Unblocking The Main Thread Solving ANRs and Frozen Frames
GWAVACon 2015: BlackBerry - Top Turnaround Story in 2015
1. BLACKBERRY UPDATE
Top Turnaround Story in 2015
(according to the magazine “Capital”, July 2015)
Berlin, Sep 23rd, 2015
Ulf Baltin
Director Enterprise & Public Sales
Central and Eastern Europe
ubaltin@blackberry.com
2.
3. 329 September 2015 Internal Use Only
1984
MIKE
LAZARIDIS
DOUGLAS
FREGIN
It all began in 1984, when Research In Motion (RIM) was founded by Mike Lazaridis and Douglas Fregin, two childhood friends.
RIM started out as an electronics and computer science consulting business.
4. 429 September 2015 Internal Use Only
INTER@CTIVE
PAGER
1996
In 1996, using the Mobitex network, RIM introduced it’s first two-way pager, known as the Inter@ctive Pager. This device
provided two way paging and peer-to-peer messaging (which included delivery and read receipts – an innovation that later
became BlackBerry Messenger).
5. 529 September 2015 Internal Use Only
19981998
RIM 950
“BLACKBERRY"
The 950 offered a 6-line digital display, always-on email, as well as two-way paging…and it could actually go 3 weeks on a single
AA battery. This device would later become known as the “BlackBerry”.
6. 629 September 2015 Internal Use Only
2002
BLACKBERRY
5810
In 2002, RIM launched the BlackBerry 5810. This device was a wireless phone, using an external earpiece and speaker. And it
also incorporated the BlackBerry wireless email solution, making it the very first “smartphone”.
8. 829 September 2015 Internal Use Only
2003 &
following
years
At the Peak:
Revenues: $20 billion
Profit: $ 5 billion
~50 million
BlackBerry smartphones
sold in a year
9. 929 September 2015 Internal Use Only
2003 &
following
years
2004:
1 million BB subscribers
2007:
10 million BB subscribers
11. 1129 September 2015 Internal Use Only
2003 &
following
years
2004:
1 million BB subscribers
2007:
10 million BB subscribers
2012:
76 million BB subscribers
12. 1229 September 2015 Internal Use Only
2003 &
following
years
If you have invested
$ 35,000 in 2001
you have received
$1,000,000 in 2008
(approx. +3,000%)
17. 1729 September 2015 Internal Use Only
John Chen
2013
JOHN
CHEN
In November 2013, John Chen was appointed Chief Executive Officer. Prior to joining BlackBerry, he served as CEO of Sybase
Inc., where he developed and led the company’s re-invention from a mature, slower-growth technology company into a $1.5
billion dollar high-growth innovator.
18. 1829 September 2015 Internal Use Only
2014
BLACKBERRY
ENTEPRISE
SERVICE 12
Starting to Execute a
Turnaround Plan
• Cutting costs
• Securing cash flow
• Focussing on core strenghts
o Enterprise and Government/Public Customers
o Security
o Enterprise Software, incl. VAS and ISV
products, i.e. GWAVA
o Productivity
• No cash burn; return to profitability
(accomplished earlier than projected)
• Securing the customer base and winning new customers
• Growing the business
19. 1929 September 2015 Internal Use Only
BLACKBERRY ENTERPRISE SERVICE 12
(launchedinNov2014)
P’9983
› Comprehensive cross-platform EMM
› End-to-security
› Enterprise mobility ecosystem BBM
PROTECTED
BBM
MEETINGS
VPN
AUTHENTICATION
BYBLACKBERRY
20. 2029 September 2015 Internal Use Only
ACQUIRED
DECEMBER 2014
ACQUIRED
SEPTEMBER 2014
ACQUIRED
MAY 2015
TARGETED FOR
OCTOBER 2015
NEW ADDITIONS TO THE BLACKBERRY TEAM
21. 2129 September 2015 Internal Use Only
2015
BLACKBERRY
ENTEPRISE
SERVICE 12
BLACKBERRY
Recent figures
• Customers:
• All G7 Governments
• 16 of G20 Governments
• 10 largest banks
• 10 largest law-firms
• 5 largest enterprise in healthcare, for Oil and
Gas industry
• Market capitalization (Sep 21, 2015):
• BlackBerry: 4.030.000.000 USD
• MobileIron: 284.000.000 USD
• $3,32 Billion free cash flow
• 44.000 Patents
22. 2229 September 2015 Internal Use Only
2015
BLACKBERRY
ENTEPRISE
SERVICE 12
BLACKBERRY
Recent figures
• Recent Fiscal Quarter (Mar-May, 2015):
• 2,600 enterprise customer wins in the quarter
• Approximately 45% of the licenses associated with these deals
are cross-platform
• Software and technology licensing revenue of $137 million, a
150% increase over Q1 FY15
(MobileIron: $192 million in whole Fiscal YEAR 2014; Net
income or actually loss: -$62 million)
• Positive free cash flow of $123 million in the quarter
• Adjusted EBITDA of $157 million, a 5% increase over Q1 FY15
• BlackBerry to Announce Second Quarter Fiscal 2016
Results on Friday, Sep 25th, 2015
23. 2329 September 2015 Internal Use Only
Acquisition
of Good Technology announced
($425M)