BBCool Simon runs down the week’s news in an unprecedented bout of continuity. We go over the BIS outage earlier this week, RIM’s upcoming third quarter results in light of the iPhone, new studies showing BlackBerry use is getting out of hand, and more. Take a listen! (12 minutes)
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BlackBerry Cool Podcast: Episode 10
In two short weeks, RIM will be announcing the results from last quarter. This will be the part where they put their money where their mouth is and we can see how the iPhone actually effected BlackBerry sales. The ongoing company line has been “Thanks for making smartphones popular, Apple”, which certainly has its merit, and with the healthy dose of new device releases, it’s hard to imagine sales slipping at all. To see if the talk holds up, you can sign up for the 5:00 PM ET conference here or take a listen after the fact here.
Handango has announced their quarterly results, and sales for the BlackBerry 8830 has topped the device list. The new kids on the block might have all those fancy features like cameras and Wi-Fi, but the good ol’ BlackBerry 8830 has had time to cement its user base, and is now appreciating the popularity. As ever, the announcement includes the quarter’s top ten products by OS…
Canadians rejoice! Telus has opened up the BlackBerry 8130 for sale, $199.99 with a three year hook in your cheek. Side-loading microSD slot, 2 mpx camera, EVDO compatibility, GPS, A2DP, and comes bundled with not only the lovely new Facebook app, but also Pocket Express. A solid release combined with Telus’ generally rosy third quarter report paints a pretty picture for this carrier’s near future. Props to BlackBerry Sync for nailing the dates and deets.
UPDATE: With a bit of smooth talking, yours truly got the Telus folks here in Ottawa to crack open their shipment early. The rep I talked with hadn’t touched a BlackBerry before, so she was just about as excited as I was to give it a shot.
Ouch. Not only did Sprint make a lukewarm $64 million this quarter (versus $279 million last year), but they also withdrew their optimistic forecast for 2008.
WiMax is still on Sprint’s plate, but they were saying that in August, and didn’t do so hot that quarter either. Of course the customer service thing might be an issue, but straight-up competition from the likes of AT&T and Verizon can’t be ignored. Post-paid subscribers, who really help on the revenue front, declined by 337,000, and the report wasn’t shy to to say that 40% of those losses are from Nextel’s old coverage areas. Keep passing the buck there, guys. Pre-paid customer subscriptions went up, but churn rate for them is pretty high, which isn’t helping Sprint out much. As cute as Sprint’s ad campaigns have been, it’ll take more than that to get their numbers up again.
RIM’s results this quarter were as impressive as ever, reporting a 27% climb in revenues to $1.37 billion, the bulk of which is from device sales. Income alone was $287.7 million, up from $223.2 million last quarter. The world saw 1.45 million more BlackBerry accounts activated, putting the grand total at a little over 10 million users. The market reacted favourably to the announcement, with heavy stock trading happing last night and closing at $103.00. Sales from new devices released this quarter haven’t had much of a chance to ramp up just yet, so we can count on some overflow there for Q3. So much for the iPhone, huh?
Mark your calenders, ladies and gents, because in two weeks’ time RIM will be releasing their quarterly results. From the information dished out Thursday October 4th., 5:00 PM ET, we’ll get a clear view on how much the iPhone has slowed RIM’s momentum, if it has at all. The results will also set the bar for the upcoming fall. We’ve seen a lot of BlackBerrys in the last few weeks, which can only be ramping up to the big Christmas push. If you’re looking to listen in on the live webcast, you can check it out here.
Handango has released their quarterly yardstick report, and sales for BlackBerry 8100 software has come in an impressive second. Playing second fiddle to the Motorola Q, maybe, but still nothing to sneeze at. BlackBerry 8800 sales have been climbing higher, and so are requests for GPS and mapping software. Without further ado, here are this quarter’s top 10 BlackBerry apps, some of which we’ve got in our own store.
1. VoiceControl
2. Ringtone Megaplex
3. Ringphonic Lite
4. Colour Your Trackball
5. WorldMate Professional Edition
6. IM+
7. Ringphonic
8. eSpell
9. Aces Texas Hold’em – No Limit
10. RepliGo Professional
T-Mobile’s next up for quarterly results, and they’ve got a little something to brag about. 857,000 new customers this quarter puts them past double Sprint’s additions, which puts things nicely in contrast. Churn is down to 1.8% from 2.4% last year. Not much change in ARPU, landing at $53. It’s notable that 80% of T-Mobile’s new customers are on contract, which will do well to provide an optimistic long-term outlook. BlackBerry gets props, alongside the Dash and SideKick for solid sales.
Sprint’s second quarter report is now up, with some slightly underwhelming growth numbers, but they’ve still got plenty of subscribers. Maybe their WiMAX efforts will pay off, but some think that Sprint will have to seriously kick it up a notch to compete with AT&T and Verizon. Sprint’s added 400,000 subscribers this quarter, which doesn’t seem like much compared to the 1.5 and 1.6 million marks that the competitors are hitting. Regardless, Sprint’s still holding a 54 million user base – nothing to sneeze at.




