BlackBerry Retail Investor Q&A - May 4th, 2022
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- Опубликовано: 9 июл 2024
- 0:00 Safe Harbor statement from IR
0:15 Intro by CEO John Chen
5:06 Questions start (1st question on Facebook lawsuit)
5:50 How is BB affected by crises (supply chains, Ukraine, etc).
9:59 UEM competition mentioned on last earnings call (i.e. from MSFT)
14:23 What is BB's plan to get market share in autonomous driving market
20:23 Revenue model on IVY - developers, etc
23:16 Cylance has moved away from Consumer segment (focus on Enterprise)
25:09 Aptiv buying WindRiver
27:06 Will BB consider share buyback with patent sale proceeds
28:05 Partnerships
31:18 Wejo as competitor for IVY
35:08 What is behind Cylance rebranding
37:12 Why is BB undervalued
Always on the ball gadget Master videos, excellent job 👍
Thank you!
This is god’s work
Hmmm interesting
23:16 Cylance has moved away from Consumer segment, to focus on Enterprise, SMB & gov.
20:23 IVY revenue model, including revenue split with OEMs, developers, etc.
9:59 Colour on UEM competition mentioned on last earnings call - i.e. from MSFT, which bundles its MDM offering with other products like Office 365, effectively making it free.
31:18 Wejo as IVY competitor is interesting. They're publicly-traded, and this was their PR in Feb: www.wejo.com/resources/wejo-makes-its-data-available-in-first-of-its-kind-operating-system-for-electric-vehicle-infrastructure-available-through-palantir-foundry
Thanks for this !
25:09 Aptiv acquiring RTOS peer Wind River for US$4.3B in Jan is positive for BB's valuation.
Sort of removes a competitor, as automotive companies other than Aptiv may be hesitant to use Wind River. They'll also cater/prioritize all products to Aptiv in the future.
www.aptiv.com/en/newsroom/article/aptiv-announces-the-acquisition-of-wind-river-a-leading-provider-of-intelligent-edge-software-solutions-from-tpg
Kinda skipped over the revenue part of that partnership & revenue question there budd…
Thanks for this!