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LTI0723

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  • A Look At The Key Challenges For BlackBerry's Software Business [View article]
    Yasch22

    "Last quarter, sales (& market share) was actually 2.6 million, comprised of 1.5m shipped to carriers, approx. 0.2 sold online, and 0.9m from inventory."

    I'm not following your on the breakdown of the 2.6 million units. Do you have a link to the details?
    Aug 14 06:16 PM | 1 Like Like |Link to Comment
  • A Look At The Key Challenges For BlackBerry's Software Business [View article]
    Overall, a good article Trefis.

    I want to add my 2 cents on a couple of your points though:

    You wrote:

    "However, the company's transformation into a profitable software and services player isn't going to be an easy task. Its software and services revenues fell by around 29% year-over-year during the previous quarter (Q1 FY 2015)..."

    It's important to put this into context with the EZ Pass program which offers free licenses to customers signing up this year. With this program, Blackberry has clearly chosen to protect their base and compete aggressively for market share this year. I don't expect to see any revenue increase in that segment until FY2016 Q1 (2015 Mar,Apr,May). But that doesn't mean that Blackberry's strategy is not successful.

    You wrote:

    "BlackBerry has also invested considerable resources in developing the latest version of its BlackBerry Enterprise Server called BES 12. BES 12 would unify support for BES 10 and BES 5 - a legacy version of BlackBerry enterprise software that supports the company's older, yet popular BB7 handsets. This would make it simpler for organizations to operate BB7, BB10 and other third-party devices on a single infrastructure. However, we believe that this strategy is largely BlackBerry device focused, and is only likely to serve to retain existing BlackBerry users rather than entice additional users for BlackBerry services."

    I disagree with you on this.

    Blackberry originally expected that customers would transition their BB7 devices and MDM services to BB10 and BES10 in one migration. Clearly, they didn't get the uptake they expected. Customers clearly did not find the Z10 and Q10 compelling enough to give up their BB7 devices. Some customers stayed with BB7 exclusively while BYOD resulted in others having a mix of devices. In either case, BES10 was not the answer.

    BES12 (supports Android, IOS and Windows, along with BB7 and BB10) separates the decision on which devices to use going forward from the decision on which MDM to use. Supporting BB7 makes BES12 the simplest migration path and most cost effective TCO (according to Blackberry) for companies that currently use BB7 devices, either with or without BYOD in place. The strategy is not simply to retain customers who are exclusively BB7, it is also to win back customers who have moved to BYOD, and a second MDM solution, but still have a significant BB7 presence.

    The two new devices (Passport and Classic) are being released at roughly the same time as BES12. The Classic is Blackberry's response to the question: Why have users kept their Bold instead of moving to the Q10? It is intended to ease the user's transition. The Passport is intended to give professional users a vastly superior experience.
    Aug 14 05:55 PM | 6 Likes Like |Link to Comment
  • A Look At The Key Challenges For BlackBerry's Software Business [View article]
    Somebody's numbers are wrong. John Chen reported 2.6 million devices sold through to end users in FY2015 Q1 (Mar,Apr,May) on the CC. That was early days of the Z3 launch. I believe only in Indonesia at that point and only for the last couple of weeks of the quarter.
    Aug 14 05:01 PM | 8 Likes Like |Link to Comment
  • BlackBerry And Its Declining Short Interest [View article]
    Over the last year, Blackberry has been focused on stated objectives and executing well. Maybe, the market is finally starting to give the company a little credit.
    Aug 13 05:20 PM | 3 Likes Like |Link to Comment
  • BlackBerry: The Tide Is Certainly Turning [View article]
    It's good to see the analysts and writers perspective on Blackberry improving although I don't know how it could have gotten any worse than last year.

    The best thing about it is that government/corporate customers, potential partners and even consumers will begin to see Blackberry and it's devices/software/services in a more positive light. What was a tough headwind last year may be turning into a nice tailwind.
    Aug 13 04:46 PM | 1 Like Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    @bitwrangler

    As I already said, it's mostly the victims (corporations, these days) that are disclosing security breaches. Regardless of the target OS or device, we would only hear about it from the hackers if they were only after recognition, rather than profit, and in that case, I think they would enjoy the recognition of knocking the perceived leader down.
    Aug 12 12:46 PM | Likes Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    @bitwrangler

    Hacking is not limited to the consumer market. You're kidding yourself if you think Blackberry is getting a pass by hackers. Governments and enterprise are where the sophisticated hacking is taking place. That's where Blackberry built its reputation for security.
    Aug 12 09:54 AM | Likes Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    @bitwrangler

    I think all hackers are motivated by either money or recognition. Those going for money (directly or by selling the info they steal) or no more likely to trumpet their success with Android or IOS than with Blackberry. Same goes for those going for recognition. Besides, the bad news over the years is not generally coming from the perpetrators, its from the victims.

    IMO it's way off base to try to create a different scenario for Blackberry.
    Aug 11 09:03 PM | 1 Like Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    I don't think that Blackberry's lack of popularity is going to leave hackers unmotivated. Consider who is using Blackberry's and the value of the info potentially available to a hacker.
    Aug 11 05:21 PM | 4 Likes Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    Norman, nothing in your link refers to Merkel having a Blackberry that was compromised. Her phone was a Nokia at that time.
    Aug 11 03:51 PM | 11 Likes Like |Link to Comment
  • BlackBerry Scores Another Win As Blackphone's Security Busted By Hackers [View article]
    Transcend

    Not to discount the damage to Blackphone reputation as a result of being rooted so easily by hackers. I think this is very good for Blackberry. But have Blackberry's new BB10 OS and devices been put to the same test? I'd like to see Blackberry successfully withstand the same assault before they make too much out of this.

    StormanNorman

    Do you have a link to details that supports the "Blackberry was already compromised" statement?
    Aug 11 03:27 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Now Comes The Hard Part [View article]
    Good, straight-forward assessment Bret.

    I agree that the Passport and Classic devices probably won't result in a major improvement in device sales. Like you, I'm skeptical of the marketing talent, but probably as important is that the devices are intended for business users rather than consumers. Much smaller target audience. On the other hand, Blackberry doesn't need to sell that many devices (compared to Apple or Samsung) to move the needle.

    IMO, a key point in your article is how much the company has improved, thanks to John Chen, since the failed attempt to sell last fall. "Nobody wanted to buy BBRY for $9 then, why would there be a buyer now?" has been a pretty common argument by bears. I think the answer is, it's not the same company now. Having said that, I would rather see Chen continue the work he is doing than sell the company, at least for a few years.
    Aug 7 10:04 AM | 1 Like Like |Link to Comment
  • BlackBerry: It's Good To Be Canadian [View article]
    Gonzalo, thanks for another informative article. I agree with your premise and will be watching to see if this perceived advantage translates into real business. Time will tell.
    Aug 6 07:06 PM | 1 Like Like |Link to Comment
  • BlackBerry gains as Chen declares restructuring over [View news story]
    Welcome news for remaining employees.
    Aug 5 10:50 AM | 8 Likes Like |Link to Comment
  • SWOT-Ing The BlackBerry Passport [View article]
    I'm not going to debate you on the pros and cons of the Z10 versus the iPhone, although my Z10 has been great. I'm taking about the screen size when viewing in 16:9 aspect ratio.
    Aug 2 09:02 PM | 8 Likes Like |Link to Comment
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