BBRY is going to surprise us in June again. Why? Because I think they purposely are downplaying the importance of their new app for iPhone and Android devices (BlackBerry Secure WorkSpace). I've talked about it few times earlier but it seems like analysts are not realizing importance of this app. Every app-installation requires a BB CAL license. Cal license fee is about $50 to $100/year . That's HUGE!
So, if your company uses iPhone or Android, it's fine with BBRY. They'd still make $50-$100 on your OS/Android devices at BES enabled corporations! This is free money!
Previously, every-time a company chose Android/iPhone over BBRY, it meant 1 lost sale for BBRY, lost revenue for BBRY. But no more. Now, even if a company chooses iPhone/Android, BBRY still makes some money.
Analysts aren't realizing potential revenues this can bring! Maybe because Secure WorkSpace app hasn't been released to public yet. But I believe it's coming before June. So, in June, we should see a trickle of revenue coming in from WorkSpace app. And by Sep, this trickle would turn into non-trivial revenue stream.