RIM首季虧損迫使黑莓10延期
????弗雷斯特研究公司(Forrester Research)分析師查爾斯?戈爾文在周四的文章中稱:“黑莓10設備要想一上市便吸引消費者和開發人員的眼球就必須證明它比其他同類產品具有明顯的跨代和跨界優勢,然而,這樣的可能性顯然微乎其微。” ????不過,在周四的開發者電話會議上,RIM高管堅持認為,黑莓10將成為智能手機市場一個不可忽視的挑戰者,并將為股東創造“長期價值”。除了開發新手機平臺外,RIM還在尋找其他戰略上的選擇。上個月,公司宣布,聘請摩根大通(JPMorgan)與加拿大皇家銀行(RBC Capital )對公司的選擇進行“戰略評估”,其中包括尋找新的合作伙伴、拆分公司業務等。投資者一直希望能詳細了解公司的全新戰略方向,但他們在周四的電話會議上沒有得到想要的答案。海因斯只是一再強調,RIM正在進行各方面的研究,可能繼續堅持目前的“獨立”戰略,也可能采取“你們能夠想到的任何一種其他模式”。 ????RIM進行戰略選擇評估的同時,黑莓手機的銷售卻在放緩。部分原因是消費者放棄了RIM的QWERTY實體鍵盤手機,轉而選擇iPhone和安卓智能手機。另外一個原因則來自企業用戶。越來越多的企業用戶放棄了RIM,轉而接受所謂“自帶移動設備”計劃,允許員工攜帶個人的智能手機上班。上個季度,RIM的凈手機用戶基數確實出現增加,但其北美市場用戶卻在大量流失。而北美市場對RIM至關重要,這一地區的每用戶平均收入(ARPU)遠遠高于其他市場。 ????未來幾個季度中,RIM的困境不會有任何改善,尤其是再度推遲黑莓10的發布日期更是讓RIM的處境雪上加霜。RIM已經宣布,預計2013財年第2季度公司仍將繼續虧損。 ????譯者:劉進龍/汪皓 |
????"For the first BlackBerry 10 device to win the attention of customers and developer at its new launch date it will have to prove itself better than the alternatives by leaps and bounds — the likelihood of that is very, very low," Charles Golvin, an analyst with Forrester Research, wrote on Thursday. ????But on the call with investors on Thursday, RIM executives insisted that BlackBerry 10 would be a viable competitor and create "long-term stakeholder value." In parallel with development of the new mobile platform, RIM is also looking into other strategic options. Last month, the company announced it had engaged JPMorgan (JPM) and RBC Capital to "review" its options, which could include forging new partnerships or breaking up the company. Investors had hoped to hear more details on what a new, strategic direction of the company could look like, but they got nothing on Thursday's earnings call. All Heins would say is that RIM is looking into everything from continuing with its existing "standalone" strategy to "whatever other model you could think about." ????While RIM evaluates options, sales of BlackBerries are slowing. And it's not just consumers that are abandoning RIM's QWERTY devices in favor of iPhones and Android smartphones. A growing number of corporate customers are ditching RIM for so-called "bring your own device" programs that let employees use their smartphone of choice at work. RIM's net subscriber base grew last quarter, but it is bleeding customers in North America -- a crucial market in which the company rakes in a higher revenue per user, otherwise known as ARPU. ????RIM's churn won't improve over the next few quarters, especially in light of the company's announcement that BlackBerry 10 will launch later than expected. RIM now says it expects to report an operating loss in the second quarter of fiscal 2013 as well. |