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- Merrill Lynch report in its entirety.
There are some things worth reading in there (Fedex, Radar, etc.).
Attachment 43003109-22-17 02:44 PMLike 2 - FWIW: Meanwhile on the other side of the planet, Emtek ( BBM's licensee ) continues to make headway in digital payments. It will be nice if BBM gets a slice of the potential, even in a minute scale. Hoping that ER will bring some insight. Remember not too long ago, the BBM changes that went by . Have a good weekend everyone.
https://e27.co/emtek-ant-financial-p...esia-20170922/09-22-17 03:14 PMLike 7 -
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- Me again... lol.... Will test the 200 yet again before making a meanigful leg forward. Don't worry... it' ain't too much lower.Christophe Piquemal and W Hoa like this.09-22-17 06:46 PMLike 2
- New Sales VP
Kate Rahn
Vice President Sales at BlackBerry
Canada - Transportation/Trucking/Railroad
https://www.linkedin.com/in/kate-rahn-20420810/09-22-17 06:49 PMLike 4 - I may already have posted this. If so, apologies:
https://www.wsj.com/articles/the-dan...car-1505700481
The Dangers of the Hackable CarChristophe Piquemal likes this.09-22-17 06:55 PMLike 1 - I may already have posted this. If so, apologies:
https://www.wsj.com/articles/the-dan...car-1505700481
The Dangers of the Hackable Car
This is why I'm still riding a muel.
Old news as many have stated (on this great thread ) their thoughts on this matter.
Cheers!Corbu likes this.09-22-17 07:21 PMLike 1 - How is it possible to go up almost a full dollar the other day on great positive news and in two days it gets wiped out? This is crazy.alludba and Christophe Piquemal like this.09-22-17 07:35 PMLike 2
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Cheers!09-22-17 07:43 PMLike 0 -
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Posted via CB10anon(9100201) and morganplus8 like this.09-23-17 01:04 PMLike 2 - Mostly empty calories here but a news heading on Forbes like this is, uh....different.
BlackBerry Beats Apple
https://www.forbes.com/sites/panosmo.../#35f3e86fe81b09-23-17 01:52 PMLike 6 - The stock continues to be highly manipulated by hedge funds and day traders and such... the fact that revenues continue to decline quarter after quarter with guidance that is either lacking or not very reliable gives fuel to the stock manipulators and shorts that this company is not growing as one would believe... the CEO does not actively support the stock price..at least short term..so it's a risky play and a long term one... actions must demonstrate that this company is worth investing in
Posted via CB10
My view is that a CEO does not necessarily need to be a cheerleader of their stock, but instead perform actions that generate or focus on developing the long term value of the company. The better the long-term value developed, the larger the stock increase will be when the market revalues the company.
Actions from BlackBerry has mainly been long-term accretive Imo. When John first came into BlackBerry, first thing he did was reduced costs massively to ensure the company survived.
Next, as controversial as it was with the mobile division, he squeezed as much value as he could while biding time to reduce the huge contractual liabilities BlackBerry had with regards to manufacturing.
Under John, BlackBerry has also received royalties and repayments through his teams efforts in reviewing and squeezing value from the assets and making sure that they got the best deal possible.
We seem to finally be in a real spot where a turnaround is possible, especially with QNX, Radar, taking the forefront of that possibility.
I write this having experienced a rollercoaster of five years with the many of you. Having weathered so much, so far, I hope that all of us here will be able to reap the rewards seemingly visible in the near future.09-23-17 04:00 PMLike 11 - Until BlackBerry regains their upward momentum, this is probably not the best short term play stock.
My view is that a CEO does not necessarily need to be a cheerleader of their stock, but instead perform actions that generate or focus on developing the long term value of the company. The better the long-term value developed, the larger the stock increase will be when the market revalues the company.
Actions from BlackBerry has mainly been long-term accretive Imo. When John first came into BlackBerry, first thing he did was reduced costs massively to ensure the company survived.
Next, as controversial as it was with the mobile division, he squeezed as much value as he could while biding time to reduce the huge contractual liabilities BlackBerry had with regards to manufacturing.
Under John, BlackBerry has also received royalties and repayments through his teams efforts in reviewing and squeezing value from the assets and making sure that they got the best deal possible.
