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Google's Chrome OS: Will you give up desktop apps?
Google revealed a bevy of noteworthy developments for its Chrome OS. However, the success or failure of the Chrome OS will ride on whether users will give up desktop applications.... Continued »
Category: Research In Motion
November 23rd, 2009
Admob: Droid and Android army make big browsing splash
It didn’t take long for Motorola’s Droid to make a big splash in the browsing statistics, according to mobile ad firm AdMob.
In AdMob’s latest metric report (blog, statement, PDF), Android phones had 20 percent of smartphone traffic, up 7 percent from six months before. And Motorola’s Droid and CLIQ have had a quick impact on the browsing share.
AdMob, which has been acquired by Google, looked at the devices that comprise the market share of the mobile players. For instance, here’s a look at the Android breakdown:
Simply put, Motorola’s new handsets really moved the needle within Android market share stats.
RIM’s breakdown was also interesting. The big takeaway: The Curve rules the roost and the Storm is a so-so performer. Browsing is infinitely better on the Storm than Curve so it’s a little surprising it doesn’t have more share.
Overall, not a lot has changed in the smartphone standings. Apple’s iPhone platform is dominant. However, Android and its army of devices are likely to make a push in the months to come.
November 9th, 2009
RIM announces app payment platform, Adobe partnership, OpenGL ES support
Research in Motion announced several advancements at its 2009 BlackBerry Developer Conference on Monday, including a new application payment platform, tighter integration with Adobe products and OpenGL ES support for version 5.0 of its mobile operating system.
October 28th, 2009
RIM's second Storm: Not enough to erase memories of the first
I lug around the Research in Motion’s BlackBerry Storm and find it to be a device that can be useful but generally annoys you a little bit every day. The touch screen doesn’t quite work right, the browser is iffy and there are numerous little flaws that bum you out over time. So after checking out a review copy of the Storm 2 I really only had one question: Could the Storm 2 erase the taste the first Storm left in my mouth?
The short answer: No.
I’ve made my decision about the Storm before I took Storm 2 for a spin. There’s little chance that I’ll get a BlackBerry the next go round with Verizon Wireless. I’m all about the latest iteration of the Droid when it comes around. But the second version of the Storm, which is available today, was at least worth a look and I was open to going another round. If RIM hit a home run maybe I’d forget the first flawed version.
Andrew Nusca: With BlackBerry Storm2, RIM wins the battle but loses the smartphone war [review]
Rest assured, RIM improved a lot with the Storm 2. The display is nicer, the virtual keyboard works well and overall it feels snappier (review).
What I liked:
- The keyboard was much better.
- The Wi-Fi option was nice to have.
- Overall, the OS seemed more tuned.
Simply put, if I was new to the Storm the latest incarnation would be a worthwhile device. But here’s the rub with smartphones: You don’t often get a second chance. If the first rollout is flawed you never quite get over the experience. Add it up and the Storm 2 not only faces competition from the iPhone but the bevy of Android devices lining up at Verizon Wireless.
Also: RIM BlackBerry Storm2 coming to Verizon on Oct. 28; $179
Verizon preps fourth quarter device barrage; Droid will ’stimulate demand’
October 15th, 2009
First look: BlackBerry Storm 2 review
CNET’s Bonnie Cha does the walkthrough of Research in Motion’s BlackBerry Storm 2, which aims to fix the flaws of the first version.
Here’s the video:
October 8th, 2009
Apple leads smartphone customer satisfaction
Apple is the top smartphone dog in both consumer and business satisfaction, according to J.D. Power and Associates 2009 rankings.
J.D. Power released a bevy of surveys gauging the satisfaction with traditional mobile phones and smartphones (statement). The surveys ranked vendors by whether consumers are using the phones for business or personal use. Apple led both categories.
