Research In Motion ▪ May 14, 2012

Research In Motion ▪ May 1, 2012

Following IDC’s report this morning that highlighted Apple’s continued growth among mobile phone marketshare worldwide, while coming second to Samsung in global smartphone marketshare, research firm comScore just released its numbers for United States mobile subscribers for the three-month period ending March 2012.

According to comScore, Apple posted impressive growth during the quarter with 30.7-percent marketshare among smartphone platforms in the U.S (up from 29.6-percent). Increasing from 47.3-percent in December 2011 to 51 percent in March 2012, Android was able to grab the top position for platforms during the quarter. Growth for Android and iOS continues to come at the expense of RIM. The company grabbed just 12.3-percent of the platform market in March, which is down from 16 percent in December 2011. Microsoft also lost marketshare with 3.9-percent, which is down from 4.7-percent…
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Research In Motion ▪ February 9, 2012

The United States’ National Oceanic and Atmospheric Administration (via The Loop) is turning the tide in its IT department. Doing what many companies are doing these days, NOAA plans to ditch RIM’s BlackBerry in favor of Apple’s iPhone and iPad. NOAA’s support for the BlackBerry will end May 12, 2012, according to a memo sent to CIO Joseph F. Klimavicz. NOAA did not give a time frame for the roll out.

This is a broader move in the “consumerization” of IT.  Apple makes very little effort to woo IT departments, instead making products that consumers want to bring to work (Read: the CxOs want iPhones).  Coupled with the crashing market share and outlook for RIM, smart IT departments are getting ahead of the curve by moving to iOS.

Oil company Halliburton is also making similar moves over the next two years by dumping the BlackBerry platform and moving to the iPhone. In an internal memo, Halliburton said after “significant research,” the iPhone is more favorable than Android.

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Research In Motion ▪ January 22, 2012

I think the Globe and Mail was the first to report that RIM’s beleaguered CEOs Jim Balsillie and Mike Lazaridis are out – moved upstairs to the boardroom.  The strangest thing about the story, and really the past few years, is the total denial by the leadership that Blackberry is in a death spiral.

Research In Motion Ltd.’s new chief executive officer says the company is doing everything right and does not need a change in strategy, and must instead focus on harnessing its talent to improve the BlackBerry and revive sales.

“It’s a fantastic growth story and it’s not coming to an end,” Mr. Heins said in an interview with The Globe and Mail. “What you will see with me is rigour and flawless execution.”

When asked whether he thought the appointment of Ms. Stymiest as chair and himself as CEO would be enough to satisfy investors, Mr. Heins retorted, “Change to what? Change for what?”

He continued, “I mean, what’s the objective of a change? We’ve made a lot of changes in the past 18 months. Not changes, but also evolution. I changed a lot of my management team, in hardware, software … I’ve trained a lot of other people in the last four years. What do you think I did? … We didn’t stand still in the last 18 months, we did our homework. And I think we will complete our homework soon.”

Even in appointing a current co-COO, who looks even less charismatic than either of the two people he replaces (video below), RIM is hedging its bets on Blackberry 10/QNX, which it won’t release until the end of 2012 on phones —if it bucks recent trends and ships on time.  Heins joined RIM just as the iPhone was released in 2007, and he has seen the company’s market share dive.

RIM’s tablet effort, the Playbook, is barely selling and only when priced below cost.  It still somehow does not natively do email.

It is hard not to feel bad for the position this once great company is now in.

(Making it easier, RIM has scheduled an 8am ET Monday conference call with the press on the details. Press release follows) expand full story

Research In Motion ▪ January 9, 2012

According to the latest ChangeWave Research survey posted Monday, both Apple and Samsung are enjoying “explosive momentum” as 2012 begins while other handset makers are struggling to win the hearts of minds of consumers, such as Canada-based Research In Motion, which today updated its struggling BlackBerry platform with new software features, and Taiwan-based HTC, which posted a 26 percent income drop today —its first quarterly profit decline in two years.

Based on data obtained from 4,000 North American consumers, 54 percent of respondents planning to buy a smartphone in the next 90 days will opt for an iPhone. This is a drop from 65 percent last quarter, but more than enough to keep the coveted title of the most sought-after device. The iPhone’s “industry leading” customer satisfaction remains off the chart at 75 percent by vendor and mobile OS each (3 in 4 iPhone owners said they are ‘Very Satisfied’ with their device). Google’s Android is second with 47 percent mobile OS satisfaction rating and Samsung and HTC are at 47 percent each…

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Research In Motion ▪ December 20, 2011

Analytics firm Millennial Media, the second-largest mobile advertising platform behind Google, on Tuesday, released its monthly Mobile Mix report for November. Similar to their October survey that saw Android’s growth slowing (and iOS gaining). Compared to the summer period for November, both Apple’s and Research in Motion’s respective platform grew at the expense of Google. Specifically, Android went from 56 percent ad requests in October to 50 percent in November.

Meanwhile, iOS went from 28 percent ad requests in October to 30 percent in November. The BlackBerry platform recorded the biggest gain of all mobile platforms, increasing its share of ad requests from 13 percent in October to 17 percent in November. Because both iOS and BlackBerry grew their combined ad impressions by six percentage points, the same amount Android lost in the period, it is safe to assume that Apple and Research In Motion gained traction at the expense of Google’s mobile platform.

The findings are in stark contrast to the seemingly unstoppable Android growth that appears to have slowed down during the crucial holiday sales period. Android in November doubled iOS in ad impressions, but last month – its respective share changed to 50 percent for Android versus 30 percent for iOS. The Kindle Fire vs. iPad adoption figures and more info graphic charts are available below.

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