CEO Heins on 220 carriers coming on board in the next two quarters...Sell the Hell Out!
"Today our launch is even accelerating. 223 carrier (technical) acceptances have already been completed and over 60 carriers are now launched across 40 countries and there's still more than 30 countries to come. And for Q10, our first lab entry was achieved in late February and Q10 is now testing with over 40 carriers in 20 countries. As mentioned at our launch in January, availability of Q10 will commence in April."
Telefonica alone will sell over 1.5 million Z10 and Q10 per quarter. When the mid and entry BlackBerry are launched, Telefonica will be the primary distribuotr in Latin America. The have almost 40% of the Latin America mobile market.
The Q10 will have a faster launch rate because of the many carriers already selling the Z10 and the high demand from small businesses, large corporate and governments. My 4 million Z10s and Q10 is conservative.
Another "forgot about item" from Heins in the last Conference Call......
"We’ve also loaded BES 10 with new capabilities and a more comprehensive set of features, including security for IOS and Android devices through our secure workspace product. Blackberry is the most widely deployed mobility solution in enterprises and government today, as acknowledged with the more than 31 petabytes of traffic passing through the Blackberry trusted environment every month.
Over the past few weeks, we have been on the road visiting customers through the Blackberry Experience Forum roadshow for enterprise customers. We wanted to showcase the Blackberry 10 platform and what a response we got. Approximately 8,400 professionals have attended the Blackberry Experience Forum event in 17 cities, with more to come. 4,600 companies in North America have registered for the Blackberry 10 Ready program, and 2,300 companies have completed all three training programs for the Blackberry 10 Ready program.
[unintelligible] customers, such as SAP, Cisco, HP, IBM, CDW, [Box], and Citrix joined us during this tour, and exhibited their integration of Blackberry 10. This has really been very exciting stuff for us and our customers."
Sentiment: Strong Buy
BBRY was the GIANT
BBRY shrank to a tenth of its size
But now BBRY is making people nervous because it can OUT-INNOVATE the rest Apple may have a larger bank account. Google larger. Samsung too. But when it comes to innovation
BBRY will lead the pack
Sentiment: Strong Buy