- 06-25-14, 05:09 PM #3
Hm, according to the British government Samsung Knox is more secure than BlackBerry.
Why did Samsung contribute Knox to Android? They had an advantage over the other OEMs.
- CrackBerry Genius
06-25-14, 05:22 PM #4
- 2,364 Posts
Samsung had a rough slog because enterprise doesn't want to tie itself to one phone line, plus Samsung charged per devices fees for Knox on top of whatever fees incurred for ones MDM solution of choice. Now that features of Knox will be baked into Android, Google is more interested in how fast it will get adopted rather than getting revenue from licenses.
- CrackBerry Abuser
06-25-14, 05:50 PM #6
- 208 Posts
I'm slightly concerned by this, only slightly because Blackberry still does have the upper hand for the time being. But I am still worried none the less. I am worried because like Windows in the desktop space, Blackberry has been in the MDM space for a while, albeit only recently with multiple os. However, Windows has lived for so long and done so well because developers created business applications on the window's code base thereby creating a need for enterprises to continue licensing.
Now for Blackberry, if Knox becomes cheap enough (the fed already bought 26k licenses 2-3 weeks ago), what reason do companies have to stay beyond "we're known to be safe" and multiple os compatibility. I think the latter property is their biggest selling point but if Good does in fact get an IPO, I can very much see them as directly competing with Blackberry by lowering their prices dramatically. I'm not really concerned about governments migrating by large for another few years. However, mid to large size companies will mainly assess MDM based on price, functionality, and compatibility.
I know blackberry offers the most features but they definitely cannot suffer a large pullback in BES revenue in a short amount of time.
I'm honestly hoping for some major profit soon to be directly injected into IOT, BES, and QNX. I would even prefer if Blackberry phones become less of the company's image so that they can be looked at as a software company. It might be very hard to do with them releasing phones every quarter without having OEMs doing it for them. Anyway, it seems like that's JC's plan.. that's why I'm sticking with them
I wish them the best, and I am a dedicated shareholder.
- CrackBerry Addict
06-25-14, 06:01 PM #7
- 667 Posts
I believe organizations want flexibility in terms of device usage. They want to control existing android devices, iPhone, BlackBerry and perhaps future android ones. Google solution solves only one part in it, right? I can't imagine corporations upgrading all their Android phones.
Posted via CB10
- 06-25-14, 06:17 PM #8
BES revenue is a small part of BlackBerry's revenue. The big sources of revenue are hardware and the BIS fee of the older devices.
Hardware has negative margin, they lose money. Service revenue compensate that with an amazing gross margin close to 80%.
So BlackBerry is alive just because of those old phones, but that business is dying as people upgrade to iOS or Android.
BlackBerry has to find a new profitable business. BES is a good prospect, but today it's still irrelevant.
- 06-26-14, 01:27 PM #9
- 07-01-14, 11:58 AM #12
All I was pointing out is that businesses are dropping it because security it pretty much all it's offering right now, and clearly that isn't enough.
Posted using my Z10 via CB10
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