[spiller]

They told you that 70% of the 162m is recurring. AtHoc and Good revenues are now BlackBerry revenues. I don't know why everyone contorts themselves so much to try to make things look bad...oh wait...

Posted via CB10

Dude I'm a perma bull. I don't sell prior to ER. I keeping buying on dips to lower my average entry. I'm saying 114M is recurring. Good and AdHoc were adds over last quarter. Chen just said that some of Good and Adhoc is non recurring revenue from this past quarter. That's good stuff. Ok 53M IP deals......but starting two years out will have recurring for 10 years. But upfront until then.

[spiller]

Q/Q software growth will offset SAF loss in Q4. Loving what I'm hearing.

[finecognac]

Chen just mentioned the Licensing deal is recurring for 10 years.

[bizzarothor]

Q/Q software growth will offset SAF loss in Q4. Loving what I'm hearing.

It offsetted for the first time in this quarter is what he said as well

Posted via CB10

[spiller]

70% of Good and AdHoc revenue is recurring

[W Hoa]

[bizzarothor]

700k devices sold butwith asp of 315$ from 240$

Posted via CB10

[finecognac]

Hardware 700,000 units with average selling price of $315.

[Munx]

Chen just mentioned the Licensing deal is recurring for 10 years.

He said no such thing. He said one large IP deal has an annual recurring component that will start in 2018 for a period of 10 years.

Posted via CB10

[spiller]

700K device unit sales. 315ASP due to Priv. (So I called the hardware number )

To me, this doesn't matter. They are saying with Priv success they can be hardware profitable (entire hardware unit) next quarter...AND they expect Q/Q hardware rev growth. They are moving to much higher ASP and likely much higher margin hardware numbers.

That's why it wasn't in the release detail. (700K units looks bad.)

EDIT: Isn't this a good thing? Analysts want them out of hardware. Chen says we will launch a high end Android at high ASP and make money that way.

[Shanerredflag]

Lol

you've been made privy to my thoughts.

[spiller]

About Q/Q even for Q4/Q3....did I hear that right? Or was that just for Software component?

[spiller]

Maynard dumb question....ask that next quarter after they know more about Priv success. Give it a freaking quarter they just said they could be profitable. Duhhhhhh

[Munx]

Outlook: No IP next quarter. Small uptick in top line revenue.

Solid numbers, first true turn around quarter.

Posted via CB10

[spiller]

Good 160M over next year.

This Q - only 20M from Good and Athoc. That to me isn't bad. Means BB software is around 90M this quarter? Better than 70 and not growing (which is what I was inferring before....)

[randall2580]

Bloomberg saying Chen will be on at 11 NY time

[JonCBK]

Thanks. This is super helpful to compare to the estimates. The beat on revenue is kind of huge.

Keep in mind that you are "supposed" to beat estimates. I don't really know why, but estimates are intentionally a bit conservative and pessimistic and if you hit them perfectly a stock will drop.

[Superfly_FR]

Hey guys, in th� wild had to move to grab m'y Priiiiiiv !
Trying to figure out how to ... But had to setup the CB App Just to let you know I,m aliiiiive !

Posted on my Priv w/o English installed lol

Posted via the CrackBerry App for Android

[spiller]

I'm disappointed in the flat revenue forecast? Certainly they can sell a boat load of Privs and smash that. I would have liked a question to know how many Privs they are making a week....

[Andrew4life]

Don't think the market will like the low number of units sold. We'll see

Posted via CB10

[DaSchwantz]

I'm disappointed in the flat revenue forecast? Certainly they can sell a boat load of Privs and smash that. I would have liked a question to know how many Privs they are making a week....

Gotta make up for IP and stay conservative at the same time.

Posted via CB10

[spiller]

blackberry should buy 500K shares out of the gate today and set the tone....

[Munx]

blackberry should buy 500K shares out of the gate today and set the tone....

Buy back was $10M last quarter. Around 1.3M shares. Don't expect a big step change from this rate.

Posted via CB10

[RLTurn77]

I really wasn't impressed with the CC and after all of the beats and good news... I might be able to buy BlackBerry stock much cheaper than I thought earlier this morning.

Chen seems generally conservative, but the CC was not well in my opinion for the results and guidance. Maybe just me, idk.

GLTA

Posted via the CrackBerry App for Android

[jimmyt1]

Don't think the market will like the low number of units sold. We'll see

Posted via CB10

I haven't worked it out (not trading BBRY these days) but the rate of decline must have slowed quite a bit. Given total units of 800k down to 700k - legacy devices should have maintained their free fall, BB10 units are likely flat to down, and the difference would be Priv sales for 3 weeks. It was released in one of their top markets, but the sales are still based on a very limited release. I can see some believing there is some light ahead.

Clarification on what someone mentioned: GAAP EPS is -0.17, non GAAP was -0.03