View Poll Results: Did you buy shares ?

Voters
1110. You may not vote on this poll
  • Yes, I'm acting now !

    694 62.52%
  • No

    416 37.48%
  1. tygros's Avatar
    Revenues up, yes
    Marketing up $150Million over even Q4. This is a huge impact. But it's a product line launch.
    Inventory is up >$250Million. That's huge.
    If sell through is there and Marketing ca. Trail off, without those two, and Venezuela, we would've posted almost a $1 beat.

    Posted via CB10
    06-28-13 06:50 AM
  2. potatoman3's Avatar
    What could possibly redeem this?
    06-28-13 06:50 AM
  3. theclipart's Avatar
    ouch. $11.65 WHYYYY
    06-28-13 06:51 AM
  4. Charles Martin1's Avatar
    The conference call will be very important.
    cjcampbell and bungaboy like this.
    06-28-13 06:51 AM
  5. Tinomane's Avatar
    What could possibly redeem this?
    Licensing partnership with sony or lenovo.
    06-28-13 06:51 AM
  6. Charles Martin1's Avatar
    What could possibly redeem this?
    The conference call.
    06-28-13 06:52 AM
  7. matthewriedle's Avatar
    If 5 million of the 6.8 million shipped were BB10 phones will that matter?
    That would be good but we would need to have a reason for the gross margin decline. Chris U is saying service revenues are down 20%. not sure if accurate but that is way off and would help to explain gross margins being off so much.

    Hmm.. beginning to think that BBOS7 really tanked faster than expected and BB10 just hasn't been able to take up all the slack yet.
    06-28-13 06:52 AM
  8. slipstream89's Avatar
    i thought it wasnt being released till 8am...wake up 20% drop
    06-28-13 06:52 AM
  9. greggebhardt's Avatar
    What could possibly redeem this?
    I am afraid there are no miracles here.
    06-28-13 06:52 AM
  10. potatoman3's Avatar
    Licensing partnership with sony or lenovo.
    Sounds unlikely. All I can do it just pray I guess. No loss warning or nothing. Thanks TH.
    06-28-13 06:53 AM
  11. spiller's Avatar
    Hopefully TH can salvage it on the conference call. Unfortunately its not his strong suit, but I am hoping. Other then a 200M increase in cash I haven't seen much to help us. I am sure there is some other good news, but it's mostly very ugly.
    If Venezuela could pay their [service fee] bills, then it would have been a few cent EPS loss and a few million operating loss. Pretty much even and cash up a good amount.

    Guiding for a Q2 loss is the head scratcher for me. How the hell can they guide for a loss with Q10 full rollout and Q5 rolling early? Well, I guess my concern about the Q5 rolling out before september hits hard here. BB7 sales probably dropped off the cliff and they were forced to react way earlier than planned.
    matthewriedle likes this.
    06-28-13 06:53 AM
  12. greggebhardt's Avatar
    The conference call will be very important.
    What could they possibly say in "the call" to turn this around that would not have been said already? We now know why Blackberry has been so quiet.
    imz and m1a1mg like this.
    06-28-13 06:54 AM
  13. spiller's Avatar
    revs are up, margins down, 400 mill extra in marketing and 72 mill in missed payments from Venezuela (-10c EPS on its own)

    Cash is up to 3.1

    That's it in a nutshell
    $400M extra vs $250M forecast? Ouch ...yeah that doesn't help.
    06-28-13 06:55 AM
  14. Tinomane's Avatar
    It's crazy bc I see the phones everywhere in Canada.
    06-28-13 06:56 AM
  15. take99's Avatar
    yeah sorry, 400 mill extra cost of sales, not all marketing

    $400M extra vs $250M forecast? Ouch ...yeah that doesn't help.
    06-28-13 06:57 AM
  16. potatoman3's Avatar
    i cant believe this
    06-28-13 06:57 AM
  17. spiller's Avatar
    Well, that's not as good as we could reasonably expect ... they have to do the show in conf ....

    These 2 points worries me much :


    Translate : no hedge to support the bulls

    This should be finished already ... not a good image for delivery capacity.
    This translates to: ****e we aren't making money. We will need to lay off more people and continue to call in CORE.
    06-28-13 06:57 AM
  18. potatoman3's Avatar
    TH better have something to salvage this or else I am out a lot/maybe my entire savings. This will teach me a lesson about playing with margins huh?
    06-28-13 06:58 AM
  19. spiller's Avatar
    should have listened to Thor when he said 'approaching breakeven'. Without the Venezuela item, that's exactly where we would be. I can only blame myself for thinking it would be better.
    I fully expect they thought they would best that breakeven by .20 EPS. Total device sales weren't as high as they were forecasting....
    06-28-13 06:59 AM
  20. tgzgeorge's Avatar
    What could they possibly say in "the call" to turn this around that would not have been said already? We now know why Blackberry has been so quiet.
    They're quiet because they can't say anything before their qtr end release. Read a book and learn about the markets. God you guys who prides yourselves with having a business device you guys certainly don't know much about business or markets....
    06-28-13 06:59 AM
  21. spiller's Avatar
    $8
    Low $10.50.

    But I think it will end the day around this marker...$11.50.
    06-28-13 07:00 AM
  22. greggebhardt's Avatar
    I fear what TH could say! He has been of little help.
    06-28-13 07:00 AM
  23. Tinomane's Avatar
    I can't believe guidance is so **** too. Like wtf?

    Only way he can salvage this is:

    1) Licensing partnership with Sony or Lenovo
    2) Straight up Buyout
    3) BB10 phones sold were 5+ mill
    06-28-13 07:01 AM
  24. greggebhardt's Avatar
    Low $10.50.

    But I think it will end the day around this marker...$11.50.
    Yep I am thinking $10 with some luck
    06-28-13 07:01 AM
  25. cjcampbell's Avatar
    and away we go.....
    06-28-13 07:01 AM
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