(public).sospep.subjects ~ view article ~ ANALYSIS-why-blackberry-is-poised-to-return-to-substantial-growth

<h1 style="text-align: center;">SUMMARY: Why Blackberry is on the verge of substantial growth</h1>
<h2>[WHAT]</h2>
<ol>
<li>]&nbsp;Chris explains why he feels that Blackberry will return to growth in the enterprise market, and it won't be from device sales</li>
</ol>
<h2>[WHY]</h2>
<ol>
<li>]&nbsp;Last week, BlackBerry held an <span style="text-decoration: underline;">investor conference</span> that was widely attended by sell-side analysts. It has been 3 1/2 years since they&rsquo;ve held such an event. After watching their presentation and thinking about the new products they&rsquo;ve unveiled, I feel the company could be <span style="background-color: #00ff00;">on the verge of returning to substantial growth.</span></li>
<li>] But this time around, the <span style="background-color: #00ff00;">growth isn&rsquo;t expected to come from device sales</span>. Instead, it seems that BlackBerry, <span style="background-color: #00ff00;">under the leadership of CEO John Chen, could be emerging as a high-growth, enterprise software company.</span></li>
<li>] Chen&rsquo;s focus has been to rebuild the competitive positioning of BlackBerry in the enterprise market. The company <span style="background-color: #00ff00;">still has a huge lead over the competition in terms of the installed base of customers</span>, and I think it just might be able to <span style="background-color: #00ff00;">return to growth by selling software licences that bring in recurring revenue.</span></li>
<li>] Last week the company formally launched BES 12, an updated enterprise server that allows IT departments to manage iPhones, Androids and both legacy and new BlackBerry 10 smartphones.</li>
<li>] According to Strategy Analytics, there are<span style="background-color: #00ff00;"> more than 600 million mobile phones used for business around the world.</span> <span style="background-color: #00ff00;"><span style="background-color: #ffffff;">The vast</span> majority of these phones are not connected to any formal mobility management solution such the BES 12 sold by BlackBerry</span>.</li>
<li>] Chen shifted BlackBerry away from its old model of selling software licences for a one-time fee. They now sell BES licences so that every connected mobile device brings in recurring revenue.</li>
<li>]<span style="background-color: #00ff00;"> There are far more iPhones and Android devices than there are BlackBerry smartphones in the business world</span>, and BlackBerry can now sell <span style="background-color: #00ff00;">a single solution to help IT departments manage their whole fleet of mobile phones and tablets.</span></li>
<li>] enormous opportunity for BlackBerry to generate even more recurring revenue from several <span style="background-color: #00ff00;">new value-added services that it recently launched</span>. For example, <span style="text-decoration: underline;"><span style="background-color: #00ff00;">BBM meetings</span></span> is a new service that will compete with WebEx, a market leader in the old world of desktop-based Internet meetings. BlackBerry <span style="background-color: #00ff00;">also announced a secure way to connect enterprise users to their corporate virtual private networks (VPNs),</span> dispensing with the old, inconvenient and expensive method of using a RSA SecurID key fob (sold by Citrix Systems). These and <span style="text-decoration: underline; background-color: #00ff00;">other new services</span> should contribute to significant revenue growth starting right now.</li>
<li>As a long-term investor I see how, over the next several years with solid execution, BlackBerry could grow to $10-billion in annual software and service. That kind of growth could easily support a stock price four times higher than today&rsquo;s prices.</li>
<li>To accomplish this, BlackBerry would not only need to sell a lot of software to a lot of customers, but it would have to beat out a lot competitors in the process.<span style="background-color: #00ff00;"> I&rsquo;m not ready to declare that this will absolutely happen,</span> but the <span style="background-color: #00ff00;">chances the company faces are much better now that the management team has been almost entirely replaced with people who have vast experience in enterprise software sales.</span></li>
</ol>
<h2>[WHERE]</h2>
<ol>
<li><strong>] READ THE FULL ARTICLE</strong></li>
<ol>
<li>]&nbsp;<a href="http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/growth-investing/blackberry-could-emerge-as-a-high-growth-enterprise-software-company/article21625469/" target="_blank">http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/growth-investing/blackberry-could-emerge-as-a-high-growth-enterprise-software-company/article21625469/</a></li>
</ol></ol>
<h2>[WHEN]</h2>
<ol>
<li>] 2014-11-17</li>
</ol>
<h2>[EXAMPLE]</h2>
<ol>
<li>]</li>
</ol>
<h2>[HOW-TO]</h2>
<ol>
<li>]</li>
</ol>
<h2>[REFERENCE]</h2>
<ol>
<li><strong>]&nbsp;<a href="/view/article?id=796" target="_blank">Blackberry 10 Operating system overview</a></strong></li>
<ol>
<li>[what] a new mobile operating system (OS) from Blackberry(BBRY) for a new series of smartphone models [why] new gesture based user interface(UI) that replaces the bbos 7 [where] the NEW bb 10 smartphone series[when] 2013-01-31</li>
</ol>
<li><strong>] Blackberry's smartphones (current models)</strong></li>
<ol>
<li>] <strong><a href="/view/article?id=3782" target="_blank">Blackberry Passport keyboard+touchscreen </a>- </strong>]&nbsp;an innovative&nbsp;physical qwerty keyboard that incorporates capacative touch and&nbsp;integrates with&nbsp;the large touchscreen(4.5")</li>
<li>]&nbsp;<strong>Blackberry&nbsp;Z-3 full-touchscreen - </strong>] details of 1 model&nbsp;of the&nbsp;bb 10 os smartphone models</li>
<li>] <strong><a href="/view/article?id=1782" target="_blank">Blackberry Z-30 full-touchscreen</a>&nbsp;- </strong>] details of 1 model&nbsp;of&nbsp;a&nbsp;bb 10 os full touchscreen(5.0") hardware models</li>
<li>] <strong><a href="/view/article?id=2118" target="_blank">Blackberry Q-10 keyboard+touchscreen</a></strong>&nbsp;-] details of 1 model&nbsp;of the&nbsp;bb 10 os&nbsp;hardware models, the first with a physical qwerty keyboard and a touchscreen(3")</li>
<li>] <strong><a href="/view/article?id=1069#content" target="_blank">Blackberry Z-10 full-touchscreen</a>&nbsp; - </strong>] details of 1 model&nbsp;of&nbsp;a&nbsp;bb 10 os touchscreen(4.3") hardware models</li>
</ol>
<li><strong>] about the author</strong></li>
<ol>
<li>] <a href="/view/person?id=301" target="_blank">Chris Umiastowski</a></li>
</ol></ol>
<h1 style="text-align: center;">&nbsp;</h1>

~ view article ~ Chapter] ch-002-blackberry FROM [ Book] companies IN [ libraries] business