View Poll Results: Did you buy shares ?

Voters
1104. You may not vote on this poll
  • Yes, I'm acting now !

    693 62.77%
  • No

    411 37.23%
  1. world traveler and former ceo's Avatar
    I'd like to see BlackBerry buy some of their stock back right now.... send a signal

    Posted via CB10
    Mr BBRY and awindsr like this.
    09-25-15 07:40 AM
  2. JonCBK's Avatar
    Could one of our brilliant specialist explain in simple words GAAP/ Non-GAAP significance ?
    I mean they're accounting rules, but at the end of the day, which is relevant for company health measurement ?
    I've always felt neither are very useful and that cash flow is the real answer. That is why I've been bullish on BBRY since they continue to have positive cash flow.
    But generally I've thought that you deviate from GAAP because you want to show something that GAAP doesn't allow you to and you think that thing is the correct way to present something. So in general I'd follow non-GAAP. However when market analyst consensus is reported I don't know if they always make their estimates toward the GAAP number. So I have no idea how to compare this to the analysts predictions of 9 cents per share of losses.
    Superfly_FR, Corbu, jxnb and 3 others like this.
    09-25-15 07:41 AM
  3. DaSchwantz's Avatar
    I'm not sure why pre-market is down. I would think wall street is paying attention to the quarter over quarter comparison as a first metric of a successful turnaround. When the report is forecasting sequential growth, that should means no more operating losses on increasing revenues. Yes, revenues had a significant QOQ decline, but it's in black and white that revenues will not go below $491MM. Shouldn't the valuation of a growing company increase? This market continues to make no sense to me and I will be a buyer today if we open in the red if I like what Mr. Chen has to say.

    Here is the direct comparison for reference:

    Q1 Results
    Revenue for the first quarter of fiscal 2016 was $658 million. The revenue breakdown for the quarter was approximately 40% for hardware, 38% for services and 21% for software and technology licensing. BlackBerry had 2,600 enterprise customer wins in the quarter. Approximately 45% of the licenses associated with these deals are cross-platform. During the first quarter, the Company recognized hardware revenue on approximately 1.1 million BlackBerry smartphones with an ASP of $240.

    Q2 Results
    Non-GAAP revenue for the second quarter of fiscal 2016 was $491 million with GAAP revenue of $490 million. GAAP revenue reflects a purchase accounting write down of deferred revenue associated with the acquisition of WatchDox. The revenue breakdown for the quarter was approximately 15% for software and services, 41% for hardware, and 43% for service access fees (SAF). BlackBerry had 2,400 enterprise customer wins in the quarter. Approximately 60% of the licenses associated with these deals are cross-platform. During the second quarter, the Company recognized hardware revenue on over 800,000 BlackBerry smartphones with an ASP of approximately $240.
    Often the first move is a head fake.

    Posted via CB10
    Superfly_FR and Mr BBRY like this.
    09-25-15 07:42 AM
  4. jeffydude05's Avatar
    "Second, the company will continue to develop and enhance the BlackBerry 10 operating system and is confirming plans to release platform updates focused on security and privacy enhancements, with version 10.3.3 scheduled to be available in March 2016."


    Sounds like maintenance mode....
    bbjdog, georg4BB, Mr BBRY and 1 others like this.
    09-25-15 07:42 AM
  5. JonCBK's Avatar
    There might be new BB10 devices but there will be no slider simply because it's pretty clear they don't want to pay Qualcomm for new drivers - so if you see a new BB10 device it will be a rehash based on existing chipsets and the like.
    That is okay. At some point I'd like to see a new Z10. The classic covers the qwerty keyboard set. But next year there should be a new all touch screen BB10 device. The peek and flow operation just works so well on it.
    bbjdog likes this.
    09-25-15 07:44 AM
  6. snaponsly's Avatar
    "First, the company will launch a flagship slider device, Priv, which will run on the Android operating system, bringing together the best of BlackBerry security and productivity with the expansive mobile application ecosystem available on the Android platform. In combination with BlackBerry's efforts to support Android for Work on the BES12 platform, the new device will offer best in class security for enterprise customers. BlackBerry expects the device to be available late in the calendar year in major markets in-store and online, and will release further details in the coming weeks. While the new device will provide a choice in OS to new and existing customers, the company remains committed to the BlackBerry 10 operating system, which enables industry-leading security and productivity benefits