Among smartphones used for personal reasons, Apple led the pack followed by LG and Research in Motion’s BlackBerry. Key factors for personal use include ease of use, operating system, features and designs. Here’s the breakdown:
October 5th, 2009
Vonage launches mobile apps; Focuses on international calls
Vonage on Monday launched applications for the iPhone, BlackBerry and iPod touch.
Vonage Mobile, an application designed to provide low international rates over Wi-Fi and cellular networks, is focused on international calls. The aim: Get mobile callers to sign up for Vonage for international calls. From there, Vonage is hoping you’ll be more receptive to home service from the company.
According to the company (Techmeme, statement), users of the mobile app won’t need a new number. In the fourth quarter Vonage said it will add its World plan available to its mobile app. Under that plan, you get unlimited international calls for a flat fee.
While the Vonage Mobile app is notable—some have pointed out that Vonage was approved while Apple takes its time to approve Google Voice—it has limited scope.
For instance, I’m a Vonage customer at home and Vonage Mobile would be more useful to me if I could get calls from my home office line and manage my account from my mobile device. International calls are a nice start, but Vonage Mobile could be more.
September 30th, 2009
Revisiting RIM: Are the enterprise storm clouds brewing?
Research in Motion’s gravy train—the enterprise—may be slowing as companies cut back corporate data plans and rethink what employees should get BlackBerry devices.
Anecdotal accounts are filtering into us that many employees, particularly the IT variety, are losing their BlackBerry phones. Why? Companies can’t justify paying for employee data plans. And the BlackBerry Enterprise Service just isn’t adding up for firms looking to cut costs.
Simply put, anyone not in the managerial chain that has a BlackBerry may be at risk to lose it. These phones are being replaced with corporate voice only phones, if at all.
These anecdotal reports put some additional color to RIM’s most recent financial results, which indicated that the company is increasingly reliant on consumers for growth.
Loading ...Atlantic Equities analyst James Cordwell notes that RIM’s position in the enterprise market may be more worrisome than falling average selling prices and fickle consumers:
Enterprise net adds remain subdued – cyclical or structural? Overall net adds of 3.8m fell short of our 4.0m estimate, partly due to an ongoing rundown in channel inventory but also because enterprise net adds of ~0.7m remained at the lower level seen in Q1 (vs over 1m average in FY09). Whilst some improvement is to be expected in CY10 as the economy improves, this does raise questions as to the level of further growth available within the enterprise segment.
Goldman Sachs analyst Simona Jankowski also highlights enterprise concerns:
RIM’s enterprise subscriber growth will likely be lower, given the increasingly common use by small-and-medium enterprises of the BIS (i.e. consumer) rather than BES (i.e. enterprise) BlackBerry service, which could suggest we were previously overestimating RIM’s BES growth potential.
It’s too early to stick a fork in RIM’s enterprise business (the economy could roar back along with enterprise data plans for employees), but there are some serious questions to ponder.
- Are corporations moving to a bring-your-own-smartphone model instead of company-issued phones? Exchange support, the big sell to the enterprise, seems to be available in many phones these days.
- Is there an opening for Google? If the costs are the BlackBerry Enterprise Service prohibitive enough Android could be an option—especially if workers bring their own phones to work.
- Will the iPhone ding RIM where it hurts—the enterprise? In the consumer market it’s Apple vs. RIM. But if companies refuse to pay the freight on enterprise data plans it’s likely that they will wind up supporting the iPhone in bulk.
Also see: RIM signals price war potential; Fallout could be substantial
September 24th, 2009
RIM's second quarter revenue light as is the outlook
Research in Motion’s second quarter revenue and third quarter outlook fell short of expectations.
RIM reported second quarter earnings of $475.6 million, or 83 cents a share, down from $643 million, or $1.12 a share, a year ago (statement). Adjusted net income for the second quarter was $1.03 a share reflecting a tax rate of 28.5 percent and excluding a charge of $112.8 million to settle a patent litigation with Visto. Wall Street was expecting earnings of a $1 a share. RIM detailed the charges related to Visto in July.
