2.7 M is not a bad number considering everything
- Funny how BBRY's salvation has switched to qwerty devices when BBRY and Thorsten Heins did everything they could to emphasize the future in Z10. Unfortunately, this just brings to fore the old issue of BBRY's declining relevance and marketshare namely that the vast majority of consumers far prefer touch screen devices vs qwerty. I'm a qwerty person (tried the Z10 and hated it partly because of qwerty) but if I'm forced to go touch screen, I'll probably go iOS.
Posted via CB10
Posted via CB1007-02-13 09:26 PMLike 0 - This still bothers me. If the Q was the salvation of the company, why bring it out last?
Yes BlackBerry needs a full touch like the Z I'm using right now, but if they are saying th qwerty is the tal salvation, then why wait and release it after the touch? Makes no sense at all.
Except that it bombed, so with the Q10 launch approaching, Heins puts out a hail Mary and claims that no, it's actually the Q10 that will outsell the Z10 3 to 1, and forecasts "tens of millions" sold.
I give BB management more credit than that though. I think the Z10 and Q10 launches were phased to not coincide with each other nor with earnings reports timetables. This way, they could say during the Q4 2012 ER that "we're firing on all cylinders, Z10 just made available last week, sold 1 million" except that we know it was shipped to Brightstar, a distributor and not an end-user.
Then, when the next ER rolled around, Heins could say "Yes, the Z10 hasn't sold according to expectations, but look! The Q10 has just launched, and we're sure this one will succeed...it's a traditional BB in the form factor the market is familiar with".
Honestly, I feel like the bottom will really start to fall out of the stock next quarter, when they'll finally have run out of excuses.07-02-13 10:52 PMLike 8 - Because management has no idea what the market wants. They went with Z10 because they guessed that releasing the Q10 first would lead to negative media coverage of "yawn, another bog standard Blackberry". Heins claimed that the Z10 would be the leading BB10 model in terms of sales, so that's why they launched it first.
Except that it bombed, so with the Q10 launch approaching, Heins puts out a hail Mary and claims that no, it's actually the Q10 that will outsell the Z10 3 to 1, and forecasts "tens of millions" sold.
I give BB management more credit than that though. I think the Z10 and Q10 launches were phased to not coincide with each other nor with earnings reports timetables. This way, they could say during the Q4 2012 ER that "we're firing on all cylinders, Z10 just made available last week, sold 1 million" except that we know it was shipped to Brightstar, a distributor and not an end-user.
Then, when the next ER rolled around, Heins could say "Yes, the Z10 hasn't sold according to expectations, but look! The Q10 has just launched, and we're sure this one will succeed...it's a traditional BB in the form factor the market is familiar with".
Honestly, I feel like the bottom will really start to fall out of the stock next quarter, when they'll finally have run out of excuses.
Posted via CB1007-02-13 11:20 PMLike 0 -
HP paid billions for Palm and dumped it.
The Microsoft/Nokia union is not working.
Google bought Motorola for the patents which ended up being money thrown into the wind.
Name one BlackBerry patent that will actually be relevant five years from now.m1a1mg likes this.07-02-13 11:44 PMLike 1 - Because management has no idea what the market wants. They went with Z10 because they guessed that releasing the Q10 first would lead to negative media coverage of "yawn, another bog standard Blackberry". Heins claimed that the Z10 would be the leading BB10 model in terms of sales, so that's why they launched it first.
Except that it bombed, so with the Q10 launch approaching, Heins puts out a hail Mary and claims that no, it's actually the Q10 that will outsell the Z10 3 to 1, and forecasts "tens of millions" sold.
I give BB management more credit than that though. I think the Z10 and Q10 launches were phased to not coincide with each other nor with earnings reports timetables. This way, they could say during the Q4 2012 ER that "we're firing on all cylinders, Z10 just made available last week, sold 1 million" except that we know it was shipped to Brightstar, a distributor and not an end-user.
Then, when the next ER rolled around, Heins could say "Yes, the Z10 hasn't sold according to expectations, but look! The Q10 has just launched, and we're sure this one will succeed...it's a traditional BB in the form factor the market is familiar with".
Honestly, I feel like the bottom will really start to fall out of the stock next quarter, when they'll finally have run out of excuses.
BlackBerry fully expected the Z10 to seriously outsell the Q10. The market has spoken and large screen, all touch devices are leading the way in customer preference. When the Z10 started yielding less-than-impressive sales, the only way to keep the fervor going was to go around and claim that the Q10 was in fact the messiah device and would provide the needed sales figures.
2.7 million devices is nowhere near impressive when you consider that there's nearly a full month of sales of the Q10 in there in several big BB markets. Talks about how it was just launched in the US are diversionary...the US is no longer a BlackBerry stronghold and there's no way BB were ever going to sell more than several hundreds of thousands of units in a quarter in the US. Even Microsoft's marketing muscle (and better carrier push for Nokia) hasn't been able to sell millions of Lumias per quarter in the US.
