5 ms·

Death spiral you say? http://chart.apis.google.com/chart?cht=bvg&chs=323x200&chbh=18&chdlp=t&chls&chg=0%2C25&chm=D%2C926BDA%2C2%2C-1%2C3%7Cs%2C6000A7%2C2%2C-1%

by rorrr 16y ago

Death spiral you say? http://chart.apis.google.com/chart?cht=bvg&chs=323x200&chbh=18&chdlp=t&chls&chg=0%2C25&chm=D%2C926BDA%2C2%2C-1%2C3%7Cs%2C6000A7%2C2%2C-1%2C5&chdl=Revenue%7CNet%20income%7CProfit%20margin%20(%25)&chco=4D89F9%2CC6D9FD%2C926BDA&chds=0%2C20000%2C0%2C20000%2C0%2C100&chxt=x%2Cy%2Cr&chxl=0%3A%7C2007%7C2008%7C2009%7C2010%7C2011%7C1%3A%7C0%7C5000%7C10000%7C15000%7C20000%7C2%3A%7C0%25%7C25%25%7C50%25%7C75%25%7C100%25&chd=t2%3A3037.103%2C6009.395%2C11065.186%2C14953.224%2C19907%7C631.57202%2C1293.8669%2C1892.616%2C2457.144%2C3411%7C20.795212%2C21.530737%2C17.10424%2C16.432201%2C17.134676 http://chart.apis.google.com/chart?cht=bvg&chs=323x200&#...

martythemaniak 16y ago
RUN FOR THE HILLS! On a more serious note, they're going through a tough period, but I expect them to make it through. They are transitioning to a whole new OS, which is too new and rough (I played with a playbook a bit) to carry their product line, while their old OS is not good enough. The good news is that their strong performance until now gives them enough slack to make the transition. By Holiday Season 2012, they should have both tablets and phones all transitioned to a polished version of QNX, which should allow them to be competitive. The smartphone market is also growing very rapidly, so if they manage to hold onto 2nd or 3rd place with ~15% share, that still means tens of millions, if not hundreds of millions of devices sold per year. All depends on execution however.
- troymc 16y ago
  When you write "They are transitioning to a whole new OS" I assume you mean "They are transitioning to a different OS" because the different OS is QNX and it has been around for decades (so it's not a "new OS").
  - mixmastamyk 16y ago
    He's likely referring to a new shell on top.
steveplace 16y ago
that's not why everyone's worried http://ycharts.com/companies/RIMM/revenue_growth http://ycharts.com/companies/RIMM/revenue_growth

by rorrr 16y ago

martythemaniak 16y ago

RUN FOR THE HILLS! On a more serious note, they're going through a tough period, but I expect them to make it through. They are transitioning to a whole new OS, which is too new and rough (I played with a playbook a bit) to carry their product line, while their old OS is not good enough. The good news is that their strong performance until now gives them enough slack to make the transition. By Holiday Season 2012, they should have both tablets and phones all transitioned to a polished version of QNX, which should allow them to be competitive. The smartphone market is also growing very rapidly, so if they manage to hold onto 2nd or 3rd place with ~15% share, that still means tens of millions, if not hundreds of millions of devices sold per year. All depends on execution however.

troymc 16y ago
When you write "They are transitioning to a whole new OS" I assume you mean "They are transitioning to a different OS" because the different OS is QNX and it has been around for decades (so it's not a "new OS").
- mixmastamyk 16y ago
  He's likely referring to a new shell on top.

steveplace 16y ago

that's not why everyone's worried http://ycharts.com/companies/RIMM/revenue_growth http://ycharts.com/companies/RIMM/revenue_growth