However, sales were the big issue for RIM. The company said second quarter revenue was $3.53 billion, up 3 percent from a year ago. The rub: Wall Street was expecting sales of $3.63 billion. RIM did ship 3.8 million devices in the second quarter.
The outlook was also disappointing. For the fiscal third quarter ending Nov. 28, RIM said it expects revenue to be between $3.6 billion and $3.85 billion. Wall Street had been expecting sales projections of $3.95 billion. Meanwhile, third quarter earnings per share were projected to be between $1 a share and $1.08 a share. Wall Street had been looking for $1.08 a share. RIM also said it expects to add between 4 million and 4.3 million net subscribers in the third quarter.
On a conference call, Balsillie said RIM is showing some growth in international enterprise sales and consumer expansion in the U.S. RIM said it will ship 9.2 million to 9.9 million devices in the third quarter. Average selling prices will be $320 in the third quarter.
Here’s how RIM lined up with Cowen & Co. and consensus estimates with problem areas highlighted:
The reaction was predictable as shares were whacked in after hours trading. In fact, the more Balsillie talked on the conference call the more RIM shares fell:
Among other items from RIM:
- The company shipped 8.3 million devices.
- It added 3.8 million net BlackBerry subscriber accounts for a total of 32 million.
- 81 percent of RIM’s revenue in the quarter came from devices with 14 percent from service.
- Balsillie said RIM will launch new products and applications with Verizon “in the upcoming months.” He also talked up the success of the BlackBerry Tour.
- And the company ended the quarter with $2.5 billion in cash, equivalents, short and long-term investments.
Jim Balsillie, co-CEO of RIM, was upbeat on the holiday buying season noting that the company had a strong portfolio. However, gross margins have been declining. For the six months ended Aug. 29, RIM’s gross margin was 43.8 percent, down from 50.7 percent a year ago.
September 24th, 2009
Smartphones: Is image really everything?
If you want to conquer the smartphone market there’s a clear recipe to follow. Be smart, add a lot of hip and cool and stir in productivity. Bake in some marketing buzz and you can hold pricing and become a signature smartphone.
That’s the big takeaway from a report from Interpret LLC. The report, highlighted by Engadget and others, has been used as a data point in the revival of Palm. For instance, Palm rose off of its deathbed with the Pre and now is second in mindshare to the iPhone.
But if you’ve noticed Palm’s latest quarter and lumpy outlook you’ll find mindshare isn’t exactly everything. Price points, margins and sheer volume matter. Palm is a player courtesy of the Pre, but it remains to see if it can keep the hits coming. Nevertheless, it’s worth addressing the mindshare issue since it clearly saved Palm, which has been able to raise capital.
If you buy into Interpret’s findings it’s clear that smartphones are increasingly becoming fashion phones. The big question—left unaddressed by the report—is how long a mindshare edge can last. The question is huge when you consider that Palm may be a 2009 story, but there are no guarantees for 2010. Meanwhile, Motorola may be poised to be the mindshare gainer in 2010.
Interpret states in its report:
September 8th, 2009
Smartphone apps are the technology world's new gold rush
There’s a lot of hyperbole about the expected growth of smartphones over the next three to five years, especially when you consider that in 2009 smartphones represent just 15% of total mobile phone sales. But, the X factor that’s changing the game and creating one of the hottest new trends in technology is smartphones evolving into an application platform.
The smartphone has arrived where it is today by taking the mobile phone and adding a qwerty keyboard plus “push” email and calendar functionality. But, the success of Apple’s iPhone App Store has demonstrated is that simple, functionality-focused applications can unlock a wealth of additional usefulness in the smartphone. Now, the race is on, as mobile vendors and application developers elbow each other in the ribs to gain an advantage in this potentially massive opportunity to capture audience, influence, and revenue.
Apple ran this ad after the App Store hit the 1 billion download mark on April 23, 2009.