BlackBerry screwed themselves when they made BB10 so bloated that it needs 2GB RAM to run. Now that ensures the Q5 is priced much higher than it should be. When your 'budget' device is only marginally cheaper than a Galaxy SIII that has the same specs as the flagship Z10 and Q10, you know you're doing something very wrong.JeepBB likes this.07-03-13 02:46 AMLike 1 - Life isn't always symmetrical. Generally, it's hard to tell how successful a product is going to become. However, it's often easier to identify things that are not going to be hugely successful than identify things that will be. As an example, consider WP8 devices and the MS Kin. I don't know how successful the WP8 devices will ultimately be; I had no idea at launch and it's not much different now. But I knew (as did most people) from the beginning that the Kin was a dud. That's just the way it is.
.Last edited by richardat; 07-03-13 at 05:20 AM.
JeepBB likes this.07-03-13 05:05 AMLike 1 -
I give BB management more credit than that though. I think the Z10 and Q10 launches were phased to not coincide with each other nor with earnings reports timetables. This way, they could say during the Q4 2012 ER that "we're firing on all cylinders, Z10 just made available last week, sold 1 million" except that we know it was shipped to Brightstar, a distributor and not an end-user.
s.
The trade-off was missing momentum at launch....and it shows me that the BB management believed that low sales were quite likely.07-03-13 05:13 AMLike 0 -
ChicagoGuy: The numbers were not a disappointment!!! Still....if q10 and q5 are not hits, the company is done...07-03-13 05:16 AMLike 0 - This still bothers me. If the Q was the salvation of the company, why bring it out last?
Yes BlackBerry needs a full touch like the Z I'm using right now, but if they are saying th qwerty is the tal salvation, then why wait and release it after the touch? Makes no sense at all.07-03-13 06:26 AMLike 3 - The only reason I hold out hope for the Q10 (not the Q5) for a couple of quarters but not much more is because I do believe in the "pent up demand" theory that there are BB7 device owners who will be looking to switch and will look to the Q10 ignorant of the deficiencies of BB10 vs BB7. That is why Thorsten Heins blurting out that a new BB7 flagship device is on the way undermines their "BB10 is our future" strategy.
It very much feels like a management team that is clinging on to any floating device just so it won't drown.
When the Z10 sprung a leak, they reach for the Q10. When the Q10 started to take on water, they spot a new BB7 device floating in the horizon so they start swimming towards it. The problem is that they are still hundreds of miles from shore, their legs are tiring and that BB7 is bobbing up and down in the water. And behind them potential Apple OS7/iPhone 5s/iPhone light waves are churning -- and no one knows how large or small the waves will be.07-03-13 06:38 AMLike 2 -
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Sent from my GT-I9500 using Tapatalk 4 Beta07-03-13 11:35 AMLike 0 - When they announced BBM was coming to iOS and Android I suspected that sales weren't going that well... x-platform BBM was something in their back pocket, and they whipped it out far sooner than I expected (even before Q1 2013 results were announced).
I love BB10 and my Z10, and I pine for an even bigger faster device (Portrait slider!) which I will happily pay for... not because the Z10 is too small or slow, but bigger and faster is better, and I'm willing to make further investments in BB10.07-03-13 08:17 PMLike 0 - When you read that the S4 sold 20 million units in 2 months and that Iphone will not stay silent and that Google has the Moto X coming in October ... I don't think that BB has the resources to compete in these markets (Superphones).
They should be focused on Blackberry as a communication device and system.
Read an interesting article posted by Peppy690 ( is that a new drug ?) in another thread:
Four Ways BlackBerry Can Win Back Subscribers, Get Back To Its Roots | Technology | Minyanville's Wall Street07-03-13 11:22 PMLike 0 - It's a great number if it referred to the amount of funds in my savings account...
Z10 Rocking 10.1.0.2354!07-03-13 11:24 PMLike 0 - Minor data point, for what it's worth:
In the last month (all of June plus the first three days of July), sales of my apps give the following percentage of Q10 sales versus total BB10 sales. (Each app works equally well on either device, though it's likely the better battery life of the Q10 affects the proportion of people who buy Battery Guru, which accounts for most of the data here.)
US: 33%
UK: 35%
Canada: 27%
Germany: 47%
Indonesia: 35%
Other (including UAE, Switzerland, S.Africa, Singapore, India, France, numerous others with middling numbers): about 40%
If the Q10 is supposed to end up outselling the Z10 a lot, they need to start selling fewer Z10s. ;-)
Note: among other flaws with this simple analysis, the US and several other countries listed did not have a full month of availability for the Q10, so you can top those numbers up slightly, I'm sure. I suspect it's closer to 50% right now for consumer sales, but I have no data on how many of my sales are to enterprise users (probably almost none).dusdal likes this.07-04-13 10:26 AMLike 1 - I don't think I can agree with this. Yes, BBRY tried to avoid value erosion, but are they in the position to worry about this? Samsung and Apple can afford to maintain the prices due to the reputation and established market position (read marketshare). But in the case of BBRY, trying to maintain the highest possible margin may actually work against them because their primary concern should be gaining as much marketshare as possible (which leads to developer support, visibility, recognition).
What we saw instead is a premium price for an unestablished platform with questionable developer support and somewhat outdated specs.07-04-13 10:41 AMLike 0
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2.7 M is not a bad number considering everything
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