1. AhmadCentral's Avatar
    Hi all,

    Please see break down of Blackberry Sales for last fiscal year (March 1st 2014-Feb 28th 2015)

    Total sell in for FY2015:

    4.70m - BB10
    2.30m - BB7

    Total: Approximately 7.00m units sold in and recognised by Blackberry during FY15.

    Please note that the above is an approximate break down based on official information from BlackBerry Limited.

    BlackBerry have now sold in more than 11 million BB10 devices since launch on January 30th 2013. BB10 shipments totalled approximately 4.7 million accounting for just under 70% of all BlackBerry devices sold in during the past 12 months. In FY2014 we saw that BlackBerry 7 devices accounted for the majority of BlackBerry devices sold in. This was because BlackBerry 10 was relatively new to the market.

    As shown above, this year has seen BlackBerry 7 shipments decline and total BlackBerry shipments decline by almost 50% down from almost 14 million in FY2014. This means that whilst BB7 shipments are decreasing we are not seeing BB10 shipments increase. In fact BB10 shipments are not growing at all and the trend at the moment shows that BB7 devices will account for less than 10% of all shipments in FY2016 (due to low demand of new BB7 devices) and this means that we could see total BB shipments continue to decrease next year if BB10 growth remains stagnant.

    Hardware revenue also decreased YOY from $3.8 billion in FY2014 to $1.4 billion in FY2015. Hardware revenue now accounts for 42.9% of total revenue down from over 55% in the prior year. Software revenues now account for a much higher percentage than they did last year.

    BlackBerry 10 has approximately 0.36% market share worldwide within the Smartphone market. Compared to Windows Phone with almost 3%, Apple with almost 15% and Android with over 80%.

    As of February 28th 2015, the number of active BlackBerry users worldwide totalled 37 million, down from 46 million 6 months earlier.

    BlackBerry sold through a total of 8.5 million units to end users in FY2015 which is down from over 20 million for the previous year. The fact that sell through was higher than sell in shows that the channel still has additional stock that BlackBerry need to sell before selling in new stock. In other words the demand for new devices is not there at the moment. Because of this I don't expect sell in for BlackBerry devices to pick up until Q2 FY2016.

    Here is a breakdown of quarterly BB10 device sell in for FY2015-

    Q1 - 1.03m
    Q2 - 1.41m
    Q3 - 1.38m
    Q4 - 0.87m

    Total: 4.70m

    *Sold in = Sold to retailer/channel.
    *Sold through = Sold to end user/consumer.

    UPDATE FOR 24/06/2015

    BlackBerry Devices sold in Q1 FY2016.

    BlackBerry 10 devices accounted for approximately 81% of total hardware shipments during the first quarter. This is higher than the 66% share last quarter and represents the low BB7 sell in due to the OS being discontinued and BB10 taking the majority of shipments. However the shipment number is down from last quarter and so this shows that BB10 device shipments are stagnant whilst BB7 continues to decline.

    Q1 FY2016
    891,000 - BB10
    209,000 - BB7

    Q4 FY2015
    870,000 - BB10
    430,000 - BB7

    I'm currently forecasting that BlackBerry OS 7 device shipments will continue to remain under 20% of total shipments and therefore will struggle to reach 1 million units this year. I expect BlackBerry 10 unit shipments to remain stagnant with only small uplifts during peak periods. For this year I expect BlackBerry 10 shipments to be down YOY from 7 million device shipments to 4.0 million device shipments.
    Last edited by AhmadCentral; 06-24-15 at 03:00 PM.
    03-27-15 07:27 PM
  2. Prem WatsApp's Avatar
    Need MOAR devices... :-)

    (developed and sold)

    �   Passposted while waiting for the Zzzzzlider....   �
    03-27-15 10:49 PM
  3. Rowan M's Avatar
    I thought BB10 sold through is around 1.4M and not 0.87M.

    From N4BB: "Approximately 1.6 million BlackBerry smartphones were sold through to end customers, with an ASP of $211 compared to $180 in the previous quarter.

    During the call, Chen revealed that 90 percent of the devices sold were BlackBerry 10 smartphones."

    Posted via CB10
    03-27-15 11:45 PM
  4. birdman_38's Avatar
    I thought BB10 sold through is around 1.4M and not 0.87M.

    From N4BB: "Approximately 1.6 million BlackBerry smartphones were sold through to end customers, with an ASP of $211 compared to $180 in the previous quarter.

    During the call, Chen revealed that 90 percent of the devices sold were BlackBerry 10 smartphones."
    OP, thanks for that impressive gathering of statistics.

    The most important stat should be devices shipped, which was 1.3 million. This is where BlackBerry realizes their revenue.
    dolco likes this.
    03-28-15 12:43 AM
  5. Billy Bob Jimmy Joe's Avatar
    Wasn't there just an article about how BlackBerry only sold 8,000 devices?

    Posted via BlackBerry Classic
    03-28-15 01:13 AM
  6. dolco's Avatar
    Wasn't there just an article about how BlackBerry only sold 8,000 devices?

