1. tiziano27's Avatar
    Kantar released their smartphone sales data for May. This is the evolution of the last 3 months (market share in percentage):

    Kantar, q10 sales not that good?-share.png

    The z10 didn't have an impact in sales, that is known after the results announced by the company. But the q10 isn't improving sales either, the share is actually lower in May in UK. Germany is only 0.1 up.

    News - Samsung, 50% share in Europe as Apple powers back in the US - Kantar Worldpanel
    07-01-13 12:01 PM
  2. dusdal's Avatar
    Kantar, q10 sales not that good?-uk.jpg

    Just another data point.

    The UK appears to be mirroring the trend in Canada since the beginning of June.
    07-01-13 12:51 PM
  3. cgk's Avatar
    Why bother with either? We know that sales are not hot from the earnings call - if they were, they would have given an actual number rather than try to hide BB10 sales within overall sales.
    07-01-13 01:45 PM
  4. dusdal's Avatar
    Because the ER is from already-happened sales and the other data is current sales.

    You don't win looking in the rear-view mirror.


    Posted via CB10
    07-01-13 02:01 PM
  5. AnimalPak200's Avatar
    Because the ER is from already-happened sales and the other data is current sales.

    You don't win looking in the rear-view mirror.


    Posted via CB10
    But you can lose by *not* 'looking in the rear-view mirror'.

    Posted via CB10
    07-01-13 02:14 PM
  6. njblackberry's Avatar
    "Those who cannot remember the past are condemned to repeat it." - George Santayana

    Keep believing BlackBerry management.
    07-01-13 02:18 PM
  7. ccbs's Avatar
    The forecast of actual operating loss is enough indication that the Q10 and Q5 sales are not going to be good, and might need to compress margin to maintain sell through.
    07-01-13 02:20 PM
  8. tiziano27's Avatar
    Click image for larger version. 

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    Just another data point.

    The UK appears to be mirroring the trend in Canada since the beginning of June.
    In statconter, when you look at the weekly chart, in the first day of the current week, it always shows a big rise for BlackBerry, but the following days it soften.

    There are a lot of weird impossible variations in their data, check the monthly chart for UK, South Africa and China, just some examples.
    07-01-13 02:22 PM
  9. cgk's Avatar
    Because the ER is from already-happened sales and the other data is current sales.

    You don't win looking in the rear-view mirror.


    Posted via CB10
    Except that the earning call itself was already trying to lower expectation for the *next* quarter by talking up how hard the market is - do you guys need Heins to sob down the line to get the message they were trying to put across?
    mikeo007 and Marc_Paradise like this.
    07-01-13 02:25 PM
  10. dusdal's Avatar
    Definitely. It will be interesting to see if this UK trend holds over the coming weeks like the Canadian data has.

    The Q5 was officially launched today( 10-12 hours agi) in the UK.

    Posted via CB10
    07-01-13 02:28 PM
  11. thejules's Avatar
    "Those who cannot remember the past are condemned to repeat it." - George Santayana

    Keep believing BlackBerry management.
    Yeah that quote doesn't apply to current bb management. They basically relied on their own perceived pent up demand from bb users for bb10/z10/q10/q5 so in a way they are repeating past mistakes and that is asking to be more patient from investors and bb users.

    Rather than asking for patience the board has a fiduciary duties to act asap including replacing the c-suite before its too late. When I say too late I'm referring to the bears that will drag bb stock down which in turn lowering its assets incl its patents. There has to be some sense of urgency and leadership on behalf of investors from the board and right now thats lacking.
    07-01-13 02:30 PM
  12. tiziano27's Avatar
    Except that the earning call itself was already trying to lower expectation for the *next* quarter by talking up how hard the market is - do you guys need Heins to sob down the line to get the message they were trying to put across?
    Then what do you think cgk, BlackBerry is dead?
    07-01-13 02:32 PM
  13. cgk's Avatar
    Then what do you think cgk, BlackBerry is dead?
    I wouldn't go that far, but I think it is clear that (for whatever reason) - BB10 sales are not ramping and BBOS are declining fast - margins are also declining - if it is dying, it will take a few years to get there and a likely break-up of assets first.
    07-01-13 02:35 PM

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