Passport and Classic Sales Numbers?
- Why does everyone with a different view have to be working for "someone" to damage the value of BBRY? There have been people questioning BlackBerry's products and business decisions on CrackBerry... LONG before some here got so concerned with the stock valuation. I agree with markmall... being emotionally attached to a stock can be a money-losing proposition.
Heck evey Kevin and Bla1ze have called a number of decisions into question. And it's pretty clear that right now Bla1ze isn't very impressed with the 10.3.1 update release.... maybe the shorters have gotten to him to?
Posted via CB10Last edited by Glenn Biddle; 02-23-15 at 08:42 PM.
02-23-15 02:53 PMLike 0 -
- Q4... I would not expect to see much in the way of growth in sales during this time frame. The Passport is a low volume device with a limited market, so numbers aren't going to be huge for it. The Classic is suppose to be THE device for enterprise, and enterprise is the NICHE so I'm sure they are hoping for sales of millions of them....
But as there is only one month left in the quarter now and it still isn't available to enterprise in the US..... Most of the Classic sales won't get counted until the first quarter of the next fiscal year.
Amazon is a consumer site, selling unlocked devices..... that still isn't how most North American customers buy smartphones. Consumer or Enterprise.
Posted via CB1002-23-15 10:10 PMLike 0 -
Posted via CB1002-23-15 10:16 PMLike 0 -
It will be great if some numbers do get counted in the 4th quarter...but based on the timing of sales and how they count them (most of the Passport sales are believed not to have counted in the 3rd quarter)... I'm not going to get too excited if the 4th quarter sales don't go up a lot.Kosmann likes this.02-24-15 07:38 AMLike 1 - Do you have some evidence that the Classic was being deployed in the US before last Friday? While I don't know any truly huge Corporations with thousands of users... most of the small companies I know of with 10 - 50 users do buy from Carriers. I really don't know what type of sales system BlackBerry has in place for large corporate accounts... but I understood that BlackBerry had done away with a number of sales positions.
It will be great if some numbers do get counted in the 4th quarter...but based on the timing of sales and how they count them (most of the Passport sales are believed not to have counted in the 3rd quarter)... I'm not going to get too excited if the 4th quarter sales don't go up a lot.
#BBFactCheck02-24-15 09:33 AMLike 0 -
- Well folks, looks like the new crop of BB10 devices is still not gaining much traction from a global shipments perspective. I guess this is the best indicator we have for now....
Fresh off the presses for Q4 2014....
Out of 1.3% billion smartphones shipped globally in 2014, says IDC, 81.5% ran Google’s Android, while 14.8% ran Apple’s iOS operating system. Those share numbers were an increase for Google for the year of 2.8 percentage points, a decline for Apple of three-tenths of a point.
However, in Q4, Apple’s share rose from 17.5% to 19.7%, while Google’s slipped from 78.2% to 76.6%
BlackBerry’s share slipped to 0.4% of shipments in Q4, IDC believes, down from 0.6% a year earlier, while Microsoft’s Windows Phone operating system was at 2.8%, down from 3%.sentimentGX4 likes this.02-24-15 04:07 PMLike 1 - IDT release
Android and iOS Squeeze the Competition, Swelling to 96.3% of the Smartphone Operating System Market for Both 4Q14 and CY14, According to IDC - prUS25450615
Smartphone OS Highlights
Android pushed past the one billion unit mark in 2014, a significant milestone by itself but also because total Android volumes in 2014 bested total smartphone volumes in 2013. Samsung retained the leadership position by a wide margin, shipping more volume than the next five vendors combined. At the same time, Samsung's total volumes for the year remained essentially flat while Asian vendors including Huawei, Lenovo (including Motorola), LG Electronics, Xiaomi, and ZTE fueled the most growth for Google's platform.
iOS saw its market share for 2014 decline slightly even as volumes reached a new record and grew at nearly the same pace as the overall smartphone market. Much of this was due to the strong demand for Apple's new and larger iPhones and the reception they had within key markets. What remains to be seen is how Apple will sustain demand going forward, as larger screens were among the last gaps in its product portfolio.
