SAF is down by over 60%, to only $12 Million.... at the rate it's falling there shouldn't be many BBOS phones left.
Anyone have a cheat sheet on what each Product/Service Type is...
-Enterprise software and services
-BlackBerry Technology Solutions (QNX fall in this area?)
-Licensing, IP and other (sad this didn't move up)
-Handheld devices (at this point they can't be earning revenues on phones still...)
-SAF
Not good to see R&D fall by $10 Million... they aren't doing that much as it is. And the big change in debentures fair value adjustment...
SAF is down by over 60%, to only $12 Million.... at the rate it's falling there shouldn't be many BBOS phones left.
Anyone have a cheat sheet on what each Product/Service Type is...
-Enterprise software and services
-BlackBerry Technology Solutions (QNX fall in this area?)
-Licensing, IP and other (sad this didn't move up)
-Handheld devices (at this point they can't be earning revenues on phones still...)
-SAF
Not good to see R&D fall by $10 Million... they aren't doing that much as it is. And the big change in debentures fair value adjustment...
I'm not sure what you're asking. Accounting can be a funny thing, but what matters is long term trends and smoothing over multiple quarters.
More specifically, can you help to dissect the licensing and IP portion of the report and make assumptions with regards to mobility (BlackBerry Android OS, Android Apps and the BlackBerry Mobile relationship).
Nothing specifically to that effect is discussed in the article but I am wondering if you can take some common knowledge, apply it to this article and make some assumptions as to the current performance and where it's headed.
More specifically, can you help to dissect the licensing and IP portion of the report and make assumptions with regards to mobility (BlackBerry Android OS, Android Apps and the BlackBerry Mobile relationship).
Nothing specifically to that effect is discussed in the article but I am wondering if you can take some common knowledge, apply it to this article and make some assumptions as to the current performance and where it's headed.
There is simply not enough information to extract that kind of detail. It would be worse than a guess.
@Chuck Finley69 you are good at that stuff too so please join the discussion.
Seeking Alpha is the CB Forums of researching publicly traded companies battling with the Motley Fool in this category. If actual regulated industry research companies published this crap on either side of the opinion spectrum, you’d see research analysts in jail.
That being said, the only real thing we know after Cylance acquisition is that BB is even less dependent on the BB licensing and mobile OS software development and support. It’s not that BBAndroid is not or never has met expectations, it’s just too dependent on Android from Google/Alphabet perspective, and therefore as it develops some good ideas and strategies, it gets imitated.
As Oreo and Pie develop security improvements and UX improvements, it validates BBAndroid while BB really sees no economic benefit. At same time, it doesn’t move people to BBMo either so who benefits? Consumers of competing OEMs benefit incrementally but only slightly as these upgrades are drawn out as planned obsolescence and improvements.
Like BBOS to BB10 to BBAndroid, the more that BB is correct in the direction of industry trends like privacy concerns, it’s not on the right side of monetizing at level of significance. Android/iOS development won’t let the proverbial tail wag the dog. Chen has well situated and capitalized publicly traded company. Unfortunately, mobile OS is becoming more of a distraction outweighing the value of free publicity
Last edited by Chuck Finley69; 05-07-19 at 07:47 PM.
Seeking Alpha is the CB Forums of researching publicly traded companies battling with the Motley Fool in this category. If actual regulated industry research companies published this crap on either side of the opinion spectrum, you’d see research analysts in jail.
Are you saying that site is not legit? I am seriously asking...I have no clue.
Are you saying that site is not legit? I am seriously asking...I have no clue.
It’s as legit as many or any forum sites that people can post their opinions without audit or liability repercussions. Large media outlets or third party research companies have strict policies on analysts receiving any owner related compensation or having long/short positions, derivatives exposure and so forth.
Seeking Alpha is the CB Forums of researching publicly traded companies battling with the Motley Fool in this category. If actual regulated industry research companies published this crap on either side of the opinion spectrum, you’d see research analysts in jail.
That being said, the only real thing we know after Cylance acquisition is that BB is even less dependent on the BB licensing and mobile OS software development and support. It’s not that BBAndroid is not or never has met expectations, it’s just too dependent on Android from Google/Alphabet perspective, and therefore as it develops some good ideas and strategies, it gets imitated.
As Oreo and Pie develop security improvements and UX improvements, it validates BBAndroid while BB really sees no economic benefit. At same time, it doesn’t move people to BBMo either so who benefits? Consumers of competing OEMs benefit incrementally but only slightly as these upgrades are drawn out as planned obsolescence and improvements.
Like BBOS to BB10 to BBAndroid, the more that BB is correct in the direction of industry trends like privacy concerns, it’s not on the right side of monetizing at level of significance. Android/iOS development won’t let the proverbial tail wag the dog. Chen has well situated and capitalized publicly traded company. Unfortunately, mobile OS is becoming more of a distraction outweighing the value of free publicity