[dbmalloy]

An intersting talke on MobileIron and Apples's inroads into Enterprise.... What do you think?

MobileIron Surges 10%: BlackBerry May Get Ditched with Apple?s iOS 8 - Tech Trader Daily - Barrons.com

MobileIron Surges 10%: BlackBerry May Get Ditched with Apples iOS 8

By Tiernan Ray

Deutsche Banks Karl Keirstead today reiterates a Buy rating on shares of MobileIron (MOBL), the maker of software to manage devices inside corporate networks, arguing the company may see a rise in activity as companies ditch BlackBerry (BBRY) devices in favor of Apples (AAPL) iPhone.

Keirstead alludes to conversations with companies that suggest the release of Apples iOS 8 version of its mobile operating system will close the gap in security with BlackBerry devices, and therefore make Apples iPhone and iPad more acceptable to enterprise:

According to our recent checks, the real catalyst for an enterprise move to replace their BlackBerrys may not be the launch of BES12 and an evaluation of its functionality, but rather the launch of Apples iOS 8 operating system, which Apple has indicated is due in the fall of 2014 and many Apple- watchers believe is coming in September 2014 [...] While much of the media and analyst attention has been on the consumer- focused improvements coming in iOS 8, our attention is squarely on the new enterprise-grade features. Apple itself has flagged expanded data protection and encryption (using the current device passcode to extend data encryption to email and third-party apps), per message S/MIME (allows users to sign and encrypt individual messages), Always-ON VPN (which adds more security), more granular app and document content control (the ability to push or remove docs), new MDM features for IT administrators (setting device names remotely, new MDM queries), new app development features (such as developer access to the Touch ID fingerprint technology) and the removal of AirDrop (which allows users to share files with nearby Apple users).

Keirstead thinks enterprises continue to have concerns about BlackBerrys stability and lack of apps:

We recently spoke with the mobile IT head at one large enterprise, which is planning a partial migration away from BlackBerry due to three issues, including 1) concerns about BlackBerrys ongoing ability to invest at scale to support new devices as well as the employee turnover in accounts execs and the engineering ranks, 2) concerns about the app eco-system compared to Apple and the MDM platform compared to pure-plays and 3) end user preference, believing that most employees prefer iPhones (in the 2Q14 data from IDC, BlackBerry garnered just 1.5% share of total unit shipments).

BlackBerrys forthcoming BES 12 version of its mobile management software may not prevent companies from moving to MobileIron or Citrix Systems (CTXS) or another software vendor for device management, he thinks:

This represents a risk to MOBL if BES12 were to have success becoming a multi-OS platform. Until recently, weve been under the impression that many enterprises will wait for the BES12 release before deciding whether to whether to upgrade or replace their BlackBerry infrastructures. Now, were less sure. More recent customer checks suggest that a migration is inevitable and that at best, BES12 will enable a more orderly transition and may be able to match, but likely not exceed, the MDM functionality offered by rival mobile device platforms.

Shares of MobileIron are up 89 cents, or almost 10%, at $10.26, while shares of BlackBerry (BBRY) are up 4 cents, or half a percent at $9.99.

[unbreakablej]

I can't believe mobile iron is still priced higher than BlackBerry ? it is crazy. Even now BlackBerry ? has a bigger marker share in the mobile management sector.

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[Playbook007]

Wait till 10.3, Blend, and BES12. Then we will see.


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[igor10000]

Unbelievable.

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[crackbrry fan]

Yes I I want mobile Iron after the Aviva fiasco. I want to run to them.

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[ssbtech]

Wait till 10.3, Blend, and BES12. Then we will see.

Really? What will those bring to the table?

BlackBerry is sorely far behind in apps and overall ecosystem. Employees want a device they can live with both at and outside of work. Apple and Android devices meet this need. BlackBerry? The app-gap alone is a massive drawback.

With MS Office available for the iPad, that's just one more MAJOR advantage Apple has over BlackBerry in the corporate world.

With a shift from device software and developer relations to enterprise MDM, BlackBerry is once again moving back to what got them in trouble in the first place - building an ecosystem where the corporate issued BlackBerry sits in the desk drawer overnight while the user takes home their much more capable iPhone.

Don't get me wrong, I love my BB10 phone. I much prefer using it to iPhones and Androids, but at the end of the day a slick Cascades UI and the hub isn't winning back users already invested in much more developed ecosystems.