Here comes the smartphone
August 24th, 2009
RIM acquires Torch Mobile: Gets serious about browsers
Research in Motion appears to be serious about improving its mobile browser. Now, RIM is putting and undisclosed amount of money behind the effort via the acquisition of mobile browser developer Torch Mobile.
Torch Mobile has been a contributor to the WebKit project, which is the technology foundation for Apple’s Safari browser on the iPhone. WebKit is also the base for browsers on the Palm Pre and Android devices. In a statement on its site, Torch Mobile said:
Torch Mobile is excited to announce that our company has been acquired by Research In Motion (RIM), one of the most renowned mobile technology companies in the world. Our team of developers will join RIM’s global organization and will now be focused on utilizing our WebKit-based mobile browser expertise to contribute to the ongoing enhancement of the BlackBerry platform.
Torch Mobile’s team of highly skilled developers has been actively involved in Open Source development and includes contributors, Commiters and Reviewers of the WebKit project. As part of RIM, these developers will continue to be active participants in the WebKit development community.
Specifically, Torch Mobile makes the Iris browser and RIM’s bet appears to be that it needs to get involved with Webkit. What’s odd here is that Iris is available for Windows Mobile, Windows CE, Qt embedded and Qtopia. There will be some work to bring Iris to the BlackBerry.
Here’s a demo of what RIM just bought:
August 18th, 2009
BlackBerry-maker RIM named world's fastest growing company
Research in Motion (RIM) has claimed the top spot in Fortune Magazine’s list of the world’s 100 fastest growing companies (see also: BBC report). The Canadian smartphone maker has been a strong player in the business sector over the past decade but in the last two years it has also expanded much more effectively into the consumer cellphone market.
Fortune wrote:
“BlackBerrys have long been the cell phone standard for corporate America. In the past decade RIM has sold 65 million phones and now holds a commanding 74% share of business smartphone market… RIM [has produced] incredible numbers. RIM’s three-year average earnings-per-share growth is 84%; annualized revenue growth in that time is 77%; and its shares have a three-year annualized total return of 45%. And with the smartphone market expected to nearly double in the next five years, RIM seems likely to grow smartly.”
August 5th, 2009
Perceived value of BlackBerry brand drops among adults 18-34, rises for age 35-49; Tour 9630 to blame
RIM’s BlackBerry family of mobile devices has undergone dramatic consumer perception shifts in the past two weeks, according to market research agency YouGov’s BrandIndex.
Since mid-July, BlackBerry’s value perception of adults aged 18 to 34 has tanked, while simultaneously rising among adults aged 35 to 49.
August 5th, 2009
A look at the BlackBerry Curve 8520 [video]
Natali Del Conte shows us the new BlackBerry Curve 8520 from the product launch in New York.
August 3rd, 2009
Goldman Sachs: BlackBerry, iPhone own smartphones, but if Apple ever gets an enterprise subsidy...
Goldman Sachs is increasing its smartphone forecast based on a consumer survey that reveals Research in Motion and Apple are the runaway winners in the field, but for vastly different reasons. RIM enjoys enterprise sponsorship, but iPhone’s stealth business use campaign is working.
The survey in many respects confirms what anyone on an East Coast to West Coast knows. There are BlackBerry people and iPhone people and not much in between.
Generally speaking, Goldman Sach’s survey of 300 high-end smartphone consumers found that iPhone garners more loyalty and satisfaction, but not enough to take a lot of market share from RIM. There’s interest in Palm and Motorola is a no-show thus far.
The other tea leaves in the survey indicate that smartphone loyalty is higher than carriers. However, network quality is a big concern.
Add it up and Goldman Sachs sees smartphone units growing 12 percent in 2010, 22 percent in 2011 and 29 percent in 2012.
Among the key findings:
July 22nd, 2009
Nortel's carcass is in high demand
Who would have thought Nortel would be more popular in bankruptcy than as a going concern? A lot of companies want Nortel’s assets, which have the potential to raise a ruckus in the tech market.
