You got it BBNation!
BlackBerry launched BB7 devices in some VERY important markets right before Christmas last year...Mexico, India, Indonesia. Accordingly, Q4 typically sees a large amount of shipped BB7 devices, which I believe to be no different this quarter. One difference though, is the amount of BB10 devices that will be recorded as shipped. Lastly, BES10 (which was available for download in December) will likely start seeing revenues. Yes, CAL upgrades are free for it; however, all non-BlackBerry devices are $100/yr. 1700 businesses have already downloaded / signed onto the program, so we will begin to see revenues from that moving forward.