[BanffMoose]

Don't get me wrong, I love my BB10 phone. I much prefer using it to iPhones and Androids, but at the end of the day a slick Cascades UI and the hub isn't winning back users already invested in much more developed ecosystems.

I hear the phrase "already invested in much more developed ecosystems" and I'm always confused by it. There are numerous studies out there that claim:

1) despite the large number of apps in the iOS and Android ecosystems, the vast majority are never downloaded, not even once.
2) majority of users don't actively download apps
3) vast majority of users download only the "free" apps and most of those don't make any in-app purchases

If you don't buy apps or make any in-app purchases, how exactly are you "invested" in an ecosystem such that you find it difficult to change?

[donnation]

I hear the phrase "already invested in much more developed ecosystems" and I'm always confused by it. There are numerous studies out there that claim:

1) despite the large number of apps in the iOS and Android ecosystems, the vast majority are never downloaded, not even once.
2) majority of users don't actively download apps
3) vast majority of users download only the "free" apps and most of those don't make any in-app purchases

If you don't buy apps or make any in-app purchases, how exactly are you "invested" in an ecosystem such that you find it difficult to change?

If you don't think people are buying apps or purchasing anything from them and their reasoning for not using BB10 is lack of apps then what do you think the reason is? And if no one is buying or using apps then why does snap exist and why does the ability to run Android apps exist on BB phones? Someone must be using them if people are asking for them even on BB phones.

[nabil114]

Blackberry can always buy MobileIron.

[gebco]

I hear the phrase "already invested in much more developed ecosystems" and I'm always confused by it. There are numerous studies out there that claim:

1) despite the large number of apps in the iOS and Android ecosystems, the vast majority are never downloaded, not even once.
2) majority of users don't actively download apps
3) vast majority of users download only the "free" apps and most of those don't make any in-app purchases

If you don't buy apps or make any in-app purchases, how exactly are you "invested" in an ecosystem such that you find it difficult to change?

Doesn't matter. Whether reality or not, there's a perception. And perception is reality.

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[igor10000]

.. much more capable iPhone.

With Amazon, the employees can now have both fart apps and send work emails with attachments.

Seriously, the Amazon deal closes the app gap for any major apps out there.

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[igor10000]

If you don't think people are buying apps or purchasing anything from them and their reasoning for not using BB10 is lack of apps then what do you think the reason is? And if no one is buying or using apps then why does snap exist and why does the ability to run Android apps exist on BB phones? Someone must be using them if people are asking for them even on BB phones.

I agree. Most people I know have never downloaded anything except Instagram and foursquare. I have a lot of in friends who would need pay for an app.

It's not people but mobile tech editors who keep blathering about "app gap" in regards to BlackBerry.

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[BanffMoose]

If you don't think people are buying apps or purchasing anything from them and their reasoning for not using BB10 is lack of apps then what do you think the reason is? And if no one is buying or using apps then why does snap exist and why does the ability to run Android apps exist on BB phones? Someone must be using them if people are asking for them even on BB phones.

I didn't say no one is using apps. I was trying to say that if a person didn't buy a lot of apps or make a lot of in-app purchases then they aren't really invested in their competitor's ecosystem in a way that would make it difficult to switch to BlackBerry. Especially if the apps or comparable apps are available on BB10, via native, third party or Snap.

When BB10 was first released there was a "lack of apps" problem. But currently, the problem is due in large part to what transpired all of last year and the proverb, "A lie repeated a thousand times becomes the truth."

If the studies are true that most people aren't downloading apps at all, then they can easily switch to BlackBerry because for that contingent of the population, the app gap is a non-issue. I'd wager that percentage is pretty large.

My personal feeling is that people who only want ad-supported apps should stay on Android and iOS. Introducing a plethora of ad supported apps on BB10 will adversely affect the security and privacy advantage that BlackBerry users currently enjoy over the other platforms.

[sentimentGX4]

I can't believe mobile iron is still priced higher than BlackBerry ? it is crazy. Even now BlackBerry ? has a bigger marker share in the mobile management sector.

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Price of a share is not how you calculate the value of a company. You need to consider the number of outstanding shares.

MobileIron currently has a market capitalization of under 1 billion USD while Blackberry has a market capitalization of over 5 billion.