We seem to finally be in a real spot where a turnaround is possible, especially with QNX, Radar, taking the forefront of that possibility.
I write this having experienced a rollercoaster of five years with the many of you. Having weathered so much, so far, I hope that all of us here will be able to reap the rewards seemingly visible in the near future.
Posted via CB1009-23-17 04:35 PMLike 0 -
- For those who contribute so much to this tread (you know who you are) THANKS!!!
I was enjoying a day of summer which we never had and this caught my eye. LolLast edited by bbjdog; 09-23-17 at 08:34 PM.
rampagingpanda and Corbu like this.09-23-17 07:55 PMLike 2 -
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While I agree that BlackBerry has had some missteps on their execution leading up to this point, there hasn't really been a major new project that could have driven revenues materially until now (except for Good Technology). Good Technology was a good success in driving BlackBerry's EMM strength, and the best part is getting that asset (and existing revenues) at a significant discount. You can see the industry's recognition through Gartner reports, after incorporating Good into their core offerings.
As I mentioned in my previous message, QNX and RADAR are the two major opportunities going forward. These opportunities will take time to fully develop.
For QNX, we are seeing the first major steps to developing the revenue stream via partnerships. I can only begin to imagine how difficult it must have been to strike such a significant deal with Delphi. QNX revenues may have been limited in the past, due to limited feature offerings as an infotainment system. I am assuming that these partnerships with Ford and Delphi (when partner products begin to roll out) will be much more than just a few dollars per car.
For RADAR, it takes time for channels to develop and for the industry to take notice. I am looking for more wins in the upcoming quarter, such as a full deployment with FedEx, or wins with UPS/Walmart/Amazon sized companies. From the discussion that we've seen on pricing, the recurring revenue could one day be as sizeable as SAF if this product portfolio takes off.Last edited by rampagingpanda; 09-23-17 at 11:50 PM.
09-23-17 10:52 PMLike 6 - Thanks for your reply muhlan.
While I agree that BlackBerry has had some missteps on their execution leading up to this point, there hasn't really been a major new project that could have driven revenues materially until now (except for Good Technology). Good Technology was a good success in driving BlackBerry's EMM strength, and the best part is getting that asset (and existing revenues) at a significant discount. You can see the industry's recognition through Gartner reports, after incorporating Good into their core offerings.
As I mentioned in my previous message, QNX and RADAR are the two major opportunities going forward. These opportunities will take time to fully develop.
For QNX, we are seeing the first major steps to developing the revenue stream via partnerships. I can only begin to imagine how difficult it must have been to strike such a significant deal with Delphi. QNX revenues may have been limited in the past, due to limited feature offerings as an infotainment system. I am assuming that these partnerships with Ford and Delphi (when partner products begin to roll out) will be much more than just a few dollars per car.
For RADAR, it takes time for channels to develop and for the industry to take notice. I am looking for more wins in the upcoming quarter, such as a full deployment with FedEx, or wins with UPS/Walmart/Amazon sized companies. From the discussion that we've seen on pricing, the recurring revenue could one day be as sizeable as SAF if this product portfolio takes off.
- that John Chen handled the exit of the hardware business very bad in my opinion,
- that he shifted the focues too late on building a good sales force
- that he does not open communicate about the strategy and the vision regarding BBM (I mean if BBM could really become the WeChat of Indonesia and Africa we are talking about Whatsapp like valuation)
- that John Chen still is not good in communication with investors and analysts
All that lead to a sub par performance of the shareprice which has moved almost zero since John Chen became CEO four years ago and that is really a very very poor record
Posted via CB1009-24-17 03:50 AMLike 0 -
Looking at the current self-driving and software dependent auto market you realize that, because of the subscription model they use for advanced software, the automakers are going to be pulling in many millions of dollars well into the future from cars that left the factory years earlier.09-24-17 09:13 AMLike 5 - Good Technology was a good success in driving BlackBerry's EMM strength, and the best part is getting that asset (and existing revenues) at a significant discount. You can see the industry's recognition through Gartner reports, after incorporating Good into their core offerings.
QNX revenues may have been limited in the past, due to limited feature offerings as an infotainment system. I am assuming that these partnerships with Ford and Delphi (when partner products begin to roll out) will be much more than just a few dollars per car.09-24-17 02:19 PMLike 8
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