Windows Phone had the smallest year-over-year increase among the leading operating systems growing just 4.2%, well below the overall market. Having finalized its acquisition of Nokia in the spring of 2014, Microsoft relied primarily on a long list of entry-level Lumia devices to maintain its position in the market, and relied on its partners HTC and Samsung to provide cover on the high-end of the market. With the launch of Windows 10 later this year, Windows Phone stands to make a more concerted effort to return to the high end of the market.
BlackBerry posted the only year-over-year decline among the leading operating systems, falling -69.8% from 2013 levels. 2014 marked a year of rationalization for the beleaguered platform, and by the end of the year the company had revealed multiple enhancements to its platform and new device additions with the BlackBerry Passport and BlackBerry Classic. CEO John Chen anticipates 10 million units will be shipped in 2015, returning the company to profitability and marking a 72% increase over the 5.8 million units shipped in 2014.eyesopen1111 and Andy_bb_king like this.02-24-15 04:29 PMLike 2 - IDT release
Android and iOS Squeeze the Competition, Swelling to 96.3% of the Smartphone Operating System Market for Both 4Q14 and CY14, According to IDC - prUS25450615
Smartphone OS Highlights
...
BlackBerry posted the only year-over-year decline among the leading operating systems, falling -69.8% from 2013 levels. 2014 marked a year of rationalization for the beleaguered platform, and by the end of the year the company had revealed multiple enhancements to its platform and new device additions with the BlackBerry Passport and BlackBerry Classic. CEO John Chen anticipates 10 million units will be shipped in 2015, returning the company to profitability and marking a 72% increase over the 5.8 million units shipped in 2014.
I'd love to hear Chen's plan for 2015 device launches and from where he plans to get these 10 million sales. BlackBerry had better get the Visa/Victoria available ASAP. If BlackBerry really intends to sell phones this year at 172% of last year's unit rate of 5.8 million devices sold, Chen needs to get his hussle on like a one-legged man in a ****-kicking contest!Last edited by eyesopen1111; 02-24-15 at 05:07 PM.
sentimentGX4 and techvisor like this.02-24-15 04:50 PMLike 2 - Good....as in a share of the 3 million device sales level Blackberry seems to be at these days ?
IMHO Blackberry needs to be selling around 15 million devices per quarter to be able to declare the turnaround a success. Heck, they did that volume a couple of years ago with the Bold 9900 !
While I know quarterly increases are always marginal, but with the Passport and Classic, I'm expecting to see a steady march towards Blackberry's notional market share of around 15%.03-16-15 11:39 AMLike 0 -
- Why does everyone with a different view have to be working for "someone" to damage the value of BBRY? There have been people questioning BlackBerry's products and business decisions on CrackBerry... LONG before some here got so concerned with the stock valuation. I agree with markmall... being emotionally attached to a stock can be a money-losing proposition.
Heck evey Kevin and Bla1ze have called a number of decisions into question. And it's pretty clear that right now Bla1ze isn't very impressed with the 10.3.1 update release.... maybe the shorters have gotten to him to?03-16-15 10:59 PMLike 0 -
Good....as in a share of the 3 million device sales level Blackberry seems to be at these days ?
IMHO Blackberry needs to be selling around 15 million devices per quarter to be able to declare the turnaround a success. Heck, they did that volume a couple of years ago with the Bold 9900 !
While I know quarterly increases are always marginal, but with the Passport and Classic, I'm expecting to see a steady march towards Blackberry's notional market share of around 15%.
The hardware division is helping to accelerate the turn around process. Eventually the company will no longer be boggled down by low volume hardware sales. That is the primary goal. Each of the 4 divisions is being setup to be independent of each other. If for some reason software profits are low for a quarter, it won't drag the company down. Same with hardware, it won't drag the entire company down. John Chen is transforming this company to a tight, well managed profit generating company.03-16-15 11:05 PMLike 0 -
- How long have the US carriers like AT&T been offering the passport and classic? I would assume that most whom are buying from Amazon are people who are fans and want this device without carrier subsidies. So when AT&T offer plans at $22/mth for the passport and $14/mth for the classic, I can see the Amazon rankings falling like a stone. Seem the only logical solution from going from top 10 down to 80 that fast.03-17-15 05:37 AMLike 0
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Passport and Classic Sales Numbers?
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