If you don't think people are buying apps or purchasing anything from them and their reasoning for not using BB10 is lack of apps then what do you think the reason is?

The second really serious obstacle to sales is the relatively high price of the devices or low specs.

[rthonpm]

Really? What will those bring to the table?

BlackBerry is sorely far behind in apps and overall ecosystem. Employees want a device they can live with both at and outside of work. Apple and Android devices meet this need. BlackBerry? The app-gap alone is a massive drawback.

With MS Office available for the iPad, that's just one more MAJOR advantage Apple has over BlackBerry in the corporate world.

With a shift from device software and developer relations to enterprise MDM, BlackBerry is once again moving back to what got them in trouble in the first place - building an ecosystem where the corporate issued BlackBerry sits in the desk drawer overnight while the user takes home their much more capable iPhone.

The ecosystem argument doesn't make sense when you're talking about MDM. BES10 and BES12 both have the ability to manage iOS and Android devices to whatever corporate standards a company has to follow. BlackBerry makes their money off the individual licenses for access to the BES, just like Microsoft does with its server products. With these products, there's no longer a need for a two phone solution. Employees can have the ability to choose whatever device they want from their company while the company can be assured that their data is safe.

Like a lot of Crackberry members you're confusing the idea of the enterprise with the expectations of consumer devices. Two entirely different animals. With MDM, whether BlackBerry sells phones or not, they still have incoming money from the CAL's that grant access to a BES. It's an ongoing revenue stream as opposed to the one and done impact of a single device.



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[ibpluto]

Really? What will those bring to the table?

BlackBerry is sorely far behind in apps and overall ecosystem. Employees want a device they can live with both at and outside of work. Apple and Android devices meet this need. BlackBerry? The app-gap alone is a massive drawback.

With MS Office available for the iPad, that's just one more MAJOR advantage Apple has over BlackBerry in the corporate world.

With a shift from device software and developer relations to enterprise MDM, BlackBerry is once again moving back to what got them in trouble in the first place - building an ecosystem where the corporate issued BlackBerry sits in the desk drawer overnight while the user takes home their much more capable iPhone.

Don't get me wrong, I love my BB10 phone. I much prefer using it to iPhones and Androids, but at the end of the day a slick Cascades UI and the hub isn't winning back users already invested in much more developed ecosystems.

With all due respect, but you have no idea of what you are talking about. BES12 manages all device OS's allowing employees to bring what ever device they choose to work (ie iOS, Android...etc). BlackBerry has made it clear, the focus is on Enterprise and being able to manage in the most secure fashion the companies choice to allow BYOD. BES12 puts them squarely at the top of that capability. They are moving away from their past by opening up to other platforms.

To your other points, Blend will allow you to manage your BlackBerry device from other devices including iPads and laptops (ie answer back a BBM from your iPad mini). 10.3 will bring Amazon preloaded onto your BlackBerry, which does close some of the app gap (certainly better than nothing). For companies that still choose to provide devices (and about 30% of them still do), this will make BlackBerry devices a little more attractive should they choose to go in that direction.

Does that answer your question of what it brings to the table? (which is where you should have ended your post BTW )

CB10'n it via da Z...30

[boeingrules]

I hear the phrase "already invested in much more developed ecosystems" and I'm always confused by it. There are numerous studies out there that claim:

1) despite the large number of apps in the iOS and Android ecosystems, the vast majority are never downloaded, not even once.
2) majority of users don't actively download apps
3) vast majority of users download only the "free" apps and most of those don't make any in-app purchases

If you don't buy apps or make any in-app purchases, how exactly are you "invested" in an ecosystem such that you find it difficult to change?

1,2,3 all apply to BlackBerry App World, or any app market for that matter. The average number of apps and games on an iPhone is 30 if I'm not mistaken, and the figure for BlackBerry is around 8.

Also, ecosystems include other devices as well. BlackBerry doesn't have an iPad, Mac, Apple TV, AirPort, Time Capsule, etc. Some people have all of them, which could cost them many thousands of bucks. They automatically such content either each other, etc. BlackBerry doesn't get any of this. This is an ecosystem far more advanced, capable, and expensive than what most other tech companies can provide.

Some people have all of those devices, which could cost them many thousands of bucks. Not to mention all the Apple specific acessories. I would say that users with this many devices and even those with just two ARE heavily invested in the ecosystem.

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