[BrandonPBaby]

That's why the actual number of bb10 devices will probably be closer to the median than the mean.

Not a bearish comment by any means, but the outliers will clearly skew the mean estimates.

2.5m-3.0m seems very reasonable with margins lower due to discounting of Z10s.



Posted via CB10

[Tariq Nasir]

That's why the actual number of bb10 devices will probably be closer to the median than the mean.

Not a bearish comment by any means, but the outliers will clearly skew the mean estimates.

2.5m-3.0m seems very reasonable with margins lower due to discounting of Z10s.



Posted via CB10

I think the Q10 will propel them closer to the 4 million mark.

Posted via CB10

[birdman_38]

I think the Q10 will propel them closer to the 4 million mark.

Hahaha!

Tariq, what is it like to have unrealistic expectations? Do you get let down a lot?

[ray689]

Hahaha!

Tariq, what is it like to have unrealistic expectations? Do you get let down a lot?

How is he being unrealistic? Last quarter they were at 2.7 without a full quarter with the Q.


Posted via CB10

[m1a1mg]

Pure conjecture here ray, since I'm really not in the know, like everyone else.

I'd guess that the last quarter numbers reflected getting the Z10 and partially the Q10 into channels. With the Z10 apparently not doing so well, I'd think the Q would have made up most of the shipments of OS10. Depending on who you listen to, that may be what differentiates between not so good (expected) and horrible.

EDIT: OS10, not PS10. Duh!!

[ray689]

Pure conjecture here ray, since I'm really not in the know, like everyone else.

I'd guess that the last quarter numbers reflected getting the Z10 and partially the Q10 into channels. With the Z10 apparently not doing so well, I'd think the Q would have made up most of the shipments of OS10. Depending on who you listen to, that may be what differentiates between not so good (expected) and horrible.

EDIT: OS10, not PS10. Duh!!

The Q10 was only available for 1 month (for last quarter) and in only limited locations was it not? This makes me doubt that it would have made up most of the last quarter numbers.

Posted via CB10

[BrandonPBaby]

I think the Q10 will propel them closer to the 4 million mark.

Posted via CB10

Fair enough logic. I'm assuming almost no new Z10 sales due to full channels and limited reorders. We will find out in a week.

I hope you're right!!!!!

Posted via CB10

[fin2007]

If they can sell 4M BB10 phones, then they would not even think of selling the company right now.

[m1a1mg]

The Q10 was only available for 1 month (for last quarter) and in only limited locations was it not? This makes me doubt that it would have made up most of the last quarter numbers.

Posted via CB10

If it was available in 1 month of last quarter, that means it shipped prior to being available, right?

[Marc_Paradise]

1.7mm BB10


On the other hand at least we can say that we don't have results from the z30 and surely that will turn it around.

Sorry. Some bitter leaking out :/

Posted via CB10

[Tyler Nellissen]

My guess: 1.5 million bb10, 800,000 bbos

Posted via CB10

[fin2007]

My guess: 1.5 million bb10, 800,000 bbos

Posted via CB10

1.5M? with anything under 2M, if the company could not sell itself before Nov., the stock price will drop below $7.

[sergey_IL]

I don't what to expect, but the facts are:
0) 10.1MR improved stability and battery life.
1) worldwide availability of Z10 and heavy discounts.
2) worldwide availability of Q10 and trade-ins in some markets.
3) Q5 released and was available for two month.
4) 9720 released.

EDIT:
I think 10.2 leaks may be also helped.
All the rumors about company being sold and broken, may damaged the sales.
But rumors may also helped the sales, who knows?

[undone]

my guess 5.4 bb10s

[Dunt Dunt Dunt]

I don't what to expect, but the facts are:
0) 10.1MR improved stability and battery life.
1) worldwide availability of Z10 and heavy discounts.
2) worldwide availability of Q10 and trade-ins in some markets.
3) Q5 released and was available for two month.
4) 9720 released.

EDIT:
I think 10.2 leaks may be also helped.
All the rumors about company being sold and broken, may damaged the sales.
But rumors may also helped the sales, who knows?

Other than collectors that want to own a limited edition last of it's kind.... don't see how the "SALE" talk would help sales of devices.

That we had several productions cuts, that channel checks report all show slow sales even at launch of the Q10 here in the US, and BlackBerry in a panic (sure seems that way) to sell itself, and that a major carrier like Verizon doesn't even show BlackBerry devices with all of their other smartphone options, unless you specifically select BlackBerry... I don't think your facts are going to be of much help.

[epyon52328]

my guess 5.4 bb10s

I think that is way off the mark. Last quarter was only 2.7 million units and with the news of the company selling itself plus the rollout of the Q5 and with a full quarter of Q10 sales I would expect between 3-3.5 million BB10 sales. Anything more than that would be very unexpected.

Sent from my Q10

[undone]

I think that is way off the mark. Last quarter was only 2.7 million units and with the news of the company selling itself plus the rollout of the Q5 and with a full quarter of Q10 sales I would expect between 3-3.5 million BB10 sales. Anything more than that would be very unexpected.

Sent from my Q10

Completely agree. I am just feeling contrarian. We had all these analysts talking up the numbers prior, then it missed, now we have the opposite. Also BB has been exceptionally quiet, which again is contrary to how they have acted in the past. So I am throwing out a long shot.

[Tariq Nasir]

Completely agree. I am just feeling contrarian. We had all these analysts talking up the numbers prior, then it missed, now we have the opposite. Also BB has been exceptionally quiet, which again is contrary to how they have acted in the past. So I am throwing out a long shot.

In light of today's announcement that BlackBerry is slashing up to 40 percent of its work force, i revise my BB10 estimate to 3.3 million.

Posted via CB10

[cgk]

I will add people and do updates to list later

Sent from my XT890 using Tapatalk 4

[ray689]

In light of today's announcement that BlackBerry is slashing up to 40 percent of its work force, i revise my BB10 estimate to 3.3 million.

Posted via CB10

That was not an announcement from Blackberry was it?

Posted via CB10

[fin2007]

In light of today's announcement that BlackBerry is slashing up to 40 percent of its work force, i revise my BB10 estimate to 3.3 million.

Posted via CB10

If 40% number is true, no way they can 2.5M+ bb10 phones.

[Tariq Nasir]

That was not an announcement from Blackberry was it?

Posted via CB10

Nope but they haven't exactly dispelled it either.

Posted via CB10

[Tariq Nasir]

If 40% number is true, no way they can 2.5M+ bb10 phones.

Not necessarily but your probably right. It might be a condition imposed by the prospective buyers.

Posted via CB10

[birdman_38]

In light of today's announcement that BlackBerry is slashing up to 40 percent of its work force, i revise my BB10 estimate to 3.3 million.

You're coming around buddy! Lol

[Tariq Nasir]

You're coming around buddy! Lol

I guess it's not the end of the world. I was thinking about this today- so what if BlackBerry only sells 2 percent of all phones in the world. As long as they focus on developing a premium brand and maintain growing level of profitability through increased service offerings, they'll be fine.

Posted via CB10