    Posted via BlackBerry Classic
    There was and number is still valid. That number (8000) is/was sales of Passport and Classic in AT&T and Verizon.
    03-28-15 01:21 AM
  7. birdman_38's Avatar
    Wasn't there just an article about how BlackBerry only sold 8,000 devices?
    With incomplete information.
    RubberChicken76 likes this.
    03-28-15 01:24 AM
  8. Maxxxpower's Avatar
    I thought BB10 sold through is around 1.4M and not 0.87M.
    You have to notice the difference between the number of devices sold through to end costumers and the ones only sold from Blackberry to retailers/network operators/etc. The OP had problems to differentiate these numbers, too. You'll find a calculation of BB10 devices sold through to end customers in this thread:
    http://forums.crackberry.com/general...-total-984288/

    During the call, Chen revealed that 90 percent of the devices sold were BlackBerry 10 smartphones.
    That remark didn't refer to devices sold through, only to the ones that were shipped.

    BTW: Here's the link from where the OP copy+pasted the information:
    http://sedar.com/DisplayCompanyDocum...uerNo=00008452
    Mar 27 2015 16:59:21 ET MD&A - English
    Last edited by Maxxxpower; 03-28-15 at 03:22 AM.
    03-28-15 02:44 AM
  9. AhmadCentral's Avatar
    I thought BB10 sold through is around 1.4M and not 0.87M.

    From N4BB: "Approximately 1.6 million BlackBerry smartphones were sold through to end customers, with an ASP of $211 compared to $180 in the previous quarter.

    During the call, Chen revealed that 90 percent of the devices sold were BlackBerry 10 smartphones."

    Posted via CB10
    As pointed out above the 1.6 million number refers to the number of BlackBerry Smartphones sold through to end users. The numbers used in this thread are the number of Smartphones sold in to retailers (shipped).

    There is a significant difference between the two.

    We know that in Fiscal 2015 the number of BlackBerry 10 devices sold in was 4.7 million units.
    We do not have a number for fiscal 2014 as BlackBerry refused to give one out, they did give us a sold through number though of 5 million units sold to end users between March 1st 2013 and February 28th 2014. The only other sold through number we have is 1.4m+ for Q4 FY2015.
    03-28-15 06:47 AM
  10. birdman_38's Avatar
    We know that in Fiscal 2015 the number of BlackBerry 10 devices sold in was 4.7 million units.
    Which is a remarkably low number. If you put that into perspective from Apple's latest reporting, there is 1 BlackBerry for every 60 iPhones sold.
    03-28-15 08:00 AM
  11. ADGrant's Avatar
    Which is a remarkably low number. If you put that into perspective from Apple's latest reporting, there is 1 BlackBerry for every 60 iPhones sold.
    It is. Unfortunately BB OS7 are normally included in reports of BB's market share which just obscures the BB 10 sales that actually matter.
    03-28-15 08:20 AM
  12. birdman_38's Avatar
    Unfortunately BB OS7 are normally included in reports of BB's market share which just obscures the BB 10 sales that actually matter.
    From what I've gathered, BlackBerry will not be manufacturing any more OS7 devices. The probably still have stock to ship though.
    MarsupilamiX likes this.
    03-28-15 08:24 AM
  13. AhmadCentral's Avatar
    From what I've gathered, BlackBerry will not be manufacturing any more OS7 devices. The probably still have stock to ship though.
    OS7 shipments have been on decline for a while. In FY2016 I expect them to account for less than 10% of all new devices sold in.

    Here are BB7 shipments for the past 3 quarters compared to BB10 shipments.

    Quarter / BB7 Shipments / BB10 Shipments
    Q2 - 0.69m / 1.41m
    Q3 - 0.62m / 1.38m
    Q4 - 0.43m / 0.87m

    What is so shocking in some ways is how BlackBerry OS7 devices are still being sold in over 2 years from BB10 launch. As of the end of this year they still account for more than 30% of all new devices being sold in which is crazy tbh.

    It'd be like Windows Phone 7 accounting for 30% of total Windows Phone 7/8 shipments today. And that's far from the truth. Windows Phone 7 smartphones aren't even shipping any more.
    03-28-15 08:35 AM
  14. farmwersteve's Avatar
    The worst part is, the bb10 phones are declining, they need to increase to generate more buzz

    Posted via CB10
    03-28-15 08:37 AM
  15. birdman_38's Avatar
    Here are BB7 shipments for the past 3 quarters compared to BB10 shipments.

    Quarter / BB7 Shipments / BB10 Shipments
    Q2 - 0.69m / 1.41m
    Q3 - 0.62m / 1.38m
    Q4 - 0.43m / 0.87m
    I find it shocking how BB10 shipments have declined. Not exactly growing that audience.

    There was one member in the blog post yesterday who swore they were increasing, which I found puzzling. Thanks again for the numbers.
    03-28-15 08:47 AM
  16. AhmadCentral's Avatar
    I find it shocking how BB10 shipments have declined. Not exactly growing that audience.

