BlackBerry's 3 Primary Divisions (1) Enterprise Software, (2) BlackBerry Technology Solutions, and (3) Licensing are expected to contribute roughly $490 million (44%), $250 million (22%), and $350 million (31%) to its Total Revenue estimate of $1.1 billion for full-year 2020
FY'20E Revenue Breakdown:Enterprise Software = 44%Licensing IP & Other = 31%Technology Solutions = 22%
Note: BlackBerry's fiscal year ends February
BlackBerry's Business Model
What Need Does It Serve?
BlackBerry primarily provides software and solutions that enable endpoints - which include smartphones, computers, sensors, vehicles, and other connected devices - to trust one another, communicate securely, and maintain privacy.
The need for such applications is rising, with enterprises becoming more decentralized, with applications moving to the cloud and the number of endpoints growing.
Has 4 Operating Segments-
1. Enterprise Software: sells software products including the BlackBerry enterprise mobility suite, which provides endpoint management and BlackBerry AtHoc, a secure communications platform.
2. Licensing IP & Other: this segment is responsible for the monetization of the Company’s global patent portfolio as well as the mobility licensing operations, which license the BlackBerry brand and device software to handset vendors.
3. Technology Solutions: the business includes BlackBerry QNX embedded software as well as several emerging businesses such as the BlackBerry Radar fleet management solutions.
4. Handset & Related Services: includes the legacy handset of Service access fee business.
What Are The Alternatives?
In the endpoint management space, BlackBerry competes with the likes of IBM, Microsoft, VMware, and Mobile Iron.
What Is The Basis of Competition?
Ease of integration with customer's IT systems, Security and reliability and Price.
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Click on the blue "Try Trefis" button in the header to create an account, then navigate back to this dashboard. Now, any changes you make to these inputs will be auto-saved as a scenario (see left panel of dashboard).
2. How to monitor your scenario vs. actual results
Once you've saved your forecast, you can "rename" your scenario by clicking on the gear icon next to the scenario (on the left panel). For more info, see this quick, 30-sec video (look at the 9 sec mark)
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