    Did I read that right??
    bbjdog and JLagoon like this.
    09-25-15 07:45 AM
  7. Superfly_FR's Avatar
    I'd like to see BlackBerry buy some of their stock back right now.... send a signal

    Posted via CB10
    Thay bought $47Millon already
    Cash and investments balance of $3.35 billion at the end of the fiscal quarter, an increase of $37 million over Q1 FY16 after using $47 million on share repurchases
    If I take $7 as a "magic number" then say they're +/- half way of the 12Mil shares (?)
    Corbu, bbjdog and rarsen like this.
    09-25-15 07:46 AM
  8. jeffydude05's Avatar
    "First, the company will launch a flagship slider device, Priv, which will run on the Android operating system, bringing together the best of BlackBerry security and productivity with the expansive mobile application ecosystem available on the Android platform. In combination with BlackBerry's efforts to support Android for Work on the BES12 platform, the new device will offer best in class security for enterprise customers. BlackBerry expects the device to be available late in the calendar year in major markets in-store and online, and will release further details in the coming weeks. While the new device will provide a choice in OS to new and existing customers, the company remains committed to the BlackBerry 10 operating system, which enables industry-leading security and productivity benefits


    Did I read that right??
    Yeah...android on Priv....bb10 on the passport..classic..etc..
    georg4BB likes this.
    09-25-15 07:46 AM
  9. world traveler and former ceo's Avatar
    Thay bought $47Millon already

    If I take $7 as a "magic number" then say they're +/- half way of the 12Mil shares (?)
    Yes I know they purchased some already.. but I'd like them to buy much more right now!!

    Posted via CB10
    Superfly_FR, Mr BBRY and rarsen like this.
    09-25-15 07:49 AM
  10. Bilaal's Avatar
    I know Morgan tell us to not pay attention to PM, but it's stabilizing from almost 8% decline to just under 3.5%
    09-25-15 07:51 AM
  11. Superfly_FR's Avatar
    Given the current dive ... that may be a good opportunity to buy a large block, you're right.
    FTR
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png

    (edit - added)
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    09-25-15 07:52 AM
  12. Superfly_FR's Avatar
    The revenue breakdown for the quarter was approximately 15% for software and services, 41% for hardware, and 43% for service access fees (SAF)
    I want that number to raise ...
    09-25-15 07:55 AM
  13. DaSchwantz's Avatar
    Thay bought $47Millon already

    If I take $7 as a "magic number" then say they're +/- half way of the 12Mil shares (?)
    They should double the total buyback allowance...dont have to use it but would send a signal to shorts.

    Posted via CB10
    09-25-15 07:56 AM
  14. Bilaal's Avatar
    I want that number to raise ...
    And it will, slowly, but surely.
    09-25-15 08:00 AM
  15. bizzarothor's Avatar
    How do we get in on the call by phoning in? They are asking me for a conference code...

    Posted via CB10
    09-25-15 08:00 AM
  16. bbjdog's Avatar
    "First, the company will launch a flagship slider device, Priv, which will run on the Android operating system, bringing together the best of BlackBerry security and productivity with the expansive mobile application ecosystem available on the Android platform. In combination with BlackBerry's efforts to support Android for Work on the BES12 platform, the new device will offer best in class security for enterprise customers. BlackBerry expects the device to be available late in the calendar year in major markets in-store and online, and will release further details in the coming weeks. While the new device will provide a choice in OS to new and existing customers, the company remains committed to the BlackBerry 10 operating system, which enables industry-leading security and productivity benefits


    Did I read that right??
    That highlighted quote is what I wanted to hear!
    09-25-15 08:03 AM
  17. cgk's Avatar
    That highlighted quote is what I wanted to hear!
    He just means you can buy that or get a passport or a classic - he's pretty clear about this "it will run on Android".