Emerging signs of Nortel’s popularity:
Avaya plans to pay $475 million for Nortel’s enterprise solutions business. Under a deal announced Monday Avaya entered an agreement to buy Nortel’s enterprise unit, which includes enterprise telephony, unified communications and data networking products. With the move Avaya could be a bigger threat to Cisco.
The Avaya deal comes about a month after Nortel entered an agreement to sell its CDMA and Long Term Evolution (LTE) access business to Nokia Siemens Networks. That deal, worth $650 million, would transfer at least 2,500 Nortel workers to Nokia Siemens. Under the deal, Nokia Siemens entered a “stalking horse” arrangement where Nortel can complete the sale in bankruptcy unless a better deal comes along.
And speaking of better deals. Research in Motion freaked out because it was prevented from making an offer for Nortel’s wireless business, which will officially be auctioned July 24. Nortel is selling its CDMA and Long Term Evolution (LTE) access business.
In a statement, RIM said it was told it qualified as a bidder only if it promised not to bid for other Nortel assets for a year. RIM said its bid would have kept the wireless business in Canada—a condition of the bankruptcy proceedings. RIM said:
Based on its preliminary review, RIM would be prepared to pay in the range of US $1.1 billion, subject to due diligence and the entering into of appropriate ancillary agreements, for the CDMA and Long Term Evolution Access businesses and certain other Nortel assets. RIM believes that such an offer would result in an extremely attractive price for Nortel creditors and value substantially in excess of the stalking horse bid made by Nokia Siemens Networks.
Simply put, Nortel may disappear, but its assets will continue to make noise going forward.
July 16th, 2009
RIM, Visto settle patent suit
Research and Motion and Visto said Thursday that they have settled all outstanding patent lawsuits for $267.5 million.
Under the agreement (statement), RIM gets a perpetual license on all Visto patents and intellectual property. Visto gets a one-time payment of $267.5 million.
The deal is expected to close July 20. RIM said it will be a charge against its fiscal second quarter earnings. Visto is the parent company of Good Technology.
July 15th, 2009
Google Voice only gets better with launch of mobile app
Google Voice was already a game-changer when it re-emerged a few months ago with a new look and some new features. Now, with the addition of mobile apps for Blackberry and Android phones (of which there are expected to be many more later this year), the service becomes that much more powerful. (Interestingly enough, there was no iPhone app for Google Voice. Hmmm.)
As much as I like the Google Voice service, it’s true that the experience has been less than perfect. The transcription of voice messages, for example, is so far-from-perfect that I don’t even rely on it. But I’m also not losing sleep over that. It would be nice if Google could beef it up - but I’m glad that the company is focusing on other things instead - like these mobile apps.
For some time now, I have been using my Google Voice number as a find-me-anywhere work number. When someone calls my GV number, it rings in three locations - my cell phone, home phone and office phone. No matter where I am, that call reaches me. But I’ve resisted using it as my new mobile number, largely because there was no real way to make calls from my existing cell phone and have my GV number appear as the Caller ID number.
As a side note, SMS text has never been a problem - I can send and receive text messages using my GV number on my Blackberry and recipients see the text as coming from my GV number, not my cell number.
But phone calls were a different story - until now. By using the app, users can dial directly from within Google Voice and the recipients will see the GV number pop up.
In addition, the mobile app also integrates with the contacts on my Blackberry so I can better communicate with the folks who are in that address book. On the Google Voice Web application, the service integrates with my Gmail address book already and allows me to customize the settings, such as a specific ring tone for some callers.
The invitations for Google Voice have been out for some time now - and the company is slowly inviting people to get their own numbers, including a cool new feature that lets people use words to select their own vanity number - something like (408) CALL-SAM. (No, that’s not my number.)
