Q4 16: BB recongnized revenue on 600 K units // ASP 315
down from 700 K last quarter. ASP the same as Q3FY16
UPDATES:
- Chens No 1 focus is now software & services
- If hardware becomes a burden, BB will get out of devices (as stated multiple times before)
- Break even of hardware now down to 3 mio devices a year if asp stays as it is
Infos from the call regarding BB10 (from the chat, written by Bla1ze):
- 10.3.3 might be as late as june.
- 10.3.4 FY 2018
Originally Posted by
Dunt Dunt Dunt Classic is out of production (due to lack of old memory parts, have to assume the same for the LEAP). If you want a BB10 device, you had better buy it now.
Mid-grade is all he mentioned for future hardware... but needing high ASP.
Can get by with only 3 million a year if the ASP stays where it is ($315) - only problem is they aren't on track for 3 Million and I doubt they'll sell more of the PRIV after the launch. Launches are when you see the big numbers.
Did talk about direct to Enterprise distribution for hardware, and they were working to improve this. But also mentioned working with carriers that have enterprise focused channels.
Further details:
- user base down to 23 mio (from 25 mio in Q3FY16 and 37 mio Q4FY15)
- 0.7 million smartphones sold through to end customers (down from 0.9 mio in Q3FY16 and 1.6 mio in Q4FY15)
source: Associated Documents