consumer pre-orders for the BlackBerry Z10 (BBRY +1.1%) "have been light and well below expectations," says Detwiler Fenton's Jeff Johnston. AT&T began taking pre-orders on March 12, and Verizon 2 days later; both carriers will start actual sales within a week. He thinks FY14 BB110 sales are likely to be in the 13M-15M range, below the ~25M forecast by others. "BBRY has done a nice job with the OS; however, they need to figure out how to overcome the lack of mindshare their products have." (Goldman/Jefferies) [View news story]
The only reason I believe sales projection might not meet their expectation is that the US consumers isn't getting the news about Blackberry new phones, yet alone the BB10os. The US carriers definitively haven't made any attempt to broadcast and advertise the product out in the open as they do other leading products they distribute. Nevertheless I will be waiting to purchase from whom ever the Q10 whenever available.
A touch-only successor to the BlackBerry Z10 (BBRY +13.9%) will launch in 2H, and Sprint (S) will carry it, AllThingsD's Ina Fried reports. Sprint is expected to begin selling the QWERTY-sporting Q10 around mid-year. [View news story]
I don't know why Sprint suddenly have a change of heart, If anything they got caught with a large inventory of other stuff which they need to get rid of prior to receiving the New wonderous os 10." Receiving the Z 10 now will only conflict with the inventory what's on hand.
BlackBerry Means Business [View article]
2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years. He adds U.S. Z10 launches " have provided no evidence of meaningful sell-through," and is forecasting <10M 2013 BB10 shipments vs. Street estimates of 20M+. Meanwhile, Pac Crest's James Faucette (previous) believes U.S., U.K., and Canadian Z10 inventories are too high, and that production cuts are a matter of time. Also: BlackBerry says the Q10 is expected to sell for a subsidized $249 in the U.S., $50 more than the 16GB iPhone 5. [View news story]
BlackBerry: Why The CEO Dismissing The Future Of Tablets Is Concerning [View article]
BlackBerry (BBRY +1.3%) ticks higher as the Q10 receives more positive than negative reviews, albeit typically with a qualifier the phone is aimed at a specific niche. TechCrunch likes the Q10's display, battery life, and keyboard, but calls app support "dismal." "This is a business phone, and an unabashed one ... a little focus is actually a very refreshing thing." AllThingsD reaches a similar conclusion, while praising BB10's UI. BGR is less enthusiastic. "If you want to try BlackBerry’s latest hardware and software ... go with the Z10." BlackBerry says the Q10 will arrive in the U.S. in late May, after launching in Canada on May 1. (U.K. launch) [View news story]
After January's long-awaited touchscreen rollout, BlackBerry (BBRY) is ready for this year's Act Two: the physically keyboarded Q10, which might arrive in the U.K. Friday. The firm faced criticism by loyalists over its decision to release the touch-screen Z10 first (as well as reports of mass returns). But can the Q10 sell enough to loyal keyboarders and upgraders to make a splash in a consistently shrinking side of the market? [View news story]
BlackBerry Could Be This Year's Winner [View article]
BlackBerry (BBRY +1.6%) clearly isn't a fan of Detwiler Fenton's work. Shortly after responding to a Detwiler report that claimed Z10 returns have begun outpacing sales at some top U.S. retailers by insisting its return rates are normal, the company is asking U.S. and Canadian securities regulators to probe the report, and is accusing Detwiler of refusing to share its report and methodology. Detwiler is no stranger to criticizing BlackBerry. [View news story]
8 Reasons Why BlackBerry Will Outperform Apple Over The Next 12 Months [View article]
Telefonica (TEF) obtains a $257M credit line from Canada's export agency to purchase BlackBerry (BBRY) phones and services. The deal comes shortly after the debt-laden carrier obtained a $1B credit line from Sweden's export agency to buy mobile infrastructure gear from Ericsson. [View news story]
BlackBerry - Is The End Near? [View article]
A positive note from Wells Fargo helps BlackBerry (BBRY +4.2%) outperform after closing down slightly in the wake of Friday's FQ4 report. Wells thinks BlackBerry can post FQ1 EPS of $0.07, above guidance of breakeven, on the back of 3.5M BB10 shipments and a 24% hardware gross margin. FBR, meanwhile, is maintaining an Underperform, but lifting its PT to $11 from $6.50. Noting FQ4 revenue, device sales, and sub losses were worse than expected even as margins and EPS beat estimates, the firm thinks BlackBerry "could struggle to generate a consistent operating profit." [View news story]
Wireless hardware distributor Brightstar was the company that placed an order for 1M BB10 (BBRY -3.6%) phones, Detwiler Fentor reports and AllThingsD confirms. Detwiler notes Verizon relies on Brightstar to handle "big-box retail and dealer agent channels," and thinks the order indicates Verizon is trying to mitigate inventory risk by having a distributor handle sales. [View news story]
"We are not dumping BlackBerry (BBRY +2.1%) as Electronista and others have indicated," says a DoD spokesman. "We're moving to multiple devices, and that includes BlackBerry." The spokesman doesn't appear to confirm or deny the part of Electronista's report that mentions an order for 650K iOS (AAPL) devices will be placed. The DoD currently deploys 470K BlackBerrys to go with 41K iOS and 8.7K Android devices. Update: Electronista's sources continue to insist the iOS order is on tap, pending the end of the sequester. [View news story]
Checks indicate U.S. consumer pre-orders for the BlackBerry Z10 (BBRY +1.1%) "have been light and well below expectations," says Detwiler Fenton's Jeff Johnston. AT&T began taking pre-orders on March 12, and Verizon 2 days later; both carriers will start actual sales within a week. He thinks FY14 BB110 sales are likely to be in the 13M-15M range, below the ~25M forecast by others. "BBRY has done a nice job with the OS; however, they need to figure out how to overcome the lack of mindshare their products have." (Goldman/Jefferies) [View news story]
A touch-only successor to the BlackBerry Z10 (BBRY +13.9%) will launch in 2H, and Sprint (S) will carry it, AllThingsD's Ina Fried reports. Sprint is expected to begin selling the QWERTY-sporting Q10 around mid-year. [View news story]