I’ve seen some chatter this morning about Google becoming a phone company - but I think that’s a bit misleading. Google is providing a phone number - but not phone service. To use Google Voice, users still need access to phone service somewhere - whether it’s work, home, cell or even your mama’s house. Without an actual phone to ring, Google Voice is nothing more than a single-number voicemail service (which is perfectly OK for some people, too.)
When it comes to Google Voice, the telecoms shouldn’t feel threatened. People like me are still paying for landline and mobile phone service - even if our Google Voice number is the only one we’re giving out.
Also see: Dumb wireless pipe wars: Google Voice coming to BlackBerry, Android
July 14th, 2009
Jobs: Catch the App Store if you can
Apple CEO Steve Jobs had a simple message for all the App Store rivals trying to emulate the iPhone maker’s model: Good luck catching us.
Apple marked the first birthday of its App Store and noted the following about what is becoming a business model moat in the wireless business:
- 1.5 billion apps downloaded;
- 65,000 apps;
- An army of 100,000 iPhone developers.
You can quibble with Apple’s timing—technically the App Store tuned 1 on July 11—but that’s one helluva moat. In a statement, Jobs indirectly noted a laundry list of rivals—Research in Motion, Nokia, Android, Microsoft and Palm primarily—all trying to replicate the App Store. Jobs said:
“With 1.5 billion apps downloaded, it is going to be very hard for others to catch up.”
The App Store is one of the primary reasons that the iPhone has been a hit. Piper Jaffray analyst Gene Munster on Tuesday said that Apple is likely to deliver better-than-expected iPhone sales for its June quarter. Munster writes:
We believe upside to Mac and iPhone units could help Apple beat Street estimates for the Jun-09 quarter. Our survey of 256 iPhone buyers, along with indications from AT&T leave us confident in our iPhone est of 5 million in the June quarter vs. the Street at about 4 million.
The big picture here is that the App Store has rewritten the rules in the wireless business and Jobs knows it. Apple has first mover advantage and isn’t likely to ease up. As Bernstein analyst Craig Moffett noted Apple has been very disruptive to the wireless industry and the fun is just beginning.
The industry tug of war will revolve around devices and carriers as dumb pipes. Indeed, consumers are increasingly thinking of their smartphone as application delivery devices more than handheld for email and phone calls. The vendors that make apps easy will win. Wireless carriers see the shifts coming and some such as Verizon Wireless are already playing around with an application marketplace, according to GigaOm.
Simply put, carriers have no desire to be a dumb pipe to deliver access. Apple’s march could easily relegate carriers to dumb pipe status. It’s an interesting development that will take years to play out.
For now, Jobs has thrown down the gauntlet to its competition. Catch the App Store—if you can.
July 8th, 2009
Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales
Research in Motion’s BlackBerry sales had a rough June at AT&T and Sprint as those wireless carriers talked up the iPhone 3GS and Palm Pre, respectively.
Those findings come courtesy of Piper Jaffray’s Michael Walkley. In a research note, Walkley writes:
Our checks indicated BlackBerry sales declined in June at AT&T and Sprint due to increasing smartphone competition, as BlackBerry sales appeared to lose share to the Palm Pre at Sprint and the new 3GS iPhone and older $99 iPhone at AT&T. BlackBerry sales at T-Mobile remained solid, but Verizon sales were slightly weaker following the termination of the buy one, get one promotion.
In addition, Walkey says that the Pre is snagging sales from the Curve at Sprint. At AT&T the new iPhone 3GS and older 3G at $99 are squeezing BlackBerry unites. Verizon is promoting LG handsets right now, but the launch of RIM’s Tour should fix that. “Sales of the Tour are key in our opinion, as our checks indicated RIM may need strong July and August sales to meet its guidance,” says Walkley.
Also see: RIM: We “don’t fret” new competition; reports solid Q1, outlook
Larry Dignan is Editor in Chief of ZDNet and Editorial Director of ZDNet sister site TechRepublic. See his full profile and disclosure of his industry affiliations.
For daily updates, follow Larry on Twitter.
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