Here is my prediction for BlackBerry in the next 2 years: BlackBerry will go 100% enterprise and BBM will split off as a separate company with a valuation that rivals Snapchat. Anyone who is currently at BlackBerry is right now positioning themselves to either join the enterprise team and build a smartphone for Fortune 1000, or realize their passion is in consumer and join the BBM team.
Distimo recently put out some estimates of downloads and in terms of market share, BBM is doing impressively well. The market share looks to be greater than Snapchat and giving Whatsapp a run for its money. Now, in terms of valuation, you obviously have to consider demographics and the type of messaging service. For example, Snapchat is worth $3 billion because it is entirely pictures and disrupts a significant portion of Facebook’s business. BBM may or may not have the metrics to rival Snapchat and drive valuation in the same way, but in pure downloads it is definitely a worthy opponent.