    There was one member in the blog post yesterday who swore they were increasing, which I found puzzling. Thanks again for the numbers.
    Yup me too. And the issue is that BB10 isn't growing, and BB7 is declining sharply, and so overall BB shipments are decreasing YOY.

    The main reason at the moment is because BlackBerry have lost the consumer market. Back when Smartphones were just coming into fashion (early 2000's) the reason for BlackBerry's success was the business market. The major players at the time such as Windows Mobile and RIM were selling in to Businesses who were driving smartphone sales. Now, thanks to the iPhone and Android and general shift in trends the overwhelming majority of smartphone users are the general public. With more than 1.3 billion smartphones sold in the last year, BlackBerry only sold 7 million..... They've lost the consumer market and now have a very small Niche. In fact BlackBerry are nowhere near the top 10 as evidenced in the image below.

    Total number of BlackBerry Smartphones sold in worldwide
    FY2011 - 52.3m
    FY2012 - 49.0m
    FY2013 - 28.1m
    FY2014 - 13.7m
    FY2015 - 7.0m

    BlackBerry sold in 7 million devices in FY2015-global_zpsaefb4764.jpg

    BB sold 7 million
    03-28-15 08:52 AM
  17. birdman_38's Avatar
    And the issue is that BB10 isn't growing, and BB7 is declining sharply, and so overall BB shipments are decreasing YOY.

    Total number of BlackBerry Smartphones sold in worldwide
    FY2012 - 49.0m
    FY2013 - 28.1m
    FY2014 - 13.7m
    FY2015 - 7.0m
    If that trend continues, they might only sell 1 million per quarter FY2016. No wonder Chen has a desire to improve carrier relations. New models should help.
    03-28-15 08:59 AM
  18. AhmadCentral's Avatar
    If that trend continues, they might only sell 1 million per quarter FY2016. No wonder Chen has a desire to improve carrier relations. New models should help.
    I think the drop this year will be a bit softer. It will no doubt drop, But I don't think it'll drop by 50% again.

    As you say, the new BB10 models and improved carrier relations will help BB10 sales in the short term as BB7 sales continue to decline. Whilst I can't accurately say what we'll see next year, I'd expect total sell in to exceed 5 million units across all BlackBerry smartphones. Again, that means that BB10 growth would remain stagnant YOY.

    BlackBerry either need to find a way to increase total BlackBerry 10 sales or get rid of the hardware division altogether. Because once BB7 is dead and BB10 starts to decline then it's not going to be pretty. Especially when the smartphone market is growing more than 25% each year.

    The good news is that BlackBerry have started to realise this and are focusing more on Software and other revenue streams which have seen percentage increases over the past few years. Hardware revenue has been on a decline for a while now and so it's never been more important for the other revenue streams to increase.
    JeepBB and MarsupilamiX like this.
    03-28-15 09:07 AM
  19. Maxxxpower's Avatar
    I find it shocking how BB10 shipments have declined. Not exactly growing that audience.
    An important question for FY2016 will be whether first gen BB10 customers will stay loyal and replace their devices after 2 years of usage with newer BB10 devices or leave the sinking ship instead.
    Drenis and jope28 like this.
    03-28-15 09:43 AM
  20. Bbnivende's Avatar
    Because Enterprise users need Apps too the only future that I see for the handset division is for BlackBerry to make Android phones with a BlackBerry Enterprise Apps and Hub.


    Posted via CB10
    GadgetTravel and AYC2112 like this.
    03-28-15 10:04 AM
  21. ADGrant's Avatar
    An important question for FY2016 will be whether first gen BB10 customers will stay loyal and replace their devices after 2 years of usage with newer BB10 devices or leave the sinking ship instead.
    That will depend on how happy they are with the app situation.
    03-28-15 10:18 AM
  22. birdman_38's Avatar
    BlackBerry either need to find a way to increase total BlackBerry 10 sales or get rid of the hardware division altogether. Because once BB7 is dead and BB10 starts to decline then it's not going to be pretty. Especially when the smartphone market is growing more than 25% each year.
    That growth is primarily with the proliferation of Android.

    I can't see them mothballing the hardware division altogether. They will have to adopt another operating system or two to complement BlackBerry 10. If that doesn't work, they'd sell the division to another manufacturer. From Chen's tone yesterday, the latter is not going to happen for a long while.
    03-28-15 10:19 AM
  23. craftyLists's Avatar
    Not bad considering there aren't too many device releases.
    03-28-15 10:37 AM
  24. AhmadCentral's Avatar
    Not bad considering there aren't too many device releases.
    BlackBerry released 3 devices in FY2015 and sold 7 million units.
    Apple released 2 devices for the whole of 2014 and sold 192 million units.

    I'm not trying to compare Apple to BlackBerry here.

    Just showing how ridiculously good Apple's sales figures are and how really quite disappointing it is for BlackBerry.
    JeepBB and MarsupilamiX like this.
    03-28-15 10:44 AM
  25. CigarDad's Avatar
    BlackBerry sold in 7 million devices in FY2015 2014
    03-28-15 10:50 AM
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