    Seriously - it's over, give the fantasy up.
    09-25-15 08:04 AM
  18. Superfly_FR's Avatar
    I'll make some snapshots during the E.R of the SP on this particular post (so you'll have to refresh it).
    Mind the date/time stamp on captures.

    Going Live
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    After Disclaimers
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    J.C talks the global figures "two digits growth "
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    J.C : "I'm not satisfied" re: handsets / slider / Android (and BES12 + QNX bigger growth drivers)
    Priv announcement
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    J.C re: licensing and recurring revenues / releases / Knox / M&A / Good Tech -
    "Good / BlackBerry are on non overlapping segments" "limited infrastructure costs"
    AtHoc
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    J.C: "Free cash flow positive and profitable in Q4 and further" "continue double digits" "offset decline in sales"
    "Continue M&A strategy" "ADD 15 mil. Shares to the buyback program"
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    J.C off

    Revenue breakdown
    operating expenses : almost 50% V.S last year same period !
    (will only post at the end)
    Just before Q&A
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    Q&A (post after answer)
    Threw the BB10 towel ?
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png

    Android V.S BB10 costs+ inventory arrangements
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    Guidance includes Good Tech ?
    Priv distribution / ASP ?
    "Working with Google"
    Pricing : we do have choices
    New BB10 : NO PLAN BY THIS YEAR
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    EZ Pass "sales NOT motivated by EZ pass, driving very hard by Subscriptions"
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    Competitors Discounts / subscriptions
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png
    AtHoc (?) revenues / OPEX / Focussin on cash flow / stabilize revenue /
    "Q3 : up Q4 : up. Key Psy win : SW growth offset decline in Q4"
    08:36 - GREEEN 1% !!!! (no more images allowed !)

    JP Morgan Strategic taking "still plan A" ?
    Acquisitions will help - Yet to see returns on investments re: IoT
    08:40 0.28%
    BBM/ Automotive
    J.C evokes BBM protected starting getting interest
    08: 43 -0.43%
    Devices margins / BES/ GOOD / Synergies
    08:46 0.14%

    Movirtu / broader enterprise security market ?
    J.C : "targeting different modes of communication : it is all about mobiles"
    08:49 0.14%

    EMM : pricing is all ?
    "EMM is the next monetizable space" "Much broader strategy than just EMM" "where IoT and QNX get in" "pay for the applications within EMM"
    08:52 0.71%

    AAAANNNNND FINISH GREEN !!!
    Last edited by Superfly_FR; 09-25-15 at 08:54 AM.
    09-25-15 08:04 AM
  19. Corbu's Avatar
    How do we get in on the call by phoning in? They are asking me for a conference code...
    Am told it is 3790672#

    GL
    09-25-15 08:04 AM
  20. Christophe Piquemal's Avatar
    I don't know, but your can follow it here : Investor Events - Canada
    09-25-15 08:08 AM
  21. sixaxis_ms's Avatar
    Blackberry Priv name confirmed, Priv as in Privacy

    Posted via CB10
    Superfly_FR likes this.
    09-25-15 08:10 AM
  22. bizzarothor's Avatar
    Am told it is 3790672#

    GL
    Thank you! I am so mad they make it so hard for investors to follow the call form their balckberrys. Their website is unclear as to the way to dial in.

    Posted via CB10
    09-25-15 08:11 AM
  23. cgk's Avatar
    I did'nt need a code - I'm listening to

    Investor Events - Canada


    There was no IP licensing activity at all this quarter according to Chen.
    09-25-15 08:12 AM
  24. cgk's Avatar
    Says that good and BES are complementary rather than overlapping but there are cost-saving from eliminating back office.
    Superfly_FR likes this.
    09-25-15 08:15 AM
  25. W Hoa's Avatar
    Almost 7000 enterprise customer wins in the last 3 quarters
    09-25-15 08:17 AM
104,898 ... 35693570357135723573 ...

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